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, SOXX, LQD, and represent 62.16% of Sumitomo Mitsui Financial Group's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$69M), ANET (+$21M), ESGU (+$9.8M), IEF (+$5.2M), TLT (+$5.0M), SHV, GOVT, MBB, UNH, ULTA.
- Started 10 new stock positions in IBM, USO, Salesforce Com Inc call, ANET, ULTA, Square Inc put, INTC, Zoom Video Communications In put, Arm Holdings, XLK.
- Reduced shares in these 10 stocks: AGG (-$245M), LQD (-$154M), AAPL (-$19M), AMD (-$19M), IGSB (-$11M), AMZN (-$8.5M), ZS (-$7.3M), SHOP (-$7.0M), NFLX (-$5.9M), QQQ.
- Sold out of its positions in ADBE, Alphabet Inc-cl C, Amazon Com Inc option, CCL, Coca Cola Co option, Crowdstrike Hldgs Inc call, Crowdstrike Hldgs Inc put, Docusign Inc call, XOM, ISRG. FXI, Mcdonalds Corp option, Microsoft Corp option, Okta Inc call, RH, CRM, Salesforce Com Inc put, Shopify Inc call, Snowflake, stock, Splunk Inc cmn, Twilio Inc call, CPRI.
- Sumitomo Mitsui Financial Group was a net seller of stock by $-372M.
- Sumitomo Mitsui Financial Group has $3.2B in assets under management (AUM), dropping by 1.59%.
- Central Index Key (CIK): 0001022837
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Portfolio Holdings for Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group holds 159 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ares Management Corporation Cl A Com Stk (ARES) | 50.4 | $1.6B | 13M | 118.92 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 3.9 | $122M | +8% | 1.2M | 104.92 |
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| Cme (CME) | 3.1 | $99M | 472k | 210.60 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 2.5 | $78M | 135k | 576.10 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.3 | $73M | -67% | 656k | 110.66 |
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| Block Cl A (SQ) | 2.2 | $70M | 908k | 77.35 |
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| Select Sector Spdr Tr Technology (XLK) | 2.2 | $69M | NEW | 360k | 192.48 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.0 | $63M | -79% | 630k | 99.25 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.8 | $58M | +9% | 602k | 96.39 |
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| Select Sector Spdr Tr Indl (XLI) | 1.6 | $52M | 453k | 113.99 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $52M | 270k | 191.17 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.5 | $48M | 616k | 77.39 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $41M | -5% | 87k | 475.31 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.2 | $39M | -22% | 760k | 51.27 |
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| Amazon (AMZN) | 1.1 | $36M | -19% | 234k | 153.38 |
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| Ishares Tr Mbs Etf (MBB) | 1.0 | $33M | +6% | 347k | 94.08 |
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| NVIDIA Corporation (NVDA) | 1.0 | $32M | 65k | 495.22 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.9 | $29M | +4% | 407k | 72.03 |
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| Microsoft Corporation (MSFT) | 0.8 | $26M | +3% | 70k | 375.28 |
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| Broadcom (AVGO) | 0.8 | $26M | +3% | 23k | 1116.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $25M | +3% | 174k | 140.93 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $24M | 783k | 31.19 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.8 | $24M | +26% | 241k | 98.88 |
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| Arista Networks (ANET) | 0.7 | $21M | NEW | 91k | 235.51 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.7 | $21M | 769k | 26.91 |
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| Meta Platforms Cl A (META) | 0.6 | $20M | -7% | 56k | 358.32 |
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| UnitedHealth (UNH) | 0.6 | $18M | +11% | 34k | 526.47 |
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| Intuit (INTU) | 0.5 | $16M | +5% | 26k | 625.03 |
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| D.R. Horton (DHI) | 0.5 | $16M | +2% | 106k | 151.98 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.5 | $16M | 184k | 85.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $14M | -19% | 35k | 409.52 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $14M | +7% | 82k | 170.10 |
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| Amgen (AMGN) | 0.4 | $12M | 42k | 288.02 |
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| W.W. Grainger (GWW) | 0.4 | $12M | +2% | 15k | 828.69 |
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| BlackRock (BLK) | 0.4 | $12M | +4% | 15k | 811.80 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $12M | +24% | 519k | 23.04 |
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| Air Products & Chemicals (APD) | 0.3 | $11M | +8% | 40k | 273.80 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.3 | $9.9M | +16% | 392k | 25.14 |
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| First Solar (FSLR) | 0.3 | $9.6M | +17% | 56k | 172.28 |
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| J.B. Hunt Transport Services (JBHT) | 0.3 | $9.6M | 48k | 199.74 |
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| Bristol Myers Squibb (BMY) | 0.3 | $9.1M | +4% | 178k | 51.31 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $9.0M | -2% | 19k | 484.00 |
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| Coca-Cola Company (KO) | 0.3 | $8.9M | +8% | 152k | 58.93 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $8.0M | 97k | 82.04 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $7.6M | +13% | 83k | 91.41 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $7.6M | +6% | 105k | 72.22 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $7.2M | 89k | 80.15 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $6.4M | 15k | 436.80 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $6.1M | -9% | 79k | 77.37 |
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| Qualcomm (QCOM) | 0.2 | $6.0M | -21% | 42k | 144.63 |
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| Costco Wholesale Corporation (COST) | 0.2 | $5.9M | +10% | 9.0k | 660.08 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $5.7M | +6% | 90k | 63.33 |
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| Advanced Micro Devices (AMD) | 0.2 | $5.7M | -76% | 38k | 148.76 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.2 | $4.9M | +2% | 111k | 44.12 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $4.6M | +155% | 41k | 110.13 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $4.4M | +5% | 11k | 406.42 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.1M | 51k | 81.28 |
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| Pepsi (PEP) | 0.1 | $4.0M | +15% | 24k | 169.84 |
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| Home Depot (HD) | 0.1 | $4.0M | -13% | 12k | 346.55 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $3.9M | +40% | 73k | 53.84 |
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| Procter & Gamble Company (PG) | 0.1 | $3.4M | +6% | 23k | 145.73 |
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| Zscaler Incorporated (ZS) | 0.1 | $3.2M | -69% | 14k | 224.44 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.2M | -2% | 26k | 124.97 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.2M | -4% | 30k | 107.49 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.2M | -15% | 19k | 170.46 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $2.9M | -5% | 82k | 34.95 |
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| Pfizer (PFE) | 0.1 | $2.9M | -19% | 99k | 28.79 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $2.8M | 31k | 87.67 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $2.7M | +42% | 36k | 76.13 |
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| Shopify Cl A (SHOP) | 0.1 | $2.5M | -73% | 31k | 79.11 |
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| Cisco Systems (CSCO) | 0.1 | $2.2M | -25% | 44k | 50.52 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $2.1M | -9% | 8.6k | 250.70 |
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| At&t (T) | 0.1 | $2.0M | -8% | 119k | 16.78 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $1.8M | -7% | 20k | 92.45 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $1.8M | +13% | 73k | 24.18 |
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| H&R Block (HRB) | 0.1 | $1.6M | +88% | 21k | 79.51 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $1.5M | -21% | 30k | 52.05 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.5M | +4% | 20k | 72.43 |
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| Micron Technology (MU) | 0.0 | $1.4M | +3326% | 16k | 86.00 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.4M | NEW | 2.8k | 489.99 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $1.4M | -35% | 15k | 89.27 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $1.4M | -39% | 32k | 42.17 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.3M | +6% | 15k | 89.06 |
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| General Mills (GIS) | 0.0 | $1.3M | -4% | 20k | 65.14 |
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| Ishares Tr U.s.med Dvc Etf (IHI) | 0.0 | $1.3M | 24k | 53.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.3M | -11% | 9.1k | 140.23 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.3M | -38% | 9.3k | 135.85 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.3M | -10% | 31k | 40.21 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.2M | -6% | 36k | 34.52 |
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| Okta Cl A (OKTA) | 0.0 | $1.2M | -67% | 13k | 91.33 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $1.2M | +19% | 24k | 48.81 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $1.1M | 15k | 72.66 |
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| SYSCO Corporation (SYY) | 0.0 | $1.1M | -42% | 14k | 73.13 |
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| Illinois Tool Works (ITW) | 0.0 | $1.0M | -18% | 3.9k | 261.94 |
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| Whirlpool Corporation (WHR) | 0.0 | $1.0M | +6% | 8.3k | 121.77 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $990k | -3% | 8.4k | 117.22 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $864k | +2% | 2.8k | 304.55 |
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| Verizon Communications (VZ) | 0.0 | $822k | -25% | 22k | 37.70 |
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| Omni (OMC) | 0.0 | $800k | -26% | 9.2k | 86.51 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $789k | -22% | 6.5k | 121.51 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $762k | 8.6k | 88.36 |
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| Docusign (DOCU) | 0.0 | $715k | -5% | 12k | 60.20 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $705k | +12% | 14k | 50.58 |
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| Teladoc (TDOC) | 0.0 | $676k | -18% | 31k | 22.10 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $669k | -6% | 22k | 31.01 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $624k | -19% | 48k | 12.99 |
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| Advanced Micro Devices Call Call Option | 0.0 | $446k | -65% | 17k | 26.84 |
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| Snap Cl A (SNAP) | 0.0 | $397k | -80% | 23k | 17.05 |
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| Pixie Dust Technologies Inc Sponsored (PXDT) | 0.0 | $394k | 56k | 6.98 |
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| Paypal Holdings (PYPL) | 0.0 | $358k | -88% | 5.7k | 63.08 |
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| Salesforce Call Call Option | 0.0 | $312k | NEW | 14k | 22.26 |
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| Snowflake Cl A (SNOW) | 0.0 | $291k | -72% | 1.4k | 201.23 |
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| Twilio Cl A (TWLO) | 0.0 | $265k | +14% | 3.4k | 77.17 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $239k | 2.3k | 102.88 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $235k | -8% | 550.00 | 426.32 |
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| Walt Disney Company (DIS) | 0.0 | $229k | -53% | 2.5k | 90.40 |
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| Boeing Call Call Option | 0.0 | $224k | +32% | 6.0k | 37.34 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $221k | -37% | 2.4k | 93.28 |
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| Global X Fds Msci China Cnsmr (CHIQ) | 0.0 | $211k | 12k | 17.60 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $204k | -20% | 5.4k | 37.91 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $204k | 3.2k | 64.14 |
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| Johnson & Johnson (JNJ) | 0.0 | $186k | -93% | 1.2k | 156.74 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $175k | +1418% | 2.4k | 73.09 |
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| Netflix (NFLX) | 0.0 | $174k | -97% | 354.00 | 490.51 |
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| Zscaler Call Call Option | 0.0 | $157k | -94% | 3.8k | 41.35 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $154k | 1.8k | 85.07 |
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| Nvidia Corporation Call Call Option | 0.0 | $152k | +42% | 4.6k | 33.31 |
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| United Sts Oil Units (USO) | 0.0 | $148k | NEW | 2.2k | 66.65 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $110k | 4.6k | 23.60 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $105k | 2.2k | 47.74 |
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| Visa Call Call Option | 0.0 | $100k | +40% | 7.0k | 14.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $82k | -95% | 319.00 | 256.13 |
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| Meta Platforms Call Call Option | 0.0 | $75k | +207% | 3.8k | 19.53 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $73k | 622.00 | 117.13 |
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| Paypal Hldgs Call Call Option | 0.0 | $71k | -36% | 14k | 5.25 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $71k | -4% | 903.00 | 78.03 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $68k | 2.4k | 28.88 |
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| Arm Holdings Call Call Option | 0.0 | $62k | NEW | 3.5k | 17.76 |
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| Zoom Video Communications In Put Put Option | 0.0 | $62k | NEW | 10k | 6.17 |
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| Alphabet Call Call Option | 0.0 | $60k | -39% | 7.1k | 8.40 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $54k | -19% | 854.00 | 62.66 |
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| Amazon Call Call Option | 0.0 | $44k | -16% | 6.8k | 6.48 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $38k | 1.1k | 33.30 |
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| Netflix Call Call Option | 0.0 | $34k | 961.00 | 35.49 |
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| Costco Whsl Corp Call Call Option | 0.0 | $34k | 500.00 | 68.01 |
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| Apple Call Call Option | 0.0 | $32k | +434% | 4.9k | 6.54 |
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| Microsoft Corp Call Call Option | 0.0 | $29k | -71% | 2.0k | 14.50 |
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| Apple (AAPL) | 0.0 | $24k | -99% | 122.00 | 193.58 |
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| Ishares Msci Brazil Etf (EWZ) | 0.0 | $15k | -21% | 440.00 | 34.96 |
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| Block Put Put Option | 0.0 | $10k | NEW | 40k | 0.26 |
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| Apple Put Put Option | 0.0 | $7.7k | +225% | 13k | 0.59 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $7.5k | -20% | 199.00 | 37.60 |
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| International Business Machines (IBM) | 0.0 | $6.6k | NEW | 40.00 | 163.75 |
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| Intel Corporation (INTC) | 0.0 | $6.3k | NEW | 125.00 | 50.39 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $6.1k | -97% | 150.00 | 40.63 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $4.6k | 106.00 | 43.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $3.4k | 17.00 | 200.76 |
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| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.0 | $430.999800 | -91% | 14.00 | 30.79 |
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| Shopify Put Put Option | 0.0 | $355.500000 | 15k | 0.02 |
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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 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
- Sumitomo Mitsui Financial Group 2020 Q1 filed May 14, 2020