You're signed outSign in or to get full access.
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.
Latest 13F Filing Activity
Sompo Asset Management Co. LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 184 equity positions with a total 13F market value of $576M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Vanguard Index FDS among other positions. Sompo Asset Management Co. LTD. reduced exposure to Apple Inc., 3m Co., Eog Res Inc. among others.
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 |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more