$3.48 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 193 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 27.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $1,086,152,000 | +10.1% | 13,364,740 | 0.0% | 31.21% | +38.5% | |
| JEF | JEFFERIES FINL GROUP INC | $407,400,000 | +4.5% | 10,500,000 | 0.0% | 11.70% | +31.5% | |
| SQ | Sell | BLOCK INCcl a | $146,640,000 | -35.4% | 907,930 | -4.2% | 4.21% | -18.7% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $133,965,000 | -0.4% | 1,226,883 | +0.4% | 3.85% | +25.3% |
| MCHI | Buy | ISHARES TRmsci china etf | $118,091,000 | +183.0% | 1,870,000 | +202.6% | 3.39% | +256.0% |
| CME | CME GROUP INC | $107,798,000 | +18.1% | 471,846 | 0.0% | 3.10% | +48.7% | |
| ASHR | Sell | DBX ETF TRxtrack hrvst csi | $100,882,000 | -36.2% | 2,582,089 | -37.8% | 2.90% | -19.8% |
| IGSB | Sell | ISHARES TR | $95,198,000 | -2.2% | 1,766,860 | -0.8% | 2.74% | +23.1% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $77,454,000 | -1.5% | 584,467 | -1.1% | 2.22% | +24.0% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $63,287,000 | +16.6% | 727,355 | +17.2% | 1.82% | +46.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $58,572,000 | +9.7% | 513,430 | +10.4% | 1.68% | +38.1% |
| PFF | Buy | ISHARES TRpfd and incm sec | $57,203,000 | +8.6% | 1,450,750 | +6.9% | 1.64% | +36.8% |
| FXI | Buy | ISHARES TRchina lg-cap etf | $45,297,000 | +77.7% | 1,224,619 | +87.0% | 1.30% | +123.5% |
| GLD | Buy | SPDR GOLD TR | $42,582,000 | +5.6% | 249,076 | +1.4% | 1.22% | +32.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $37,506,000 | -84.2% | 78,966 | -85.7% | 1.08% | -80.1% |
| MBB | Buy | ISHARES TRmbs etf | $35,963,000 | +1.6% | 334,754 | +2.2% | 1.03% | +27.8% |
| Buy | BLOCK INCput | $34,686,000 | +929.6% | 2,082,000 | +220.3% | 1.00% | +1194.8% | |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $34,544,000 | -65.8% | 703,914 | -64.9% | 0.99% | -57.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $29,163,000 | +129.1% | 63,493 | +100.2% | 0.84% | +188.0% |
| BAB | Buy | INVESCO EXCH TRADED FD TR IItaxable mun bd | $28,674,000 | +10.7% | 869,952 | +10.6% | 0.82% | +39.4% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $25,990,000 | -4.8% | 226,000 | -4.6% | 0.75% | +19.9% |
| NVDA | Buy | NVIDIA CORPORATION | $25,915,000 | +26.8% | 99,174 | +0.5% | 0.74% | +59.5% |
| MSFT | Buy | MICROSOFT CORP | $25,363,000 | +38.6% | 75,349 | +16.1% | 0.73% | +74.4% |
| EWY | ISHARES INCmsci sth kor etf | $22,664,000 | -3.1% | 290,000 | 0.0% | 0.65% | +21.9% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $21,887,000 | +28.1% | 7,564 | +18.0% | 0.63% | +61.3% |
| AAPL | Buy | APPLE INC | $21,566,000 | +31.0% | 121,339 | +4.4% | 0.62% | +64.9% |
| AVGO | Buy | BROADCOM INC | $20,543,000 | +40.8% | 30,864 | +2.6% | 0.59% | +77.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $20,463,000 | +13.5% | 51,433 | +2.1% | 0.59% | +42.7% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $20,442,000 | -30.5% | 117,000 | -40.6% | 0.59% | -12.6% |
| AMZN | Buy | AMAZON COM INC | $20,253,000 | +6.0% | 6,062 | +4.4% | 0.58% | +33.5% |
| QCOM | Buy | QUALCOMM INC | $18,112,000 | +56.7% | 99,034 | +10.5% | 0.52% | +97.0% |
| INTU | Buy | INTUIT | $16,776,000 | +41.3% | 26,082 | +18.5% | 0.48% | +77.9% |
| FB | Buy | META PLATFORMS INCcl a | $14,218,000 | +8.9% | 42,209 | +9.7% | 0.41% | +36.9% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $13,792,000 | +45.1% | 27,467 | +12.9% | 0.40% | +82.5% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $13,351,000 | -79.2% | 148,000 | -81.8% | 0.38% | -73.8% |
| DHI | Buy | D R HORTON INC | $13,127,000 | +47.1% | 121,046 | +13.9% | 0.38% | +84.8% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $13,064,000 | -9.7% | 160,765 | -8.4% | 0.38% | +13.6% |
| TIP | Buy | ISHARES TRtips bd etf | $12,960,000 | +11.6% | 100,311 | +10.3% | 0.37% | +40.4% |
| XLC | Sell | SELECT SECTOR SPDR TR | $12,558,000 | -46.4% | 159,963 | -45.3% | 0.36% | -32.4% |
| PFE | Buy | PFIZER INC | $11,981,000 | +41.6% | 202,933 | +3.2% | 0.34% | +78.2% |
| JBHT | Buy | HUNT J B TRANS SVCS INC | $11,616,000 | +39.3% | 56,828 | +14.0% | 0.33% | +75.8% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $11,590,000 | -82.5% | 110,000 | -83.8% | 0.33% | -78.0% |
| BLK | Buy | BLACKROCK INC | $11,560,000 | +25.6% | 12,626 | +15.0% | 0.33% | +58.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $10,970,000 | +10.9% | 69,280 | +14.6% | 0.32% | +39.4% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $10,042,000 | +18.6% | 94,883 | +18.4% | 0.29% | +49.7% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $9,974,000 | +3.6% | 107,527 | +5.4% | 0.29% | +30.5% |
| TDOC | Sell | TELADOC HEALTH INC | $9,780,000 | -45.0% | 108,526 | -23.1% | 0.28% | -30.8% |
| SOXX | Sell | ISHARES TRishares semicdtr | $9,736,000 | -47.5% | 17,952 | -56.8% | 0.28% | -33.8% |
| GWW | Buy | GRAINGER W W INC | $9,451,000 | +43.8% | 18,236 | +9.1% | 0.27% | +81.3% |
| EWT | New | ISHARES INCmsci taiwan etf | $9,344,000 | – | 140,000 | +100.0% | 0.27% | – |
| KO | Buy | COCA COLA CO | $8,719,000 | +29.1% | 147,305 | +14.5% | 0.25% | +63.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $8,682,000 | +31.3% | 28,535 | +10.5% | 0.25% | +64.9% |
| Buy | TELADOC HEALTH INCput | $8,387,000 | +40.4% | 787,000 | +31.6% | 0.24% | +77.2% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $8,130,000 | +10.9% | 105,439 | -1.0% | 0.23% | +40.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $8,105,000 | +26.1% | 129,985 | +19.7% | 0.23% | +58.5% |
| LIT | Sell | GLOBAL X FDSlithium btry etf | $7,997,000 | -9.7% | 94,168 | -12.8% | 0.23% | +13.9% |
| AMGN | Buy | AMGEN INC | $7,497,000 | +26.7% | 33,326 | +19.8% | 0.22% | +59.3% |
| TXN | Buy | TEXAS INSTRS INC | $6,911,000 | +7.1% | 36,670 | +9.2% | 0.20% | +35.4% |
| T | Sell | AT&T INC | $6,878,000 | +52.0% | 146,731 | -12.4% | 0.20% | +92.2% |
| IGV | Buy | ISHARES TRexpanded tech | $6,773,000 | +1.0% | 17,043 | +1.5% | 0.20% | +27.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $6,737,000 | +31.5% | 52,165 | +19.6% | 0.19% | +65.8% |
| WCLD | Buy | WISDOMTREE TR | $6,610,000 | -4.8% | 127,465 | +5.8% | 0.19% | +20.3% |
| SKYY | Buy | FIRST TR EXCHANGE TRADED FD | $6,568,000 | +1.9% | 62,970 | +2.9% | 0.19% | +28.6% |
| IYR | Buy | ISHARES TRu.s. real es etf | $6,226,000 | +22.0% | 53,607 | +7.5% | 0.18% | +53.0% |
| DBA | Sell | INVESCO DB MULTI-SECTOR COMMagriculture fd | $6,086,000 | -33.7% | 307,060 | -36.0% | 0.18% | -16.7% |
| KMB | Buy | KIMBERLY-CLARK CORP | $5,977,000 | +27.7% | 41,822 | +18.4% | 0.17% | +60.7% |
| New | SNAP INCput | $5,952,000 | – | 1,164,600 | +100.0% | 0.17% | – | |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $5,474,000 | +7.4% | 190,124 | -5.1% | 0.16% | +35.3% |
| HD | Buy | HOME DEPOT INC | $5,152,000 | +44.6% | 12,434 | +15.2% | 0.15% | +82.7% |
| DOCU | Buy | DOCUSIGN INC | $4,328,000 | -17.7% | 28,382 | +38.6% | 0.12% | +3.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,272,000 | +21.7% | 26,105 | +4.0% | 0.12% | +53.8% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $4,220,000 | -50.5% | 62,089 | -54.4% | 0.12% | -37.9% |
| PBD | New | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $4,159,000 | – | 58,000 | +100.0% | 0.12% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $3,919,000 | +45.3% | 6,903 | +15.0% | 0.11% | +82.3% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $3,934,000 | +8.1% | 54,954 | -3.5% | 0.11% | +36.1% |
| VCR | Buy | VANGUARD WORLD FDSconsum dis etf | $3,938,000 | +12.0% | 11,561 | +1.9% | 0.11% | +41.2% |
| IBB | Buy | ISHARES TRishares biotech | $3,885,000 | +0.3% | 25,453 | +6.2% | 0.11% | +27.3% |
| JNJ | Sell | JOHNSON & JOHNSON | $3,894,000 | +1.9% | 22,764 | -3.8% | 0.11% | +28.7% |
| ZS | Buy | ZSCALER INC | $3,723,000 | +88.8% | 11,519 | +51.2% | 0.11% | +137.8% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $3,679,000 | -17.8% | 43,010 | -17.3% | 0.11% | +3.9% |
| IYE | Sell | ISHARES TRu.s. energy etf | $3,685,000 | -6.1% | 122,428 | -11.9% | 0.11% | +17.8% |
| XBI | Buy | SPDR SER TRs&p biotech | $3,457,000 | +1.3% | 30,881 | +13.7% | 0.10% | +26.9% |
| PEP | Buy | PEPSICO INC | $3,447,000 | +61.9% | 19,842 | +40.2% | 0.10% | +102.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,403,000 | +7.4% | 65,387 | +11.5% | 0.10% | +36.1% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $3,309,000 | +8.1% | 62,688 | -0.2% | 0.10% | +35.7% |
| CSCO | Sell | CISCO SYS INC | $3,305,000 | -12.7% | 52,127 | -24.6% | 0.10% | +10.5% |
| EL | Buy | LAUDER ESTEE COS INCcl a | $3,208,000 | +38.4% | 8,668 | +12.8% | 0.09% | +73.6% |
| WHR | Buy | WHIRLPOOL CORP | $2,982,000 | +26.7% | 12,706 | +10.0% | 0.09% | +59.3% |
| BK | Buy | BANK NEW YORK MELLON CORP | $2,940,000 | +22.0% | 50,626 | +8.9% | 0.08% | +52.7% |
| INDA | Buy | ISHARES TRmsci india etf | $2,345,000 | +72.2% | 51,163 | +82.9% | 0.07% | +116.1% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $2,292,000 | -15.7% | 15,470 | -17.9% | 0.07% | +6.5% |
| Buy | ZSCALER INCput | $2,237,000 | +507.9% | 170,000 | +112.5% | 0.06% | +700.0% | |
| BOND | Sell | PIMCO ETF TRactive bd etf | $2,144,000 | -2.1% | 19,595 | -1.0% | 0.06% | +24.0% |
| Buy | ZSCALER INCcall | $2,113,000 | +202.7% | 68,300 | +26.5% | 0.06% | +281.2% | |
| SNOW | Buy | SNOWFLAKE INCcl a | $1,973,000 | +158.2% | 5,731 | +120.3% | 0.06% | +235.3% |
| New | PAYPAL HLDGS INCput | $1,976,000 | – | 140,000 | +100.0% | 0.06% | – | |
| Buy | SHOPIFY INCcall | $1,897,000 | +142.9% | 20,500 | +86.4% | 0.06% | +205.6% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,793,000 | -7.8% | 12,096 | -37.6% | 0.05% | +18.2% |
| Buy | OKTA INCcall | $1,801,000 | +85.7% | 118,300 | +40.8% | 0.05% | +136.4% | |
| Buy | OKTA INCput | $1,771,000 | +143.6% | 301,600 | +63.0% | 0.05% | +200.0% | |
| New | ZOOM VIDEO COMMUNICATIONS INput | $1,713,000 | – | 85,000 | +100.0% | 0.05% | – | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,679,000 | +31.5% | 6,804 | +10.1% | 0.05% | +65.5% |
| HRB | New | BLOCK H & R INC | $1,647,000 | – | 10,178 | +100.0% | 0.05% | – |
| Sell | ADVANCED MICRO DEVICES INCcall | $1,645,000 | +14.6% | 115,000 | -39.5% | 0.05% | +42.4% | |
| SNAP | Buy | SNAP INCcl a | $1,577,000 | -7.2% | 33,502 | +41.4% | 0.04% | +15.4% |
| TSN | Buy | TYSON FOODS INCcl a | $1,569,000 | +12.6% | 17,997 | +1.9% | 0.04% | +40.6% |
| Buy | NVIDIA CORPORATIONcall | $1,459,000 | +176.9% | 33,496 | +26.4% | 0.04% | +250.0% | |
| AMAT | Sell | APPLIED MATLS INC | $1,111,000 | -17.4% | 6,902 | -34.2% | 0.03% | +3.2% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,070,000 | -69.3% | 5,632 | -58.2% | 0.03% | -61.2% |
| DVY | Buy | ISHARES TRselect divid etf | $1,065,000 | +52.8% | 8,687 | +43.0% | 0.03% | +93.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,024,000 | +27.4% | 15,440 | +11.8% | 0.03% | +61.1% |
| Sell | AMAZON COM INCcall | $951,000 | +10.2% | 8,900 | -1.1% | 0.03% | +35.0% | |
| MS | Buy | MORGAN STANLEY | $938,000 | +6.7% | 9,500 | +7.6% | 0.03% | +35.0% |
| New | META PLATFORMS INCcall | $915,000 | – | 53,840 | +100.0% | 0.03% | – | |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $893,000 | -49.5% | 21,265 | -60.2% | 0.03% | -35.0% |
| EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $877,000 | -40.8% | 20,437 | -31.6% | 0.02% | -26.5% |
| SHOP | Sell | SHOPIFY INCcl a | $821,000 | -80.3% | 590 | -80.9% | 0.02% | -74.7% |
| Buy | TELADOC HEALTH INCcall | $784,000 | -24.6% | 596,000 | +67.9% | 0.02% | -4.2% | |
| ISRG | New | INTUITIVE SURGICAL INC | $785,000 | – | 2,150 | +100.0% | 0.02% | – |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $760,000 | -2.8% | 259 | -11.0% | 0.02% | +22.2% |
| GIS | Sell | GENERAL MLS INC | $743,000 | +6.8% | 11,033 | -5.1% | 0.02% | +31.2% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $707,000 | +38.6% | 6,097 | +21.6% | 0.02% | +66.7% |
| New | SPLUNK INCput | $688,000 | – | 100,000 | +100.0% | 0.02% | – | |
| SPLK | Sell | SPLUNK INC | $713,000 | -31.1% | 6,170 | -18.0% | 0.02% | -16.7% |
| OMC | Buy | OMNICOM GROUP INC | $644,000 | +43.4% | 8,794 | +41.8% | 0.02% | +90.0% |
| Buy | CROWDSTRIKE HLDGS INCput | $648,000 | +75.1% | 80,500 | +25.0% | 0.02% | +137.5% | |
| GDX | Buy | VANECK ETF TRUSTgold miners etf | $655,000 | +12.0% | 20,462 | +3.0% | 0.02% | +46.2% |
| SH | PROSHARES TRshort s&p 500 ne | $654,000 | -10.5% | 48,000 | 0.0% | 0.02% | +11.8% | |
| New | DOCUSIGN INCput | $632,000 | – | 58,000 | +100.0% | 0.02% | – | |
| DIS | Sell | DISNEY WALT CO | $629,000 | -68.3% | 4,061 | -64.6% | 0.02% | -60.0% |
| OKTA | Sell | OKTA INCcl a | $593,000 | -37.9% | 2,647 | -35.3% | 0.02% | -22.7% |
| Sell | ADVANCED MICRO DEVICES INCput | $597,000 | -23.0% | 226,000 | -46.8% | 0.02% | -5.6% | |
| RH | Buy | RH | $542,000 | -0.4% | 1,015 | +29.6% | 0.02% | +33.3% |
| CCL | New | CARNIVAL CORP | $573,000 | – | 27,539 | +100.0% | 0.02% | – |
| MU | Sell | MICRON TECHNOLOGY INC | $511,000 | -55.8% | 5,310 | -67.1% | 0.02% | -42.3% |
| EAGG | Buy | ISHARES TResg awr us agrgt | $528,000 | +21.1% | 9,573 | +20.9% | 0.02% | +50.0% |
| New | META PLATFORMS INCput | $502,000 | – | 101,700 | +100.0% | 0.01% | – | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $474,000 | +69.9% | 1,312 | +66.1% | 0.01% | +133.3% |
| ESGV | Buy | VANGUARD WORLD FDesg us stk etf | $432,000 | +72.8% | 4,912 | +59.0% | 0.01% | +100.0% |
| VOO | Sell | VANGUARD INDEX FDS | $435,000 | -99.8% | 997 | -99.9% | 0.01% | -99.8% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $380,000 | +21.8% | 2,951 | +23.1% | 0.01% | +57.1% |
| CHIQ | Sell | GLOBAL X FDSmsci china cnsmr | $371,000 | -20.6% | 14,284 | -14.2% | 0.01% | 0.0% |
| GDXJ | Buy | VANECK ETF TRUSTjunior gold mine | $400,000 | +12.7% | 9,546 | +3.0% | 0.01% | +37.5% |
| Sell | BLOCK INCcall | $368,000 | -88.7% | 100,000 | -66.8% | 0.01% | -85.1% | |
| New | CROWDSTRIKE HLDGS INCcall | $353,000 | – | 20,000 | +100.0% | 0.01% | – | |
| TWLO | Buy | TWILIO INCcl a | $349,000 | +83.7% | 1,354 | +123.1% | 0.01% | +150.0% |
| CRM | Sell | SALESFORCE COM INC | $277,000 | -83.1% | 1,087 | -82.0% | 0.01% | -78.4% |
| NFLX | Sell | NETFLIX INC | $285,000 | -69.9% | 466 | -70.5% | 0.01% | -63.6% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $280,000 | +5.7% | 2,607 | 0.0% | 0.01% | +33.3% | |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $264,000 | – | 1,274 | +100.0% | 0.01% | – |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $237,000 | -25.2% | 6,420 | -24.5% | 0.01% | 0.0% |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $195,000 | +13.4% | 2,844 | +0.3% | 0.01% | +50.0% |
| EWJ | ISHARES INCmsci jpn etf new | $213,000 | -4.5% | 3,179 | 0.0% | 0.01% | +20.0% | |
| Buy | DOCUSIGN INCcall | $201,000 | +6.9% | 40,000 | +103.0% | 0.01% | +50.0% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $170,000 | +1.2% | 763 | -0.8% | 0.01% | +25.0% |
| SIVB | Sell | SVB FINANCIAL GROUP | $167,000 | -55.0% | 244 | -56.9% | 0.01% | -37.5% |
| CPRI | Sell | CAPRI HOLDINGS LIMITED | $171,000 | -33.5% | 2,678 | -46.5% | 0.01% | -16.7% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $149,000 | +106.9% | 2,440 | +96.5% | 0.00% | +100.0% |
| New | NETFLIX INCcall | $133,000 | – | 5,000 | +100.0% | 0.00% | – | |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INcl a | $151,000 | -58.4% | 832 | -41.1% | 0.00% | -50.0% |
| New | CARNIVAL CORPput | $109,000 | – | 70,000 | +100.0% | 0.00% | – | |
| PANW | Buy | PALO ALTO NETWORKS INC | $91,000 | +911.1% | 161 | +705.0% | 0.00% | – |
| GOVT | New | ISHARES TRus treas bd etf | $120,000 | – | 4,540 | +100.0% | 0.00% | – |
| USMV | Sell | ISHARES TRmsci usa min vol | $82,000 | +6.5% | 1,010 | -3.7% | 0.00% | 0.0% |
| REET | New | ISHARES TRglobal reit etf | $86,000 | – | 2,798 | +100.0% | 0.00% | – |
| USO | UNITED STS OIL FD LPunits | $70,000 | +2.9% | 1,285 | 0.0% | 0.00% | 0.0% | |
| IEMG | New | ISHARES INCcore msci emkt | $66,000 | – | 1,097 | +100.0% | 0.00% | – |
| REGN | Buy | REGENERON PHARMACEUTICALS | $45,000 | +25.0% | 70 | +16.7% | 0.00% | 0.0% |
| GILD | Sell | GILEAD SCIENCES INC | $21,000 | -43.2% | 280 | -46.2% | 0.00% | 0.0% |
| AFL | New | AFLAC INC | $29,000 | – | 500 | +100.0% | 0.00% | – |
| WMT | Sell | WALMART INC | $28,000 | -88.1% | 197 | -88.3% | 0.00% | -80.0% |
| New | TESLA INCcall | $44,000 | – | 901 | +100.0% | 0.00% | – | |
| EWZ | ISHARES INCmsci brazil etf | $32,000 | -13.5% | 1,156 | 0.0% | 0.00% | 0.0% | |
| REM | Sell | ISHARES TRmortge rel etf | $28,000 | -12.5% | 818 | -8.4% | 0.00% | 0.0% |
| HEZU | ISHARES TRcur hd eurzn etf | $43,000 | +4.9% | 1,130 | 0.0% | 0.00% | 0.0% | |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $38,000 | +171.4% | 58 | +141.7% | 0.00% | – |
| QUAL | Sell | ISHARES TRmsci usa qlt fct | $29,000 | -57.4% | 200 | -61.4% | 0.00% | -50.0% |
| EMLC | VANECK ETF TRUSTjp mrgan em loc | $38,000 | -5.0% | 1,325 | 0.0% | 0.00% | 0.0% | |
| CAT | New | CATERPILLAR INC | $48,000 | – | 232 | +100.0% | 0.00% | – |
| BA | New | BOEING CO | $51,000 | – | 250 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP | $33,000 | – | 127 | +100.0% | 0.00% | – |
| FEYE | Sell | FIREEYE INC | $47,000 | -84.3% | 2,690 | -84.3% | 0.00% | -85.7% |
| New | GENERAL ELECTRIC CO | $21,000 | – | 218 | +100.0% | 0.00% | – | |
| GILEAD SCIENCES INCcall | $10,000 | -23.1% | 5,000 | 0.0% | 0.00% | – | ||
| SRE | New | SEMPRA | $11,000 | – | 80 | +100.0% | 0.00% | – |
| WFC | New | WELLS FARGO CO NEW | $6,000 | – | 123 | +100.0% | 0.00% | – |
| Exit | REGENERON PHARMACEUTICALScall | $0 | – | -745 | -100.0% | 0.00% | – | |
| Exit | SPLUNK INCcall | $0 | – | -5,000 | -100.0% | 0.00% | – | |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -2,328 | -100.0% | -0.00% | – |
| HAL | Exit | HALLIBURTON CO | $0 | – | -1,151 | -100.0% | -0.00% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -554 | -100.0% | -0.00% | – |
| Exit | MICRON TECHNOLOGY INCcall | $0 | – | -7,560 | -100.0% | -0.00% | – | |
| F | Exit | FORD MTR CO DEL | $0 | – | -4,783 | -100.0% | -0.00% | – |
| Exit | PAYPAL HLDGS INCcall | $0 | – | -15,000 | -100.0% | -0.00% | – | |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -1,462 | -100.0% | -0.01% | – |
| Exit | AMAZON COM INCput | $0 | – | -9,500 | -100.0% | -0.01% | – | |
| Exit | APPLE INCput | $0 | – | -250,000 | -100.0% | -0.01% | – | |
| Exit | APPLE INCcall | $0 | – | -167,000 | -100.0% | -0.01% | – | |
| Exit | NVIDIA CORPORATIONput | $0 | – | -135,000 | -100.0% | -0.02% | – | |
| Exit | SHOPIFY INCput | $0 | – | -22,800 | -100.0% | -0.02% | – | |
| TSLA | Exit | TESLA INC | $0 | – | -2,454 | -100.0% | -0.04% | – |
| ICLN | Exit | ISHARES TRgl clean ene etf | $0 | – | -200,000 | -100.0% | -0.10% | – |
| XOP | Exit | SPDR SER TRs&p oilgas exp | $0 | – | -92,500 | -100.0% | -0.20% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -510,000 | -100.0% | -0.58% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -680,000 | -100.0% | -0.81% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -272,000 | -100.0% | -1.11% | – |
| DIA | Exit | SPDR DOW JONES INDL AVRG ETFut ser 1 | $0 | – | -260,000 | -100.0% | -2.01% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -637,400 | -100.0% | -6.27% | – |
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 2022-02-10
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.