$3.11 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 185 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $1,374,830,804 | +6.8% | 13,364,740 | 0.0% | 44.27% | +8.1% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $291,817,311 | -2.5% | 3,103,119 | +1.5% | 9.40% | -1.3% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $208,588,153 | -5.0% | 2,044,581 | +0.7% | 6.72% | -3.9% |
| ESGU | New | ISHARES TResg awr msci usa | $100,201,970 | – | 1,067,000 | +100.0% | 3.23% | – |
| CME | CME GROUP INC | $94,472,956 | +8.1% | 471,846 | 0.0% | 3.04% | +9.4% | |
| SOXX | Buy | ISHARES TRishares semicdtr | $63,942,277 | +1306.2% | 134,999 | +1406.0% | 2.06% | +1320.0% |
| IEF | Buy | ISHARES TR7-10 yr trsy bd | $50,126,657 | +3.0% | 547,294 | +8.6% | 1.61% | +4.3% |
| IGSB | Buy | ISHARES TR | $48,919,855 | -0.3% | 981,735 | +0.4% | 1.58% | +0.9% |
| GLD | Buy | SPDR GOLD TR | $46,409,801 | +0.0% | 270,690 | +4.0% | 1.49% | +1.2% |
| XLI | New | SELECT SECTOR SPDR TRindl | $45,925,140 | – | 453,000 | +100.0% | 1.48% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $44,564,182 | +6.0% | 604,506 | +7.9% | 1.44% | +7.3% |
| SQ | BLOCK INCcl a | $40,184,982 | -33.5% | 907,930 | 0.0% | 1.29% | -32.7% | |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $39,475,519 | -9.4% | 92,362 | -6.1% | 1.27% | -8.3% |
| AMZN | Buy | AMAZON COM INC | $36,617,571 | +6.5% | 289,490 | +8.6% | 1.18% | +7.8% |
| MBB | Sell | ISHARES TRmbs etf | $28,974,108 | -5.5% | 326,285 | -0.7% | 0.93% | -4.3% |
| NVDA | Sell | NVIDIA CORPORATION | $28,112,127 | +1.7% | 64,659 | -1.3% | 0.90% | +3.0% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $26,761,310 | +227.8% | 388,916 | +253.3% | 0.86% | +231.5% |
| PFF | Sell | ISHARES TRpfd and incm sec | $23,991,591 | -13.0% | 795,741 | -10.7% | 0.77% | -11.9% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $22,131,678 | +17.6% | 167,854 | +7.9% | 0.71% | +19.0% |
| MSFT | Buy | MICROSOFT CORP | $21,385,534 | -1.5% | 67,767 | +6.1% | 0.69% | -0.3% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $19,098,780 | -3.9% | 755,191 | +0.9% | 0.62% | -2.7% |
| AVGO | Sell | BROADCOM INC | $18,672,269 | -4.5% | 22,481 | -0.3% | 0.60% | -3.4% |
| FB | Sell | META PLATFORMS INCcl a | $18,279,307 | -36.4% | 60,657 | -40.1% | 0.59% | -35.6% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $16,828,395 | -8.0% | 189,744 | +6.8% | 0.54% | -6.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $16,756,354 | +12.3% | 163,063 | +21.6% | 0.54% | +13.7% |
| AAPL | Buy | APPLE INC | $16,530,885 | -4.0% | 96,558 | +8.7% | 0.53% | -2.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $15,438,571 | +30.9% | 43,092 | +35.0% | 0.50% | +32.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $15,323,342 | +12.3% | 30,392 | +7.0% | 0.49% | +13.6% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $14,462,783 | +15454.7% | 184,122 | +16310.2% | 0.47% | +15433.3% |
| INTU | Buy | INTUIT | $12,441,900 | +13.2% | 24,351 | +1.5% | 0.40% | +14.6% |
| AMGN | Buy | AMGEN INC | $11,194,392 | +22.9% | 41,652 | +1.5% | 0.36% | +24.1% |
| DHI | Buy | D R HORTON INC | $11,062,317 | -1.4% | 102,934 | +11.7% | 0.36% | -0.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $11,015,139 | +4.9% | 75,956 | +5.2% | 0.36% | +6.3% |
| APD | Buy | AIR PRODS & CHEMS INC | $10,385,760 | +8.8% | 36,647 | +15.0% | 0.33% | +9.9% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $9,896,981 | -3.1% | 170,520 | +6.8% | 0.32% | -1.8% |
| GWW | Buy | GRAINGER W W INC | $9,801,297 | -9.0% | 14,167 | +3.8% | 0.32% | -7.6% |
| GOVT | Buy | ISHARES TRus treas bd etf | $9,220,185 | +15.9% | 418,149 | +20.4% | 0.30% | +17.4% |
| BLK | Buy | BLACKROCK INC | $9,181,451 | +3.7% | 14,202 | +10.9% | 0.30% | +5.0% |
| JBHT | Sell | HUNT J B TRANS SVCS INC | $9,136,433 | +1.9% | 48,464 | -2.2% | 0.29% | +3.2% |
| SJNK | Buy | SPDR SER TRbloomberg sht te | $8,250,260 | +21.7% | 337,296 | +22.9% | 0.27% | +23.1% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $7,960,686 | -9.1% | 19,187 | -3.1% | 0.26% | -7.9% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $7,899,595 | -37.1% | 97,562 | -37.0% | 0.25% | -36.3% |
| KO | Buy | COCA COLA CO | $7,840,055 | +0.9% | 140,051 | +8.5% | 0.25% | +2.0% |
| FSLR | Buy | FIRST SOLAR INC | $7,672,778 | +1.1% | 47,483 | +19.0% | 0.25% | +2.5% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $7,447,951 | +9.6% | 98,753 | +9.8% | 0.24% | +11.1% |
| ZS | Sell | ZSCALER INC | $7,079,808 | -55.7% | 46,911 | -57.5% | 0.23% | -55.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $6,568,636 | -25.6% | 87,407 | -25.1% | 0.21% | -24.6% |
| SHOP | Sell | SHOPIFY INCcl a | $6,376,499 | -43.8% | 119,859 | -32.6% | 0.20% | -43.2% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $6,322,614 | -6.5% | 88,280 | +2.5% | 0.20% | -5.1% |
| QCOM | Sell | QUALCOMM INC | $5,909,280 | -8.3% | 53,208 | -1.7% | 0.19% | -7.3% |
| VOO | Buy | VANGUARD INDEX FDS | $5,734,991 | -2.6% | 14,604 | +1.0% | 0.18% | -1.1% |
| IYR | Buy | ISHARES TRu.s. real es etf | $5,719,230 | +7.6% | 73,164 | +19.1% | 0.18% | +8.9% |
| IYE | Sell | ISHARES TRu.s. energy etf | $5,163,277 | +5.7% | 108,861 | -4.5% | 0.17% | +7.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $4,938,688 | -8.3% | 83,806 | +1.8% | 0.16% | -7.0% |
| NFLX | Sell | NETFLIX INC | $4,689,446 | -29.3% | 12,460 | -19.5% | 0.15% | -28.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,593,910 | +8.0% | 8,131 | +2.9% | 0.15% | +9.6% |
| PFE | Buy | PFIZER INC | $4,084,056 | -8.8% | 123,125 | +0.9% | 0.13% | -7.0% |
| HD | Buy | HOME DEPOT INC | $4,001,203 | +0.1% | 13,242 | +2.9% | 0.13% | +1.6% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $3,857,657 | -0.5% | 50,772 | +3.5% | 0.12% | +0.8% |
| IGV | Sell | ISHARES TRexpanded tech | $3,521,430 | -96.6% | 10,302 | -96.6% | 0.11% | -96.6% |
| TXN | Buy | TEXAS INSTRS INC | $3,492,337 | -0.8% | 21,963 | +12.3% | 0.11% | 0.0% |
| PEP | Buy | PEPSICO INC | $3,451,493 | +0.5% | 20,370 | +9.8% | 0.11% | +1.8% |
| OKTA | Sell | OKTA INCcl a | $3,293,346 | -1.3% | 40,429 | -16.2% | 0.11% | 0.0% |
| TIP | Buy | ISHARES TRtips bd etf | $3,241,457 | -3.0% | 31,252 | +0.7% | 0.10% | -1.9% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,154,626 | +5.2% | 21,623 | +9.4% | 0.10% | +7.4% |
| CSCO | Sell | CISCO SYS INC | $3,166,195 | -1.0% | 58,895 | -4.7% | 0.10% | 0.0% |
| SDY | Sell | SPDR SER TRs&p divid etf | $3,030,168 | -29.2% | 26,347 | -24.6% | 0.10% | -27.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,920,468 | -15.2% | 18,751 | -9.9% | 0.09% | -14.5% |
| PYPL | Sell | PAYPAL HLDGS INC | $2,792,116 | -15.0% | 47,991 | -3.7% | 0.09% | -13.5% |
| WCLD | Buy | WISDOMTREE TR | $2,576,091 | +2.8% | 86,942 | +9.9% | 0.08% | +3.8% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,351,502 | +50.8% | 51,761 | +50.7% | 0.08% | +52.0% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $2,371,125 | +12.8% | 31,236 | +12.8% | 0.08% | +13.4% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $2,265,188 | +10.2% | 53,136 | +32.2% | 0.07% | +12.3% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $2,232,980 | -7.9% | 9,498 | -4.1% | 0.07% | -6.5% |
| T | Sell | AT&T INC | $1,959,074 | -7.3% | 130,431 | -1.6% | 0.06% | -6.0% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $1,861,546 | -4.9% | 21,178 | -0.9% | 0.06% | -3.2% |
| IBB | Buy | ISHARES TRishares biotech | $1,837,896 | -1.8% | 15,029 | +2.0% | 0.06% | -1.7% |
| SHV | Buy | ISHARES TRshort treas bd | $1,791,492 | +24.4% | 16,217 | +24.4% | 0.06% | +26.1% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $1,777,987 | +5.9% | 25,127 | +8.6% | 0.06% | +7.5% |
| XBI | Buy | SPDR SER TRs&p biotech | $1,713,195 | -3.2% | 23,462 | +10.3% | 0.06% | -1.8% |
| SYY | Buy | SYSCO CORP | $1,658,119 | +30.2% | 25,104 | +46.2% | 0.05% | +29.3% |
| BK | Buy | BANK NEW YORK MELLON CORP | $1,590,163 | +3.3% | 37,284 | +7.9% | 0.05% | +4.1% |
| REET | Buy | ISHARES TRglobal reit etf | $1,363,348 | -1.8% | 64,400 | +6.5% | 0.04% | 0.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $1,362,661 | -0.2% | 10,299 | -10.2% | 0.04% | +2.3% |
| GIS | Buy | GENERAL MLS INC | $1,323,377 | -9.3% | 20,681 | +8.7% | 0.04% | -6.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,330,814 | +1.3% | 19,176 | +6.5% | 0.04% | +2.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,319,028 | -24.3% | 34,757 | -21.1% | 0.04% | -23.6% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $1,257,387 | -54.8% | 7,609 | -60.6% | 0.04% | -54.5% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $1,146,698 | +22.7% | 13,896 | +28.6% | 0.04% | +23.3% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $1,154,146 | -8.2% | 37,903 | -5.2% | 0.04% | -7.5% |
| IHI | Buy | ISHARES TRu.s.med dvc etf | $1,133,251 | +8.1% | 23,366 | +25.8% | 0.04% | +9.1% |
| CRM | Buy | SALESFORCE INC | $1,079,602 | +36.6% | 5,313 | +41.5% | 0.04% | +40.0% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $1,094,894 | -18.9% | 4,754 | -11.9% | 0.04% | -18.6% |
| WHR | Sell | WHIRLPOOL CORP | $1,044,331 | -33.2% | 7,811 | -25.6% | 0.03% | -32.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,015,019 | -4.0% | 8,399 | +9.7% | 0.03% | -2.9% |
| SNAP | Sell | SNAP INCcl a | $998,592 | -40.9% | 116,658 | -19.4% | 0.03% | -40.7% |
| XLC | Buy | SELECT SECTOR SPDR TR | $963,486 | +1.0% | 14,694 | +0.2% | 0.03% | +3.3% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $951,817 | -19.1% | 29,368 | -7.1% | 0.03% | -16.2% |
| DVY | Buy | ISHARES TRselect divid etf | $945,402 | -3.4% | 8,783 | +1.6% | 0.03% | -3.2% |
| OMC | Buy | OMNICOM GROUP INC | $940,310 | -15.7% | 12,625 | +7.7% | 0.03% | -14.3% |
| INDA | Sell | ISHARES TRmsci india etf | $897,710 | -6.7% | 20,301 | -7.8% | 0.03% | -6.5% |
| SH | Sell | PROSHARES TRshort s&p 500 ne | $861,602 | -23.6% | 59,544 | -26.7% | 0.03% | -22.2% |
| SNOW | Sell | SNOWFLAKE INCcl a | $806,981 | -42.9% | 5,340 | -33.6% | 0.03% | -42.2% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $742,653 | -2.3% | 2,757 | +2.7% | 0.02% | 0.0% |
| TDOC | Sell | TELADOC HEALTH INC | $697,914 | -46.6% | 37,664 | -27.2% | 0.02% | -47.6% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $659,097 | -5.5% | 8,709 | +4.3% | 0.02% | -4.5% |
| CCL | Buy | CARNIVAL CORP | $636,688 | -6.5% | 44,092 | +11.1% | 0.02% | -4.5% |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $620,760 | +27.2% | 23,068 | +42.3% | 0.02% | +25.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $589,259 | +13.4% | 12,382 | +17.5% | 0.02% | +11.8% |
| DOCU | Sell | DOCUSIGN INC | $526,805 | -71.0% | 12,540 | -64.6% | 0.02% | -70.7% |
| HRB | Sell | BLOCK H & R INC | $487,983 | -93.0% | 11,003 | -89.8% | 0.02% | -92.8% |
| New | PIXIE DUST TECHNOLOGIES INC | $494,064 | – | 56,400 | +100.0% | 0.02% | – | |
| DIS | Sell | DISNEY WALT CO | $440,234 | -56.7% | 5,494 | -51.9% | 0.01% | -56.2% |
| Buy | ZSCALER INCcall | $372,931 | +1179.3% | 69,789 | +991.5% | 0.01% | +1100.0% | |
| IEO | Sell | ISHARES TRus oil gs ex etf | $373,247 | -23.0% | 3,827 | -32.8% | 0.01% | -20.0% |
| Sell | NVIDIA CORPORATIONcall | $254,402 | -83.3% | 3,189 | -77.7% | 0.01% | -83.7% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $239,664 | +3.9% | 600 | +0.8% | 0.01% | +14.3% |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $217,456 | -9.1% | 6,747 | +0.6% | 0.01% | -12.5% |
| CHIQ | GLOBAL X FDSmsci china cnsmr | $220,800 | +2.0% | 12,000 | 0.0% | 0.01% | 0.0% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $216,644 | -3.9% | 2,325 | 0.0% | 0.01% | 0.0% | |
| Buy | ADVANCED MICRO DEVICES INCcall | $189,233 | -27.8% | 48,053 | +11.6% | 0.01% | -25.0% | |
| DAL | Buy | DELTA AIR LINES INC DEL | $189,849 | +43.6% | 5,138 | +80.0% | 0.01% | +50.0% |
| TWLO | Sell | TWILIO INCcl a | $173,732 | -59.6% | 2,999 | -55.9% | 0.01% | -57.1% |
| EWJ | ISHARES INCmsci jpn etf new | $191,662 | -2.6% | 3,179 | 0.0% | 0.01% | 0.0% | |
| ESGV | VANGUARD WORLD FDesg us stk etf | $136,392 | -3.8% | 1,807 | 0.0% | 0.00% | -20.0% | |
| RH | Buy | RH | $125,678 | +36.8% | 485 | +70.2% | 0.00% | +33.3% |
| New | SALESFORCE INCput | $84,825 | – | 5,000 | +100.0% | 0.00% | – | |
| REM | Buy | ISHARES TRmortge rel etf | $104,163 | +46.0% | 4,646 | +53.5% | 0.00% | +50.0% |
| EAGG | ISHARES TResg awr us agrgt | $99,479 | -4.0% | 2,196 | 0.0% | 0.00% | 0.0% | |
| XOM | Buy | EXXON MOBIL CORP | $105,731 | +965.5% | 885 | +851.6% | 0.00% | – |
| XSOE | WISDOMTREE TRem ex st-owned | $62,701 | -4.6% | 2,351 | 0.0% | 0.00% | 0.0% | |
| IEI | ISHARES TR3 7 yr treas bd | $70,386 | -1.8% | 622 | 0.0% | 0.00% | 0.0% | |
| Buy | ALPHABET INCcall | $75,693 | +153.3% | 11,697 | +154.3% | 0.00% | +100.0% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $62,082 | -8.1% | 1,056 | -1.9% | 0.00% | 0.0% |
| New | SHOPIFY INCput | $60,750 | – | 15,000 | +100.0% | 0.00% | – | |
| USMV | Sell | ISHARES TRmsci usa min vol | $68,708 | -4.3% | 949 | -1.8% | 0.00% | 0.0% |
| New | MICROSOFT CORPput | $54,636 | – | 2,500 | +100.0% | 0.00% | – | |
| New | CROWDSTRIKE HLDGS INCput | $45,175 | – | 13,000 | +100.0% | 0.00% | – | |
| Sell | AMAZON COM INCcall | $24,406 | -97.7% | 8,153 | -87.5% | 0.00% | -97.1% | |
| FXI | ISHARES TRchina lg-cap etf | $26,583 | -2.4% | 1,002 | 0.0% | 0.00% | 0.0% | |
| HEZU | ISHARES TRcur hd eurzn etf | $34,736 | -6.0% | 1,130 | 0.0% | 0.00% | 0.0% | |
| Sell | SNOWFLAKE INCcall | $16,888 | -82.2% | 3,500 | -76.4% | 0.00% | -66.7% | |
| EWZ | ISHARES INCmsci brazil etf | $17,267 | -5.4% | 563 | 0.0% | 0.00% | 0.0% | |
| MU | Sell | MICRON TECHNOLOGY INC | $30,970 | -81.5% | 475 | -81.8% | 0.00% | -80.0% |
| New | APPLE INCput | $23,958 | – | 4,000 | +100.0% | 0.00% | – | |
| New | ALPHABET INCcall | $41,958 | – | 18,000 | +100.0% | 0.00% | – | |
| New | META PLATFORMS INCcall | $16,227 | – | 1,249 | +100.0% | 0.00% | – | |
| New | AMAZON COM INCput | $17,820 | – | 3,000 | +100.0% | 0.00% | – | |
| New | BOEING COcall | $18,937 | – | 4,537 | +100.0% | 0.00% | – | |
| CPRI | CAPRI HOLDINGS LIMITED | $35,744 | +46.7% | 678 | 0.0% | 0.00% | 0.0% | |
| ADBE | New | ADOBE INC | $22,710 | – | 45 | +100.0% | 0.00% | – |
| COCA COLA COcall | $13 | -99.2% | 2,230 | 0.0% | 0.00% | – | ||
| EMQQ | EXCHANGE TRADED CONCEPTS TRemqq em intern | $4,818 | +0.1% | 164 | 0.0% | 0.00% | – | |
| New | PAYPAL HLDGS INCcall | $10,800 | – | 21,280 | +100.0% | 0.00% | – | |
| Buy | DOCUSIGN INCcall | $1,302 | -99.3% | 20,000 | +5.3% | 0.00% | -100.0% | |
| Sell | NETFLIX INCcall | $392 | -98.2% | 961 | -61.6% | 0.00% | -100.0% | |
| New | CROWDSTRIKE HLDGS INCcall | $5,960 | – | 8,000 | +100.0% | 0.00% | – | |
| COSTCO WHSL CORP NEWcall | $7,992 | +65.5% | 500 | 0.0% | 0.00% | – | ||
| Sell | MICROSOFT CORPcall | $13,886 | -91.4% | 6,900 | -47.7% | 0.00% | -100.0% | |
| MCDONALDS CORPcall | $873 | -94.6% | 581 | 0.0% | 0.00% | -100.0% | ||
| OKTA INCcall | $13,425 | -43.9% | 15,000 | 0.0% | 0.00% | -100.0% | ||
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $8,293 | -9.6% | 250 | -8.1% | 0.00% | – |
| FCX | FREEPORT-MCMORAN INCcl b | $3,957 | -5.1% | 106 | 0.0% | 0.00% | – | |
| Sell | SHOPIFY INCcall | $833 | -99.8% | 24,000 | -24.1% | 0.00% | -100.0% | |
| SPLK | SPLUNK INC | $440 | +39.2% | 3 | 0.0% | 0.00% | – | |
| New | SPLUNK INCput | $564 | – | 15,000 | +100.0% | 0.00% | – | |
| APPLE INCcall | $1,826 | -80.3% | 920 | 0.0% | 0.00% | – | ||
| New | TWILIO INCcall | $4,900 | – | 10,000 | +100.0% | 0.00% | – | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $8,292 | -89.8% | 28 | -88.3% | 0.00% | -100.0% |
| VISA INCcall | $3,196 | +23.7% | 5,000 | 0.0% | 0.00% | – | ||
| IWM | Sell | ISHARES TRrussell 2000 etf | $3,003 | -57.8% | 17 | -55.3% | 0.00% | – |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $10,796 | -99.1% | 158 | -99.1% | 0.00% | -100.0% |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -50 | -100.0% | 0.00% | – |
| Exit | TELADOC HEALTH INCcall | $0 | – | -4,179 | -100.0% | 0.00% | – | |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -170 | -100.0% | 0.00% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -106 | -100.0% | -0.00% | – |
| Exit | PALO ALTO NETWORKS INCcall | $0 | – | -1,200 | -100.0% | -0.00% | – | |
| Exit | TESLA INCcall | $0 | – | -810 | -100.0% | -0.00% | – | |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -130 | -100.0% | -0.00% | – |
| Exit | FEDEX CORPcall | $0 | – | -4,134 | -100.0% | -0.00% | – | |
| Exit | BLOCK INCcall | $0 | – | -22,045 | -100.0% | -0.00% | – | |
| Exit | OKTA INCput | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| Exit | SNOWFLAKE INCput | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| F | Exit | FORD MTR CO DEL | $0 | – | -9,716 | -100.0% | -0.01% | – |
| Exit | ZSCALER INCput | $0 | – | -20,000 | -100.0% | -0.01% | – | |
| Exit | NVIDIA CORPORATIONput | $0 | – | -7,000 | -100.0% | -0.01% | – | |
| Exit | BLOCK INCput | $0 | – | -28,000 | -100.0% | -0.01% | – | |
| Exit | VITESSE ENERGY INC | $0 | – | -116,312 | -100.0% | -0.08% | – | |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -241,000 | -100.0% | -0.66% | – |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -967,400 | -100.0% | -1.96% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -600,500 | -100.0% | -3.32% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Sumitomo Mitsui Banking Corporation #1
- SMBC Trust Bank Ltd. #2
- SMBC Nikko Securities Inc. #3
- Sumitomo Mitsui Card Company, Limited #4
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P500 ETF TR | 28 | Q3 2023 | 44.8% |
| ISHARES TR | 28 | Q3 2023 | 7.1% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 3.7% |
| JPMORGAN CHASE & CO | 28 | Q3 2023 | 0.7% |
| CISCO SYS INC COM | 28 | Q3 2023 | 0.3% |
| PIMCO ETF TR | 28 | Q3 2023 | 0.5% |
| PROSHARES TR | 28 | Q3 2023 | 0.3% |
| VANECK VECTORS ETF TRUST | 28 | Q3 2023 | 0.4% |
| ISHARES TR | 28 | Q3 2023 | 0.1% |
| VANECK VECTORS ETF TRUST | 28 | Q3 2023 | 0.1% |
View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| ReNew Energy Global plc | February 14, 2023 | 7,258,052 | 2.6% |
| Ares Private Markets Fund | May 10, 2022 | 3,000,000 | 28.9% |
| Ares Management Corp | February 02, 2022 | 13,364,740 | 8.0% |
| Magnum Opus Acquisition Ltd | October 07, 2021 | 207,893 | 1.0% |
View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 6-K | 2024-03-27 |
| 6-K | 2024-03-27 |
| 6-K | 2024-03-25 |
| 6-K | 2024-03-08 |
| 6-K | 2024-03-05 |
| 6-K | 2024-03-01 |
| 424B2 | 2024-02-28 |
| FWP | 2024-02-28 |
| 424B5 | 2024-02-26 |
| 6-K | 2024-02-20 |
View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (20-F)
- Quarterly reports (6-K)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.