Sumitomo Mitsui Financial
Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ARES, AGG, LQD, IGV, XLK, and represent 64.15% of Sumitomo Mitsui Financial Group's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$251M), IGV (+$101M), XLK (+$29M), ITB (+$21M), AMD (+$10M), TLT (+$7.8M), ZS (+$7.6M), IEF (+$5.9M), FSLR, GLD.
- Started 19 new stock positions in PALO ALTO NETWORKS Inc cmn, Teladoc Inc call, Zscaler Inc put, XLE, AMAT, ISRG, ZTS, Snowflake, Fedex Corp option, Nvidia Corp option. Okta Inc put, Square Inc put, SHV, Netflix Inc option, DAL, ITB, FDX, Snowflake, SYY.
- Reduced shares in these 10 stocks: JEF (-$333M), LQD (-$165M), ESGU (-$88M), VTS (-$25M), AMZN (-$24M), , XLP (-$20M), META (-$19M), SHOP (-$7.2M), NVDA.
- Sold out of its positions in Alibaba Group Hldg, Alphabet Inc-cl C, Alphabet Inc-cl C, Facebook Inc call, ESGU, JEF, EL, XLV, TSLA, TSN.
- Sumitomo Mitsui Financial Group was a net seller of stock by $-284M.
- Sumitomo Mitsui Financial Group has $3.1B in assets under management (AUM), dropping by -1.52%.
- Central Index Key (CIK): 0001022837
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Portfolio Holdings for Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group holds 174 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ares Management Corporation Cl A Com Stk (ARES) | 41.0 | $1.3B | 13M | 96.35 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 9.5 | $299M | +512% | 3.1M | 97.95 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 7.0 | $220M | -42% | 2.0M | 108.14 |
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| Ishares Tr Expanded Tech (IGV) | 3.3 | $104M | +3005% | 302k | 345.94 |
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| Select Sector Spdr Tr Technology (XLK) | 3.3 | $104M | +38% | 601k | 173.86 |
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| Cme (CME) | 2.8 | $87M | 472k | 185.29 |
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| United Sts Oil Units (USO) | 2.0 | $62M | 967k | 63.55 |
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| Block Cl A (SQ) | 1.9 | $60M | 908k | 66.57 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.6 | $49M | +4% | 978k | 50.17 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.5 | $49M | +13% | 504k | 96.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $46M | +5% | 260k | 178.27 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.4 | $44M | -2% | 98k | 443.28 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $42M | 560k | 75.07 |
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| Amazon (AMZN) | 1.1 | $34M | -41% | 267k | 127.90 |
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| Ishares Tr Mbs Etf (MBB) | 1.0 | $31M | 329k | 93.27 |
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| Meta Platforms Cl A (META) | 0.9 | $29M | -40% | 101k | 281.53 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.9 | $28M | -4% | 891k | 30.93 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $27M | -14% | 66k | 408.22 |
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| Microsoft Corporation (MSFT) | 0.7 | $21M | -2% | 64k | 335.05 |
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| Ishares Tr Us Home Cons Etf (ITB) | 0.7 | $21M | NEW | 241k | 85.44 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.6 | $20M | 748k | 26.55 |
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| Broadcom (AVGO) | 0.6 | $20M | -4% | 23k | 867.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $19M | 156k | 120.97 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $18M | +76% | 178k | 101.74 |
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| Apple (AAPL) | 0.5 | $17M | -5% | 89k | 189.59 |
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| Zscaler Incorporated (ZS) | 0.5 | $16M | +90% | 110k | 144.84 |
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| Advanced Micro Devices (AMD) | 0.5 | $15M | +214% | 134k | 111.24 |
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| UnitedHealth (UNH) | 0.4 | $14M | 28k | 480.64 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $13M | +4% | 155k | 81.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $12M | -13% | 32k | 369.42 |
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| Shopify Cl A (SHOP) | 0.4 | $11M | -38% | 178k | 63.76 |
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| D.R. Horton (DHI) | 0.4 | $11M | 92k | 121.69 |
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| Intuit (INTU) | 0.3 | $11M | 24k | 458.19 |
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| W.W. Grainger (GWW) | 0.3 | $11M | 14k | 788.59 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $11M | +2% | 72k | 145.44 |
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| Bristol Myers Squibb (BMY) | 0.3 | $10M | +11% | 160k | 63.95 |
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| Air Products & Chemicals (APD) | 0.3 | $9.5M | +11% | 32k | 299.53 |
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| Amgen (AMGN) | 0.3 | $9.1M | +12% | 41k | 222.02 |
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| J.B. Hunt Transport Services (JBHT) | 0.3 | $9.0M | 50k | 181.03 |
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| BlackRock (BLK) | 0.3 | $8.9M | 13k | 691.14 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $8.8M | 117k | 75.66 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $8.8M | -9% | 20k | 442.16 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $8.2M | -70% | 110k | 74.17 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $8.0M | +18% | 347k | 22.90 |
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| Coca-Cola Company (KO) | 0.2 | $7.8M | 129k | 60.22 |
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| First Solar (FSLR) | 0.2 | $7.6M | +54% | 40k | 190.09 |
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| H&R Block (HRB) | 0.2 | $7.0M | 108k | 64.39 |
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| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.2 | $6.8M | 274k | 24.70 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $6.8M | 86k | 78.49 |
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| Archer Daniels Midland Company (ADM) | 0.2 | $6.7M | +14% | 90k | 74.62 |
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| Netflix (NFLX) | 0.2 | $6.6M | +10% | 16k | 428.24 |
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| Qualcomm (QCOM) | 0.2 | $6.4M | -11% | 54k | 119.04 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $5.9M | +7% | 15k | 407.28 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.2 | $5.4M | +10% | 82k | 65.44 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $5.3M | -8% | 61k | 86.55 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.2 | $4.9M | -11% | 114k | 42.84 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $4.5M | -10% | 9.0k | 507.26 |
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| Pfizer (PFE) | 0.1 | $4.5M | +3% | 122k | 36.68 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $4.3M | -7% | 35k | 122.58 |
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| Costco Wholesale Corporation (COST) | 0.1 | $4.3M | 7.9k | 538.38 |
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| Home Depot (HD) | 0.1 | $4.0M | -2% | 13k | 310.64 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $3.9M | -4% | 49k | 79.03 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.5M | +2% | 20k | 180.02 |
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| Johnson & Johnson (JNJ) | 0.1 | $3.4M | 21k | 165.52 |
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| Pepsi (PEP) | 0.1 | $3.4M | -5% | 19k | 185.22 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $3.3M | 31k | 107.62 |
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| Okta Cl A (OKTA) | 0.1 | $3.3M | -35% | 48k | 69.17 |
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| Paypal Holdings (PYPL) | 0.1 | $3.3M | -15% | 50k | 65.86 |
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| Cisco Systems (CSCO) | 0.1 | $3.2M | +38% | 62k | 51.74 |
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| Procter & Gamble Company (PG) | 0.1 | $3.0M | -15% | 20k | 149.38 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $2.8M | -52% | 19k | 143.99 |
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| Vitesse Energy (VTS) | 0.1 | $2.6M | -90% | 116k | 22.40 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $2.5M | -11% | 79k | 31.70 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $2.4M | 9.9k | 244.82 |
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| At&t (T) | 0.1 | $2.1M | 133k | 15.95 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $2.1M | -17% | 28k | 75.94 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.1 | $2.1M | +16% | 40k | 51.16 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $2.0M | -2% | 21k | 91.62 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.9M | -4% | 15k | 126.96 |
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| Docusign (DOCU) | 0.1 | $1.8M | -6% | 35k | 51.22 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $1.8M | -4% | 21k | 83.21 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.7M | 44k | 39.56 |
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| Snap Cl A (SNAP) | 0.1 | $1.7M | -44% | 145k | 11.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.7M | +25% | 23k | 72.62 |
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| Whirlpool Corporation (WHR) | 0.0 | $1.6M | 11k | 148.79 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $1.6M | -3% | 34k | 45.41 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $1.5M | +11% | 35k | 44.52 |
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| Nvidia Corporation Call Call Option | 0.0 | $1.5M | +85% | 14k | 106.89 |
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| General Mills (GIS) | 0.0 | $1.5M | +7% | 19k | 76.70 |
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| Ishares Tr Short Treas Bd (SHV) | 0.0 | $1.4M | NEW | 13k | 110.45 |
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| Snowflake Cl A (SNOW) | 0.0 | $1.4M | -28% | 8.0k | 175.77 |
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| Ishares Tr Global Reit Etf (REET) | 0.0 | $1.4M | +9% | 61k | 22.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $1.4M | -57% | 12k | 119.10 |
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| Illinois Tool Works (ITW) | 0.0 | $1.3M | +5% | 5.4k | 250.16 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.3M | -24% | 18k | 72.94 |
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| Teladoc (TDOC) | 0.0 | $1.3M | -49% | 52k | 25.25 |
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| SYSCO Corporation (SYY) | 0.0 | $1.3M | NEW | 17k | 74.20 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $1.3M | -8% | 40k | 31.43 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $1.2M | +49% | 18k | 67.60 |
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| Verizon Communications (VZ) | 0.0 | $1.2M | +3% | 32k | 37.19 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $1.1M | 81k | 13.88 |
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| Omni (OMC) | 0.0 | $1.1M | +8% | 12k | 95.15 |
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| Amazon Call Call Option | 0.0 | $1.1M | -60% | 65k | 16.38 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.1M | -27% | 7.7k | 138.06 |
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| Ishares Tr U.s.med Dvc Etf (IHI) | 0.0 | $1.0M | 19k | 56.45 |
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| Walt Disney Company (DIS) | 0.0 | $1.0M | +293% | 11k | 88.95 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $979k | -2% | 8.6k | 113.30 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $962k | 22k | 43.70 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $954k | -23% | 15k | 65.08 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $935k | -30% | 11k | 86.54 |
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| salesforce (CRM) | 0.0 | $790k | +34% | 3.8k | 210.43 |
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| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $760k | -17% | 2.7k | 283.20 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $697k | -6% | 8.3k | 83.52 |
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| Carnival Corp Common Stock (CCL) | 0.0 | $681k | -61% | 40k | 17.16 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $520k | +32% | 11k | 49.29 |
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| Shopify Call Call Option | 0.0 | $501k | -72% | 32k | 15.83 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $488k | -11% | 16k | 30.11 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $485k | -6% | 5.7k | 85.14 |
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| Twilio Cl A (TWLO) | 0.0 | $430k | -40% | 6.8k | 63.24 |
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| Advanced Micro Devices Call Call Option | 0.0 | $262k | -64% | 43k | 6.09 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $239k | -17% | 6.7k | 35.66 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $231k | +8% | 595.00 | 387.67 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $226k | 2.3k | 96.98 |
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| Global X Fds Msci China Cnsmr (CHIQ) | 0.0 | $217k | +36% | 12k | 18.04 |
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| Block Put Put Option | 0.0 | $198k | NEW | 28k | 7.08 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $197k | 3.2k | 61.90 |
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| Nvidia Corporation Put Put Option | 0.0 | $191k | NEW | 7.0k | 27.22 |
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| Docusign Call Call Option | 0.0 | $179k | +90% | 19k | 9.43 |
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| Micron Technology (MU) | 0.0 | $168k | -74% | 2.6k | 64.33 |
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| Microsoft Corp Call Call Option | 0.0 | $161k | +915% | 13k | 12.19 |
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| Zscaler Put Put Option | 0.0 | $158k | NEW | 20k | 7.88 |
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| Ford Motor Company (F) | 0.0 | $145k | -72% | 9.7k | 14.95 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $142k | -2% | 1.8k | 78.47 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $132k | NEW | 2.9k | 46.31 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $104k | 2.2k | 47.17 |
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| Snowflake Put Put Option | 0.0 | $101k | NEW | 10k | 10.08 |
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| Snowflake Call Call Option | 0.0 | $95k | NEW | 15k | 6.40 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $93k | -11% | 1.1k | 82.87 |
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| Rh (RH) | 0.0 | $92k | 285.00 | 322.24 |
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| Okta Put Put Option | 0.0 | $88k | NEW | 10k | 8.80 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $81k | NEW | 239.00 | 338.49 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $72k | -6% | 966.00 | 74.33 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $72k | 622.00 | 115.26 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $71k | -10% | 3.0k | 23.57 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $68k | -39% | 1.1k | 62.81 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $66k | -8% | 2.4k | 27.95 |
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| Fedex Corp Call Call Option | 0.0 | $60k | NEW | 4.1k | 14.41 |
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| Block Call Call Option | 0.0 | $57k | -68% | 22k | 2.56 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $37k | 1.1k | 32.71 |
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| Tesla Call Call Option | 0.0 | $31k | 810.00 | 37.70 |
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| Palo Alto Networks Call Call Option | 0.0 | $30k | NEW | 1.2k | 24.93 |
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| Alphabet Call Call Option | 0.0 | $30k | +20% | 4.6k | 6.50 |
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| Zscaler Call Call Option | 0.0 | $29k | -95% | 6.4k | 4.56 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $27k | 1.0k | 27.19 |
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| FedEx Corporation (FDX) | 0.0 | $27k | NEW | 106.00 | 249.98 |
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| Capri Holdings SHS (CPRI) | 0.0 | $24k | 678.00 | 35.93 |
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| Okta Call Call Option | 0.0 | $24k | -65% | 15k | 1.59 |
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| Netflix Call Call Option | 0.0 | $22k | NEW | 2.5k | 8.71 |
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| Applied Materials (AMAT) | 0.0 | $19k | NEW | 130.00 | 144.23 |
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| Ishares Msci Brazil Etf (EWZ) | 0.0 | $18k | 563.00 | 32.43 |
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| Mcdonalds Corp Call Call Option | 0.0 | $16k | 581.00 | 27.73 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $14k | NEW | 170.00 | 80.65 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $9.9k | -89% | 93.00 | 106.70 |
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| Apple Call Call Option | 0.0 | $9.2k | 920.00 | 10.05 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $9.2k | -53% | 272.00 | 33.71 |
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| Zoetis Cl A (ZTS) | 0.0 | $8.6k | NEW | 50.00 | 171.88 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $7.1k | 38.00 | 187.18 |
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| Costco Whsl Corp Call Call Option | 0.0 | $4.8k | 500.00 | 9.66 |
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| Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 0.0 | $4.8k | -88% | 164.00 | 29.36 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $4.2k | 106.00 | 39.35 |
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| Visa Call Call Option | 0.0 | $2.6k | 5.0k | 0.52 |
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| Teladoc Health Call Call Option | 0.0 | $2.1k | NEW | 4.2k | 0.51 |
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| Coca Cola Call Call Option | 0.0 | $1.7k | 2.2k | 0.77 |
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| stock (SPLK) | 0.0 | $315.999900 | -99% | 3.00 | 105.33 |
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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 2023 Q2 filed Aug. 9, 2023
- Sumitomo Mitsui Financial Group 2023 Q1 filed May 11, 2023
- 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