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Sompo Asset Management Co. LTD.

CIK:0001533504
Asset Manager
$30B AUM
185 holdings
Tokyo, Japan
Founded:1986
201 employees
Latest filing:Jun 30, 2025

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 Buys
N
NVDANVIDIA CORPORATION
+$8.5M
M
MSFTMICROSOFT CORP
+$7.5M
V
VOOVANGUARD INDEX FDS
+$5.1M
I
IEMGISHARES INC
+$3.8M
G
GOOGLALPHABET INC
+$3.4M
Top Sells
A
AAPLAPPLE INC
-$3.8M
M
MMM3M CO
-$2.3M
E
EOGEOG RES INC
-$1.4M
I
IVVISHARES TR
-$865.7K
J
JNJJOHNSON & JOHNSON
-$815.5K

Top Holdings

V
VOOVANGUARD INDEX FDS
+8.3%$47.9M
I
IEMGISHARES INC
+7.0%$40.4M
I
IEFISHARES TR
+6.5%$37.5M
M
MSFTMICROSOFT CORP
+5.1%$29.5M
N
NVDANVIDIA CORPORATION
+4.4%$25.1M

Equity Positions (184)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
VANGUARD INDEX FDS8.33%$47.9M84,367$414.74$568.03+$5.1M
ISHARES INC7.02%$40.4M673,156$59.12$60.03+$3.8M
ISHARES TR6.51%$37.5M391,358$107.01$95.77+$1.2M
MICROSOFT CORP5.12%$29.5M59,236$204.40$497.41+$7.5M
NVIDIA CORPORATION4.37%$25.1M159,068$56.60$157.99+$8.5M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+8.9%
SERVICES-PREPACKAGED SOFTWARE
+8.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.2%
NATIONAL COMMERCIAL BANKS
+4.7%
SERVICES-BUSINESS SERVICES, NEC
+4.2%