Sompo Asset Management Co. LTD.
Sompo Asset Management Co., Ltd. is a prominent asset management firm headquartered in Tokyo, Japan. Founded in 1986, the company operates as part of the Sompo Holdings group and specializes in Japanese and global asset management. With approximately 201 employees as of April 2025, the firm is recognized for its consistent investment philosophy and innovation in responsible investment. Sompo Asset Management serves both retail and institutional clients domestically and internationally, ranking as a market leader in Japanese equities asset management.
Investment Strategy
Sompo Asset Management employs a disciplined, model-driven investment approach anchored by its proprietary Yasuda-Kasai Equity Valuation System (YES), which has helped generate stable excess returns for over two decades. The firm emphasizes socially responsible investing (SRI), systematically integrating environmental, social and governance (ESG) factors into portfolio management. It manages both retail and institutional assets across Japanese and global markets, focusing on fundamental value and risk-adjusted return while pioneering SRI innovations within the regional asset management sector.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.33% | $47.9M | 84,367 | $414.74 | $568.03 | +$5.1M |
I IEMG | ISHARES INC | 7.02% | $40.4M | 673,156 | $59.12 | $60.03 | +$3.8M |
I IEF | ISHARES TR | 6.51% | $37.5M | 391,358 | $107.01 | $95.77 | +$1.2M |
M MSFT | MICROSOFT CORP | 5.12% | $29.5M | 59,236 | $204.40 | $497.41 | +$7.5M |
N NVDA | NVIDIA CORPORATION | 4.37% | $25.1M | 159,068 | $56.60 | $157.99 | +$8.5M |