$454 Million is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 162 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $103,023,000 | – | 577,000 | +100.0% | 2.27% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $7,288,000 | – | 44,726 | +100.0% | 0.16% | – |
| SLB | New | SCHLUMBERGER LTD COM STK | $188,000 | – | 5,902 | +100.0% | 0.00% | – |
| ALB | New | ALBEMARLE CORP | $113,000 | – | 677 | +100.0% | 0.00% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $47,000 | – | 321 | +100.0% | 0.00% | – |
| EBAY | New | EBAY INC. | $55,000 | – | 782 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $27,000 | – | 500 | +100.0% | 0.00% | – |
| VALE | New | VALE S Asponsored ads | $13,000 | – | 550 | +100.0% | 0.00% | – |
| New | SALESFORCE COM INC CALLcall | $11,000 | – | 2,000 | +100.0% | 0.00% | – | |
| MCD | New | MCDONALDS CORP | $12,000 | – | 52 | +100.0% | 0.00% | – |
| New | GILEAD SCIENCES INCcall | $10,000 | – | 5,000 | +100.0% | 0.00% | – | |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $4,000 | – | 23 | +100.0% | 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 2021-08-11
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 | 2024-05-15 |
| 6-K | 2024-05-15 |
| 6-K | 2024-05-15 |
| 6-K | 2024-05-15 |
| 6-K | 2024-05-15 |
| 6-K | 2024-05-15 |
| 13F-HR | 2024-05-13 |
| 6-K | 2024-05-13 |
| 6-K | 2024-03-27 |
| 6-K | 2024-03-27 |
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.