Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of March 31, 2025

Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 183 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ares Management Corporation Cl A Com Stk (ARES) 35.9 $2.0B 13M 146.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.8 $975M 1.7M 559.39
Jefferies Finl Group (JEF) 9.1 $495M 9.2M 53.57
Ishares Tr Rus 1000 Grw Etf (IWF) 4.6 $250M 691k 361.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $155M 331k 468.94
Cme (CME) 2.3 $125M 472k 265.29
Spdr Gold Tr Gold Shs (GLD) 2.3 $124M 430k 288.14
Ishares Tr Core Us Aggbd Et (AGG) 2.1 $112M 1.1M 98.92
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $81M 747k 108.69
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.4 $76M 799k 95.37
NVIDIA Corporation (NVDA) 1.0 $57M 515k 109.67
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $51M 652k 78.89
Block Cl A (XYZ) 0.9 $49M 908k 54.33
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.9 $48M 1.9M 25.16
Broadcom (AVGO) 0.8 $45M 267k 169.12
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $45M 862k 52.37
Meta Platforms Cl A (META) 0.7 $41M 71k 576.75
Ishares Tr Mbs Etf (MBB) 0.7 $40M 424k 93.78
Microsoft Corporation (MSFT) 0.7 $40M 104k 378.80
Alphabet Cap Stk Cl C (GOOG) 0.7 $38M 243k 156.23
Amazon (AMZN) 0.7 $37M 196k 190.26
Arista Networks Com Shs (ANET) 0.7 $36M 462k 77.94
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $32M 353k 91.03
JPMorgan Chase & Co. (JPM) 0.6 $30M 124k 242.85
UnitedHealth (UNH) 0.5 $27M 53k 516.04
Ishares Tr Pfd And Incm Sec (PFF) 0.5 $26M 839k 30.73
Intuit (INTU) 0.5 $25M 40k 613.99
Boston Scientific Corporation (BSX) 0.4 $21M 206k 100.88
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.4 $20M 741k 26.68
Amgen (AMGN) 0.4 $19M 62k 311.55
Blackrock (BLK) 0.3 $19M 20k 946.48
W.W. Grainger (GWW) 0.3 $19M 19k 987.83
Air Products & Chemicals (APD) 0.3 $18M 60k 294.92
D.R. Horton (DHI) 0.3 $17M 130k 127.13
Coca-Cola Company (KO) 0.3 $16M 226k 71.62
American Express Company (AXP) 0.3 $16M 58k 269.05
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $15M 666k 22.98
Ge Aerospace Com New (GE) 0.2 $14M 68k 200.15
First Solar (FSLR) 0.2 $13M 102k 126.43
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $12M 127k 95.75
Ishares Tr Short Treas Bd (SHV) 0.2 $11M 98k 110.46
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $9.7M 117k 82.73
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $9.6M 118k 81.67
Costco Wholesale Corporation (COST) 0.2 $9.1M 9.8k 929.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $8.8M 17k 513.91
Vanguard World Inf Tech Etf (VGT) 0.2 $8.7M 16k 542.38
Qualcomm (QCOM) 0.2 $8.5M 55k 153.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $8.1M 102k 78.94
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $7.5M 21k 366.54
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $7.2M 91k 78.85
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $7.0M 92k 75.91
Ishares Tr Expanded Tech (IGV) 0.1 $6.9M 78k 89.03
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $6.0M 95k 63.00
Ishares Tr Msci India Etf (INDA) 0.1 $5.5M 107k 51.47
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $5.4M 53k 100.67
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.1 $5.2M 210k 24.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $5.0M 180k 27.96
Ishares Tr Tips Bd Etf (TIP) 0.1 $4.7M 42k 111.09
Home Depot (HD) 0.1 $4.5M 12k 366.49
Texas Instruments Incorporated (TXN) 0.1 $4.4M 24k 179.70
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $4.3M 36k 118.14
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $4.1M 51k 81.76
Ishares Tr U.s. Energy Etf (IYE) 0.1 $4.0M 81k 49.30
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $3.9M 21k 188.17
Procter & Gamble Company (PG) 0.1 $3.8M 23k 170.42
Pepsi (PEP) 0.1 $3.4M 23k 149.94
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $3.2M 32k 102.23
Pfizer (PFE) 0.1 $2.9M 113k 25.34
Ralph Lauren Corp Cl A (RL) 0.0 $2.6M 12k 220.74
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $2.6M 19k 135.68
At&t (T) 0.0 $2.5M 87k 28.28
Bristol Myers Squibb (BMY) 0.0 $2.4M 40k 60.99
Ishares Tr Global Reit Etf (REET) 0.0 $2.4M 97k 24.26
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $2.4M 73k 32.45
Cisco Systems (CSCO) 0.0 $2.1M 33k 61.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.0M 46k 43.70
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $1.7M 18k 92.47
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.6M 26k 60.19
SYSCO Corporation (SYY) 0.0 $1.5M 21k 75.04
Bank of New York Mellon Corporation (BK) 0.0 $1.5M 18k 83.87
Vanguard World Consum Dis Etf (VCR) 0.0 $1.4M 4.2k 325.51
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.4M 15k 90.59
Omni (OMC) 0.0 $1.2M 15k 82.91
General Mills (GIS) 0.0 $1.2M 20k 59.79
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $1.1M 29k 37.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.1M 12k 90.54
Vanguard World Health Car Etf (VHT) 0.0 $1.1M 4.0k 264.73
Select Sector Spdr Tr Communication (XLC) 0.0 $1.0M 11k 96.45
Ishares Core Msci Emkt (IEMG) 0.0 $1.0M 19k 53.97
Spdr Ser Tr S&p Biotech (XBI) 0.0 $943k 12k 81.10
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $865k 19k 45.97
Ishares Tr Select Divid Etf (DVY) 0.0 $858k 6.4k 134.29
Ishares Tr Ishares Biotech (IBB) 0.0 $775k 6.1k 127.90
Verizon Communications (VZ) 0.0 $763k 17k 45.36
Mondelez Intl Cl A (MDLZ) 0.0 $741k 11k 67.85
Illinois Tool Works (ITW) 0.0 $623k 2.5k 248.01
Kimberly-Clark Corporation (KMB) 0.0 $596k 4.2k 142.22
Humana (HUM) 0.0 $582k 2.2k 264.58
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $579k 3.5k 165.25
Proshares Tr Short S&p 500 Ne (SH) 0.0 $535k 12k 44.57
Micron Technology (MU) 0.0 $469k 5.3k 88.44
Applied Materials (AMAT) 0.0 $435k 3.0k 145.06
Twilio Cl A (TWLO) 0.0 $396k 4.0k 98.98
Arm Holdings Sponsored Ads (ARM) 0.0 $379k 3.5k 107.80
Lam Research Corp Com New (LRCX) 0.0 $345k 4.8k 72.61
Wal-Mart Stores (WMT) 0.0 $341k 4.0k 85.15
Ishares Tr Mortge Rel Etf (REM) 0.0 $319k 14k 22.43
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $278k 4.9k 57.20
Corning Incorporated (GLW) 0.0 $271k 5.9k 45.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $255k 2.2k 115.95
Abbvie (ABBV) 0.0 $253k 1.2k 205.29
Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $236k 5.6k 41.93
Walt Disney Company (DIS) 0.0 $235k 2.4k 98.07
Fidelity Covington Trust Stock For Infl (FCPI) 0.0 $221k 5.1k 43.30
Ishares Msci Jpn Etf New (EWJ) 0.0 $218k 3.2k 68.56
Netflix (NFLX) 0.0 $187k 200.00 933.85
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $185k 2.0k 94.58
Ishares Tr Russell 2000 Etf (IWM) 0.0 $180k 901.00 199.49
Taiwan Semiconductor Mfg Put Put Option 0.0 $169k 10k 16.93
International Business Machines (IBM) 0.0 $161k 660.00 244.00
Palantir Technologies Cl A (PLTR) 0.0 $155k 1.8k 85.85
Freeport-mcmoran CL B (FCX) 0.0 $154k 4.0k 38.42
Select Sector Spdr Tr Energy (XLE) 0.0 $152k 1.6k 93.45
Arista Networks Put Put Option 0.0 $143k 15k 9.50
Broadcom Put Put Option 0.0 $134k 7.5k 17.90
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $133k 4.6k 28.62
Micron Technology Put Put Option 0.0 $131k 16k 8.21
Invesco Qqq Tr Put Put Option 0.0 $127k 5.0k 25.33
Capital One Financial (COF) 0.0 $122k 700.00 173.53
Unitedhealth Group Put Put Option 0.0 $115k 7.5k 15.31
Jpmorgan Chase & Co. Put Put Option 0.0 $110k 7.0k 15.72
Arm Holdings Put Put Option 0.0 $110k 4.0k 27.37
Applied Matls Put Put Option 0.0 $107k 8.0k 13.34
Crowdstrike Hldgs Cl A (CRWD) 0.0 $106k 297.00 357.11
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $104k 2.2k 47.48
3M Company (MMM) 0.0 $101k 700.00 144.84
Crowdstrike Hldgs Put Put Option 0.0 $101k 3.0k 33.69
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $91k 938.00 96.49
Lam Research Corp Put Put Option 0.0 $87k 8.0k 10.91
Zscaler Call Call Option 0.0 $86k 9.0k 9.49
Zscaler Incorporated (ZS) 0.0 $77k 371.00 207.14
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $73k 2.4k 30.87
Capital One Finl Corp Put Put Option 0.0 $72k 5.0k 14.38
Nvidia Corporation Call Call Option 0.0 $63k 158k 0.40
Corning Put Put Option 0.0 $61k 20k 3.06
Apple (AAPL) 0.0 $60k 275.00 217.90
Okta Cl A (OKTA) 0.0 $54k 495.00 107.99
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $51k 593.00 85.98
Twilio Put Put Option 0.0 $47k 4.0k 11.68
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $44k 1.1k 38.97
Walmart Put Put Option 0.0 $41k 10k 4.08
Okta Call Call Option 0.0 $41k 6.6k 6.16
Select Sector Spdr Tr Financial (XLF) 0.0 $36k 720.00 49.81
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $34k 364.00 93.60
Amazon Call Call Option 0.0 $27k 19k 1.44
Barrick Gold Corp Call Call Option 0.0 $27k 66k 0.41
Abbvie Put Put Option 0.0 $20k 9.0k 2.23
Intuitive Surgical Com New (ISRG) 0.0 $20k 40.00 491.85
Costco Whsl Corp Put Put Option 0.0 $19k 500.00 38.65
Capital One Finl Corp Call Call Option 0.0 $17k 2.0k 8.55
Crowdstrike Hldgs Call Call Option 0.0 $17k 1.9k 8.53
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $15k 196.00 74.72
Applied Matls Call Call Option 0.0 $13k 4.0k 3.27
Archer Daniels Midland Company (ADM) 0.0 $11k 234.00 48.01
ON Semiconductor (ON) 0.0 $11k 271.00 40.94
eBay (EBAY) 0.0 $11k 161.00 67.16
Meta Platforms Call Call Option 0.0 $9.6k 2.8k 3.45
Arista Networks Call Call Option 0.0 $9.2k 6.0k 1.52
Broadcom Call Call Option 0.0 $9.1k 2.5k 3.65
Lam Research Corp Call Call Option 0.0 $8.6k 5.0k 1.73
Uber Technologies Call Call Option 0.0 $8.1k 3.7k 2.19
Micron Technology Call Call Option 0.0 $7.2k 4.0k 1.80
Corning Call Call Option 0.0 $6.8k 6.0k 1.14
J.B. Hunt Transport Services (JBHT) 0.0 $5.5k 37.00 147.95
Apple Call Call Option 0.0 $5.1k 5.2k 0.98
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $5.0k 250.00 19.87
Alphabet Call Call Option 0.0 $4.6k 1.7k 2.65
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $4.5k 200.00 22.33
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.0 $4.2k 110.00 38.16
Tesla Motors (TSLA) 0.0 $2.4k 9.00 263.56
Arm Holdings Call Call Option 0.0 $1.7k 23k 0.07
Goldman Sachs Group Call Call Option 0.0 $640.000000 2.0k 0.32
Qualcomm Call Call Option 0.0 $16.064800 3.7k 0.00