Sumitomo Mitsui Financial

Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:

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Positions held by Sumitomo Mitsui Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Sumitomo Mitsui Financial Group

Companies in the Sumitomo Mitsui Financial Group portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ares Management Corporation Cl A Com Stk (ARES) 14.0 $571M 12M 47.05
Ishares Tr Iboxx Inv Cp Etf (LQD) 11.9 $485M -15% 3.5M 138.10
Ishares Tr Core S&p500 Etf (IVV) 9.6 $388M -24% 1.0M 373.30
Ishares Tr Core Us Aggbd Et (AGG) 8.5 $346M +698% 2.9M 118.11
Spdr S&p500 Etf Tr Tr Unit (SPY) 7.9 $322M +1245% 865k 372.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.1 $208M +1936% 666k 313.01
Square Cl A (SQ) 4.9 $199M -4% 915k 217.61
Spdr Dow Jones Indl Avrg Etf Ut Ser 1 (DIA) 4.8 $196M NEW 645k 304.13
Spdr Gold Tr Gold Shs (GLD) 4.0 $162M +166% 913k 177.85
Ishares Tr Msci China Etf (MCHI) 2.9 $117M -12% 1.5M 80.92
Ishares Tr Jpmorgan Usd Emg (EMB) 2.5 $101M +5251% 868k 115.84
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 2.4 $99M NEW 2.5M 39.49
Cme (CME) 2.1 $86M 472k 182.05
Ishares Tr China Lg-cap Etf (FXI) 1.8 $74M +20230% 1.6M 46.25

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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.7 $68M -7% 1.2M 55.17
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $50M NEW 1.0M 50.24
Ishares Tr Mbs Etf (MBB) 0.8 $34M +4% 306k 110.13
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $32M +19% 835k 38.51
Ishares Tr Barclays 7 10 Yr (IEF) 0.8 $32M +5% 266k 119.95
United Sts Oil Units (USO) 0.8 $31M -9% 955k 32.91
Ishares Msci Sth Kor Etf (EWY) 0.8 $31M NEW 355k 86.15
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.7 $28M +15% 323k 87.30
Invesco Exchange-traded Fd T Taxable Mun Bd (BAB) 0.5 $20M +8% 591k 33.50
Ishares Msci Taiwan Etf (EWT) 0.5 $20M NEW 370k 53.32
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $15M -9% 172k 88.14
Vanguard Stottsdale Fds Int-term Corp (VCIT) 0.4 $15M +624% 155k 97.14
Select Sector Spdr Tr Technology (XLK) 0.4 $15M NEW 116k 129.83
NVIDIA Corporation (NVDA) 0.3 $14M +38% 27k 520.53
Microsoft Corporation (MSFT) 0.3 $14M +8% 63k 222.94
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $12M +8% 35k 353.78
Advanced Micro Devices (AMD) 0.3 $12M +67% 132k 90.62
Apple (AAPL) 0.3 $12M +35024% 86k 133.84
Amazon (AMZN) 0.3 $11M +43% 3.4k 3278.93
Vanguard Stottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $8.5M +282% 103k 83.25
Broadcom (AVGO) 0.2 $8.0M +6% 18k 437.82
Alphabet Cap Stk Cl C (GOOG) 0.2 $8.0M 4.5k 1751.93
Qualcomm (QCOM) 0.2 $7.7M +2% 51k 152.35
Ishares Tr Tips Bd Etf (TIP) 0.2 $7.5M +4% 58k 127.64
Visa Com Cl A (V) 0.2 $6.8M +5% 31k 218.71
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $6.3M 73k 86.38
UnitedHealth (UNH) 0.1 $5.8M 17k 350.66
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $5.8M -26% 61k 95.03
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $5.7M -11% 85k 67.45
Vanguard Stottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $5.5M +42% 50k 111.06
BlackRock (BLK) 0.1 $5.4M +16% 7.5k 721.52
Ishares Tr Expanded Tech (IGV) 0.1 $5.2M -6% 15k 353.97
JPMorgan Chase & Co. (JPM) 0.1 $5.2M +11% 41k 127.07
D.R. Horton (DHI) 0.1 $4.8M +17% 70k 68.92
Lockheed Martin Corporation (LMT) 0.1 $4.7M 13k 354.98
salesforce (CRM) 0.1 $4.7M NEW 21k 222.47
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $4.6M +96% 86k 53.58
Zscaler Incorporated (ZS) 0.1 $4.6M +9% 23k 197.82
Verizon Communications (VZ) 0.1 $4.5M +10% 77k 58.75
Square Call Call Option 0.1 $4.2M -66% 135k 31.07
Amgen (AMGN) 0.1 $4.2M -10% 18k 229.95
Bristol Myers Squibb (BMY) 0.1 $4.1M 67k 62.03
Coca-Cola Company (KO) 0.1 $4.0M +4% 73k 54.84
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $3.9M -95% 75k 51.66
Air Products & Chemicals (APD) 0.1 $3.8M +5% 14k 273.24
Amazon Call Call Option 0.1 $3.8M +63% 19k 204.10
Nvidia Corporation Call Call Option 0.1 $3.8M -2% 90k 42.18
W.W. Grainger (GWW) 0.1 $3.6M +8% 8.8k 408.29
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $3.5M +3% 56k 62.70
Docusign (DOCU) 0.1 $3.5M NEW 15k 228.13
Pfizer (PFE) 0.1 $3.4M +5540% 93k 36.81
Kimberly-Clark Corporation (KMB) 0.1 $3.4M +16% 25k 134.85
Crowdstrike Hldgs Cl A (CRWD) 0.1 $3.3M NEW 16k 205.90
Okta Cl A (OKTA) 0.1 $3.2M -54% 12k 261.72
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $3.1M +14% 37k 85.65
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.1M +39% 20k 157.73
Texas Instruments Incorporated (TXN) 0.1 $2.7M +30% 17k 164.13
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $2.6M +33% 24k 105.85
Ishares Tr Nasdaq Biotech (IBB) 0.1 $2.3M -2% 15k 151.52
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.3M 20k 113.11
Procter & Gamble Company (PG) 0.1 $2.2M +4% 16k 139.14
Select Sector Spdr Tr Communication (XLC) 0.1 $2.1M +5% 31k 67.48
Ishares Tr Phlx Semicnd Etf (SOXX) 0.0 $2.0M +255% 5.3k 379.19
Apple Call Call Option 0.0 $2.0M -22% 132k 14.80
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $2.0M NEW 28k 70.24
Advanced Micro Devices Call Call Option 0.0 $1.9M -52% 210k 9.00
Costco Wholesale Corporation (COST) 0.0 $1.8M -4% 4.8k 376.71
Ishares Tr U.s. Energy Etf (IYE) 0.0 $1.8M +6% 89k 20.24
Gap (GPS) 0.0 $1.8M +332% 89k 20.08
Johnson & Johnson (JNJ) 0.0 $1.8M -3% 11k 157.40
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $1.7M -26% 6.1k 275.21
Cisco Systems (CSCO) 0.0 $1.6M -13% 35k 44.76
At&t (T) 0.0 $1.6M +262% 54k 28.76
Capri Holdings SHS (CPRI) 0.0 $1.6M -95% 36k 43.10
Walt Disney Company (DIS) 0.0 $1.5M +202% 8.7k 177.32
Home Depot (HD) 0.0 $1.4M +26% 5.1k 265.55
Lauder Estee Cos Cl A (EL) 0.0 $1.3M +12% 4.9k 266.18
Fireeye (FEYE) 0.0 $1.3M -54% 58k 22.34
Square Put Put Option 0.0 $1.3M -50% 145k 8.88
Netflix Call Call Option 0.0 $1.2M -26% 25k 49.04
Ishares Tr Msci India Etf (INDA) 0.0 $1.1M +11% 27k 40.23
Spdr Ser Tr S&p Biotech (XBI) 0.0 $1.0M +18% 7.4k 140.78
Netflix (NFLX) 0.0 $975k -77% 1.8k 531.05
Mastercard Incorporated Cl A (MA) 0.0 $940k -68% 2.7k 346.61
Applied Materials (AMAT) 0.0 $924k -82% 11k 84.28
Proshares Tr Short S&p 500 Ne (SH) 0.0 $863k 48k 17.98
Mondelez Intl Cl A (MDLZ) 0.0 $668k +6% 11k 58.49
Tyson Foods Cl A (TSN) 0.0 $667k +19% 10k 64.45
Pepsi (PEP) 0.0 $659k +13% 4.4k 148.22
Okta Call Call Option 0.0 $646k -82% 18k 35.89
Whirlpool Corporation (WHR) 0.0 $625k +80% 3.5k 180.48
General Mills (GIS) 0.0 $612k +47% 10k 58.77
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $539k -3% 6.3k 84.99
Adobe Systems Incorporated (ADBE) 0.0 $514k -86% 1.0k 502.44
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $512k +2% 14k 36.03
Ishares Tr Select Divid Etf (DVY) 0.0 $470k -9% 4.9k 96.15
Micron Technology (MU) 0.0 $426k -11% 6.1k 70.26
Illinois Tool Works (ITW) 0.0 $423k +84% 2.1k 203.95
Micron Technology Call Call Option 0.0 $411k -93% 24k 17.44
Crowdstrike Hldgs Put Put Option 0.0 $401k NEW 75k 5.35
Paypal Holdings (PYPL) 0.0 $377k NEW 1.6k 230.86
Ford Mtr Co Del Call Call Option 0.0 $375k +58% 498k 0.75
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $309k NEW 15k 21.26
Docusign Put Put Option 0.0 $300k NEW 28k 10.91
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $290k +2% 5.3k 54.23
Amazon Put Put Option 0.0 $276k +107% 11k 25.56
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $267k -8% 4.8k 56.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $241k 2.6k 92.44
Splunk Put Put Option 0.0 $229k NEW 27k 8.48
Ishares Msci Jpn Etf New (EWJ) 0.0 $215k 3.2k 67.63
Apple Put Put Option 0.0 $212k -29% 95k 2.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $199k +13% 1.7k 116.31
Omni (OMC) 0.0 $144k +132% 2.3k 62.47
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $134k -23% 2.0k 68.02
Gap Call Call Option 0.0 $125k -35% 99k 1.27
Salesforce Put Put Option 0.0 $91k NEW 20k 4.55
Autodesk (ADSK) 0.0 $86k +220% 288.00 298.61
Facebook Cl A (FB) 0.0 $61k NEW 219.00 278.54
Capri Holdings Call Call Option 0.0 $56k NEW 12k 4.86
Netflix Put Put Option 0.0 $55k NEW 10k 5.50
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.0 $44k 1.3k 33.21
Bank of New York Mellon Corporation (BK) 0.0 $40k -51% 936.00 42.73
Ishares Msci Brazil Etf (EWZ) 0.0 $36k 983.00 36.62
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $35k 1.1k 30.97
Ishares Tr Mortge Rel Etf (REM) 0.0 $31k -12% 981.00 31.60
Teladoc Health Put Put Option 0.0 $27k NEW 5.0k 5.40
Alphabet Inc Cap Stk Cl A (GOOGL) 0.0 $25k NEW 14.00 1785.71
Under Armour Call Call Option 0.0 $21k NEW 23k 0.92
stock (SPLK) 0.0 $20k NEW 115.00 173.91
Lam Research Corporation (LRCX) 0.0 $19k NEW 40.00 475.00
Nike CL B (NKE) 0.0 $18k 129.00 139.53
Johnson & Johnson Call Call Option 0.0 $16k NEW 3.0k 5.33
Ishares Tr Russell 2000 Etf (IWM) 0.0 $15k 76.00 197.37
Ishares Msci Mly Etf New (EWM) 0.0 $12k -45% 411.00 29.20
Keysight Technologies (KEYS) 0.0 $12k -99% 96.00 125.00
Altria (MO) 0.0 $7.0k 170.00 41.18
Xilinx (XLNX) 0.0 $5.0k -99% 36.00 138.89
Exxon Mobil Corporation (XOM) 0.0 $4.0k 87.00 45.98
Micron Technology Put Put Option 0.0 $1.0k -57% 80k 0.01

Past Filings by Sumitomo Mitsui Financial Group

SEC 13F filings are viewable for Sumitomo Mitsui Financial Group going back to 2016