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 189 positions in its portfolio as reported in the September 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) 34.8 $828M 13M 61.95
Jefferies Finl Group (JEF) 13.0 $310M 11M 29.50
Cme (CME) 3.5 $84M 472k 177.13
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.7 $65M -2% 633k 102.45
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.3 $55M -9% 1.1M 49.28
Block Cl A (SQ) 2.1 $50M 908k 54.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.0 $47M -16% 385k 121.11
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.9 $46M -4% 642k 71.39
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $44M +2% 456k 96.34
United Sts Oil Units (USO) 1.7 $41M +185% 632k 65.28
Spdr Gold Tr Gold Shs (GLD) 1.6 $38M -32% 243k 154.67
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $37M -7% 1.2M 31.67
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.5 $37M +21% 382k 95.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $35M -93% 98k 357.18

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Ishares Tr Mbs Etf (MBB) 1.2 $29M -4% 319k 91.58
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $24M -7% 77k 307.38
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.8 $20M -8% 771k 25.65
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.8 $19M +18% 954k 20.02
Ishares Tr Ishares Semicdtr (SOXX) 0.7 $18M -3% 56k 318.74
Select Sector Spdr Tr Sbi Materials (XLB) 0.7 $18M 259k 68.01
Microsoft Corporation (MSFT) 0.7 $17M -12% 71k 233.06
Amazon (AMZN) 0.7 $16M +4% 138k 113.40
Alphabet Cap Stk Cl C (GOOG) 0.7 $16M +1784% 161k 96.16
Apple (AAPL) 0.6 $15M -10% 107k 138.37
UnitedHealth (UNH) 0.6 $14M -5% 28k 505.03
Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $13M -33% 98k 135.99
Broadcom (AVGO) 0.5 $13M -5% 28k 444.02
Global X Fds Lithium Btry Etf (LIT) 0.5 $12M 183k 66.09
Vanguard World Fds Utilities Etf (VPU) 0.5 $12M +82% 85k 142.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $12M -94% 45k 267.26
NVIDIA Corporation (NVDA) 0.5 $12M -6% 99k 121.44
Qualcomm (QCOM) 0.5 $12M -3% 106k 112.98
Meta Platforms Cl A (META) 0.5 $11M -4% 80k 135.98
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $9.9M -9% 133k 74.28
Bristol Myers Squibb (BMY) 0.4 $9.7M -2% 137k 71.09
Intuit (INTU) 0.4 $9.3M -7% 24k 387.30
Zscaler Call Call Option 0.4 $9.2M -3% 306k 29.96
Shopify Cl A (SHOP) 0.4 $9.1M -27% 339k 26.77
Advanced Micro Devices Put Put Option 0.4 $8.8M -53% 729k 12.08
J.B. Hunt Transport Services (JBHT) 0.4 $8.7M -7% 56k 156.42
W.W. Grainger (GWW) 0.4 $8.4M -5% 17k 489.21
D.R. Horton (DHI) 0.3 $8.2M -6% 122k 67.35
BlackRock (BLK) 0.3 $8.2M +5% 15k 550.31
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.3 $7.8M -50% 55k 142.45
Advanced Micro Devices (AMD) 0.3 $7.4M +370% 116k 64.14
Amgen (AMGN) 0.3 $7.3M 32k 225.39
JPMorgan Chase & Co. (JPM) 0.3 $7.3M -2% 70k 104.50
Air Products & Chemicals (APD) 0.3 $7.2M 31k 232.72
Coca-Cola Company (KO) 0.3 $7.2M 128k 56.02
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $7.0M -7% 95k 73.24
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $6.6M -3% 99k 66.73
Pfizer (PFE) 0.3 $6.4M -10% 146k 43.76
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.3 $6.4M +19% 268k 23.78
Select Sector Spdr Tr Energy (XLE) 0.3 $6.3M NEW 88k 72.02
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.3 $6.3M NEW 85k 73.61
Ishares Tr Tips Bd Etf (TIP) 0.3 $6.1M -17% 59k 104.91
Ishares Tr U.s. Energy Etf (IYE) 0.3 $6.0M +9% 153k 39.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $5.8M +6% 72k 81.21
Kimberly-Clark Corporation (KMB) 0.2 $5.8M +12% 51k 112.54
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $5.1M -10% 46k 111.41
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $4.8M -28% 64k 75.68
Docusign (DOCU) 0.2 $4.8M -32% 87k 55.20
Teladoc (TDOC) 0.2 $4.7M -50% 178k 26.23
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $4.6M +180% 204k 22.77
Paypal Holdings (PYPL) 0.2 $4.0M -64% 45k 88.69
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $3.8M +5% 59k 65.51
Costco Wholesale Corporation (COST) 0.2 $3.8M -3% 8.0k 472.29
Advanced Micro Devices Call Call Option 0.2 $3.7M +213% 1.3M 2.74
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $3.6M -12% 45k 81.23
Zscaler Incorporated (ZS) 0.2 $3.6M -63% 22k 165.89
Texas Instruments Incorporated (TXN) 0.2 $3.6M -26% 23k 154.80
Shopify Put Put Option 0.2 $3.6M -19% 675k 5.28
Snap Cl A (SNAP) 0.1 $3.4M -43% 338k 10.19
Home Depot (HD) 0.1 $3.4M +4% 12k 275.94
Johnson & Johnson (JNJ) 0.1 $3.4M 21k 163.36
H&R Block (HRB) 0.1 $3.0M -89% 54k 55.91
Ishares Tr Expanded Tech (IGV) 0.1 $3.0M -15% 12k 250.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $3.0M +25% 9.0k 328.27
Procter & Gamble Company (PG) 0.1 $2.8M -7% 23k 126.29
Okta Cl A (OKTA) 0.1 $2.8M -17% 50k 56.79
Pepsi (PEP) 0.1 $2.7M +2% 17k 163.25
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $2.7M -3% 101k 26.67
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $2.7M -16% 44k 60.41
Snowflake Put Put Option 0.1 $2.5M +156% 123k 20.18
At&t (T) 0.1 $2.4M -3% 159k 15.34
Block Put Put Option 0.1 $2.3M -28% 210k 11.10
Vanguard World Fds Health Car Etf (VHT) 0.1 $2.3M +3% 10k 223.66
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.1M +58% 21k 102.44
Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.1M +100% 13k 165.68
Zscaler Put Put Option 0.1 $2.0M -32% 196k 10.04
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $1.9M +4% 22k 89.71
Cisco Systems (CSCO) 0.1 $1.9M -2% 48k 40.01
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $1.9M -67% 34k 56.97
Nvidia Corporation Call Call Option 0.1 $1.9M +334% 273k 7.02
Ishares Tr Ishares Biotech (IBB) 0.1 $1.9M -18% 16k 116.99
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.8M -27% 23k 79.39
Meta Platforms Put Put Option 0.1 $1.7M -67% 103k 16.67
Spdr Ser Tr S&p Biotech (XBI) 0.1 $1.7M -6% 21k 79.31
Netflix Call Call Option 0.1 $1.5M -36% 35k 42.94
Whirlpool Corporation (WHR) 0.1 $1.5M +4% 11k 134.83
Netflix (NFLX) 0.1 $1.4M -70% 5.9k 239.67
Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $1.4M NEW 5.1k 276.47
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.4M +8% 40k 34.88
Verizon Communications (VZ) 0.1 $1.4M -21% 37k 37.97
Amazon Put Put Option 0.1 $1.4M -73% 200k 6.87
Mondelez Intl Cl A (MDLZ) 0.1 $1.4M +8% 25k 54.84
Twilio Cl A (TWLO) 0.1 $1.3M -27% 19k 70.58
Proshares Tr Short S&p 500 Ne (SH) 0.1 $1.3M +28% 77k 17.28
Snowflake Cl A (SNOW) 0.1 $1.3M -78% 7.7k 170.36
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.3M -26% 33k 38.50
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $1.3M -38% 55k 23.05
Select Sector Spdr Tr Communication (XLC) 0.1 $1.2M -22% 26k 47.90
Crowdstrike Hldgs Put Put Option 0.1 $1.2M +83% 105k 11.55
Vanguard World Fds Consum Dis Etf (VCR) 0.0 $1.1M -27% 4.7k 235.26
Tyson Foods Cl A (TSN) 0.0 $1.1M -5% 16k 65.93
Carnival Corp Common S Ock (CCL) 0.0 $1.0M +45% 109k 9.16
Nvidia Corporation Put Put Option 0.0 $999k -42% 120k 8.32
Bank of New York Mellon Corporation (BK) 0.0 $969k -42% 25k 38.54
Illinois Tool Works (ITW) 0.0 $939k -32% 5.2k 180.68
Ishares Tr Msci India Etf (INDA) 0.0 $936k 23k 40.80
Zoom Video Communications In Cl A (ZM) 0.0 $919k -65% 12k 74.46
Ishares Tr Select Divid Etf (DVY) 0.0 $903k -18% 8.4k 107.21
Meta Platforms Call Call Option 0.0 $896k -19% 176k 5.09
salesforce (CRM) 0.0 $812k +121% 5.5k 146.84
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $757k +5% 16k 47.21
Rh (RH) 0.0 $723k -51% 2.9k 250.61
Ishares Tr Global Reit Etf (REET) 0.0 $723k +6% 34k 21.28
Omni (OMC) 0.0 $720k -2% 11k 63.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $689k +7% 8.6k 80.21
Splunk Put Put Option 0.0 $638k +226% 49k 13.02
Alphabet Cap Stk Cl A (GOOGL) 0.0 $633k +1205% 6.5k 97.38
General Mills (GIS) 0.0 $618k -11% 8.1k 76.55
Snowflake Call Call Option 0.0 $602k -57% 37k 16.31
Alphabet Put Put Option 0.0 $563k +745% 93k 6.05
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $562k 23k 24.12
Block Call Call Option 0.0 $562k -46% 249k 2.26
Amazon Call Call Option 0.0 $561k -72% 174k 3.23
Okta Call Call Option 0.0 $548k -6% 240k 2.28
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $530k +24% 6.3k 83.53
Walt Disney Company (DIS) 0.0 $492k -44% 5.0k 97.48
Apple Call Call Option 0.0 $485k +27% 186k 2.61
Paypal Hldgs Call Call Option 0.0 $475k +66% 75k 6.33
Teladoc Health Put Put Option 0.0 $420k -47% 60k 7.00
stock (SPLK) 0.0 $401k 5.2k 77.73
Micron Technology Put Put Option 0.0 $384k NEW 110k 3.49
Ford Motor Company (F) 0.0 $377k -68% 33k 11.46
Shopify Call Call Option 0.0 $375k 625k 0.60
Microsoft Corp Call Call Option 0.0 $358k +655% 65k 5.51
Crowdstrike Hldgs Call Call Option 0.0 $357k -65% 15k 23.80
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $352k +2% 12k 29.46
Salesforce Put Put Option 0.0 $297k NEW 20k 14.85
Micron Technology (MU) 0.0 $256k -49% 5.1k 49.97
Ishares Core Msci Emkt (IEMG) 0.0 $239k +33% 5.6k 42.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $183k 2.3k 78.71
Alphabet Call Call Option 0.0 $158k +2530% 53k 3.00
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $158k 8.8k 17.95
Ishares Msci Jpn Etf New (EWJ) 0.0 $155k 3.2k 48.76
Snap Call Call Option 0.0 $147k -9% 537k 0.27
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $147k 2.5k 58.01
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $128k -48% 2.0k 62.99
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $121k -52% 1.1k 114.26
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $102k -49% 2.2k 46.45
Ishares Tr Mortge Rel Etf (REM) 0.0 $96k +20% 4.6k 21.04
Wynn Resorts (WYNN) 0.0 $93k NEW 1.5k 64.14
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $85k -25% 3.2k 26.76
Zoom Video Communications In Put Put Option 0.0 $84k -83% 10k 8.40
Disney Walt Put Put Option 0.0 $75k -25% 15k 5.00
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $72k -3% 1.1k 65.69
Snap Put Put Option 0.0 $65k -14% 120k 0.54
Micron Technology Call Call Option 0.0 $58k NEW 20k 2.90
Teladoc Health Call Call Option 0.0 $54k -2% 192k 0.28
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $52k -3% 2.1k 24.63
Paypal Hldgs Put Put Option 0.0 $50k NEW 5.0k 10.00
Biogen Idec (BIIB) 0.0 $45k NEW 170.00 264.71
Select Sector Spdr Tr Financial (XLF) 0.0 $33k -42% 1.1k 30.22
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $33k 1.1k 29.20
Lam Research Corporation (LRCX) 0.0 $30k NEW 80.00 375.00
Capri Holdings SHS (CPRI) 0.0 $27k 678.00 39.82
Ishares Msci Brazil Etf (EWZ) 0.0 $25k 858.00 29.14
Splunk Call Call Option 0.0 $23k +91% 23k 1.00
Las Vegas Sands Corp Call Call Option 0.0 $19k NEW 7.7k 2.45
Zoetis Cl A (ZTS) 0.0 $18k NEW 118.00 152.54
Docusign Call Call Option 0.0 $12k -50% 10k 1.20
Delta Air Lines Inc Del Call Call Option 0.0 $10k +60% 40k 0.25
Palo Alto Networks Call Call Option 0.0 $8.0k NEW 1.8k 4.50
Boeing Call Call Option 0.0 $6.0k +60% 8.0k 0.75
Ishares Tr Russell 2000 Etf (IWM) 0.0 $6.0k -92% 38.00 157.89
Zoom Video Communications In Call Call Option 0.0 $5.0k NEW 5.0k 1.00
Freeport-mcmoran CL B (FCX) 0.0 $3.0k 106.00 28.30

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