$4.38 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 188 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 37.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $986,719,000 | +16.1% | 13,364,740 | 0.0% | 22.53% | +20.4% | |
| JEF | New | JEFFERIES FINL GROUP INC | $389,865,000 | – | 10,500,000 | +100.0% | 8.90% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $274,605,000 | -37.3% | 637,400 | -37.4% | 6.27% | -34.9% |
| VOO | Buy | VANGUARD INDEX FDS | $269,375,000 | +95085.5% | 683,000 | +94761.1% | 6.15% | +102400.0% |
| SPY | Buy | SPDR S&P500 ETF TRtr unit | $236,942,000 | +50.7% | 552,132 | +50.3% | 5.41% | +56.2% |
| SQ | Buy | SQUARE INCcl a | $227,037,000 | +2.3% | 947,243 | +4.1% | 5.18% | +6.1% |
| ASHR | Buy | DBX ETF TRxtrack hrvst csi | $158,236,000 | +8.2% | 4,152,089 | +15.1% | 3.61% | +12.2% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $134,548,000 | -4.0% | 1,222,503 | -1.9% | 3.07% | -0.5% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $100,961,000 | -9.0% | 2,003,980 | -0.4% | 2.30% | -5.6% |
| IGSB | Buy | ISHARES TR | $97,293,000 | +24.2% | 1,780,610 | +24.5% | 2.22% | +28.8% |
| CME | CME GROUP INC | $91,246,000 | -9.1% | 471,846 | 0.0% | 2.08% | -5.7% | |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $87,955,000 | – | 260,000 | +100.0% | 2.01% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $78,604,000 | +7.0% | 590,872 | +8.1% | 1.79% | +10.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $66,336,000 | -51.5% | 678,000 | -49.3% | 1.51% | -49.7% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $64,158,000 | -32.3% | 811,000 | -29.6% | 1.46% | -29.8% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $54,280,000 | +23.8% | 620,412 | +24.6% | 1.24% | +28.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $53,394,000 | +5.8% | 464,987 | +6.2% | 1.22% | +9.7% |
| PFF | Buy | ISHARES TRpfd and incm sec | $52,665,000 | +14.9% | 1,356,998 | +16.5% | 1.20% | +19.2% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $48,810,000 | -52.6% | 272,000 | -52.9% | 1.11% | -50.9% |
| MCHI | Sell | ISHARES TRmsci china etf | $41,734,000 | -45.6% | 618,000 | -33.5% | 0.95% | -43.5% |
| GLD | Sell | SPDR GOLD TR | $40,341,000 | -63.5% | 245,654 | -63.2% | 0.92% | -62.1% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $35,421,000 | -23.0% | 680,000 | -20.3% | 0.81% | -20.1% |
| MBB | Buy | ISHARES TRmbs etf | $35,413,000 | +9.3% | 327,471 | +9.4% | 0.81% | +13.3% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $29,416,000 | -78.6% | 197,000 | -78.8% | 0.67% | -77.8% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $27,306,000 | -5.2% | 236,992 | -5.0% | 0.62% | -1.7% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $25,893,000 | +14.2% | 786,784 | +15.2% | 0.59% | +18.4% |
| FXI | Sell | ISHARES TRchina lg-cap etf | $25,494,000 | -65.5% | 654,847 | -58.9% | 0.58% | -64.2% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $25,505,000 | -66.0% | 510,000 | -63.0% | 0.58% | -64.7% |
| XLC | Sell | SELECT SECTOR SPDR TR | $23,408,000 | -56.2% | 292,200 | -55.7% | 0.53% | -54.6% |
| EWY | Sell | ISHARES INCmsci sth kor etf | $23,391,000 | -63.6% | 290,000 | -58.0% | 0.53% | -62.3% |
| NVDA | Buy | NVIDIA CORPORATION | $20,442,000 | -26.3% | 98,724 | +184.7% | 0.47% | -23.6% |
| AMZN | Sell | AMAZON COM INC | $19,103,000 | -6.6% | 5,809 | -2.2% | 0.44% | -3.1% |
| SOXX | Sell | ISHARES TRishares semicdtr | $18,529,000 | -36.8% | 41,558 | -35.6% | 0.42% | -34.4% |
| MSFT | Buy | MICROSOFT CORP | $18,302,000 | +18.6% | 64,903 | +13.9% | 0.42% | +22.9% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $18,036,000 | -96.3% | 50,385 | -96.3% | 0.41% | -96.2% |
| TDOC | Buy | TELADOC HEALTH INC | $17,768,000 | +127.0% | 141,102 | +208.9% | 0.41% | +136.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $17,087,000 | +20.1% | 6,411 | +12.9% | 0.39% | +24.6% |
| AAPL | Sell | APPLE INC | $16,463,000 | -3.6% | 116,185 | -7.0% | 0.38% | 0.0% |
| AVGO | Buy | BROADCOM INC | $14,595,000 | +20.2% | 30,083 | +18.1% | 0.33% | +24.7% |
| VCSH | Buy | VANGUARD STOTTSDALE FDSshrt trm corp bd | $14,464,000 | +29.7% | 175,512 | +30.2% | 0.33% | +34.7% |
| FB | Buy | FACEBOOK INCcl a | $13,059,000 | +66.6% | 38,473 | +70.7% | 0.30% | +72.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $12,729,000 | -6.8% | 31,709 | -7.4% | 0.29% | -3.3% |
| INTU | Buy | INTUIT | $11,875,000 | +21.3% | 22,011 | +10.3% | 0.27% | +26.0% |
| TIP | Buy | ISHARES TRtips bd etf | $11,609,000 | +32.9% | 90,918 | +33.2% | 0.26% | +38.0% |
| QCOM | Buy | QUALCOMM INC | $11,555,000 | +4.3% | 89,589 | +15.6% | 0.26% | +8.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $9,895,000 | +8.9% | 60,450 | +3.4% | 0.23% | +13.0% |
| VCIT | Buy | VANGUARD STOTTSDALE FDSint-term corp | $9,628,000 | +22.6% | 101,984 | +23.4% | 0.22% | +27.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $9,504,000 | +10.0% | 24,323 | +12.7% | 0.22% | +14.2% |
| DBA | New | INVESCO DB MULTI-SECTOR COMMagriculture fd | $9,178,000 | – | 480,000 | +100.0% | 0.21% | – |
| BLK | Buy | BLACKROCK INC | $9,206,000 | +0.9% | 10,977 | +5.3% | 0.21% | +4.5% |
| DHI | Buy | D R HORTON INC | $8,926,000 | +3.2% | 106,299 | +11.1% | 0.20% | +7.4% |
| XOP | New | SPDR SER TRs&p oilgas exp | $8,947,000 | – | 92,500 | +100.0% | 0.20% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $8,852,000 | – | 108,000 | +100.0% | 0.20% | – |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $8,528,000 | +82.4% | 136,226 | +101.7% | 0.20% | +89.3% |
| PFE | Buy | PFIZER INC | $8,460,000 | +34.7% | 196,684 | +22.6% | 0.19% | +39.9% |
| VCLT | Buy | VANGUARD STOTTSDALE FDSlg-term cor bd | $8,464,000 | +17.1% | 80,168 | +18.6% | 0.19% | +21.4% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $8,336,000 | +14.4% | 49,853 | +11.5% | 0.19% | +18.8% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $7,329,000 | +37.5% | 106,459 | +39.7% | 0.17% | +42.7% |
| WCLD | Buy | WISDOMTREE TR | $6,941,000 | +3.8% | 120,465 | +0.7% | 0.16% | +7.5% |
| KO | Buy | COCA COLA CO | $6,755,000 | +16.3% | 128,696 | +19.9% | 0.15% | +20.3% |
| IGV | Buy | ISHARES TRexpanded tech | $6,706,000 | +6.1% | 16,785 | +3.7% | 0.15% | +10.1% |
| APD | Buy | AIR PRODS & CHEMS INC | $6,614,000 | +2.4% | 25,824 | +15.1% | 0.15% | +6.3% |
| GWW | Buy | GRAINGER W W INC | $6,572,000 | +3.3% | 16,719 | +15.2% | 0.15% | +7.1% |
| TXN | Buy | TEXAS INSTRS INC | $6,454,000 | +29.3% | 33,577 | +29.4% | 0.15% | +33.6% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $6,427,000 | -0.9% | 108,621 | +12.0% | 0.15% | +2.8% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $6,445,000 | +1.0% | 61,174 | +1.6% | 0.15% | +5.0% |
| Buy | TELADOC HEALTH INCput | $5,972,000 | +129.4% | 598,100 | +36.5% | 0.14% | +138.6% | |
| AMGN | Buy | AMGEN INC | $5,917,000 | +3.0% | 27,823 | +18.0% | 0.14% | +7.1% |
| DOCU | Buy | DOCUSIGN INC | $5,262,000 | +69.7% | 20,482 | +87.9% | 0.12% | +76.5% |
| IYR | Buy | ISHARES TRu.s. real es etf | $5,105,000 | +29.1% | 49,861 | +28.6% | 0.12% | +34.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $5,124,000 | +13.1% | 43,599 | +17.7% | 0.12% | +17.0% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $5,095,000 | +5.7% | 200,349 | +7.0% | 0.12% | +9.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $4,679,000 | -0.1% | 35,328 | +0.9% | 0.11% | +3.9% |
| T | Buy | AT&T INC | $4,524,000 | +19.8% | 167,498 | +27.7% | 0.10% | +24.1% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $4,478,000 | -2.3% | 51,978 | -2.3% | 0.10% | +1.0% |
| ICLN | New | ISHARES TRgl clean ene etf | $4,330,000 | – | 200,000 | +100.0% | 0.10% | – |
| SHOP | New | SHOPIFY INCcl a | $4,170,000 | – | 3,097 | +100.0% | 0.10% | – |
| IYE | Buy | ISHARES TRu.s. energy etf | $3,925,000 | +7.3% | 138,905 | +10.5% | 0.09% | +11.1% |
| IBB | Sell | ISHARES TRishares biotech | $3,875,000 | -5.1% | 23,967 | -4.0% | 0.09% | -2.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $3,821,000 | +14.4% | 23,651 | +16.7% | 0.09% | +17.6% |
| CSCO | Buy | CISCO SYS INC | $3,784,000 | +10.4% | 69,126 | +6.8% | 0.09% | +14.7% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $3,639,000 | +13.8% | 56,965 | +12.6% | 0.08% | +18.6% |
| HD | Buy | HOME DEPOT INC | $3,563,000 | +29.1% | 10,794 | +24.6% | 0.08% | +32.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $3,511,000 | +24.6% | 25,107 | +20.3% | 0.08% | +29.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $3,486,000 | +22.2% | 13,459 | +38.1% | 0.08% | +27.0% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $3,517,000 | -2.3% | 11,345 | -1.1% | 0.08% | +1.3% |
| XBI | Buy | SPDR SER TRs&p biotech | $3,413,000 | +19.2% | 27,160 | +28.4% | 0.08% | +23.8% |
| New | SQUARE INCput | $3,369,000 | – | 650,000 | +100.0% | 0.08% | – | |
| Buy | SQUARE INCcall | $3,259,000 | +2002.6% | 301,000 | +5920.0% | 0.07% | +2366.7% | |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,168,000 | +23.4% | 58,622 | +27.8% | 0.07% | +26.3% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,060,000 | -0.7% | 62,800 | -4.8% | 0.07% | +2.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,698,000 | +13.6% | 6,005 | +0.1% | 0.06% | +19.2% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $2,718,000 | -2.9% | 18,832 | -2.9% | 0.06% | 0.0% |
| BK | Buy | BANK NEW YORK MELLON CORP | $2,410,000 | +22.5% | 46,489 | +21.0% | 0.06% | +27.9% |
| WHR | Buy | WHIRLPOOL CORP | $2,354,000 | +59.6% | 11,549 | +70.7% | 0.05% | +68.8% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $2,318,000 | +10.0% | 7,684 | +15.9% | 0.05% | +15.2% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $2,189,000 | -1.5% | 19,800 | -1.1% | 0.05% | +2.0% |
| PEP | Buy | PEPSICO INC | $2,129,000 | +60.0% | 14,153 | +57.6% | 0.05% | +69.0% |
| ZS | Sell | ZSCALER INC | $1,972,000 | -79.6% | 7,619 | -82.5% | 0.04% | -78.9% |
| DIS | Buy | DISNEY WALT CO | $1,983,000 | +539.7% | 11,486 | +544.2% | 0.04% | +542.9% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $1,944,000 | +40.9% | 19,377 | +25.7% | 0.04% | +46.7% |
| TSLA | New | TESLA INC | $1,917,000 | – | 2,454 | +100.0% | 0.04% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $1,770,000 | – | 53,467 | +100.0% | 0.04% | – |
| SNAP | New | SNAP INCcl a | $1,700,000 | – | 23,686 | +100.0% | 0.04% | – |
| CRM | Buy | SALESFORCE COM INC | $1,638,000 | +744.3% | 6,054 | +668.3% | 0.04% | +825.0% |
| EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $1,481,000 | -39.2% | 29,862 | -22.3% | 0.03% | -37.0% |
| Sell | ADVANCED MICRO DEVICES INCcall | $1,435,000 | -63.1% | 190,000 | -62.3% | 0.03% | -61.2% | |
| TSN | Buy | TYSON FOODS INCcl a | $1,394,000 | +22.4% | 17,655 | +14.3% | 0.03% | +28.0% |
| INDA | Buy | ISHARES TRmsci india etf | $1,362,000 | +33.8% | 27,970 | +21.6% | 0.03% | +40.9% |
| AMAT | New | APPLIED MATLS INC | $1,345,000 | – | 10,488 | +100.0% | 0.03% | – |
| ITW | Buy | ILLINOIS TOOK WKS INC | $1,277,000 | +30.3% | 6,179 | +41.0% | 0.03% | +31.8% |
| MU | New | MICRON TECHNOLOGY INC | $1,157,000 | – | 16,154 | +100.0% | 0.03% | – |
| SPLK | Sell | SPLUNK INC | $1,035,000 | -11.6% | 7,524 | -7.6% | 0.02% | -7.7% |
| Buy | TELADOC HEALTH INCcall | $1,040,000 | -48.2% | 355,000 | +115.2% | 0.02% | -45.5% | |
| Buy | OKTA INCcall | $970,000 | +45.0% | 84,000 | +180.0% | 0.02% | +46.7% | |
| OKTA | Sell | OKTA INCcl a | $955,000 | -71.5% | 4,093 | -69.7% | 0.02% | -70.3% |
| NFLX | Sell | NETFLIX INC COM | $947,000 | -68.9% | 1,581 | -72.3% | 0.02% | -67.2% |
| MS | New | MORGAN STANLEY | $879,000 | – | 8,825 | +100.0% | 0.02% | – |
| Buy | AMAZON COM INCcall | $863,000 | +28666.7% | 9,000 | +3114.3% | 0.02% | – | |
| New | NVIDIA CORPORATIONput | $813,000 | – | 135,000 | +100.0% | 0.02% | – | |
| New | SHOPIFY INCput | $833,000 | – | 22,800 | +100.0% | 0.02% | – | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $804,000 | +32.2% | 13,814 | +41.9% | 0.02% | +38.5% |
| New | SHOPIFY INCcall | $781,000 | – | 11,000 | +100.0% | 0.02% | – | |
| New | ADVANCED MICRO DEVICES INCput | $775,000 | – | 425,000 | +100.0% | 0.02% | – | |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $782,000 | +151.4% | 291 | +129.1% | 0.02% | +157.1% |
| SNOW | New | SNOWFLAKE INCcl a | $764,000 | – | 2,601 | +100.0% | 0.02% | – |
| Buy | OKTA INCput | $727,000 | +516.1% | 185,000 | +270.0% | 0.02% | +466.7% | |
| SH | PROSHARES TRshort s&p 500 ne | $731,000 | -1.1% | 48,000 | 0.0% | 0.02% | +6.2% | |
| GIS | Sell | GENERAL MLS INC | $696,000 | -4.5% | 11,629 | -2.8% | 0.02% | 0.0% |
| DVY | Buy | ISHARES TRselect divid etf | $697,000 | +34.0% | 6,073 | +36.1% | 0.02% | +45.5% |
| Buy | ZSCALER INCcall | $698,000 | +30.7% | 54,000 | +116.0% | 0.02% | +33.3% | |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $585,000 | -6.7% | 19,860 | +7.6% | 0.01% | -7.1% |
| Buy | APPLE INCcall | $564,000 | -25.5% | 167,000 | +25.0% | 0.01% | -23.5% | |
| Buy | NVIDIA CORPORATIONcall | $527,000 | +93.8% | 26,496 | +1313.9% | 0.01% | +100.0% | |
| RH | Buy | RH | $544,000 | +555.4% | 783 | +552.5% | 0.01% | +500.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $510,000 | +20.6% | 5,013 | +20.6% | 0.01% | +33.3% |
| CHIQ | Sell | GLOBAL X FDSmsci china cnsmr | $467,000 | -35.9% | 16,639 | -19.2% | 0.01% | -31.2% |
| OMC | Buy | OMNICOM GROUP INC | $449,000 | +216.2% | 6,200 | +248.3% | 0.01% | +233.3% |
| New | AMAZON COM INCput | $431,000 | – | 9,500 | +100.0% | 0.01% | – | |
| EAGG | New | ISHARES TResg awr us agrst | $436,000 | – | 7,916 | +100.0% | 0.01% | – |
| Buy | APPLE INCput | $446,000 | +643.3% | 250,000 | +316.7% | 0.01% | +900.0% | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $363,000 | – | 1,412 | +100.0% | 0.01% | – |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $355,000 | -9.9% | 9,269 | +9.9% | 0.01% | -11.1% |
| New | CROWDSTRIKE HLDGS INCput | $370,000 | – | 64,400 | +100.0% | 0.01% | – | |
| SIVB | New | SVB FINANCIAL GROUP | $371,000 | – | 566 | +100.0% | 0.01% | – |
| Sell | ZSCALER INCput | $368,000 | -56.6% | 80,000 | -52.9% | 0.01% | -57.9% | |
| IEI | New | ISHARES TR3 7 yr treas bd | $312,000 | – | 2,398 | +100.0% | 0.01% | – |
| XSOE | Buy | WISDOMTREE TRem ex st-owned | $317,000 | +20.1% | 8,502 | +35.7% | 0.01% | +16.7% |
| ZTS | New | ZOETIS INCcl a | $285,000 | – | 1,462 | +100.0% | 0.01% | – |
| FEYE | Sell | FIREEYE INC | $300,000 | -48.5% | 17,102 | -40.0% | 0.01% | -46.2% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $265,000 | -1.9% | 2,607 | 0.0% | 0.01% | 0.0% | |
| CPRI | Buy | CAPRI HOLDINGS LIMITED | $257,000 | +17.4% | 5,010 | +23.8% | 0.01% | +20.0% |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $250,000 | – | 3,089 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $279,000 | – | 790 | +100.0% | 0.01% | – |
| EWJ | ISHARES INCmsci jpn etf new | $223,000 | +3.7% | 3,179 | 0.0% | 0.01% | 0.0% | |
| WMT | New | WALMART INC | $236,000 | – | 1,680 | +100.0% | 0.01% | – |
| TWLO | New | TWILIO INCcl a | $190,000 | – | 607 | +100.0% | 0.00% | – |
| IWM | Sell | ISHARES TRrussell 2000 etf | $168,000 | -47.0% | 769 | -44.3% | 0.00% | -42.9% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $172,000 | 0.0% | 2,835 | +0.4% | 0.00% | 0.0% |
| New | DOCUSIGN INCcall | $188,000 | – | 19,700 | +100.0% | 0.00% | – | |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $68,000 | -4.2% | 518 | -3.5% | 0.00% | 0.0% |
| F | New | FORD MTR CO DEL | $68,000 | – | 4,783 | +100.0% | 0.00% | – |
| USO | Sell | UNITED STS OIL FD LPunits | $68,000 | -99.8% | 1,285 | -99.8% | 0.00% | -99.7% |
| Sell | MICRON TECHNOLOGY INCcall | $69,000 | -88.3% | 7,560 | -67.9% | 0.00% | -84.6% | |
| New | PAYPAL HLDGS INCcall | $101,000 | – | 15,000 | +100.0% | 0.00% | – | |
| IEO | Sell | ISHARES TRus oil gs ex etf | $72,000 | -23.4% | 1,242 | -24.5% | 0.00% | 0.0% |
| USMV | Sell | ISHARES TRmsci usa min vol | $77,000 | -15.4% | 1,049 | -15.3% | 0.00% | 0.0% |
| HAL | New | HALLIBURTON CO | $26,000 | – | 1,151 | +100.0% | 0.00% | – |
| EWZ | Sell | ISHARES INCmsci brazil etf | $37,000 | -26.0% | 1,156 | -6.3% | 0.00% | 0.0% |
| USB | New | US BANCORP DEL | $33,000 | – | 554 | +100.0% | 0.00% | – |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $40,000 | -4.8% | 1,325 | 0.0% | 0.00% | 0.0% | |
| REGN | New | REGENERON PHARMACEUTICALS | $36,000 | – | 60 | +100.0% | 0.00% | – |
| REM | ISHARES TRmortge rel etf | $32,000 | -3.0% | 893 | 0.0% | 0.00% | 0.0% | |
| HEZU | ISHARES TRcur hd eurzn etf | $41,000 | 0.0% | 1,130 | 0.0% | 0.00% | 0.0% | |
| GILD | New | GILEAD SCIENCES INC | $37,000 | – | 520 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORP | $41,000 | – | 2,328 | +100.0% | 0.00% | – |
| GILEAD SCIENCES INCcall | $13,000 | +30.0% | 5,000 | 0.0% | 0.00% | – | ||
| PANW | New | PALO ALTO NETWORKS INC | $9,000 | – | 20 | +100.0% | 0.00% | – |
| New | REGENERON PHARMACEUTICALScall | $1,000 | – | 745 | +100.0% | 0.00% | – | |
| Sell | SPLUNK INCcall | $13,000 | -96.0% | 5,000 | -87.5% | 0.00% | -100.0% | |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -23 | -100.0% | 0.00% | – |
| MO | Exit | ALTRIA GROUP INC | $0 | – | -170 | -100.0% | 0.00% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -550 | -100.0% | 0.00% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -52 | -100.0% | 0.00% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -87 | -100.0% | 0.00% | – |
| Exit | SALESFORCE COM INC CALLcall | $0 | – | -2,000 | -100.0% | 0.00% | – | |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $14,000 | -86.4% | 24 | -88.2% | 0.00% | -100.0% |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -32 | -100.0% | 0.00% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -321 | -100.0% | -0.00% | – |
| AFL | Exit | AFLAC INC | $0 | – | -500 | -100.0% | -0.00% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -782 | -100.0% | -0.00% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -456 | -100.0% | -0.00% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -677 | -100.0% | -0.00% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -888 | -100.0% | -0.00% | – |
| REET | Exit | ISHARES TRglobal reit etf | $0 | – | -4,548 | -100.0% | -0.00% | – |
| Exit | SPLUNK INC PUTput | $0 | – | -100,000 | -100.0% | -0.00% | – | |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -4,297 | -100.0% | -0.00% | – |
| SLB | Exit | SCHLUMBERGER LTD COM STK | $0 | – | -5,902 | -100.0% | -0.00% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -361 | -100.0% | -0.01% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -1,905 | -100.0% | -0.01% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -80,364 | -100.0% | -0.46% | – |
| EWT | Exit | ISHARES INCmsci taiwan etf | $0 | – | -447,405 | -100.0% | -0.63% | – |
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 2021-11-10
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.