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Osahiro Yamamoto

@Sumitomo Mitsui Financial Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$3.883BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
5949⤦Microsoft Corp
Recent Activity
Exited
0%
$20,251↑ Call
941 shares@ $21.53 avg price
0378⤦Apple Inc
Recent Activity
Exited
0%
$16,850↓ Put
35,000 shares@ $0.49 avg price
5951⤦Micron Technology Inc
Recent Activity
Exited
0%
$16,000↑ Call
1,400 shares@ $11.43 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$10,935
20 shares@ $546.75 avg price
0207⤦Alphabet Inc
Recent Activity
Exited
0%
$8,384↑ Call
720 shares@ $11.65 avg price
3030⤦Meta Platforms Inc
Recent Activity
Exited
0%
$6,626↑ Call
190 shares@ $34.88 avg price
9898⤦Zoom Video Communications In
Recent Activity
Exited
0%
$5,451↑ Call
30,000 shares@ $0.19 avg price
6974⤦Palo Alto Networks Inc
Recent Activity
Exited
0%
$5,298↑ Call
450 shares@ $11.78 avg price
DISDisney Walt Co
Recent Activity
Exited
0%
$5,109
50 shares@ $102.18 avg price