Sumitomo Mitsui Financial
Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ARES, ESGU, CME, SQ, AGG, and represent 66.96% of Sumitomo Mitsui Financial Group's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$11M), SJNK (+$7.4M), IGV, IGSB, IEF, SHV, UCON, ULTA, GLD, MSFT.
- Started 25 new stock positions in UCON, Facebook Inc put, Micron Technology Inc call, Arm Holdings, Powershares Qqq Trust, Alphabet Inc-cl C, Microsoft Corp option, Teladoc Inc call, Micron Technology, ARM.
- Reduced shares in these 10 stocks: , , SOXX (-$25M), XLP (-$22M), XLB (-$17M), AMZN (-$11M), NVDA (-$7.5M), HYG, AMD, PFF.
- Sold out of its positions in DEVICES INC Advanced Micro call, Alphabet Inc call, Arm Holdings, Boeing Co option, Costco Whsl Corp New option, DAL, CHIQ, INTC, IBM, EWZ. JNJ, XLI, XLK, Shopify Inc put, Square Inc put, USO.
- Sumitomo Mitsui Financial Group was a net seller of stock by $-161M.
- Sumitomo Mitsui Financial Group has $3.2B in assets under management (AUM), dropping by 2.35%.
- Central Index Key (CIK): 0001022837
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Portfolio Holdings for Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group holds 168 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ares Management Corporation Cl A Com Stk (ARES) | 55.0 | $1.8B | 13M | 132.98 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 4.1 | $133M | 1.2M | 114.96 |
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| Cme (CME) | 3.1 | $102M | 472k | 215.29 |
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| Block Cl A (SQ) | 2.4 | $77M | 908k | 84.58 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $73M | +18% | 746k | 97.94 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.2 | $70M | -2% | 640k | 108.92 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.8 | $60M | +4% | 629k | 94.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $58M | +3% | 280k | 205.72 |
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| NVIDIA Corporation (NVDA) | 1.6 | $51M | -12% | 57k | 903.56 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $44M | -2% | 85k | 523.07 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.4 | $44M | -8% | 566k | 77.73 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.3 | $42M | +8% | 825k | 51.28 |
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| Ishares Tr Mbs Etf (MBB) | 1.0 | $33M | +2% | 355k | 92.42 |
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| Microsoft Corporation (MSFT) | 1.0 | $31M | +6% | 75k | 420.72 |
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| Amazon (AMZN) | 1.0 | $31M | -25% | 174k | 180.38 |
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| Broadcom (AVGO) | 0.9 | $30M | 23k | 1325.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $28M | +6% | 185k | 152.26 |
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| Meta Platforms Cl A (META) | 0.8 | $27M | -2% | 55k | 485.58 |
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| Arista Networks (ANET) | 0.8 | $27M | 92k | 289.98 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $23M | -7% | 721k | 32.23 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $21M | -6% | 225k | 94.62 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.6 | $20M | -2% | 752k | 26.55 |
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| UnitedHealth (UNH) | 0.6 | $18M | +7% | 37k | 494.70 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.5 | $17M | +74% | 686k | 25.22 |
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| Intuit (INTU) | 0.5 | $17M | 26k | 650.00 |
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| D.R. Horton (DHI) | 0.5 | $17M | -3% | 102k | 164.55 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $17M | 83k | 200.30 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $16M | 35k | 444.01 |
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| W.W. Grainger (GWW) | 0.5 | $15M | 14k | 1017.30 |
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| Amgen (AMGN) | 0.4 | $13M | +8% | 46k | 284.32 |
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| BlackRock (BLK) | 0.4 | $12M | 15k | 833.70 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $11M | -3% | 502k | 22.77 |
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| Air Products & Chemicals (APD) | 0.3 | $11M | +14% | 46k | 242.27 |
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| First Solar (FSLR) | 0.3 | $11M | +13% | 63k | 168.80 |
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| Bristol Myers Squibb (BMY) | 0.3 | $10M | +5% | 189k | 54.23 |
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| Coca-Cola Company (KO) | 0.3 | $9.9M | +6% | 162k | 61.18 |
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| J.B. Hunt Transport Services (JBHT) | 0.3 | $9.8M | +3% | 49k | 199.25 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $9.6M | -69% | 126k | 76.36 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $9.3M | -5% | 18k | 524.34 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $9.1M | +14% | 112k | 81.78 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $7.6M | +15% | 122k | 62.81 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $7.2M | -3% | 80k | 89.90 |
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| Qualcomm (QCOM) | 0.2 | $7.1M | 42k | 169.30 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $7.1M | +54% | 64k | 110.54 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $6.8M | -2% | 87k | 78.23 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $6.7M | -4% | 14k | 480.70 |
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| Costco Wholesale Corporation (COST) | 0.2 | $6.3M | -3% | 8.6k | 732.63 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $6.1M | +3% | 93k | 65.65 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $6.1M | 79k | 77.31 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $5.8M | -81% | 26k | 225.92 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.2 | $5.1M | -6% | 104k | 49.40 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $4.4M | +376% | 52k | 85.29 |
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| Pepsi (PEP) | 0.1 | $4.3M | +4% | 25k | 175.01 |
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| Home Depot (HD) | 0.1 | $4.1M | -6% | 11k | 383.60 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $4.1M | +27% | 24k | 174.21 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $4.1M | 72k | 56.39 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $3.9M | +160% | 7.4k | 522.88 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $3.7M | -9% | 46k | 80.51 |
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| Procter & Gamble Company (PG) | 0.1 | $3.6M | -3% | 22k | 162.25 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.4M | -50% | 19k | 180.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $3.2M | +135% | 22k | 150.93 |
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| Pfizer (PFE) | 0.1 | $3.2M | +16% | 116k | 27.75 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.2M | +10% | 40k | 80.63 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.0M | -10% | 23k | 131.24 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.0M | -7% | 28k | 107.41 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $2.7M | -9% | 28k | 95.60 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $2.7M | -6% | 77k | 34.82 |
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| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $2.4M | NEW | 98k | 24.60 |
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| Zscaler Incorporated (ZS) | 0.1 | $2.3M | -16% | 12k | 192.63 |
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| Shopify Cl A (SHOP) | 0.1 | $2.3M | -4% | 30k | 77.17 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $2.2M | -2% | 8.3k | 270.52 |
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| Cisco Systems (CSCO) | 0.1 | $2.1M | -2% | 43k | 49.91 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.0M | +1852% | 6.2k | 320.59 |
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| At&t (T) | 0.1 | $1.9M | -10% | 106k | 17.60 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.8M | 20k | 91.86 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.8M | +2390% | 16k | 115.81 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.7M | 72k | 23.68 |
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| Paypal Holdings (PYPL) | 0.1 | $1.7M | +345% | 25k | 66.99 |
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| General Mills (GIS) | 0.1 | $1.6M | +18% | 23k | 69.97 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $1.6M | NEW | 16k | 100.71 |
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| Nvidia Corporation Call Call Option | 0.0 | $1.6M | -8% | 4.2k | 377.01 |
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| Apple (AAPL) | 0.0 | $1.6M | +7319% | 9.1k | 171.48 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.5M | +15% | 17k | 89.67 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.4M | +12% | 35k | 41.08 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $1.4M | -16% | 25k | 57.62 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.4M | 20k | 70.00 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.4M | -4% | 34k | 39.83 |
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| Ishares Tr U.s.med Dvc Etf (IHI) | 0.0 | $1.3M | -3% | 23k | 58.59 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $1.3M | -7% | 14k | 94.93 |
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| salesforce (CRM) | 0.0 | $1.3M | NEW | 4.4k | 301.18 |
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| H&R Block (HRB) | 0.0 | $1.2M | -29% | 15k | 84.58 |
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| SYSCO Corporation (SYY) | 0.0 | $1.2M | +4% | 15k | 81.18 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.1M | -8% | 14k | 81.66 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.1M | -14% | 7.9k | 137.22 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $1.0M | -16% | 20k | 51.59 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $972k | -6% | 7.9k | 123.18 |
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| Okta Cl A (OKTA) | 0.0 | $924k | -31% | 8.8k | 104.62 |
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| Illinois Tool Works (ITW) | 0.0 | $905k | -13% | 3.4k | 268.33 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $788k | -12% | 2.5k | 317.73 |
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| Verizon Communications (VZ) | 0.0 | $787k | -14% | 19k | 41.96 |
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| Omni (OMC) | 0.0 | $785k | -12% | 8.1k | 96.76 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $728k | -2% | 8.4k | 86.48 |
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| Netflix (NFLX) | 0.0 | $720k | +235% | 1.2k | 607.33 |
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| Docusign (DOCU) | 0.0 | $708k | 12k | 59.55 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $702k | -16% | 5.4k | 129.35 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $689k | -4% | 13k | 51.60 |
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| Arm Holdings Sponsored Adr (ARM) | 0.0 | $675k | NEW | 5.4k | 124.99 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $660k | -3% | 21k | 31.62 |
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| Tesla Motors (TSLA) | 0.0 | $638k | NEW | 3.6k | 175.79 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $603k | -45% | 17k | 34.68 |
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| Salesforce Call Call Option | 0.0 | $602k | 14k | 42.96 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $569k | 48k | 11.86 |
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| Whirlpool Corporation (WHR) | 0.0 | $510k | -48% | 4.3k | 119.63 |
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| Micron Technology Call Call Option | 0.0 | $420k | NEW | 18k | 23.34 |
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| Nvidia Corporation Put Put Option | 0.0 | $413k | NEW | 6.0k | 68.75 |
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| Teladoc (TDOC) | 0.0 | $406k | -12% | 27k | 15.10 |
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| Zscaler Put Put Option | 0.0 | $397k | NEW | 20k | 19.83 |
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| Micron Technology (MU) | 0.0 | $280k | -85% | 2.4k | 117.89 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $265k | 550.00 | 481.57 |
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| Snap Cl A (SNAP) | 0.0 | $262k | -2% | 23k | 11.48 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $257k | 2.3k | 110.50 |
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| Advanced Micro Devices Put Put Option | 0.0 | $257k | NEW | 15k | 17.10 |
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| Snowflake Cl A (SNOW) | 0.0 | $250k | +6% | 1.5k | 161.60 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $236k | -7% | 2.2k | 107.09 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $227k | 3.2k | 71.35 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $216k | +37% | 3.3k | 65.37 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $209k | 5.4k | 38.74 |
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| Meta Platforms Call Call Option | 0.0 | $204k | -51% | 1.8k | 110.34 |
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| Ralph Lauren Corp Cl A (RL) | 0.0 | $195k | NEW | 1.0k | 187.76 |
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| Pixie Dust Technologies Adr (PXDT) | 0.0 | $195k | 56k | 3.45 |
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| Ishares Tr Hdg Msci Japan (HEWJ) | 0.0 | $194k | NEW | 4.6k | 42.05 |
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| Netflix Put Put Option | 0.0 | $164k | NEW | 4.0k | 40.88 |
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| Visa Call Call Option | 0.0 | $152k | 7.0k | 21.65 |
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| Alphabet Put Put Option | 0.0 | $132k | NEW | 50k | 2.65 |
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| Twilio Cl A (TWLO) | 0.0 | $132k | -37% | 2.2k | 61.15 |
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| Microsoft Corp Put Put Option | 0.0 | $126k | NEW | 6.5k | 19.41 |
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| Apple Put Put Option | 0.0 | $124k | +169% | 35k | 3.53 |
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| Paypal Hldgs Put Put Option | 0.0 | $109k | NEW | 30k | 3.63 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $108k | 4.6k | 23.24 |
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| Netflix Call Call Option | 0.0 | $108k | +60% | 1.5k | 69.88 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $103k | 2.2k | 47.06 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $87k | -48% | 938.00 | 93.16 |
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| Apple Call Call Option | 0.0 | $87k | +286% | 19k | 4.59 |
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| Amazon Put Put Option | 0.0 | $87k | NEW | 30k | 2.90 |
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| Salesforce Put Put Option | 0.0 | $73k | NEW | 10k | 7.30 |
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| Zoom Video Communications In Put Put Option | 0.0 | $71k | 10k | 7.12 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $69k | 2.4k | 29.46 |
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| Walt Disney Company (DIS) | 0.0 | $64k | -79% | 522.00 | 122.36 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $64k | -15% | 763.00 | 83.58 |
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| Microsoft Corp Call Call Option | 0.0 | $56k | 2.0k | 27.79 |
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| Zscaler Call Call Option | 0.0 | $53k | 3.8k | 14.07 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $43k | -24% | 646.00 | 65.87 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $42k | 1.1k | 36.77 |
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| Arm Holdings Put Put Option | 0.0 | $40k | NEW | 20k | 2.01 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $31k | -99% | 328.00 | 92.89 |
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| Alphabet Call Call Option | 0.0 | $22k | NEW | 13k | 1.72 |
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| Invesco Qqq Tr Call Call Option | 0.0 | $21k | NEW | 2.0k | 10.63 |
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| Meta Platforms Put Put Option | 0.0 | $18k | NEW | 5.0k | 3.60 |
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| Amazon Call Call Option | 0.0 | $17k | -67% | 2.2k | 7.70 |
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| Block Call Call Option | 0.0 | $9.1k | NEW | 1.3k | 6.75 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $7.5k | -10% | 179.00 | 42.12 |
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| Paypal Hldgs Call Call Option | 0.0 | $5.6k | -89% | 1.4k | 3.97 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $5.0k | 106.00 | 47.02 |
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| Invesco Qqq Tr Put Put Option | 0.0 | $4.0k | NEW | 5.5k | 0.74 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $3.6k | 17.00 | 210.35 |
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| Micron Technology Put Put Option | 0.0 | $2.4k | NEW | 15k | 0.16 |
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| Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) | 0.0 | $437.999800 | 14.00 | 31.29 |
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| Teladoc Health Call Call Option | 0.0 | $417.900000 | NEW | 4.2k | 0.10 |
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Past Filings by Sumitomo Mitsui Financial Group
SEC 13F filings are viewable for Sumitomo Mitsui Financial Group going back to 2016
- Sumitomo Mitsui Financial Group 2024 Q1 filed May 13, 2024
- Sumitomo Mitsui Financial Group 2023 Q4 filed Feb. 8, 2024
- Sumitomo Mitsui Financial Group 2023 Q3 filed Nov. 8, 2023
- Sumitomo Mitsui Financial Group 2023 Q2 filed Aug. 9, 2023
- Sumitomo Mitsui Financial Group 2023 Q1 filed May 11, 2023
- Sumitomo Mitsui Financial Group 2022 Q4 filed Feb. 10, 2023
- Sumitomo Mitsui Financial Group 2022 Q3 filed Nov. 8, 2022
- Sumitomo Mitsui Financial Group 2022 Q2 filed Aug. 9, 2022
- Sumitomo Mitsui Financial Group 2022 Q1 filed May 12, 2022
- Sumitomo Mitsui Financial Group 2021 Q4 filed Feb. 10, 2022
- Sumitomo Mitsui Financial Group 2021 Q3 filed Nov. 10, 2021
- Sumitomo Mitsui Financial Group 2021 Q2 filed Aug. 11, 2021
- Sumitomo Mitsui Financial Group 2021 Q1 filed May 13, 2021
- Sumitomo Mitsui Financial Group 2020 Q4 filed Feb. 12, 2021
- Sumitomo Mitsui Financial Group 2020 Q3 filed Nov. 12, 2020
- Sumitomo Mitsui Financial Group 2020 Q2 filed Aug. 14, 2020