Osahiro Yamamoto

@Sumitomo Mitsui Financial Group, Inc.

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$3.883B

Total holdings168

Assets growth rate20.79%

Assets growth rate (2-Q avg)10.19%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sumitomo Mitsui Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Sumitomo Mitsui Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.883B in assets, with a quarterly growth rate of 20.79% and a 2-quarter average growth rate of 10.19%. The portfolio is managed by Osahiro Yamamoto, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
7045⤦Paypal Hldgs Inc Recent Activity Exited	0%	$120,000↓ Put 30,000 shares@ $4.0 avg price	Exited
0072⤦Adobe Inc Recent Activity Exited	0%	$84,852↑ Call 4,158 shares@ $20.41 avg price	Exited
PANWPalo Alto Networks Inc Recent Activity Exited	0%	$80,093 235 shares@ $340.83 avg price	Exited
3030⤦Meta Platforms Inc Recent Activity Exited	0%	$79,877↓ Put 5,000 shares@ $15.98 avg price	Exited
0072⤦Adobe Inc Recent Activity Exited	0%	$75,900↓ Put 4,000 shares@ $18.98 avg price	Exited
7946⤦Salesforce Inc Recent Activity Exited	0%	$63,238↑ Call 3,500 shares@ $18.07 avg price	Exited
6411⤦Netflix Inc Recent Activity Exited	0%	$58,540↓ Put 4,000 shares@ $14.64 avg price	Exited
NEENextera Energy Inc Recent Activity Exited	0%	$51,751 702 shares@ $73.72 avg price	Exited
6411⤦Netflix Inc Recent Activity Exited	0%	$38,790↑ Call 584 shares@ $66.43 avg price	Exited
LLYEli Lilly & Co Recent Activity Exited	0%	$24,544 27 shares@ $909.04 avg price	Exited