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

Sumitomo Mitsui Financial Group holds 170 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ares Management Corporation Cl A Com Stk (ARES) 34.6 $915M 13M 68.44
Jefferies Finl Group (JEF) 13.6 $360M 11M 34.28
Cme (CME) 3.0 $79M 472k 168.16
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.4 $64M -3% 610k 105.43
United Sts Oil Units (USO) 2.2 $59M +33% 847k 70.11
Block Cl A (SQ) 2.2 $57M 908k 62.84
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.9 $51M -2% 375k 135.85
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $48M +8% 496k 96.99
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.8 $48M -14% 960k 49.82
Select Sector Spdr Tr Technology (XLK) 1.7 $46M NEW 370k 124.44
Vanguard World Fds Inf Tech Etf (VGT) 1.7 $44M +77% 137k 319.41
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.6 $43M -8% 590k 73.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $42M +13% 434k 95.78
Spdr Gold Tr Gold Shs (GLD) 1.6 $41M 243k 169.64

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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $40M +5% 104k 382.43
Ishares Tr Pfd And Incm Sec (PFF) 1.2 $32M -11% 1.0M 30.53
Select Sector Spdr Tr Sbi Int-inds (XLI) 1.1 $30M NEW 300k 98.21
Ishares Tr Mbs Etf (MBB) 1.1 $29M 316k 92.75
Select Sector Spdr Tr Financial (XLF) 1.1 $28M +75985% 831k 34.20
Select Sector Spdr Tr Sbi Materials (XLB) 1.0 $27M +35% 349k 77.68
Meta Platforms Cl A (META) 0.9 $24M +151% 201k 120.28
Amazon (AMZN) 0.9 $23M +100% 277k 84.11
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.7 $19M -2% 755k 25.71
Ishares Tr Ishares Semicdtr (SOXX) 0.7 $19M 54k 347.98
Microsoft Corporation (MSFT) 0.6 $16M -5% 68k 239.87
NVIDIA Corporation (NVDA) 0.6 $15M +4% 103k 146.12
UnitedHealth (UNH) 0.5 $14M 27k 530.18
Broadcom (AVGO) 0.5 $14M -9% 26k 559.13
Shopify Cl A (SHOP) 0.5 $14M +16% 394k 35.10
Alphabet Cap Stk Cl C (GOOG) 0.5 $14M -3% 156k 88.73
Advanced Micro Devices (AMD) 0.5 $14M +80% 209k 64.82
Apple (AAPL) 0.5 $13M -5% 101k 129.91
Vanguard World Fds Utilities Etf (VPU) 0.5 $13M 85k 153.36
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.5 $12M -37% 597k 20.15
Qualcomm (QCOM) 0.4 $11M -2% 103k 109.94
Zscaler Incorporated (ZS) 0.4 $11M +357% 101k 111.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $10M -12% 39k 266.28
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $10M +74% 125k 81.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $9.9M 132k 75.19
Bristol Myers Squibb (BMY) 0.4 $9.6M -2% 133k 71.95
D.R. Horton (DHI) 0.4 $9.6M -12% 107k 89.14
J.B. Hunt Transport Services (JBHT) 0.4 $9.3M -4% 53k 174.36
JPMorgan Chase & Co. (JPM) 0.3 $9.1M 68k 134.10
BlackRock (BLK) 0.3 $9.1M -13% 13k 708.63
Intuit (INTU) 0.3 $9.0M -3% 23k 389.22
Air Products & Chemicals (APD) 0.3 $9.0M -5% 29k 308.26
Amgen (AMGN) 0.3 $8.8M +3% 34k 262.65
W.W. Grainger (GWW) 0.3 $8.7M -9% 16k 556.25
Coca-Cola Company (KO) 0.3 $8.1M 128k 63.62
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $7.9M +7% 106k 74.55
Okta Cl A (OKTA) 0.3 $7.6M +123% 111k 68.37
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.3 $6.9M +5% 284k 24.24
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $6.9M -4% 91k 75.71
Archer Daniels Midland Company (ADM) 0.2 $6.5M NEW 70k 92.86
Pfizer (PFE) 0.2 $6.5M -13% 127k 51.24
Ishares Tr U.s. Energy Etf (IYE) 0.2 $6.2M -12% 134k 46.49
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $5.2M -8% 42k 124.70
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $5.1M +9% 223k 22.72
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $4.8M +15% 67k 70.50
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $4.4M -10% 57k 77.51
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $4.3M +13% 51k 84.21
Paypal Holdings (PYPL) 0.2 $4.0M +25% 57k 70.56
H&R Block (HRB) 0.1 $3.8M +11% 60k 62.92
Home Depot (HD) 0.1 $3.7M -4% 12k 315.86
Costco Wholesale Corporation (COST) 0.1 $3.6M 8.0k 456.50
Teladoc (TDOC) 0.1 $3.5M -16% 149k 23.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $3.5M +9% 9.9k 351.34
Ishares Tr Tips Bd Etf (TIP) 0.1 $3.5M -44% 33k 106.44
Advanced Micro Devices Call Call Option 0.1 $3.4M -63% 496k 6.89
Johnson & Johnson (JNJ) 0.1 $3.4M -6% 19k 176.65
Procter & Gamble Company (PG) 0.1 $3.3M -3% 22k 151.56
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $3.3M +56% 33k 99.56
Texas Instruments Incorporated (TXN) 0.1 $3.2M -15% 20k 165.22
Pepsi (PEP) 0.1 $3.2M +5% 18k 180.66
Docusign (DOCU) 0.1 $3.0M -38% 53k 55.75
Netflix (NFLX) 0.1 $2.7M +59% 9.4k 291.12
Ishares Tr Expanded Tech (IGV) 0.1 $2.7M -10% 11k 255.88
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.5M 10k 248.05
At&t (T) 0.1 $2.5M -14% 137k 18.41
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $2.4M -5% 95k 25.08
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.2M -13% 38k 57.61
Ishares Tr Ishares Biotech (IBB) 0.1 $2.0M -2% 16k 131.29
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.0M 22k 90.48
Cisco Systems (CSCO) 0.1 $1.9M -17% 40k 47.64
Snap Cl A (SNAP) 0.1 $1.9M -37% 212k 8.81
Snowflake Cl A (SNOW) 0.1 $1.8M +68% 13k 142.38
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.8M 22k 83.06
Mondelez Intl Cl A (MDLZ) 0.1 $1.6M -3% 24k 66.65
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $1.6M 34k 47.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.6M +3% 42k 37.90
Micron Technology (MU) 0.1 $1.5M +475% 30k 50.65
Carnival Corp Common Stock (CCL) 0.1 $1.5M +65% 181k 8.08
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.5M -23% 17k 84.59
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.4M 5.1k 280.00
Kimberly-Clark Corporation (KMB) 0.1 $1.4M -80% 10k 135.75
Walt Disney Company (DIS) 0.1 $1.4M +209% 16k 87.18
Whirlpool Corporation (WHR) 0.1 $1.4M -13% 9.6k 141.46
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.3M -10% 49k 26.48
Proshares Tr Short S&p 500 Ne (SH) 0.0 $1.3M +2% 79k 16.03
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $1.3M -2% 33k 38.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $1.2M NEW 17k 75.54
Meta Platforms Call Call Option 0.0 $1.2M -24% 132k 9.06
Ishares Tr Select Divid Etf (DVY) 0.0 $1.2M +14% 9.6k 120.60
Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.1M -15% 11k 104.57
Verizon Communications (VZ) 0.0 $1.1M -23% 28k 39.40
Bank of New York Mellon Corporation (BK) 0.0 $1.1M -4% 24k 45.52
Select Sector Spdr Tr Communication (XLC) 0.0 $1.1M -13% 22k 47.99
Zscaler Call Call Option 0.0 $1.1M -22% 237k 4.45
Illinois Tool Works (ITW) 0.0 $997k -12% 4.5k 220.30
General Mills (GIS) 0.0 $973k +43% 12k 83.85
Alphabet Cap Stk Cl A (GOOGL) 0.0 $943k +64% 11k 88.45
Ishares Tr Msci India Etf (INDA) 0.0 $935k -2% 22k 41.74
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $917k +8% 17k 52.57
Ishares Tr Global Reit Etf (REET) 0.0 $884k +14% 39k 22.71
Tyson Foods Cl A (TSN) 0.0 $877k -12% 14k 62.25
Omni (OMC) 0.0 $860k -7% 11k 81.57
Ford Motor Company (F) 0.0 $839k +120% 73k 11.54
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $818k -21% 3.7k 219.02
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $645k -8% 7.8k 82.47
Twilio Cl A (TWLO) 0.0 $643k -29% 13k 48.11
Zscaler Put Put Option 0.0 $591k -89% 20k 29.57
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $589k -11% 21k 28.66
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $577k 6.2k 92.40
Zoom Video Communications In Cl A (ZM) 0.0 $516k -38% 7.6k 68.00
stock (SPLK) 0.0 $456k +2% 5.3k 86.54
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $332k -22% 9.3k 35.65
Amazon Call Call Option 0.0 $323k -34% 113k 2.86
Ishares Core Msci Emkt (IEMG) 0.0 $272k +4% 5.8k 46.70
salesforce (CRM) 0.0 $238k -67% 1.8k 132.54
Netflix Call Call Option 0.0 $224k -71% 10k 22.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $200k 2.3k 86.19
Exxon Mobil Corporation (XOM) 0.0 $193k NEW 1.8k 109.20
Wal-Mart Stores (WMT) 0.0 $192k NEW 1.4k 142.15
Micron Technology Put Put Option 0.0 $191k -13% 95k 2.02
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $178k 8.8k 20.17
Ishares Msci Jpn Etf New (EWJ) 0.0 $173k 3.2k 54.44
Microsoft Corp Call Call Option 0.0 $158k -15% 55k 2.87
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $135k -16% 2.1k 63.90
Amazon Put Put Option 0.0 $134k -90% 20k 6.69
Nvidia Corporation Put Put Option 0.0 $133k -91% 10k 13.28
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $122k -8% 1.9k 65.46
Okta Call Call Option 0.0 $111k -95% 12k 9.69
Sempra Energy (SRE) 0.0 $109k NEW 700.00 155.88
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $103k 2.2k 46.74
Ishares Tr Mortge Rel Etf (REM) 0.0 $101k 4.5k 22.63
Paypal Hldgs Call Call Option 0.0 $99k -60% 30k 3.30
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $79k 1.1k 72.13
Rh (RH) 0.0 $77k -90% 285.00 268.35
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $72k -41% 622.00 114.89
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $51k -9% 1.9k 26.68
Zoom Video Communications In Call Call Option 0.0 $48k +100% 10k 4.75
Teladoc Health Call Call Option 0.0 $47k -79% 40k 1.19
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $43k -53% 1.5k 29.73
Las Vegas Sands Corp Call Call Option 0.0 $40k 7.7k 5.21
Capri Holdings SHS (CPRI) 0.0 $39k 678.00 57.20
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $31k 1.1k 27.78
Ishares Msci Brazil Etf (EWZ) 0.0 $16k -34% 563.00 27.97
Block Call Call Option 0.0 $12k -98% 3.1k 3.87
Visa Call Call Option 0.0 $6.9k NEW 5.0k 1.38
Ishares Tr Russell 2000 Etf (IWM) 0.0 $6.6k 38.00 174.37
Alphabet Call Call Option 0.0 $5.3k -95% 2.6k 2.02
Freeport-mcmoran CL B (FCX) 0.0 $4.1k 106.00 38.31
Archer Daniels Midland Call Call Option 0.0 $3.3k NEW 1.6k 2.08
Snap Call Call Option 0.0 $2.6k -15% 455k 0.01
Mcdonalds Corp Call Call Option 0.0 $1.6k NEW 316.00 4.95
Alibaba Group Hldg Call Call Option 0.0 $715.048800 NEW 2.0k 0.36
Apple Call Call Option 0.0 $532.956000 -99% 920.00 0.58
Nvidia Corporation Call Call Option 0.0 $509.000000 -99% 2.5k 0.20
Docusign Call Call Option 0.0 $87.220000 -2% 9.8k 0.01
Palo Alto Networks Call Call Option 0.0 $1.953600 1.8k 0.00

Past Filings by Sumitomo Mitsui Financial Group

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

View all past filings