$431 Million is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 35 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | New | SPDR S&P 500 ETF TRtr unit | $191,843,000 | – | 880,000 | +100.0% | 44.52% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $96,442,000 | – | 423,000 | +100.0% | 22.38% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $41,512,000 | – | 1,060,000 | +100.0% | 9.63% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $29,478,000 | – | 780,000 | +100.0% | 6.84% | – |
| JNK | New | SPDR SERIES TRUSTbloomberg brclys | $24,513,000 | – | 604,003 | +100.0% | 5.69% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $11,657,000 | – | 137,000 | +100.0% | 2.70% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $3,411,000 | – | 65,965 | +100.0% | 0.79% | – |
| MO | New | ALTRIA GROUP INC | $3,402,000 | – | 50,308 | +100.0% | 0.79% | – |
| JPM | New | JPMORGAN CHASE & CO | $3,104,000 | – | 35,972 | +100.0% | 0.72% | – |
| DDD | New | 3-D SYS CORP DEL | $2,691,000 | – | 202,500 | +100.0% | 0.62% | – |
| TGT | New | TARGET CORP | $2,123,000 | – | 29,390 | +100.0% | 0.49% | – |
| XOM | New | EXXON MOBIL CORP | $2,100,000 | – | 23,271 | +100.0% | 0.49% | – |
| BOND | New | PIMCO ETF TRttl rtn actv etf | $2,085,000 | – | 20,025 | +100.0% | 0.48% | – |
| AAPL | New | APPLE INC | $1,843,000 | – | 15,908 | +100.0% | 0.43% | – |
| AET | New | AETNA INC NEW | $1,500,000 | – | 12,093 | +100.0% | 0.35% | – |
| CSCO | New | CISCO SYS INC | $1,358,000 | – | 44,949 | +100.0% | 0.32% | – |
| TRV | New | TRAVELERS COMPANIES INC | $1,359,000 | – | 11,098 | +100.0% | 0.32% | – |
| SH | New | PROSHARES TRshort s&p 500 ne | $1,344,000 | – | 36,789 | +100.0% | 0.31% | – |
| GM | New | GENERAL MTRS CO | $1,251,000 | – | 35,914 | +100.0% | 0.29% | – |
| AMGN | New | AMGEN INC | $1,110,000 | – | 7,591 | +100.0% | 0.26% | – |
| APD | New | AIR PRODS & CHEMS INC | $1,088,000 | – | 7,565 | +100.0% | 0.25% | – |
| IVZ | New | INVESCO LTD | $1,045,000 | – | 34,453 | +100.0% | 0.24% | – |
| GDX | New | VANECK VECTORS ETF TRgold miners etf | $580,000 | – | 27,721 | +100.0% | 0.14% | – |
| EMLC | New | VANECK VECTORS ETF TRjp morgan mkts | $571,000 | – | 32,441 | +100.0% | 0.13% | – |
| TSLA | New | TESLA MTRS INC | $529,000 | – | 2,462 | +100.0% | 0.12% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $439,000 | – | 7,651 | +100.0% | 0.10% | – |
| DPS | New | DR PEPPER SNAPPLE GROUP INC | $439,000 | – | 4,839 | +100.0% | 0.10% | – |
| USO | New | UNITED STATES OIL FUND LPunits | $428,000 | – | 36,529 | +100.0% | 0.10% | – |
| HEZU | New | ISHARES TRcur hd eurzn etf | $411,000 | – | 15,469 | +100.0% | 0.10% | – |
| REM | New | ISHARES TRmtg rel etf new | $365,000 | – | 8,685 | +100.0% | 0.08% | – |
| HEWG | New | ISHARES TRhdg msci germn | $281,000 | – | 10,864 | +100.0% | 0.06% | – |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $230,000 | – | 7,299 | +100.0% | 0.05% | – |
| GOLD | New | BARRICK GOLD CORP | $168,000 | – | 10,246 | +100.0% | 0.04% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $123,000 | – | 11,920 | +100.0% | 0.03% | – |
| OILNF | New | BARCLAYS BK PLCipsp croil etn | $82,000 | – | 13,000 | +100.0% | 0.02% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Sumitomo Mitsui Banking Corporation #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
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.