$203 Million is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 140 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 32.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $570,742,000 | +16.4% | 12,130,540 | 0.0% | 14.05% | -16.1% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $484,761,000 | -13.1% | 3,510,113 | -15.2% | 11.93% | -37.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $388,232,000 | -15.9% | 1,040,000 | -24.3% | 9.56% | -39.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $345,676,000 | +698.6% | 2,926,674 | +698.3% | 8.51% | +475.3% |
| SPY | Buy | SPDR S&P500 ETF TRtr unit | $321,831,000 | +1393.9% | 864,881 | +1245.6% | 7.92% | +976.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $208,347,000 | +2194.6% | 665,623 | +1936.9% | 5.13% | +1554.2% |
| SQ | Sell | SQUARE INCcl a | $199,112,000 | +27.3% | 914,985 | -4.8% | 4.90% | -8.3% |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $196,164,000 | – | 645,000 | +100.0% | 4.83% | – |
| GLD | Buy | SPDR GOLD TR | $162,448,000 | +168.0% | 913,376 | +166.9% | 4.00% | +93.0% |
| MCHI | Sell | ISHARES TRmsci china etf | $117,334,000 | -4.8% | 1,450,000 | -12.7% | 2.89% | -31.4% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $100,571,000 | +5490.4% | 868,176 | +5251.5% | 2.48% | +3957.4% |
| ASHR | New | DBX ETF TRxtrack hrvst csi | $98,725,000 | – | 2,500,000 | +100.0% | 2.43% | – |
| CME | CME GROUP INC | $85,900,000 | +8.8% | 471,846 | 0.0% | 2.11% | -21.6% | |
| FXI | Buy | ISHARES TRchina lg-cap etf | $74,424,000 | +22316.9% | 1,609,127 | +20230.1% | 1.83% | +16554.5% |
| IGSB | Sell | ISHARES TR | $67,937,000 | -6.6% | 1,231,414 | -7.0% | 1.67% | -32.7% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $50,240,000 | – | 1,000,000 | +100.0% | 1.24% | – |
| MBB | Buy | ISHARES TRmbs etf | $33,737,000 | +4.2% | 306,339 | +4.4% | 0.83% | -25.0% |
| PFF | Buy | ISHARES TRpfd and incm sec | $32,162,000 | +26.8% | 835,171 | +20.0% | 0.79% | -8.7% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $31,871,000 | +4.1% | 265,702 | +5.7% | 0.78% | -25.0% |
| USO | Sell | UNITED STS OIL FD LPunits | $31,426,000 | +4.8% | 954,882 | -9.9% | 0.77% | -24.5% |
| EWY | New | ISHARES INCmsci sth kor etf | $30,583,000 | – | 355,000 | +100.0% | 0.75% | – |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $28,189,000 | +20.2% | 322,894 | +15.5% | 0.69% | -13.4% |
| BAB | Buy | INVESCO EXCHANGE-TRADED FD Ttaxable mun bd | $19,799,000 | +9.3% | 591,021 | +8.8% | 0.49% | -21.3% |
| EWT | New | ISHARES INCmsci taiwan etf | $19,728,000 | – | 370,000 | +100.0% | 0.49% | – |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $15,160,000 | +3.7% | 172,000 | -9.5% | 0.37% | -25.4% |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $15,060,000 | – | 116,000 | +100.0% | 0.37% | – |
| VCIT | Buy | VANGUARD STOTTSDALE FDSint-term corp | $15,080,000 | +634.5% | 155,239 | +624.6% | 0.37% | +430.0% |
| NVDA | Buy | NVIDIA CORPORATION | $14,170,000 | +33.6% | 27,222 | +38.2% | 0.35% | -3.6% |
| MSFT | Buy | MICROSOFT CORP | $13,973,000 | +15.4% | 62,675 | +8.4% | 0.34% | -16.9% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $12,441,000 | +23.0% | 35,166 | +8.3% | 0.31% | -11.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $11,918,000 | +85.4% | 131,519 | +67.3% | 0.29% | +33.2% |
| AAPL | Buy | APPLE INC | $11,471,000 | +40867.9% | 85,704 | +35024.6% | 0.28% | +28100.0% |
| AMZN | Buy | AMAZON | $11,191,000 | +49.3% | 3,413 | +43.3% | 0.28% | +7.4% |
| VCSH | Buy | VANGUARD STOTTSDALE FDSshrt trm corp bd | $8,538,000 | +284.8% | 102,564 | +282.9% | 0.21% | +176.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $7,952,000 | +19.6% | 4,539 | +0.3% | 0.20% | -13.7% |
| AVGO | Buy | BROADCOM INC | $7,964,000 | +27.8% | 18,190 | +6.3% | 0.20% | -8.0% |
| QCOM | Buy | QUALCOMM INC | $7,727,000 | +32.7% | 50,720 | +2.5% | 0.19% | -4.5% |
| TIP | Buy | ISHARES TRtips bd etf | $7,458,000 | +5.0% | 58,428 | +4.0% | 0.18% | -24.3% |
| V | Buy | VISA INC | $6,776,000 | +14.9% | 30,981 | +5.1% | 0.17% | -16.9% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $6,339,000 | +0.7% | 73,382 | +0.9% | 0.16% | -27.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $5,842,000 | +14.3% | 16,660 | +1.6% | 0.14% | -17.7% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $5,760,000 | -10.9% | 60,613 | -26.4% | 0.14% | -35.7% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $5,733,000 | -6.5% | 84,997 | -11.2% | 0.14% | -32.9% |
| VCLT | Buy | VANGUARD STOTTSDALE FDSlg-term cor bd | $5,508,000 | +48.5% | 49,594 | +42.9% | 0.14% | +7.1% |
| BLK | Buy | BLACKROCK INC | $5,446,000 | +49.5% | 7,548 | +16.7% | 0.13% | +8.1% |
| IGV | Sell | ISHARES TRexpanded tech | $5,225,000 | +5.9% | 14,761 | -6.6% | 0.13% | -23.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $5,217,000 | +47.8% | 41,057 | +12.0% | 0.13% | +5.8% |
| DHI | Buy | D R HORTON INC | $4,813,000 | +7.4% | 69,834 | +17.9% | 0.12% | -22.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $4,723,000 | -6.1% | 13,305 | +1.4% | 0.12% | -32.6% |
| CRM | New | SALESFORCE COM INC | $4,679,000 | – | 21,032 | +100.0% | 0.12% | – |
| ZS | Buy | ZSCALER INC | $4,575,000 | +54.0% | 23,127 | +9.3% | 0.11% | +11.9% |
| WCLD | Buy | WISDOMTREE TR | $4,603,000 | +146.5% | 85,917 | +96.7% | 0.11% | +76.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,536,000 | +9.0% | 77,211 | +10.4% | 0.11% | -21.1% |
| Sell | SQUARE INCcall | $4,195,000 | -65.1% | 135,000 | -66.6% | 0.10% | -74.9% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $4,139,000 | +4.2% | 66,728 | +1.3% | 0.10% | -25.0% |
| AMGN | Sell | AMGEN INC | $4,154,000 | -18.8% | 18,065 | -10.2% | 0.10% | -41.7% |
| KO | Buy | COCA COLA CO | $4,007,000 | +16.3% | 73,063 | +4.7% | 0.10% | -16.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $3,871,000 | -94.2% | 74,925 | -95.1% | 0.10% | -95.8% |
| APD | Buy | AIR PRODS & CHEMS INC | $3,836,000 | -3.6% | 14,039 | +5.1% | 0.09% | -30.9% |
| Sell | NVIDIA CORPORATIONcall | $3,812,000 | -60.3% | 90,380 | -2.1% | 0.09% | -71.3% | |
| Buy | AMAZON COM INCcall | $3,823,000 | +52.3% | 18,731 | +63.9% | 0.09% | +9.3% | |
| GWW | Buy | GRAINGER W W INC | $3,606,000 | +24.1% | 8,832 | +8.5% | 0.09% | -10.1% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $3,525,000 | +9.5% | 56,216 | +3.7% | 0.09% | -20.9% |
| DOCU | New | DOCUSIGN INC | $3,469,000 | – | 15,206 | +100.0% | 0.08% | – |
| PFE | Buy | PFIZER INC | $3,405,000 | +5671.2% | 92,501 | +5540.3% | 0.08% | +4100.0% |
| KMB | Buy | KIMBERLY CLARK CORP | $3,362,000 | +6.3% | 24,932 | +16.4% | 0.08% | -23.1% |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $3,336,000 | – | 16,202 | +100.0% | 0.08% | – |
| OKTA | Sell | OKTA INCcl a | $3,181,000 | -43.6% | 12,154 | -54.0% | 0.08% | -59.6% |
| IYR | Buy | ISHARES TRu.s. real es etf | $3,143,000 | +23.2% | 36,696 | +14.8% | 0.08% | -11.5% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $3,077,000 | +34.7% | 19,508 | +39.4% | 0.08% | -2.6% |
| TXN | Buy | TEXAS INSTRS INC | $2,703,000 | +50.5% | 16,469 | +30.9% | 0.07% | +9.8% |
| SDY | Buy | SPDR SER TRs&p divid etf | $2,561,000 | +53.3% | 24,195 | +33.8% | 0.06% | +10.5% |
| BOND | PIMCO ETF TRactive bd etf | $2,265,000 | +0.6% | 20,025 | 0.0% | 0.06% | -27.3% | |
| IBB | Sell | ISHARES TRnasdaq biotech | $2,275,000 | +9.6% | 15,015 | -2.1% | 0.06% | -21.1% |
| PG | Buy | PROCTER & GAMBLE CO | $2,172,000 | +4.9% | 15,610 | +4.7% | 0.05% | -25.4% |
| XLC | Buy | SELECT SECTOR SPDR TR | $2,102,000 | +19.8% | 31,149 | +5.5% | 0.05% | -13.3% |
| SOXX | Buy | ISHARES TRphlx semicnd etf | $2,023,000 | +341.7% | 5,335 | +255.2% | 0.05% | +212.5% |
| Sell | APPLE INCcall | $1,954,000 | +27.0% | 132,000 | -22.4% | 0.05% | -9.4% | |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $1,953,000 | – | 27,806 | +100.0% | 0.05% | – |
| Sell | ADVANCED MICRO DEVICES INCcall | $1,885,000 | -68.5% | 209,500 | -52.8% | 0.05% | -77.6% | |
| IYE | Buy | ISHARES TRu.s. energy etf | $1,791,000 | +34.9% | 88,499 | +6.3% | 0.04% | -2.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $1,795,000 | +1.4% | 4,765 | -4.8% | 0.04% | -26.7% |
| GPS | Buy | GAP INC COM | $1,789,000 | +420.1% | 89,073 | +332.3% | 0.04% | +266.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,752,000 | +1.7% | 11,131 | -3.9% | 0.04% | -27.1% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $1,670,000 | -14.4% | 6,068 | -27.0% | 0.04% | -38.8% |
| CSCO | Sell | CISCO SYS INC | $1,576,000 | -2.2% | 35,209 | -13.9% | 0.04% | -29.1% |
| T | Buy | AT&T INC | $1,556,000 | +266.1% | 54,098 | +263.0% | 0.04% | +153.3% |
| DIS | Buy | DISNEY WALT CO | $1,542,000 | +328.3% | 8,696 | +202.8% | 0.04% | +216.7% |
| CPRI | Sell | CAPRI HOLDINGS LIMITED | $1,552,000 | -89.1% | 36,010 | -95.5% | 0.04% | -92.2% |
| HD | Buy | HOME DEPOT INC | $1,358,000 | +21.5% | 5,114 | +26.9% | 0.03% | -13.2% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $1,312,000 | +37.0% | 4,929 | +12.3% | 0.03% | -3.0% |
| Sell | SQUARE INCput | $1,287,000 | -20.7% | 145,000 | -50.0% | 0.03% | -41.8% | |
| FEYE | Sell | FIREEYE INC | $1,299,000 | -20.1% | 58,134 | -54.9% | 0.03% | -42.9% |
| Sell | NETFLIX INCcall | $1,226,000 | +11.6% | 25,000 | -26.5% | 0.03% | -21.1% | |
| XBI | Buy | SPDR SER TRs&p biotech | $1,046,000 | +49.2% | 7,430 | +18.2% | 0.03% | +8.3% |
| INDA | Buy | ISHARES TRmsci india etf | $1,070,000 | +32.3% | 26,598 | +11.2% | 0.03% | -7.1% |
| NFLX | Sell | NETFLIX INC | $975,000 | -75.3% | 1,836 | -77.0% | 0.02% | -82.2% |
| AMAT | Sell | APPLIED MATLS INC | $924,000 | -75.1% | 10,964 | -82.4% | 0.02% | -81.9% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $940,000 | -67.1% | 2,712 | -68.1% | 0.02% | -76.5% |
| SH | PROSHARES TRshort s&p 500 ne | $863,000 | -11.5% | 48,000 | 0.0% | 0.02% | -36.4% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $668,000 | +8.4% | 11,420 | +6.5% | 0.02% | -23.8% |
| Sell | OKTA INCcall | $646,000 | -77.1% | 18,000 | -82.9% | 0.02% | -83.3% | |
| TSN | Buy | TYSON FOODS INCcl a | $667,000 | +30.0% | 10,349 | +20.0% | 0.02% | -11.1% |
| PEP | Buy | PEPSICO INC | $659,000 | +21.4% | 4,446 | +13.5% | 0.02% | -15.8% |
| GIS | Buy | GENERAL MLS INC | $612,000 | +40.4% | 10,414 | +47.3% | 0.02% | 0.0% |
| WHR | Buy | WHIRLPOOL CORP | $625,000 | +77.1% | 3,463 | +80.2% | 0.02% | +25.0% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $539,000 | +3.5% | 6,342 | -3.9% | 0.01% | -27.8% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $514,000 | -86.5% | 1,023 | -86.9% | 0.01% | -90.0% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $512,000 | -5.9% | 14,211 | +2.4% | 0.01% | -31.6% |
| DVY | Sell | ISHARES TRselect divid etf | $470,000 | +6.3% | 4,888 | -9.8% | 0.01% | -20.0% |
| New | CROWDSTRIKE HLDGS INCput | $401,000 | – | 75,000 | +100.0% | 0.01% | – | |
| ITW | Buy | ILLINOIS TOOL WKS INC COM | $423,000 | +94.0% | 2,074 | +84.0% | 0.01% | +42.9% |
| Sell | MICRON TECHNOLOGY INCcall | $411,000 | -78.8% | 23,560 | -93.6% | 0.01% | -84.8% | |
| MU | Sell | MICRON TECHNOLOGY INC | $426,000 | +22.4% | 6,063 | -11.6% | 0.01% | -16.7% |
| Buy | FORD MTR CO DELcall | $375,000 | +307.6% | 498,166 | +58.7% | 0.01% | +200.0% | |
| PYPL | New | PAYPAL HLDGS INC | $377,000 | – | 1,633 | +100.0% | 0.01% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $309,000 | – | 14,533 | +100.0% | 0.01% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $267,000 | -4.3% | 4,752 | -8.6% | 0.01% | -30.0% |
| Buy | AMAZON COM INCput | $276,000 | +3.8% | 10,800 | +107.7% | 0.01% | -22.2% | |
| New | DOCUSIGN INCput | $300,000 | – | 27,500 | +100.0% | 0.01% | – | |
| GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $290,000 | +0.3% | 5,348 | +2.6% | 0.01% | -30.0% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $241,000 | +14.8% | 2,607 | 0.0% | 0.01% | -14.3% | |
| New | SPLUNK INCput | $229,000 | – | 27,000 | +100.0% | 0.01% | – | |
| EWJ | ISHARES INCmsci jpn etf new | $215,000 | +14.4% | 3,179 | 0.0% | 0.01% | -16.7% | |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $199,000 | +26.8% | 1,711 | +13.1% | 0.01% | 0.0% |
| Sell | APPLE INCput | $212,000 | -72.7% | 95,000 | -29.6% | 0.01% | -81.5% | |
| OMC | Buy | OMNICOM GROUP INC | $144,000 | +193.9% | 2,305 | +132.4% | 0.00% | +100.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $134,000 | -17.8% | 1,970 | -23.0% | 0.00% | -50.0% |
| Sell | GAP INCcall | $125,000 | -33.2% | 98,577 | -35.7% | 0.00% | -50.0% | |
| FB | New | FACEBOOK INCcl a | $61,000 | – | 219 | +100.0% | 0.00% | – |
| New | SALESFORCE COM INCput | $91,000 | – | 20,000 | +100.0% | 0.00% | – | |
| ADSK | Buy | AUTODESK INC | $86,000 | +309.5% | 288 | +220.0% | 0.00% | +100.0% |
| New | CAPRI HOLDINGS LIMITEDcall | $56,000 | – | 11,528 | +100.0% | 0.00% | – | |
| New | UNDER ARMOUR INCcall | $21,000 | – | 22,877 | +100.0% | 0.00% | – | |
| EWZ | Buy | ISHARES INCmsci brazil etf | $36,000 | +33.3% | 983 | +0.6% | 0.00% | 0.0% |
| EMLC | VANECK VECTORS ETF TRjp morgan mkts | $44,000 | +7.3% | 1,325 | 0.0% | 0.00% | 0.0% | |
| HEZU | ISHARES TRcur hd eurzn etf | $35,000 | +12.9% | 1,130 | 0.0% | 0.00% | 0.0% | |
| BK | Sell | BANK NEW YORK MELLON CORP | $40,000 | -39.4% | 936 | -51.1% | 0.00% | -50.0% |
| REM | Sell | ISHARES TRmortge rel etf | $31,000 | +6.9% | 981 | -12.8% | 0.00% | 0.0% |
| New | NETFLIX INCput | $55,000 | – | 10,000 | +100.0% | 0.00% | – | |
| GOOGL | New | ALPHABET INC CAP STKcl a | $25,000 | – | 14 | +100.0% | 0.00% | – |
| New | TELADOC HEALTH INCput | $27,000 | – | 5,000 | +100.0% | 0.00% | – | |
| XLNX | Sell | XILINX INC | $5,000 | -98.9% | 36 | -99.2% | 0.00% | -100.0% |
| New | JOHNSON & JOHNSONcall | $16,000 | – | 3,000 | +100.0% | 0.00% | – | |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $12,000 | -99.0% | 96 | -99.2% | 0.00% | -100.0% |
| XOM | EXXON MOBIL CORP | $4,000 | +33.3% | 87 | 0.0% | 0.00% | – | |
| NKE | NIKE INCcl b | $18,000 | +12.5% | 129 | 0.0% | 0.00% | -100.0% | |
| MO | ALTRIA GROUP INC | $7,000 | 0.0% | 170 | 0.0% | 0.00% | – | |
| IWM | ISHARES TRrussell 2000 etf | $15,000 | +36.4% | 76 | 0.0% | 0.00% | – | |
| EWM | Sell | ISHARES INCmsci mly etf new | $12,000 | -40.0% | 411 | -45.1% | 0.00% | -100.0% |
| Sell | MICRON TECHNOLOGY INCput | $1,000 | -98.5% | 80,000 | -57.9% | 0.00% | -100.0% | |
| LRCX | New | LAM RESEARCH CORP | $19,000 | – | 40 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $20,000 | – | 115 | +100.0% | 0.00% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -165 | -100.0% | -0.00% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -800 | -100.0% | -0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -234 | -100.0% | -0.00% | – |
| VMC | Exit | VULCAN MATLS CO | $0 | – | -200 | -100.0% | -0.00% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -760 | -100.0% | -0.00% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -563 | -100.0% | -0.00% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -1,024 | -100.0% | -0.00% | – |
| CCEP | Exit | COCA COLA EUROPEAN PARTNERS | $0 | – | -2,082 | -100.0% | -0.00% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -3,350 | -100.0% | -0.00% | – |
| MRK | Exit | MERCK & CO. INC | $0 | – | -1,296 | -100.0% | -0.00% | – |
| Exit | OKTA INCput | $0 | – | -40,200 | -100.0% | -0.01% | – | |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -28,516 | -100.0% | -0.01% | – |
| BIIB | Exit | BIOGEN INC | $0 | – | -632 | -100.0% | -0.01% | – |
| Exit | NVIDIA CORPORATIONput | $0 | – | -19,000 | -100.0% | -0.01% | – | |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -1,650 | -100.0% | -0.01% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -4,750 | -100.0% | -0.02% | – |
| APT | Exit | ALPHA PRO TECH LTD | $0 | – | -529 | -100.0% | -0.03% | – |
| Exit | ZSCALER INCput | $0 | – | -185,000 | -100.0% | -0.04% | – | |
| Exit | ADVANCED MICRO DEVICES INCput | $0 | – | -550,000 | -100.0% | -0.05% | – | |
| NOW | Exit | SERVICENOW INC | $0 | – | -3,759 | -100.0% | -0.06% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -16,337 | -100.0% | -0.07% | – |
| Exit | ZSCALER INCcall | $0 | – | -135,000 | -100.0% | -0.08% | – | |
| XLB | Exit | SELECT SECTOR SPDR TRsbi materials | $0 | – | -220,000 | -100.0% | -0.48% | – |
| IWN | Exit | ISHARES TRrus 2000 val etf | $0 | – | -333,500 | -100.0% | -1.13% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -870,000 | -100.0% | -9.14% | – |
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 2021-02-12
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.