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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
IYRIshares Tr
Recent Activity
Increased 8.92%
0.27%
$10.149M
99,627 shares@ $101.87 avg price
ADMArcher Daniels Midland Co
Recent Activity
Increased 21.54%
0.26%
$9.975M
166,973 shares@ $59.74 avg price
QCOMQualcomm Inc
Recent Activity
Increased 23.34%
0.25%
$9.481M
55,754 shares@ $170.06 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 3420.42%
0.24%
$9.25M
77,273 shares@ $119.7 avg price
VOOVanguard Index Fds
Recent Activity
Increased 12.15%
0.22%
$8.537M
16,179 shares@ $527.68 avg price
SHYIshares Tr
Recent Activity
Increased 0.6%
0.22%
$8.436M
101,459 shares@ $83.16 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 8.7%
0.19%
$7.107M
89,491 shares@ $79.42 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 3.57%
0.13%
$5.034M
24,371 shares@ $206.57 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Increased 9.12%
0.13%
$5.027M
84,865 shares@ $59.24 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 5.78%
0.11%
$4.113M
48,659 shares@ $84.53 avg price