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
GOOGAlphabet Inc Recent Activity Increased 10.32%	0.93%	$35.838M 214,354 shares@ $167.19 avg price	Increased 10.32%
METAMeta Platforms Inc Recent Activity Increased 4.25%	0.92%	$35.668M 62,311 shares@ $572.42 avg price	Increased 4.25%
SJNKSpdr Ser Tr Recent Activity Increased 40.41%	0.92%	$35.638M 1.384M shares@ $25.76 avg price	Increased 40.41%
AMZNAmazon Com Inc Recent Activity Increased 10.6%	0.81%	$31.124M 167,035 shares@ $186.34 avg price	Increased 10.6%
QQQInvesco Qqq Tr Recent Activity Increased 29.48%	0.72%	$27.756M 56,868 shares@ $488.08 avg price	Increased 29.48%
TLTIshares Tr Recent Activity Increased 4.22%	0.71%	$27.329M 278,582 shares@ $98.1 avg price	Increased 4.22%
PFFIshares Tr Recent Activity Increased 4.2%	0.64%	$24.726M 744,091 shares@ $33.24 avg price	Increased 4.2%
UNHUnitedhealth Group Inc Recent Activity Increased 3.33%	0.63%	$24.384M 41,705 shares@ $584.68 avg price	Increased 3.33%
FSLRFirst Solar Inc Recent Activity Increased 18.56%	0.57%	$21.96M 88,037 shares@ $249.44 avg price	Increased 18.56%
DHID R Horton Inc Recent Activity Increased 3.15%	0.55%	$20.994M 110,049 shares@ $190.78 avg price	Increased 3.15%