$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $570,742,000 | +16.4% | 12,130,540 | 0.0% | 14.05% | -16.1% | |
| CME | CME GROUP INC | $85,900,000 | +8.8% | 471,846 | 0.0% | 2.11% | -21.6% | |
| BOND | PIMCO ETF TRactive bd etf | $2,265,000 | +0.6% | 20,025 | 0.0% | 0.06% | -27.3% | |
| SH | PROSHARES TRshort s&p 500 ne | $863,000 | -11.5% | 48,000 | 0.0% | 0.02% | -36.4% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $241,000 | +14.8% | 2,607 | 0.0% | 0.01% | -14.3% | |
| EWJ | ISHARES INCmsci jpn etf new | $215,000 | +14.4% | 3,179 | 0.0% | 0.01% | -16.7% | |
| 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% | |
| 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% | – |
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.