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 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ares Management Corporation Cl A Com Stk (ARES) 31.2 $1.1B 13M 81.27
Jefferies Finl Group (JEF) 11.7 $407M 11M 38.80
Block Cl A (SQ) 4.2 $147M -4% 908k 161.51
Ishares Tr Jpmorgan Usd Emg (EMB) 3.8 $134M 1.2M 109.19
Ishares Tr Msci China Etf (MCHI) 3.4 $118M +202% 1.9M 63.15
Cme (CME) 3.1 $108M 472k 228.46
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 2.9 $101M -37% 2.6M 39.07
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.7 $95M 1.8M 53.88
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.2 $78M 585k 132.52
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.8 $63M +17% 727k 87.01
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $59M +10% 513k 114.08
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $57M +6% 1.5M 39.43
Ishares Tr China Lg-cap Etf (FXI) 1.3 $45M +87% 1.2M 36.99
Spdr Gold Tr Gold Shs (GLD) 1.2 $43M 249k 170.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $38M -85% 79k 474.96
Ishares Tr Mbs Etf (MBB) 1.0 $36M +2% 335k 107.43
Block Put Put Option 1.0 $35M +220% 2.1M 16.66
Ishares Tr Msci Emg Mkt Etf (EEM) 1.0 $35M -64% 704k 49.07
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $29M +100% 64k 459.31
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.8 $29M +10% 870k 32.96
Ishares Tr Barclays 7 10 Yr (IEF) 0.7 $26M -4% 226k 115.00
NVIDIA Corporation (NVDA) 0.7 $26M 99k 261.31
Microsoft Corporation (MSFT) 0.7 $25M +16% 75k 336.61
Ishares Msci Sth Kor Etf (EWY) 0.7 $23M 290k 78.15
Alphabet Cap Stk Cl C (GOOG) 0.6 $22M +17% 7.6k 2893.57
Apple (AAPL) 0.6 $22M +4% 121k 177.73
Broadcom (AVGO) 0.6 $21M +2% 31k 665.60
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $21M +2% 51k 397.86
Select Sector Spdr Tr Technology (XLK) 0.6 $20M -40% 117k 174.72
Amazon (AMZN) 0.6 $20M +4% 6.1k 3340.98
Qualcomm (QCOM) 0.5 $18M +10% 99k 182.89
Intuit (INTU) 0.5 $17M +18% 26k 643.20
Meta Platforms Cl A (FB) 0.4 $14M +9% 42k 336.85
UnitedHealth (UNH) 0.4 $14M +12% 28k 502.13
Select Sector Spdr Tr Sbi Materials (XLB) 0.4 $13M -81% 148k 90.21
D.R. Horton (DHI) 0.4 $13M +13% 121k 108.45
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $13M -8% 161k 81.26
Ishares Tr Tips Bd Etf (TIP) 0.4 $13M +10% 100k 129.20
Select Sector Spdr Tr Communication (XLC) 0.4 $13M -45% 160k 78.51
Pfizer (PFE) 0.3 $12M +3% 203k 59.04
J.B. Hunt Transport Services (JBHT) 0.3 $12M +13% 57k 204.41
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $12M -83% 110k 105.36
BlackRock (BLK) 0.3 $12M +15% 13k 915.57
JPMorgan Chase & Co. (JPM) 0.3 $11M +14% 69k 158.34
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $10M +18% 95k 105.84
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $10M +5% 108k 92.76
Teladoc (TDOC) 0.3 $9.8M -23% 109k 90.12
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $9.7M -56% 18k 542.34
W.W. Grainger (GWW) 0.3 $9.5M +9% 18k 518.26
Ishares Msci Taiwan Etf (EWT) 0.3 $9.3M NEW 140k 66.74
Coca-Cola Company (KO) 0.3 $8.7M +14% 147k 59.19
Air Products & Chemicals (APD) 0.2 $8.7M +10% 29k 304.26
Teladoc Health Put Put Option 0.2 $8.4M +31% 787k 10.66
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $8.1M 105k 77.11
Bristol Myers Squibb (BMY) 0.2 $8.1M +19% 130k 62.35
Global X Fds Lithium Btry Etf (LIT) 0.2 $8.0M -12% 94k 84.92
Amgen (AMGN) 0.2 $7.5M +19% 33k 224.96
Texas Instruments Incorporated (TXN) 0.2 $6.9M +9% 37k 188.46
At&t (T) 0.2 $6.9M -12% 147k 46.87
Ishares Tr Expanded Tech (IGV) 0.2 $6.8M 17k 397.41
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $6.7M +19% 52k 129.15
Wisdomtree Tr Cloud Computng (WCLD) 0.2 $6.6M +5% 128k 51.86
First Tr Exchange Traded Cloud Computing (SKYY) 0.2 $6.6M +2% 63k 104.30
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $6.2M +7% 54k 116.14
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.2 $6.1M -36% 307k 19.82
Kimberly-Clark Corporation (KMB) 0.2 $6.0M +18% 42k 142.92
Snap Put Put Option 0.2 $6.0M NEW 1.2M 5.11
Global X Fds Us Infr Dev Etf (PAVE) 0.2 $5.5M -5% 190k 28.79
Home Depot Com New (HD) 0.1 $5.2M +15% 12k 414.35
Docusign (DOCU) 0.1 $4.3M +38% 28k 152.49
Procter & Gamble Company (PG) 0.1 $4.3M +3% 26k 163.65
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $4.2M -54% 62k 67.97
Invesco Exch Traded Fd Tr Ii Gbl Clean Enrg (PBD) 0.1 $4.2M NEW 58k 71.71
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $3.9M 12k 340.63
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $3.9M -3% 55k 71.59
Costco Wholesale Corporation (COST) 0.1 $3.9M +14% 6.9k 567.72
Johnson & Johnson (JNJ) 0.1 $3.9M -3% 23k 171.06
Ishares Tr Ishares Biotech (IBB) 0.1 $3.9M +6% 26k 152.63
Zscaler Incorporated (ZS) 0.1 $3.7M +51% 12k 323.21
Ishares Tr U.s. Energy Etf (IYE) 0.1 $3.7M -11% 122k 30.10
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $3.7M -17% 43k 85.54
Spdr Ser Tr S&p Biotech (XBI) 0.1 $3.5M +13% 31k 111.95
Pepsi (PEP) 0.1 $3.4M +40% 20k 173.72
Verizon Communications (VZ) 0.1 $3.4M +11% 65k 52.04
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $3.3M 63k 52.79
Cisco Systems (CSCO) 0.1 $3.3M -24% 52k 63.40
Lauder Estee Cos Cl A (EL) 0.1 $3.2M +12% 8.7k 370.10
Whirlpool Corporation (WHR) 0.1 $3.0M +10% 13k 234.69
Bank of New York Mellon Corporation (BK) 0.1 $2.9M +8% 51k 58.07
Ishares Tr Msci India Etf (INDA) 0.1 $2.3M +82% 51k 45.83
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.3M -17% 16k 148.16
Zscaler Put Put Option 0.1 $2.2M +112% 170k 13.16
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $2.1M 20k 109.42
Zscaler Call Call Option 0.1 $2.1M +26% 68k 30.94
Paypal Hldgs Put Put Option 0.1 $2.0M NEW 140k 14.11
Snowflake Cl A (SNOW) 0.1 $2.0M +120% 5.7k 344.27
Shopify Call Call Option 0.1 $1.9M +86% 21k 92.54
Okta Call Call Option 0.1 $1.8M +40% 118k 15.22
Advanced Micro Devices (AMD) 0.1 $1.8M -37% 12k 148.23
Okta Put Put Option 0.1 $1.8M +63% 302k 5.87
Zoom Video Communications In Put Put Option 0.0 $1.7M NEW 85k 20.15
Illinois Tool Works (ITW) 0.0 $1.7M +10% 6.8k 246.77
H&R Block (HRB) 0.0 $1.6M NEW 10k 161.82
Advanced Micro Devices Call Call Option 0.0 $1.6M -39% 115k 14.30
Snap Cl A (SNAP) 0.0 $1.6M +41% 34k 47.07
Tyson Foods Cl A (TSN) 0.0 $1.6M 18k 87.18
Nvidia Corporation Call Call Option 0.0 $1.5M +26% 34k 43.56
Applied Materials (AMAT) 0.0 $1.1M -34% 6.9k 160.97
Paypal Holdings (PYPL) 0.0 $1.1M -58% 5.6k 189.99
Ishares Tr Select Divid Etf (DVY) 0.0 $1.1M +43% 8.7k 122.60
Mondelez Intl Cl A (MDLZ) 0.0 $1.0M +11% 15k 66.32
Amazon Call Call Option 0.0 $951k 8.9k 106.85
Morgan Stanley Com New (MS) 0.0 $938k +7% 9.5k 98.74
Meta Platforms Call Call Option 0.0 $915k NEW 54k 16.99
Freeport-mcmoran CL B (FCX) 0.0 $893k -60% 21k 41.99
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.0 $877k -31% 20k 42.91
Shopify Cl A (SHOP) 0.0 $821k -80% 590.00 1391.53
Intuitive Surgical Com New (ISRG) 0.0 $785k NEW 2.2k 365.12
Teladoc Health Call Call Option 0.0 $784k +67% 596k 1.32
Alphabet Cap Stk Cl A (GOOGL) 0.0 $760k -10% 259.00 2934.36
General Mills (GIS) 0.0 $743k -5% 11k 67.34
stock (SPLK) 0.0 $713k -17% 6.2k 115.56
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $707k +21% 6.1k 115.96
Splunk Put Put Option 0.0 $688k NEW 100k 6.88
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $655k +3% 21k 32.01
Proshares Tr Short S&p 500 Ne (SH) 0.0 $654k 48k 13.62
Crowdstrike Hldgs Put Put Option 0.0 $648k +25% 81k 8.05
Omni (OMC) 0.0 $644k +41% 8.8k 73.23
Docusign Put Put Option 0.0 $632k NEW 58k 10.90
Walt Disney Company (DIS) 0.0 $629k -64% 4.1k 154.89
Advanced Micro Devices Put Put Option 0.0 $597k -46% 226k 2.64
Okta Cl A (OKTA) 0.0 $593k -35% 2.6k 224.03
Carnival Corp Common Stock (CCL) 0.0 $573k NEW 28k 20.81
Rh (RH) 0.0 $542k +29% 1.0k 533.99
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $528k +20% 9.6k 55.16
Micron Technology (MU) 0.0 $511k -67% 5.3k 96.23
Meta Platforms Put Put Option 0.0 $502k NEW 102k 4.94
Mastercard Incorporated Cl A (MA) 0.0 $474k +66% 1.3k 361.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $435k -99% 997.00 436.31
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $432k +59% 4.9k 87.95
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $400k +2% 9.5k 41.90
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $380k +23% 3.0k 128.77
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $371k -14% 14k 25.97
Block Call Call Option 0.0 $368k -66% 100k 3.68
Crowdstrike Hldgs Call Call Option 0.0 $353k NEW 20k 17.65
Twilio Cl A (TWLO) 0.0 $349k +123% 1.4k 257.75
Netflix (NFLX) 0.0 $285k -70% 466.00 611.59
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $280k 2.6k 107.40
salesforce (CRM) 0.0 $277k -82% 1.1k 254.83
Crowdstrike Hldgs Cl A (CRWD) 0.0 $264k NEW 1.3k 207.22
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $237k -24% 6.4k 36.92
Ishares Msci Jpn Etf New (EWJ) 0.0 $213k 3.2k 67.00
Docusign Call Call Option 0.0 $201k +103% 40k 5.03
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $195k 2.8k 68.57
Capri Holdings SHS (CPRI) 0.0 $171k -46% 2.7k 63.85
Ishares Tr Russell 2000 Etf (IWM) 0.0 $170k 763.00 222.80
SVB Financial (SIVB) 0.0 $167k -56% 244.00 684.43
Zoom Video Communications In Cl A (ZM) 0.0 $151k -41% 832.00 181.49
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $149k +96% 2.4k 61.07
Netflix Call Call Option 0.0 $133k NEW 5.0k 26.60
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $120k NEW 4.5k 26.43
Carnival Corp Put Put Option 0.0 $109k NEW 70k 1.56
Palo Alto Networks (PANW) 0.0 $91k +705% 161.00 565.22
Ishares Tr Global Reit Etf (REET) 0.0 $86k NEW 2.8k 30.74
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $82k -3% 1.0k 81.19
United Sts Oil Units (USO) 0.0 $70k 1.3k 54.47
Ishares Core Msci Emkt (IEMG) 0.0 $66k NEW 1.1k 60.16
Boeing Company (BA) 0.0 $51k NEW 250.00 204.00
Caterpillar (CAT) 0.0 $48k NEW 232.00 206.90
Fireeye 0.0 $47k -84% 2.7k 17.47
Regeneron Pharmaceuticals (REGN) 0.0 $45k +16% 70.00 642.86
Tesla Call Call Option 0.0 $44k NEW 901.00 48.83
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $43k 1.1k 38.05
Thermo Fisher Scientific (TMO) 0.0 $38k +141% 58.00 655.17
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $38k 1.3k 28.68
FedEx Corporation (FDX) 0.0 $33k NEW 127.00 259.84
Ishares Msci Brazil Etf (EWZ) 0.0 $32k 1.2k 27.68
AFLAC Incorporated (AFL) 0.0 $29k NEW 500.00 58.00
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $29k -61% 200.00 145.00
Wal-Mart Stores (WMT) 0.0 $28k -88% 197.00 142.13
Ishares Tr Mortge Rel Etf (REM) 0.0 $28k -8% 818.00 34.23
General Electric Com New (GE) 0.0 $21k NEW 218.00 96.33
Gilead Sciences (GILD) 0.0 $21k -46% 280.00 75.00
Sempra Energy (SRE) 0.0 $11k NEW 80.00 137.50
Gilead Sciences Call Call Option 0.0 $10k 5.0k 2.00
Wells Fargo & Company (WFC) 0.0 $6.0k NEW 123.00 48.78

Past Filings by Sumitomo Mitsui Financial Group

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

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