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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
JPMJpmorgan Chase & Co.
Recent Activity
Increased 6.21%
0.52%
$20.017M
94,931 shares@ $210.87 avg price
INTUIntuit
Recent Activity
Increased 12.62%
0.51%
$19.727M
31,767 shares@ $621.0 avg price
GWWGrainger W W Inc
Recent Activity
Increased 8.2%
0.45%
$17.343M
16,695 shares@ $1038.82 avg price
AMGNAmgen Inc
Recent Activity
Increased 7.34%
0.44%
$16.83M
52,234 shares@ $322.21 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 10.74%
0.42%
$16.204M
54,425 shares@ $297.75 avg price
BLKBlackrock Inc
Recent Activity
Increased 7.23%
0.42%
$15.961M
16,810 shares@ $949.51 avg price
GOVTIshares Tr
Recent Activity
Increased 14.25%
0.4%
$15.224M
649,354 shares@ $23.45 avg price
KOCoca Cola Co
Recent Activity
Increased 10.59%
0.37%
$14.093M
196,111 shares@ $71.86 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 14.88%
0.34%
$12.83M
247,963 shares@ $51.75 avg price
JBHTHunt J B Trans Svcs Inc
Recent Activity
Increased 14.76%
0.29%
$10.949M
63,534 shares@ $172.33 avg price