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 June 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) 18.7 $850M +10% 13M 63.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.7 $488M +3322% 1.4M 354.43
Ishares Tr Core S&p500 Etf (IVV) 9.6 $438M -2% 1.0M 429.92
Square Cl A (SQ) 4.9 $222M 910k 243.81
Spdr S&p500 Etf Tr Tr Unit (SPY) 3.5 $157M -58% 367k 428.06
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) 3.2 $146M +22% 3.6M 40.54
Ishares Tr Jpmorgan Usd Emg (EMB) 3.1 $140M +6687% 1.2M 112.46
Select Sector Spdr Tr Technology (XLK) 3.0 $137M +124% 930k 147.66
Select Sector Spdr Tr Sbi Int-inds (XLI) 3.0 $137M +58% 1.3M 102.40
Ishares Tr Msci Emg Mkt Etf (EEM) 2.4 $111M +130% 2.0M 55.15
Spdr Gold Tr Gold Shs (GLD) 2.4 $111M +12% 667k 165.63
Select Sector Spdr Tr Sbi Cons Discr (XLY) 2.3 $103M NEW 577k 178.55
Cme (CME) 2.2 $100M 472k 212.68
Select Sector Spdr Tr Sbi Materials (XLB) 2.1 $95M +72% 1.2M 82.31
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.7 $78M +14% 1.4M 54.81
Ishares Tr Msci China Etf (MCHI) 1.7 $77M +30% 930k 82.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $75M -20% 1.4M 54.31
Ishares Tr China Lg-cap Etf (FXI) 1.6 $74M 1.6M 46.33
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.6 $73M -80% 547k 134.36
Ishares Msci Sth Kor Etf (EWY) 1.4 $64M +225% 690k 93.18
Select Sector Spdr Tr Communication (XLC) 1.2 $53M +1947% 660k 80.97
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $51M +3% 438k 115.33
Select Sector Spdr Tr Energy (XLE) 1.0 $46M +44% 853k 53.87
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $46M +22% 1.2M 39.33
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $44M -76% 498k 88.04
Ishares Tr Mbs Etf (MBB) 0.7 $32M +5% 299k 108.23
Ishares Tr Phlx Semicnd Etf (SOXX) 0.6 $29M -22% 65k 454.23
United Sts Oil Units (USO) 0.6 $29M -10% 581k 49.88
Ishares Tr Barclays 7 10 Yr (IEF) 0.6 $29M -6% 249k 115.49
Ishares Msci Taiwan Etf (EWT) 0.6 $29M -36% 447k 63.95
NVIDIA Corporation (NVDA) 0.6 $28M +48% 35k 800.45
Invesco Exchange-traded Fd T Taxable Mun Bd (BAB) 0.5 $23M +11% 683k 33.18
Crowdstrike Hldgs Cl A (CRWD) 0.5 $21M +402% 80k 257.12
Amazon (AMZN) 0.5 $21M +80% 5.9k 3443.19
Apple (AAPL) 0.4 $17M +84% 125k 136.71
Microsoft Corporation (MSFT) 0.3 $15M +2% 57k 270.92
Alphabet Cap Stk Cl C (GOOG) 0.3 $14M +10% 5.7k 2506.25
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $14M 34k 398.76
Broadcom (AVGO) 0.3 $12M +20% 26k 476.88
Vanguard Stottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $11M +10% 135k 82.71
Qualcomm (QCOM) 0.2 $11M +23% 78k 142.93
Intuit (INTU) 0.2 $9.8M +28% 20k 490.18
Zscaler Incorporated (ZS) 0.2 $9.7M +516% 44k 221.43
BlackRock (BLK) 0.2 $9.1M +5% 10k 875.01
JPMorgan Chase & Co. (JPM) 0.2 $9.1M +18% 58k 155.54
Ishares Tr Tips Bd Etf (TIP) 0.2 $8.7M -2% 68k 128.00
D.R. Horton (DHI) 0.2 $8.6M +10% 96k 90.37
UnitedHealth (UNH) 0.2 $8.6M +10% 22k 400.42
Vanguard Stottsdale Fds Int-term Corp (VCIT) 0.2 $7.9M -43% 83k 95.07
Facebook Cl A (FB) 0.2 $7.8M +1717% 23k 347.71
Teladoc (TDOC) 0.2 $7.8M +112% 46k 171.35
J.B. Hunt Transport Services (JBHT) 0.2 $7.3M NEW 45k 162.95
Vanguard Stottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $7.2M 68k 106.95
Wisdomtree Tr Cloud Computng (WCLD) 0.1 $6.7M +11% 120k 55.89
Bristol Myers Squibb (BMY) 0.1 $6.5M +18% 97k 66.82
Air Products & Chemicals (APD) 0.1 $6.5M +18% 22k 287.67
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $6.4M -3% 60k 105.96
W.W. Grainger (GWW) 0.1 $6.4M +21% 15k 437.98
Ishares Tr Expanded Tech (IGV) 0.1 $6.3M 16k 390.61
Pfizer (PFE) 0.1 $6.3M +25% 160k 39.16
Coca-Cola Company (KO) 0.1 $5.8M +14% 107k 54.11
Amgen (AMGN) 0.1 $5.7M +12% 24k 243.73
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $5.3M 76k 69.97
Texas Instruments Incorporated (TXN) 0.1 $5.0M +32% 26k 192.32
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $4.8M +74% 187k 25.74
Kimberly-Clark Corporation (KMB) 0.1 $4.7M +6% 35k 133.79
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $4.7M +10% 68k 69.20
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $4.6M -15% 53k 86.17
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $4.5M +31% 37k 122.36
Ishares Tr Nasdaq Biotech (IBB) 0.1 $4.1M +33% 25k 163.64
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $4.0M +16% 39k 101.95
Advanced Micro Devices Call Call Option 0.1 $3.9M -18% 504k 7.70
At&t (T) 0.1 $3.8M +22% 131k 28.78
Ishares Tr U.s. Energy Etf (IYE) 0.1 $3.7M +11% 126k 29.09
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $3.6M +26% 12k 314.00
Cisco Systems (CSCO) 0.1 $3.4M +55% 65k 52.96
Okta Cl A (OKTA) 0.1 $3.3M +691% 14k 248.04
Johnson & Johnson (JNJ) 0.1 $3.3M -15% 20k 164.74
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $3.2M +9% 51k 63.24
Docusign (DOCU) 0.1 $3.1M +337% 11k 284.47
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $3.1M +20% 66k 46.75
Netflix (NFLX) 0.1 $3.0M +899% 5.7k 533.46
Spdr Ser Tr S&p Biotech (XBI) 0.1 $2.9M +81% 21k 135.41
Paypal Holdings (PYPL) 0.1 $2.9M +23% 9.7k 292.77
Procter & Gamble Company (PG) 0.1 $2.8M +18% 21k 134.94
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.8M -17% 19k 144.38
Home Depot (HD) 0.1 $2.8M +24% 8.7k 318.71
Teladoc Health Inc Put Put Put Option 0.1 $2.6M +81% 438k 5.94
Verizon Communications (VZ) 0.1 $2.6M -52% 46k 56.00
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $2.4M +21% 39k 63.35
Costco Wholesale Corporation (COST) 0.1 $2.4M -19% 6.0k 395.67
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $2.2M 20k 110.96
Lauder Estee Cos Cl A (EL) 0.0 $2.1M +29% 6.6k 317.95
Teladoc Health Inc Call Call Call Option 0.0 $2.0M +175% 165k 12.18
Bank of New York Mellon Corporation (BK) 0.0 $2.0M +871% 38k 51.24
Whirlpool Corporation (WHR) 0.0 $1.5M +49% 6.8k 218.03
Advanced Micro Devices (AMD) 0.0 $1.4M +35% 15k 89.52
Pepsi (PEP) 0.0 $1.3M +33% 9.0k 148.22
stock (SPLK) 0.0 $1.2M -19% 8.1k 143.84
Tyson Foods Cl A (TSN) 0.0 $1.1M +28% 15k 73.77
Ishares Tr Msci India Etf (INDA) 0.0 $1.0M -25% 23k 44.25
Illinois Tool Works (ITW) 0.0 $980k +50% 4.4k 223.64
Zscaler Put Put Option 0.0 $847k -26% 170k 4.98
Apple Call Call Option 0.0 $757k -30% 134k 5.66
Proshares Tr Short S&p 500 Ne (SH) 0.0 $739k 48k 15.40
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $729k +58% 21k 35.38
General Mills (GIS) 0.0 $729k +9% 12k 60.94
Okta Call Call Option 0.0 $669k -25% 30k 22.30
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $627k 19k 33.98
Mondelez Intl Cl A (MDLZ) 0.0 $608k -23% 9.7k 62.44
Micron Technology Call Call Option 0.0 $590k 24k 25.04
Fireeye (FEYE) 0.0 $583k +17% 29k 20.44
Zscaler Call Call Option 0.0 $534k -86% 25k 21.36
Ishares Tr Select Divid Etf (DVY) 0.0 $520k -8% 4.5k 116.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $423k +33% 4.2k 101.78
Vaneck Vectors Etf Tr Jr Gold Miners E (GDXJ) 0.0 $394k +9% 8.4k 46.70
Splunk Inc Call Call Call Option 0.0 $325k +300% 40k 8.12
Ishares Tr Russell 2000 Etf (IWM) 0.0 $317k -10% 1.4k 229.71
Alphabet Cap Stk Cl A (GOOGL) 0.0 $311k +118% 127.00 2448.82
Walt Disney Company (DIS) 0.0 $310k -57% 1.8k 173.86
Nike CL B (NKE) 0.0 $297k +1376% 1.9k 155.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $283k 720.00 393.06
Nvidia Corporation Call Call Option 0.0 $272k -96% 1.9k 145.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $270k 2.6k 103.57
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $264k +278% 6.3k 42.14
Capri Holdings SHS (CPRI) 0.0 $219k +16758% 4.0k 54.13
Ishares Msci Jpn Etf New (EWJ) 0.0 $215k 3.2k 67.63
Adobe Systems Incorporated (ADBE) 0.0 $213k -62% 361.00 590.03
salesforce (CRM) 0.0 $194k -86% 788.00 246.19
Schlumberger (SLB) 0.0 $188k NEW 5.9k 31.85
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $172k -35% 2.8k 60.88
Square Inc Call Call Call Option 0.0 $155k -94% 5.0k 31.00
Omni (OMC) 0.0 $142k +35% 1.8k 79.78
Splunk Inc Put Put Put Option 0.0 $135k +263% 100k 1.35
Ishares Tr Global Reit Etf (REET) 0.0 $126k 4.5k 27.70
Okta Put Put Option 0.0 $118k -44% 50k 2.36
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $114k 4.3k 26.53
Albemarle Corporation (ALB) 0.0 $113k NEW 677.00 166.91
Thermo Fisher Scientific (TMO) 0.0 $103k -35% 203.00 507.39
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $100k -2% 888.00 112.61
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $94k +134% 1.6k 57.14
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $91k -33% 1.2k 73.51
Rh (RH) 0.0 $83k -70% 120.00 691.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $71k -76% 537.00 132.22
Apple Put Put Option 0.0 $60k -89% 60k 1.00
eBay (EBAY) 0.0 $55k NEW 782.00 70.33
Ishares Msci Brazil Etf (EWZ) 0.0 $50k +3% 1.2k 40.52
International Business Machines (IBM) 0.0 $47k NEW 321.00 146.42
Vaneck Vectors Etf Tr Jp Morgan Mkts (EMLC) 0.0 $42k 1.3k 31.70
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $41k 1.1k 36.28
Ishares Tr Mortge Rel Etf (REM) 0.0 $33k 893.00 36.95
Ishares Core Msci Emkt (IEMG) 0.0 $31k 456.00 67.98
AFLAC Incorporated (AFL) 0.0 $27k NEW 500.00 54.00
Vale S A Sponsored Ads (VALE) 0.0 $13k NEW 550.00 23.64
Lockheed Martin Corporation (LMT) 0.0 $12k -99% 32.00 375.00
McDonald's Corporation (MCD) 0.0 $12k NEW 52.00 230.77
Salesforce Com Inc Call Call Call Option 0.0 $11k NEW 2.0k 5.50
Gilead Sciences Call Call Option 0.0 $10k NEW 5.0k 2.00
Altria (MO) 0.0 $8.0k 170.00 47.06
Exxon Mobil Corporation (XOM) 0.0 $5.0k -69% 87.00 57.47
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $4.0k NEW 23.00 173.91
Amazon Call Call Option 0.0 $3.0k -97% 280.00 10.71

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