Sumitomo Mitsui Financial
Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ARES, SPY, CME, AGG, GLD, and represent 66.71% of Sumitomo Mitsui Financial Group's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$169M), XLK (+$69M), NVDA (+$53M), AVGO (+$39M), AGG (+$21M), GLD (+$21M), SJNK (+$18M), QQQ (+$11M), VT (+$9.0M), IEF (+$8.2M).
- Started 23 new stock positions in AMC, Tesla Motors Inc cmn, Crowdstrike Hldgs Inc put, Shopify Inc call, Qualcomm Inc option, DEVICES INC Advanced Micro call, LMT, Barrick Gold Corp option, Servicenow Inc cmn, Broadcom Inc call. U, XLK, Tesla Motors Inc cmn, XLE, Crowdstrike Hldgs Inc call, Freeport-mcmoran Copper & Go option, Shopify Inc put, Albemarle Corp Cmn Stk cmn, JNJ, Arm Holdings, FCPI, Freeport-mcmoran Copper & Go option, Broadcom Inc put.
- Reduced shares in these 10 stocks: ESGU (-$133M), AMD, GOOGL, SHOP, PYPL, ZS, AAPL, CRWD, AMZN, HRB.
- Sold out of its positions in AMD, AAPL, Apple Inc option, Apple Inc option, HRB, DIS, Facebook Inc call, Facebook Inc put, ESGU, MA. Microsoft Corp, Microsoft Corp option, Micron Technology Inc call, NFLX, Netflix Inc option, Netflix Inc put, Paypal Hldgs Inc put, Salesforce Com Inc call, SHOP, Teladoc Inc call, Visa Inc option, WHR, Zscaler Inc put.
- Sumitomo Mitsui Financial Group was a net buyer of stock by $358M.
- Sumitomo Mitsui Financial Group has $3.9B in assets under management (AUM), dropping by 20.26%.
- 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 September 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) | 53.6 | $2.1B | 13M | 155.84 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.6 | $217M | +347% | 379k | 573.76 |
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| Cme (CME) | 2.7 | $104M | 472k | 220.65 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.5 | $97M | +28% | 956k | 101.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $89M | +31% | 367k | 243.06 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.9 | $75M | +4% | 667k | 112.98 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.8 | $70M | +13% | 712k | 98.12 |
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| Select Sector Spdr Tr Technology (XLK) | 1.8 | $69M | NEW | 305k | 225.76 |
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| Block Cl A (SQ) | 1.6 | $61M | 908k | 67.13 |
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| NVIDIA Corporation (NVDA) | 1.6 | $60M | +777% | 496k | 121.40 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $49M | +8% | 614k | 80.30 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $44M | +2% | 843k | 52.66 |
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| Broadcom (AVGO) | 1.1 | $43M | +994% | 250k | 172.50 |
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| Arista Networks (ANET) | 1.0 | $39M | +11% | 102k | 383.82 |
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| Ishares Tr Mbs Etf (MBB) | 1.0 | $37M | +8% | 386k | 95.81 |
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| Microsoft Corporation (MSFT) | 0.9 | $36M | +13% | 85k | 428.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $36M | +15% | 214k | 167.19 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.9 | $36M | +101% | 1.4M | 25.75 |
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| Meta Platforms Cl A (META) | 0.9 | $35M | +12% | 62k | 567.36 |
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| Amazon (AMZN) | 0.8 | $31M | -4% | 167k | 186.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $28M | +62% | 57k | 488.07 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $27M | +23% | 279k | 98.10 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $25M | +3% | 744k | 33.23 |
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| UnitedHealth (UNH) | 0.6 | $24M | +14% | 42k | 584.68 |
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| First Solar (FSLR) | 0.6 | $22M | +40% | 88k | 249.44 |
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| D.R. Horton (DHI) | 0.5 | $21M | +7% | 110k | 190.77 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.5 | $21M | 745k | 27.57 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $20M | +14% | 95k | 210.86 |
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| Intuit (INTU) | 0.5 | $20M | +22% | 32k | 621.00 |
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| W.W. Grainger (GWW) | 0.4 | $17M | +16% | 17k | 1038.81 |
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| Amgen (AMGN) | 0.4 | $17M | +14% | 52k | 322.21 |
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| Air Products & Chemicals (APD) | 0.4 | $16M | +19% | 54k | 297.74 |
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| BlackRock (BLK) | 0.4 | $16M | +13% | 17k | 949.51 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $15M | +29% | 649k | 23.45 |
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| Coca-Cola Company (KO) | 0.4 | $14M | +21% | 196k | 71.86 |
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| Bristol Myers Squibb (BMY) | 0.3 | $13M | +31% | 248k | 51.74 |
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| Ishares Tr Short Treas Bd (SHV) | 0.3 | $12M | +64% | 105k | 110.63 |
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| J.B. Hunt Transport Services (JBHT) | 0.3 | $11M | +28% | 64k | 172.33 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $10M | +24% | 100k | 101.87 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $10M | -3% | 122k | 83.00 |
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| Archer Daniels Midland Company (ADM) | 0.3 | $10M | +37% | 167k | 59.74 |
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| Qualcomm (QCOM) | 0.2 | $9.5M | +32% | 56k | 170.05 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $9.3M | -10% | 16k | 586.52 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $9.2M | +3223% | 77k | 119.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $8.5M | +15% | 16k | 527.67 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $8.4M | -9% | 102k | 83.15 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $7.4M | 92k | 80.78 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $7.2M | 89k | 81.23 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $7.1M | +13% | 90k | 79.42 |
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| Costco Wholesale Corporation (COST) | 0.2 | $6.6M | -13% | 7.5k | 885.62 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $5.4M | -9% | 23k | 230.59 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $5.2M | +81% | 14k | 389.12 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $5.0M | +3% | 24k | 206.57 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $5.0M | +17% | 85k | 59.23 |
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| Home Depot (HD) | 0.1 | $4.9M | +11% | 12k | 405.20 |
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| Pepsi (PEP) | 0.1 | $4.5M | +7% | 27k | 170.05 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $4.4M | -5% | 49k | 89.35 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $4.3M | -10% | 93k | 46.34 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $4.1M | +23% | 49k | 84.53 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.1M | +4% | 49k | 83.75 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.7M | +20% | 33k | 110.47 |
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| Pfizer (PFE) | 0.1 | $3.6M | +6% | 123k | 28.94 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $3.5M | +90% | 30k | 119.61 |
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| Procter & Gamble Company (PG) | 0.1 | $3.4M | -11% | 20k | 173.56 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $3.1M | +160% | 53k | 58.53 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $3.0M | +3% | 29k | 102.26 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $2.9M | -12% | 20k | 142.04 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $2.5M | +30% | 94k | 26.69 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $2.5M | +56% | 25k | 100.72 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $2.3M | +1021% | 12k | 193.87 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $2.2M | -9% | 69k | 31.96 |
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| At&t (T) | 0.1 | $2.2M | -7% | 98k | 22.00 |
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| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.1 | $2.1M | -13% | 85k | 25.13 |
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| Cisco Systems (CSCO) | 0.1 | $2.1M | -9% | 39k | 53.22 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $2.0M | +24% | 44k | 45.86 |
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| General Mills (GIS) | 0.0 | $1.8M | +2% | 24k | 73.85 |
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| SYSCO Corporation (SYY) | 0.0 | $1.8M | +50% | 23k | 78.06 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $1.7M | -5% | 19k | 94.61 |
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| Micron Technology (MU) | 0.0 | $1.7M | +577% | 16k | 107.50 |
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| Tesla Motors (TSLA) | 0.0 | $1.7M | +76% | 6.4k | 260.46 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $1.6M | -31% | 5.7k | 282.20 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.4M | -10% | 15k | 93.58 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.4M | -4% | 19k | 73.67 |
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| Ishares Tr U.s.med Dvc Etf (IHI) | 0.0 | $1.4M | +3% | 24k | 59.22 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.3M | -6% | 32k | 41.15 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $1.3M | -27% | 18k | 71.86 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $1.2M | -12% | 12k | 98.83 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $1.2M | +417% | 17k | 69.55 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.1M | +30% | 11k | 97.42 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.0M | +34% | 18k | 57.41 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.0M | -11% | 7.0k | 145.60 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.0M | -5% | 7.4k | 135.07 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $975k | -20% | 11k | 90.40 |
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| Verizon Communications (VZ) | 0.0 | $826k | 18k | 44.91 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $778k | -6% | 20k | 39.82 |
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| Omni (OMC) | 0.0 | $778k | -7% | 7.5k | 103.39 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $743k | -12% | 2.2k | 340.48 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $726k | -79% | 4.4k | 163.95 |
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| Illinois Tool Works (ITW) | 0.0 | $699k | -20% | 2.7k | 262.07 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $678k | -12% | 4.8k | 142.28 |
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| Nvidia Corporation Call Call Option | 0.0 | $593k | +3876% | 166k | 3.57 |
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| salesforce (CRM) | 0.0 | $534k | -56% | 1.9k | 276.64 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $521k | 48k | 10.85 |
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| Advanced Micro Devices Call Call Option | 0.0 | $492k | NEW | 23k | 21.77 |
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| Tesla Put Put Option | 0.0 | $461k | NEW | 20k | 23.04 |
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| Shopify Call Call Option | 0.0 | $389k | NEW | 49k | 7.93 |
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| Zscaler Incorporated (ZS) | 0.0 | $385k | -81% | 2.2k | 171.77 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $381k | -51% | 2.6k | 145.58 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $380k | -78% | 1.3k | 285.86 |
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| Advanced Micro Devices Put Put Option | 0.0 | $343k | +40% | 21k | 16.32 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $304k | NEW | 3.5k | 87.80 |
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| Tesla Call Call Option | 0.0 | $289k | NEW | 5.0k | 57.89 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $286k | +159% | 12k | 23.72 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $273k | +3% | 5.6k | 48.81 |
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| Paypal Holdings (PYPL) | 0.0 | $243k | -87% | 3.1k | 77.88 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $234k | -62% | 6.5k | 35.91 |
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| Ishares Tr Hdg Msci Japan (HEWJ) | 0.0 | $231k | +21% | 5.6k | 41.05 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $227k | 3.2k | 71.54 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $209k | +5476% | 948.00 | 220.89 |
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| Arm Holdings Call Call Option | 0.0 | $196k | NEW | 10k | 19.57 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $184k | -8% | 2.0k | 90.88 |
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| Broadcom Put Put Option | 0.0 | $176k | NEW | 16k | 11.03 |
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| Crowdstrike Hldgs Put Put Option | 0.0 | $169k | NEW | 9.0k | 18.73 |
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| Arm Holdings Put Put Option | 0.0 | $166k | +50% | 30k | 5.55 |
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| Broadcom Call Call Option | 0.0 | $165k | NEW | 8.0k | 20.59 |
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| Amazon Call Call Option | 0.0 | $147k | +1027% | 25k | 5.93 |
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| Micron Technology Put Put Option | 0.0 | $141k | -20% | 12k | 11.73 |
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| Twilio Cl A (TWLO) | 0.0 | $139k | 2.2k | 64.66 |
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| Paypal Hldgs Call Call Option | 0.0 | $130k | +1061% | 16k | 7.98 |
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| Alphabet Put Put Option | 0.0 | $118k | -80% | 10k | 11.75 |
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| Invesco Qqq Tr Put Put Option | 0.0 | $117k | +100% | 11k | 10.66 |
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| Snowflake Cl A (SNOW) | 0.0 | $114k | -35% | 1.0k | 113.92 |
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| Pixie Dust Technologies Adr (PXDT) | 0.0 | $112k | 56k | 1.98 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $107k | 2.2k | 48.59 |
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| Invesco Qqq Tr Call Call Option | 0.0 | $104k | +125% | 4.5k | 23.01 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $98k | +1692% | 1.9k | 51.34 |
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| Nvidia Corporation Put Put Option | 0.0 | $95k | +66% | 10k | 9.50 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $95k | 938.00 | 101.11 |
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| Freeport-mcmoran Put Put Option | 0.0 | $93k | NEW | 45k | 2.06 |
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| Crowdstrike Hldgs Call Call Option | 0.0 | $84k | NEW | 3.0k | 27.88 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $78k | 2.4k | 33.05 |
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| Freeport-mcmoran Call Call Option | 0.0 | $76k | NEW | 15k | 5.06 |
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| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $76k | NEW | 1.8k | 43.30 |
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| Salesforce Put Put Option | 0.0 | $62k | -65% | 3.5k | 17.83 |
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| Block Call Call Option | 0.0 | $60k | +1380% | 20k | 3.00 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $57k | +80% | 593.00 | 96.38 |
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| Docusign (DOCU) | 0.0 | $46k | -93% | 753.00 | 61.67 |
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| Snap Cl A (SNAP) | 0.0 | $45k | -81% | 4.1k | 10.87 |
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| Teladoc (TDOC) | 0.0 | $42k | -81% | 5.0k | 8.46 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $42k | 1.1k | 36.76 |
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| Barrick Gold Corp Call Call Option | 0.0 | $40k | NEW | 48k | 0.83 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $39k | -44% | 424.00 | 91.34 |
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| Zscaler Call Call Option | 0.0 | $37k | 3.8k | 9.73 |
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| Amazon Put Put Option | 0.0 | $33k | -66% | 10k | 3.30 |
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| Alphabet Call Call Option | 0.0 | $24k | -78% | 2.7k | 9.16 |
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| Shopify Put Put Option | 0.0 | $22k | NEW | 20k | 1.08 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $16k | -64% | 228.00 | 71.73 |
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| Albemarle Corp Call Call Option | 0.0 | $15k | NEW | 1.8k | 7.99 |
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| Johnson & Johnson (JNJ) | 0.0 | $10k | NEW | 64.00 | 161.41 |
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| Qualcomm Call Call Option | 0.0 | $9.4k | NEW | 5.1k | 1.85 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $9.3k | NEW | 16.00 | 582.38 |
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| Servicenow Call Call Option | 0.0 | $8.6k | NEW | 103.00 | 83.42 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $7.7k | -5% | 169.00 | 45.32 |
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| Okta Cl A (OKTA) | 0.0 | $2.9k | -99% | 39.00 | 74.00 |
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| Unity Software (U) | 0.0 | $1.3k | NEW | 59.00 | 22.59 |
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| Zoom Video Communications In Put Put Option | 0.0 | $1.2k | +70% | 17k | 0.07 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.0 | $549.000200 | 14.00 | 39.21 |
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| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $9.000000 | NEW | 2.00 | 4.50 |
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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 Q3 filed Nov. 8, 2024
- 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