Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of June 30, 2025

Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 227 positions in its portfolio as reported in the June 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) 37.7 $2.3B 13M 173.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 11.5 $705M 1.1M 617.85
Jefferies Finl Group (JEF) 8.2 $506M 9.2M 54.69
Ishares Tr Iboxx Inv Cp Etf (LQD) 7.9 $485M 4.4M 109.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.9 $180M 325k 551.64
Spdr Gold Tr Gold Shs (GLD) 2.4 $146M 478k 304.83
Select Sector Spdr Tr Technology (XLK) 2.3 $139M 550k 253.23
Cme (CME) 2.1 $130M 472k 275.62
Ishares Tr Core Us Aggbd Et (AGG) 1.9 $119M 1.2M 99.20
NVIDIA Corporation (NVDA) 1.3 $78M 494k 157.99
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.3 $78M 814k 95.77
Broadcom (AVGO) 1.1 $69M 251k 275.65
Block Cl A (XYZ) 1.0 $61M 908k 66.65
Meta Platforms Cl A (META) 0.9 $53M 73k 733.63
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.9 $53M 652k 80.65
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.8 $52M 2.0M 25.48
Microsoft Corporation (MSFT) 0.8 $51M 102k 495.94
Ishares Msci Sth Kor Etf (EWY) 0.8 $49M 680k 71.78
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.8 $48M 901k 52.76
Arista Networks Com Shs (ANET) 0.8 $47M 471k 99.39
Amazon (AMZN) 0.8 $46M 207k 223.30
Alphabet Cap Stk Cl C (GOOG) 0.7 $46M 255k 178.27
Ishares Tr Mbs Etf (MBB) 0.7 $41M 434k 93.89
JPMorgan Chase & Co. (JPM) 0.6 $37M 126k 289.91
Intuit (INTU) 0.6 $34M 43k 787.63
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $32M 358k 88.25
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $26M 836k 30.68
Boston Scientific Corporation (BSX) 0.4 $25M 236k 107.41
American Express Company (AXP) 0.4 $24M 74k 318.98
Ge Aerospace Com New (GE) 0.4 $23M 89k 257.39
UnitedHealth (UNH) 0.4 $22M 71k 311.97
Blackrock (BLK) 0.4 $22M 21k 1049.25
W.W. Grainger (GWW) 0.3 $20M 19k 1040.24
Amgen (AMGN) 0.3 $20M 70k 279.21
D.R. Horton (DHI) 0.3 $19M 148k 128.92
First Solar (FSLR) 0.3 $19M 113k 165.54
Air Products & Chemicals (APD) 0.3 $19M 66k 282.06
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.3 $18M 682k 26.53
Coca-Cola Company (KO) 0.3 $17M 235k 70.33
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $15M 667k 22.98
Ishares Tr Short Treas Bd (SHV) 0.2 $14M 125k 110.42
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $12M 128k 94.77
Vanguard World Inf Tech Etf (VGT) 0.2 $11M 17k 663.28
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $9.8M 118k 82.86
Costco Wholesale Corporation (COST) 0.2 $9.6M 9.7k 989.94
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $9.5M 117k 80.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $9.3M 16k 568.03
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $9.3M 20k 467.82
Qualcomm (QCOM) 0.1 $8.6M 55k 158.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $7.3M 92k 79.50
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $7.1M 94k 75.58
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $7.0M 86k 81.66
Ishares Tr Expanded Tech (IGV) 0.1 $6.7M 61k 109.61
Ishares Tr Msci India Etf (INDA) 0.1 $6.6M 119k 55.62
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $6.2M 82k 75.90
Nvidia Corporation Call Call Option 0.1 $5.7M 320k 17.81
Ishares Tr Tips Bd Etf (TIP) 0.1 $5.6M 51k 110.04
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $5.3M 39k 135.73
Texas Instruments Incorporated (TXN) 0.1 $5.1M 25k 207.09
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $4.6M 38k 119.09
Home Depot (HD) 0.1 $4.3M 12k 366.64
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $4.0M 17k 238.70
Procter & Gamble Company (PG) 0.1 $3.8M 24k 159.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.8M 142k 26.50
Ishares Tr U.s. Energy Etf (IYE) 0.1 $3.7M 83k 45.22
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.7M 45k 82.92
Ralph Lauren Corp Cl A (RL) 0.1 $3.2M 12k 274.28
Cisco Systems (CSCO) 0.1 $3.2M 46k 69.38
Pfizer (PFE) 0.0 $3.0M 124k 24.24
Pepsi (PEP) 0.0 $2.7M 20k 132.04
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $2.7M 22k 121.64
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $2.6M 26k 100.69
Ishares Tr Global Reit Etf (REET) 0.0 $2.5M 101k 24.70
At&t (T) 0.0 $2.4M 85k 28.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.3M 48k 48.24
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $2.1M 59k 36.14
Bristol Myers Squibb (BMY) 0.0 $2.0M 44k 46.29
Kennedy-Wilson Holdings (KW) 0.0 $2.0M 272k 7.27
Bank of New York Mellon Corporation (BK) 0.0 $1.8M 20k 91.11
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $1.7M 18k 92.18
Omni (OMC) 0.0 $1.6M 23k 71.94
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.5M 24k 62.64
SYSCO Corporation (SYY) 0.0 $1.3M 18k 75.74
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.3M 14k 92.62
Ishares Core Msci Emkt (IEMG) 0.0 $1.2M 20k 60.03
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.1M 13k 89.06
Vanguard World Health Car Etf (VHT) 0.0 $1.1M 4.3k 248.34
Spdr Series Trust S&p Biotech (XBI) 0.0 $1.0M 12k 82.93
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $1.0M 19k 52.06
Arm Holdings Call Call Option 0.0 $991k 35k 28.16
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $988k 23k 43.58
Ishares Tr Ishares Biotech (IBB) 0.0 $948k 7.5k 126.51
General Mills (GIS) 0.0 $889k 17k 51.81
Select Sector Spdr Tr Communication (XLC) 0.0 $849k 7.8k 108.53
Verizon Communications (VZ) 0.0 $722k 17k 43.27
Vanguard World Consum Dis Etf (VCR) 0.0 $721k 2.0k 362.32
Ishares Tr Select Divid Etf (DVY) 0.0 $673k 5.1k 132.81
Mondelez Intl Cl A (MDLZ) 0.0 $616k 9.1k 67.44
Micron Technology Call Call Option 0.0 $594k 43k 13.80
Servicetitan Shs Cl A (TTAN) 0.0 $546k 5.1k 107.18
Kimberly-Clark Corporation (KMB) 0.0 $542k 4.2k 128.92
Illinois Tool Works (ITW) 0.0 $538k 2.2k 247.25
Netflix (NFLX) 0.0 $532k 402.00 1323.12
Align Technology (ALGN) 0.0 $528k 2.8k 188.52
Zscaler Call Call Option 0.0 $524k 7.5k 69.76
Proshares Tr Short S&p 500 Ne (SH) 0.0 $476k 12k 39.68
Micron Technology Put Put Option 0.0 $398k 45k 8.84
Hca Holdings (HCA) 0.0 $398k 1.0k 379.30
Barrick Mng Corp Com Shs Added (B) 0.0 $388k 19k 20.46
Snowflake Cl A (SNOW) 0.0 $380k 1.7k 222.61
Mastercard Incorporated Cl A (MA) 0.0 $358k 650.00 550.32
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $355k 5.2k 67.59
Ishares Tr China Lg-cap Etf (FXI) 0.0 $328k 8.9k 36.76
Kla Corp Com New (KLAC) 0.0 $312k 350.00 889.87
Advanced Micro Devices Call Call Option 0.0 $306k 9.4k 32.51
Autodesk (ADSK) 0.0 $305k 1.0k 305.13
Ishares Tr Mortge Rel Etf (REM) 0.0 $304k 14k 21.38
International Business Machines (IBM) 0.0 $298k 1.0k 289.70
Marvell Technology (MRVL) 0.0 $298k 3.9k 77.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $282k 2.2k 128.52
Marvell Technology Put Put Option 0.0 $266k 25k 10.63
Tesla Motors (TSLA) 0.0 $253k 781.00 323.63
Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $252k 5.6k 44.79
Tesla Call Call Option 0.0 $249k 15k 16.32
Ishares Msci Jpn Etf New (EWJ) 0.0 $238k 3.2k 74.97
Tesla Put Put Option 0.0 $233k 6.0k 38.86
Charter Communications Inc N Cl A (CHTR) 0.0 $221k 550.00 400.97
Target Corporation (TGT) 0.0 $208k 2.1k 99.23
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $205k 6.3k 32.69
Advanced Micro Devices Put Put Option 0.0 $205k 22k 9.33
Fidelity Covington Trust Stock For Infl (FCPI) 0.0 $203k 4.3k 46.66
ConocoPhillips (COP) 0.0 $198k 2.2k 90.17
Apple (AAPL) 0.0 $196k 976.00 201.08
Shopify Put Put Option 0.0 $191k 20k 9.53
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $190k 1.7k 113.65
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $178k 2.0k 88.62
Adobe Systems Incorporated (ADBE) 0.0 $174k 450.00 385.83
Broadcom Put Put Option 0.0 $174k 11k 15.78
Ishares Tr Russell 2000 Etf (IWM) 0.0 $172k 799.00 215.79
Broadcom Call Call Option 0.0 $166k 5.8k 28.63
Marvell Technology Call Call Option 0.0 $166k 10k 16.59
Advanced Micro Devices (AMD) 0.0 $150k 1.0k 143.81
Humana (HUM) 0.0 $148k 610.00 241.88
Oracle Corporation (ORCL) 0.0 $143k 680.00 210.24
Kla Corp Put Put Option 0.0 $143k 2.1k 67.96
Lam Research Corp Put Put Option 0.0 $135k 25k 5.41
Arm Holdings Put Put Option 0.0 $134k 14k 9.90
Alphabet Cap Stk Cl A (GOOGL) 0.0 $129k 720.00 178.53
Amazon Call Call Option 0.0 $125k 15k 8.46
Lam Research Corp Call Call Option 0.0 $121k 8.0k 15.11
Invesco Qqq Tr Put Put Option 0.0 $120k 12k 9.99
Arista Networks Put Put Option 0.0 $119k 18k 6.62
Texas Instrs Put Put Option 0.0 $117k 11k 10.61
Zoom Communications Cl A (ZM) 0.0 $116k 1.5k 78.38
Paypal Holdings (PYPL) 0.0 $108k 1.5k 73.64
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $104k 2.2k 47.54
Palantir Technologies Put Put Option 0.0 $104k 10k 10.38
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $103k 938.00 109.68
Freeport-mcmoran Put Put Option 0.0 $94k 45k 2.10
Capital One Finl Corp Put Put Option 0.0 $94k 10k 9.39
Analog Devices Put Put Option 0.0 $92k 9.0k 10.20
Texas Instrs Call Call Option 0.0 $90k 3.9k 22.98
Analog Devices Call Call Option 0.0 $88k 2.2k 40.12
Carnival Corp Put Put Option 0.0 $87k 45k 1.93
Capital One Financial (COF) 0.0 $84k 400.00 211.01
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $81k 2.4k 34.48
Freeport-mcmoran Call Call Option 0.0 $79k 11k 7.48
Conocophillips Put Put Option 0.0 $79k 10k 7.85
Vertiv Holdings Com Cl A (VRT) 0.0 $76k 595.00 127.16
Meta Platforms Call Call Option 0.0 $75k 3.1k 24.56
Arista Networks Call Call Option 0.0 $75k 5.0k 14.94
Nvidia Corporation Put Put Option 0.0 $73k 10k 7.34
Docusign (DOCU) 0.0 $70k 911.00 76.47
Capital One Finl Corp Call Call Option 0.0 $70k 2.0k 34.80
Workday Cl A (WDAY) 0.0 $69k 290.00 237.37
Zscaler Incorporated (ZS) 0.0 $68k 214.00 315.32
Carnival Corp Call Call Option 0.0 $65k 12k 5.28
Uber Technologies Call Call Option 0.0 $64k 7.4k 8.63
Select Sector Spdr Tr Energy (XLE) 0.0 $60k 710.00 84.81
Morgan Stanley Put Put Option 0.0 $53k 8.0k 6.67
Applied Matls Call Call Option 0.0 $53k 1.5k 35.48
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $52k 593.00 87.81
Occidental Petroleum Corporation (OXY) 0.0 $51k 1.2k 42.60
Kla Corp Call Call Option 0.0 $51k 300.00 170.17
Applied Matls Put Put Option 0.0 $50k 8.0k 6.30
Zoom Communications Call Call Option 0.0 $49k 11k 4.63
Palantir Technologies Call Call Option 0.0 $48k 4.0k 11.89
Zscaler Put Put Option 0.0 $47k 7.0k 6.73
Morgan Stanley Call Call Option 0.0 $47k 2.5k 18.68
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $46k 1.1k 41.03
Crowdstrike Hldgs Cl A (CRWD) 0.0 $44k 88.00 499.33
Crowdstrike Hldgs Call Call Option 0.0 $42k 1.0k 41.58
Freeport-mcmoran CL B (FCX) 0.0 $40k 900.00 43.87
Shopify Call Call Option 0.0 $38k 2.5k 15.20
Select Sector Spdr Tr Financial (XLF) 0.0 $38k 720.00 52.37
Applied Materials (AMAT) 0.0 $37k 200.00 183.21
Goldman Sachs Group Put Put Option 0.0 $35k 1.4k 25.30
Goldman Sachs Group Call Call Option 0.0 $34k 300.00 114.24
Disney Walt Call Call Option 0.0 $34k 1.5k 22.47
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $34k 359.00 93.84
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.0 $33k 789.00 41.67
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $33k 1.5k 21.11
Costco Whsl Corp Put Put Option 0.0 $33k 1.1k 29.64
eBay (EBAY) 0.0 $30k 411.00 73.76
Morgan Stanley Com New (MS) 0.0 $28k 200.00 140.69
Conocophillips Call Call Option 0.0 $27k 3.2k 8.49
Eli Lilly & Co. (LLY) 0.0 $27k 35.00 775.46
Intuitive Surgical Put Put Option 0.0 $24k 1.0k 24.03
Microsoft Corp Call Call Option 0.0 $24k 1.3k 18.20
Okta Cl A (OKTA) 0.0 $22k 227.00 98.43
Wynn Resorts (WYNN) 0.0 $15k 161.00 94.68
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $14k 196.00 72.82
Apple Put Put Option 0.0 $14k 1.0k 14.18
Mastercard Incorporated Call Call Option 0.0 $14k 700.00 20.23
Okta Call Call Option 0.0 $14k 6.6k 2.11
Albemarle Corp Call Call Option 0.0 $13k 1.8k 6.99
Qualcomm Call Call Option 0.0 $12k 1.3k 9.35
Ishares Tr Msci Indonia Etf (EIDO) 0.0 $11k 643.00 17.63
Block Call Call Option 0.0 $11k 2.7k 4.03
Palo Alto Networks Call Call Option 0.0 $10k 450.00 22.48
Alphabet Call Call Option 0.0 $7.8k 1.7k 4.51
Barrick Mng Corp Call Call Call Option 0.0 $7.5k 42k 0.18
Analog Devices (ADI) 0.0 $7.3k 31.00 236.97
McDonald's Corporation (MCD) 0.0 $6.7k 23.00 291.57
Ishares Msci Taiwan Etf (EWT) 0.0 $6.5k 114.00 57.40
Uber Technologies (UBER) 0.0 $458.000000 5.00 91.60
Apple Call Call Option 0.0 $0.960000 1.2k 0.00