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Osahiro Yamamoto

Sumitomo Mitsui Financial Group, Inc.

Assets Managed
$4.937B
Holdings
167
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-12.61%(2Q avg: -6.78%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sumitomo Mitsui Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 167 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.937B in assets, with a quarterly growth rate of -12.61% and a 2-quarter average growth rate of -6.78%. The portfolio is managed by Osahiro Yamamoto, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ARES
Ares Management Corp - A
Recent Activity
29.54%
$1.458B
13.365M shares@ $109.1 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.33%
9.96%
$491.613M
755,968 shares@ $650.31 avg price
JEF
Jefferies Financial Group In
Recent Activity
7.74%
$381.627M
9.247M shares@ $41.28 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 7.92%
5.15%
$253.898M
590,062 shares@ $430.3 avg price
PSNY
Polestar Automotive-cl A Ads
Recent Activity
New Position
3.86%
$190.486M
10.341M shares@ $18.43 avg price
CME
Cme Group Inc
Recent Activity
2.83%
$139.36M
471,846 shares@ $295.35 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 0.18%
2.73%
$134.41M
1.354M shares@ $99.28 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 6.24%
2.22%
$109.529M↓ Put
189,766 shares@ $577.19 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 2.03%
1.85%
$91.011M
835,038 shares@ $109.0 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 2.34%
1.66%
$81.708M
468,510 shares@ $174.4 avg price

1-10 of 167