$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EWT | New | ISHARES INCmsci taiwan etf | $9,344,000 | – | 140,000 | +100.0% | 0.27% | – |
| New | SNAP INCput | $5,952,000 | – | 1,164,600 | +100.0% | 0.17% | – | |
| PBD | New | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $4,159,000 | – | 58,000 | +100.0% | 0.12% | – |
| New | PAYPAL HLDGS INCput | $1,976,000 | – | 140,000 | +100.0% | 0.06% | – | |
| New | ZOOM VIDEO COMMUNICATIONS INput | $1,713,000 | – | 85,000 | +100.0% | 0.05% | – | |
| HRB | New | BLOCK H & R INC | $1,647,000 | – | 10,178 | +100.0% | 0.05% | – |
| New | META PLATFORMS INCcall | $915,000 | – | 53,840 | +100.0% | 0.03% | – | |
| ISRG | New | INTUITIVE SURGICAL INC | $785,000 | – | 2,150 | +100.0% | 0.02% | – |
| New | SPLUNK INCput | $688,000 | – | 100,000 | +100.0% | 0.02% | – | |
| New | DOCUSIGN INCput | $632,000 | – | 58,000 | +100.0% | 0.02% | – | |
| CCL | New | CARNIVAL CORP | $573,000 | – | 27,539 | +100.0% | 0.02% | – |
| New | META PLATFORMS INCput | $502,000 | – | 101,700 | +100.0% | 0.01% | – | |
| New | CROWDSTRIKE HLDGS INCcall | $353,000 | – | 20,000 | +100.0% | 0.01% | – | |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $264,000 | – | 1,274 | +100.0% | 0.01% | – |
| New | NETFLIX INCcall | $133,000 | – | 5,000 | +100.0% | 0.00% | – | |
| New | CARNIVAL CORPput | $109,000 | – | 70,000 | +100.0% | 0.00% | – | |
| GOVT | New | ISHARES TRus treas bd etf | $120,000 | – | 4,540 | +100.0% | 0.00% | – |
| REET | New | ISHARES TRglobal reit etf | $86,000 | – | 2,798 | +100.0% | 0.00% | – |
| IEMG | New | ISHARES INCcore msci emkt | $66,000 | – | 1,097 | +100.0% | 0.00% | – |
| AFL | New | AFLAC INC | $29,000 | – | 500 | +100.0% | 0.00% | – |
| New | TESLA INCcall | $44,000 | – | 901 | +100.0% | 0.00% | – | |
| 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% | – |
| New | GENERAL ELECTRIC CO | $21,000 | – | 218 | +100.0% | 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% | – |
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 | 2024-05-15 |
| 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.