Sumitomo Mitsui Financial
Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ARES, JEF, CME, LQD, USO, and represent 55.89% of Sumitomo Mitsui Financial Group's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$46M), XLI (+$30M), XLF (+$28M), VGT (+$19M), USO (+$15M), META (+$15M), AMZN (+$12M), ZS (+$8.8M), XLB (+$7.0M), ADM (+$6.5M).
- Started 11 new stock positions in Visa Inc option, XLK, SCHD, XLI, WMT, Mcdonalds Corp option, SRE, Alibaba Group Hldg, ADM, Archer Daniels Midland Co option. XOM.
- Reduced shares in these 10 stocks: IWD (-$13M), LIT (-$12M), Advanced Micro Devices Inc put (-$8.8M), , IGSB (-$7.8M), DBA (-$7.2M), , TAN (-$6.3M), DEVICES INC Advanced Micro call (-$5.9M), KMB (-$5.6M).
- Sold out of its positions in Advanced Micro Devices Inc put, Alphabet Inc put, BIIB, Boeing Co option, Crowdstrike Hldgs Inc call, Crowdstrike Hldgs Inc put, Delta Air Lines Inc Del call, Disney Walt Co option, Facebook Inc put, LIT.
- Sumitomo Mitsui Financial Group was a net buyer of stock by $78M.
- Sumitomo Mitsui Financial Group has $2.6B in assets under management (AUM), dropping by 11.22%.
- Central Index Key (CIK): 0001022837
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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
- 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
- Sumitomo Mitsui Financial Group 2019 Q4 filed Feb. 14, 2020
- Sumitomo Mitsui Financial Group 2019 Q3 filed Nov. 8, 2019
- Sumitomo Mitsui Financial Group 2019 Q2 filed Aug. 9, 2019
- Sumitomo Mitsui Financial Group 2019 Q1 filed May 14, 2019