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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
ARESAres Management Corporation
Recent Activity
53.64%
$2.083B
13.365M shares@ $155.85 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 9.83%
5.6%
$217.274M
378,685 shares@ $573.77 avg price
CMECme Group Inc
Recent Activity
2.69%
$104.113M
471,846 shares@ $220.65 avg price
AGGIshares Tr
Recent Activity
Increased 7.33%
2.5%
$96.837M
956,225 shares@ $101.28 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 16.62%
2.3%
$89.175M
366,885 shares@ $243.06 avg price
LQDIshares Tr
Recent Activity
Decreased -18.77%
1.95%
$75.359M
667,012 shares@ $112.99 avg price
IEFIshares Tr
Recent Activity
Increased 2.87%
1.8%
$69.88M
712,188 shares@ $98.13 avg price
XLKSelect Sector Spdr Tr
Recent Activity
New Position
1.78%
$68.857M
305,000 shares@ $225.76 avg price
SQBlock Inc
Recent Activity
1.57%
$60.949M
907,930 shares@ $67.14 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.4%
1.56%
$60.288M
496,446 shares@ $121.44 avg price