$3.41 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 193 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 21.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | $1,085,618,000 | -0.0% | 13,364,740 | 0.0% | 31.84% | +2.0% | |
| JEF | JEFFERIES FINL GROUP INC | $344,925,000 | -15.3% | 10,500,000 | 0.0% | 10.12% | -13.6% | |
| SQ | BLOCK INCcl a | $123,115,000 | -16.0% | 907,930 | 0.0% | 3.61% | -14.3% | |
| CME | CME GROUP INC | $112,233,000 | +4.1% | 471,846 | 0.0% | 3.29% | +6.3% | |
| ASHR | Buy | DBX ETF TRxtrack hrvst csi | $108,604,000 | +7.7% | 3,282,089 | +27.1% | 3.18% | +9.9% |
| IGSB | Sell | ISHARES TR | $79,200,000 | -16.8% | 1,531,322 | -13.3% | 2.32% | -15.1% |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $78,382,000 | +1.2% | 648,105 | +10.9% | 2.30% | +3.3% |
| MCHI | Sell | ISHARES TRmsci china etf | $65,213,000 | -44.8% | 1,233,000 | -34.1% | 1.91% | -43.6% |
| HRB | Buy | BLOCK H & R INC | $60,912,000 | +3598.4% | 434,775 | +4171.7% | 1.79% | +3702.1% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $57,034,000 | -9.9% | 693,080 | -4.7% | 1.67% | -8.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $52,565,000 | -10.3% | 490,801 | -4.4% | 1.54% | -8.4% |
| PFF | Sell | ISHARES TRpfd and incm sec | $51,632,000 | -9.7% | 1,417,693 | -2.3% | 1.51% | -7.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $47,098,000 | +25.6% | 104,283 | +32.1% | 1.38% | +28.1% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $42,098,000 | +44.4% | 101,081 | +59.2% | 1.24% | +47.4% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $41,640,000 | +103.7% | 262,000 | +123.9% | 1.22% | +108.0% |
| GLD | Sell | SPDR GOLD TR | $39,878,000 | -6.4% | 220,748 | -11.4% | 1.17% | -4.3% |
| TDOC | Buy | TELADOC HEALTH INC | $37,734,000 | +285.8% | 516,412 | +375.8% | 1.11% | +294.0% |
| MBB | Buy | ISHARES TRmbs etf | $35,772,000 | -0.5% | 351,151 | +4.9% | 1.05% | +1.5% |
| SHOP | Buy | SHOPIFY INCcl a | $32,976,000 | +3916.6% | 46,734 | +7821.0% | 0.97% | +3929.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $31,512,000 | +171.9% | 306,000 | +178.2% | 0.92% | +177.5% |
| IEF | Buy | ISHARES TRbarclays 7 10 yr | $30,602,000 | +17.7% | 284,746 | +26.0% | 0.90% | +20.2% |
| MSFT | Buy | MICROSOFT CORP | $27,306,000 | +7.7% | 88,375 | +17.3% | 0.80% | +9.9% |
| NVDA | Sell | NVIDIA CORPORATION | $26,485,000 | +2.2% | 97,063 | -2.1% | 0.78% | +4.3% |
| BAB | Sell | INVESCO EXCH TRADED FD TR IItaxable mun bd | $25,517,000 | -11.0% | 860,014 | -1.1% | 0.75% | -9.2% |
| FB | Buy | META PLATFORMS INCcl a | $24,451,000 | +72.0% | 108,379 | +156.8% | 0.72% | +75.7% |
| AAPL | Buy | APPLE INC | $24,293,000 | +12.6% | 138,805 | +14.4% | 0.71% | +15.0% |
| Sell | BLOCK INCput | $24,031,000 | -30.7% | 980,800 | -52.9% | 0.70% | -29.3% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $22,995,000 | +5.1% | 8,233 | +8.8% | 0.67% | +7.2% |
| XLB | Buy | SELECT SECTOR SPDR TRsbi materials | $22,874,000 | +71.3% | 259,481 | +75.3% | 0.67% | +74.7% |
| EWY | ISHARES INCmsci sth kor etf | $20,657,000 | -8.9% | 290,000 | 0.0% | 0.61% | -6.9% | |
| ZS | Buy | ZSCALER INC | $19,995,000 | +437.1% | 83,348 | +623.6% | 0.59% | +447.7% |
| SNAP | Buy | SNAP INCcl a | $19,344,000 | +1126.6% | 525,094 | +1467.4% | 0.57% | +1160.0% |
| AVGO | Sell | BROADCOM INC | $19,289,000 | -6.1% | 30,634 | -0.7% | 0.57% | -4.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $18,614,000 | -9.0% | 51,344 | -0.2% | 0.55% | -7.1% |
| AMZN | Sell | AMAZON INC | $18,534,000 | -8.5% | 5,685 | -6.2% | 0.54% | -6.5% |
| DOCU | Buy | DOCUSIGN INC | $18,124,000 | +318.8% | 167,891 | +491.5% | 0.53% | +329.0% |
| New | SHOPIFY INCput | $16,750,000 | – | 127,200 | +100.0% | 0.49% | – | |
| SOXX | Buy | ISHARES TRphlx semicnd etf | $16,478,000 | +69.2% | 34,818 | +94.0% | 0.48% | +72.5% |
| QCOM | Buy | QUALCOMM INC | $15,964,000 | -11.9% | 104,464 | +5.5% | 0.47% | -10.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $14,489,000 | +5.1% | 28,411 | +3.4% | 0.42% | +7.3% |
| PYPL | Buy | PAYPAL HLDGS INC | $14,400,000 | +1245.8% | 121,529 | +2057.8% | 0.42% | +1261.3% |
| DBA | Buy | INVESCO DB MULTI-SECTOR COMMagriculture fd | $14,045,000 | +130.8% | 641,894 | +109.0% | 0.41% | +135.4% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $12,778,000 | -2.2% | 163,630 | +1.8% | 0.38% | 0.0% |
| INTU | Buy | INTUIT | $12,721,000 | -24.2% | 26,456 | +1.4% | 0.37% | -22.6% |
| JBHT | Sell | HUNT J B TRANS SVCS INC | $11,156,000 | -4.0% | 55,559 | -2.2% | 0.33% | -2.1% |
| TIP | Sell | ISHARES TRtips bd etf | $10,872,000 | -16.1% | 87,280 | -13.0% | 0.32% | -14.2% |
| XLC | Sell | SELECT SECTOR SPDR TR | $10,747,000 | -14.4% | 156,249 | -2.3% | 0.32% | -12.7% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $10,292,000 | +27.0% | 140,934 | +8.4% | 0.30% | +29.6% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $10,276,000 | +3.0% | 119,434 | +11.1% | 0.30% | +4.9% |
| BLK | Buy | BLACKROCK INC | $10,063,000 | -12.9% | 13,169 | +4.3% | 0.30% | -11.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $9,968,000 | -9.1% | 73,120 | +5.5% | 0.29% | -7.3% |
| VCLT | Buy | VANGUARD SCOTTSDALE FDSlg-term cor bd | $9,943,000 | -1.0% | 106,150 | +11.9% | 0.29% | +1.0% |
| PFE | Sell | PFIZER INC | $9,918,000 | -17.2% | 191,569 | -5.6% | 0.29% | -15.4% |
| DHI | Buy | D R HORTON INC | $9,938,000 | -24.3% | 133,384 | +10.2% | 0.29% | -22.8% |
| GWW | Buy | GRAINGER W W INC | $9,910,000 | +4.9% | 19,213 | +5.4% | 0.29% | +7.0% |
| KO | Sell | COCA COLA CO | $9,113,000 | +4.5% | 146,970 | -0.2% | 0.27% | +6.4% |
| IWD | New | ISHARES TRrus 1000 val etf | $8,631,000 | – | 52,000 | +100.0% | 0.25% | – |
| EWT | ISHARES INCmsci taiwan etf | $8,603,000 | -7.9% | 140,000 | 0.0% | 0.25% | -6.0% | |
| USO | Buy | UNITED STS OIL FD LPunits | $8,171,000 | +11572.9% | 110,243 | +8479.2% | 0.24% | +11900.0% |
| AMGN | Buy | AMGEN INC | $8,088,000 | +7.9% | 33,445 | +0.4% | 0.24% | +10.2% |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $7,941,000 | -2.3% | 104,643 | -0.8% | 0.23% | -0.4% |
| APD | Buy | AIR PRODS & CHEMS INC | $7,579,000 | -12.7% | 30,325 | +6.3% | 0.22% | -10.8% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $7,334,000 | -8.3% | 95,268 | +1.2% | 0.22% | -6.5% |
| ZM | Buy | ZOOM VIDEOMUNICATIONS INcl a | $7,287,000 | +4725.8% | 59,536 | +7055.8% | 0.21% | +5250.0% |
| TXN | Buy | TEXAS INSTRS INC | $7,227,000 | +4.6% | 39,387 | +7.4% | 0.21% | +6.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $7,109,000 | +5.5% | 55,460 | +6.3% | 0.21% | +7.7% |
| Buy | ZSCALER INCput | $6,264,000 | +180.0% | 538,800 | +216.9% | 0.18% | +187.5% | |
| Buy | META PLATFORMS INCput | $6,254,000 | +1145.8% | 564,600 | +455.2% | 0.18% | +1207.1% | |
| IYR | Buy | ISHARES TRu.s. real es etf | $6,204,000 | -0.4% | 57,387 | +7.1% | 0.18% | +1.7% |
| IYE | Buy | ISHARES TRu.s. energy etf | $5,387,000 | +46.2% | 131,639 | +7.5% | 0.16% | +49.1% |
| IGV | Sell | ISHARES TRexpanded tech | $5,394,000 | -20.4% | 15,636 | -8.3% | 0.16% | -19.0% |
| SJNK | New | SPDR SER TRbloomberg srt tr | $5,317,000 | – | 202,637 | +100.0% | 0.16% | – |
| SNOW | Buy | SNOWFLAKE INCcl a | $5,319,000 | +169.6% | 22,963 | +300.7% | 0.16% | +173.7% |
| OKTA | Buy | OKTA INCcl a | $5,189,000 | +775.0% | 34,005 | +1184.7% | 0.15% | +794.1% |
| SKYY | Sell | FIRST TR EXCHANGE TRADED FD | $5,154,000 | -21.5% | 56,935 | -9.6% | 0.15% | -20.1% |
| KMB | Sell | KIMBERLY-CLARK CORP | $5,045,000 | -15.6% | 40,963 | -2.1% | 0.15% | -14.0% |
| VDE | New | VANGUARD WORLD FDSenergy etf | $4,924,000 | – | 46,000 | +100.0% | 0.14% | – |
| Buy | OKTA INCput | $4,726,000 | +166.9% | 350,200 | +16.1% | 0.14% | +172.5% | |
| WCLD | Sell | WISDOMTREE TR | $4,696,000 | -29.0% | 114,849 | -9.9% | 0.14% | -27.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,369,000 | +2.3% | 28,546 | +9.4% | 0.13% | +4.1% |
| PAVE | Sell | GLOBAL X FDSus infr dev etf | $4,168,000 | -23.9% | 147,233 | -22.6% | 0.12% | -22.3% |
| T | Buy | AT&T INC | $4,130,000 | -40.0% | 174,791 | +19.1% | 0.12% | -38.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,075,000 | +4.6% | 22,992 | +1.0% | 0.12% | +7.1% |
| COST | Buy | COSTCO WHSL CORP NEW | $4,094,000 | +4.5% | 7,110 | +3.0% | 0.12% | +6.2% |
| XOP | New | SPDR SER TRs&p oilgas exp | $4,037,000 | – | 30,000 | +100.0% | 0.12% | – |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $3,912,000 | -0.6% | 52,544 | -4.4% | 0.12% | +1.8% |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $3,819,000 | – | 19,493 | +100.0% | 0.11% | – |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $3,676,000 | -0.1% | 44,109 | +2.6% | 0.11% | +1.9% |
| QCLN | Sell | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $3,570,000 | -15.4% | 55,251 | -11.0% | 0.10% | -13.2% |
| NFLX | Buy | NETFLIX INC | $3,587,000 | +1158.6% | 9,403 | +1917.8% | 0.10% | +1212.5% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $3,510,000 | -97.4% | 35,902 | -97.1% | 0.10% | -97.3% |
| PBD | Sell | INVESCO EXCH TRADED FD TR IIgbl clean enrg | $3,465,000 | -16.7% | 53,200 | -8.3% | 0.10% | -14.3% |
| HD | Sell | HOME DEPOT INC | $3,262,000 | -36.7% | 10,899 | -12.3% | 0.10% | -35.1% |
| Buy | ADVANCED MICRO DEVICES INCput | $3,184,000 | +433.3% | 715,400 | +216.5% | 0.09% | +447.1% | |
| IBB | Sell | ISHARES TRnasdaq biotech | $3,172,000 | -18.4% | 24,343 | -4.4% | 0.09% | -17.0% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $3,093,000 | -21.5% | 10,132 | -12.4% | 0.09% | -19.5% |
| CSCO | Buy | CISCO SYS INC | $3,103,000 | -6.1% | 55,650 | +6.8% | 0.09% | -4.2% |
| CIBR | Sell | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $2,897,000 | -12.5% | 54,548 | -13.0% | 0.08% | -10.5% |
| BK | Buy | BANK NEW YORK MELLON CORP | $2,861,000 | -2.7% | 57,650 | +13.9% | 0.08% | 0.0% |
| PEP | Sell | PEPSICO INC | $2,747,000 | -20.3% | 16,410 | -17.3% | 0.08% | -18.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,673,000 | -21.5% | 52,476 | -19.7% | 0.08% | -20.4% |
| XBI | Sell | SPDR SER TRs&p biotech | $2,490,000 | -28.0% | 27,688 | -10.3% | 0.07% | -26.3% |
| RH | Buy | RH | $2,445,000 | +351.1% | 7,315 | +620.7% | 0.07% | +350.0% |
| VHT | New | VANGUARD WORLD FDShealth car etf | $2,085,000 | – | 8,195 | +100.0% | 0.06% | – |
| WHR | Sell | WHIRLPOOL CORP | $2,032,000 | -31.9% | 11,762 | -7.4% | 0.06% | -30.2% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $1,964,000 | -8.4% | 19,295 | -1.5% | 0.06% | -6.5% |
| TSN | Buy | TYSON FOODS INCcl a | $1,885,000 | +20.1% | 21,028 | +16.8% | 0.06% | +22.2% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $1,877,000 | -41.5% | 6,893 | -20.5% | 0.06% | -40.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $1,822,000 | -94.7% | 40,344 | -94.3% | 0.05% | -94.7% |
| TWLO | Buy | TWILIO INCcl a | $1,780,000 | +410.0% | 10,554 | +679.5% | 0.05% | +420.0% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $1,729,000 | +3.0% | 8,259 | +21.4% | 0.05% | +6.2% |
| Buy | CROWDSTRIKE HLDGS INCput | $1,431,000 | +120.8% | 240,000 | +198.1% | 0.04% | +121.1% | |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $1,396,000 | -39.1% | 10,573 | -31.7% | 0.04% | -37.9% |
| VOO | Buy | VANGUARD INDEX FDS | $1,376,000 | +216.3% | 3,311 | +232.1% | 0.04% | +233.3% |
| Sell | TELADOC HEALTH INCput | $1,317,000 | -84.3% | 145,300 | -81.5% | 0.04% | -83.8% | |
| Sell | SNAP INCput | $1,196,000 | -79.9% | 297,200 | -74.5% | 0.04% | -79.5% | |
| New | NETFLIX INCput | $1,202,000 | – | 44,000 | +100.0% | 0.04% | – | |
| Buy | AMAZON INCcall | $1,116,000 | +17.4% | 12,350 | +38.8% | 0.03% | +22.2% | |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,078,000 | +5.3% | 17,172 | +11.2% | 0.03% | +10.3% |
| Buy | ADVANCED MICRO DEVICES INCcall | $1,083,000 | -34.2% | 195,000 | +69.6% | 0.03% | -31.9% | |
| DVY | Sell | ISHARES TRselect divid etf | $1,055,000 | -0.9% | 8,237 | -5.2% | 0.03% | 0.0% |
| Sell | ZOOM VIDEOMUNICATIONS INput | $1,024,000 | -40.2% | 38,000 | -55.3% | 0.03% | -38.8% | |
| INDA | Sell | ISHARES TRmsci india etf | $1,022,000 | -56.4% | 22,939 | -55.2% | 0.03% | -55.2% |
| GOOGL | Buy | ALPHABET INC CAP STKcl a | $1,039,000 | +36.7% | 366 | +41.3% | 0.03% | +36.4% |
| Buy | NVIDIA CORPORATIONcall | $935,000 | -35.9% | 33,696 | +0.6% | 0.03% | -35.7% | |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $849,000 | +48.2% | 43,293 | +57.2% | 0.02% | +56.2% |
| MS | Sell | MORGAN STANLEY | $812,000 | -13.4% | 9,000 | -5.3% | 0.02% | -11.1% |
| GOVT | Buy | ISHARES TRus treas bd etf | $753,000 | +527.5% | 30,007 | +560.9% | 0.02% | +633.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $763,000 | +7.9% | 7,037 | +15.4% | 0.02% | +10.0% |
| OMC | Sell | OMNICOM GROUP INC | $699,000 | +8.5% | 8,232 | -6.4% | 0.02% | +10.5% |
| GDX | Sell | VANECK VECTORS ETF TRgold miners etf | $730,000 | +11.5% | 19,024 | -7.0% | 0.02% | +10.5% |
| SH | PROSHARES TRshort s&p 500 ne | $676,000 | +3.4% | 48,000 | 0.0% | 0.02% | +5.3% | |
| GIS | Sell | GENERAL MLS INC | $633,000 | -14.8% | 9,344 | -15.3% | 0.02% | -9.5% |
| IHI | New | ISHARES TRu.s.med dvc etf | $620,000 | – | 10,162 | +100.0% | 0.02% | – |
| SPLK | Sell | SPLUNK INC | $596,000 | -16.4% | 4,193 | -32.0% | 0.02% | -15.0% |
| DIS | Sell | DISNEY WALT CO | $514,000 | -18.3% | 3,645 | -10.2% | 0.02% | -16.7% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $520,000 | -71.0% | 4,363 | -63.9% | 0.02% | -71.2% |
| Buy | ZSCALER INCcall | $507,000 | -76.0% | 83,300 | +22.0% | 0.02% | -75.4% | |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $499,000 | +31.3% | 4,092 | +38.7% | 0.02% | +36.4% |
| Sell | DOCUSIGN INCput | $443,000 | -29.9% | 47,000 | -19.0% | 0.01% | -27.8% | |
| REET | Buy | ISHARES TRglobal reit etf | $447,000 | +419.8% | 15,305 | +447.0% | 0.01% | +550.0% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $438,000 | +194.0% | 5,195 | +112.9% | 0.01% | +225.0% |
| GDXJ | Sell | VANECK VECTORS ETF TRjr gold miners e | $423,000 | +5.8% | 9,029 | -5.4% | 0.01% | +9.1% |
| AMAT | Sell | APPLIED MATLS INC | $418,000 | -62.4% | 3,080 | -55.4% | 0.01% | -62.5% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $378,000 | +43.2% | 1,681 | +31.9% | 0.01% | +37.5% |
| EAGG | Sell | ISHARES TResg awr us agrgt | $367,000 | -30.5% | 7,098 | -25.9% | 0.01% | -26.7% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $372,000 | -13.9% | 4,589 | -6.6% | 0.01% | -8.3% |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $264,000 | -5.7% | 2,607 | 0.0% | 0.01% | 0.0% | |
| Buy | OKTA INCcall | $234,000 | -87.0% | 138,300 | +16.9% | 0.01% | -86.5% | |
| Sell | CROWDSTRIKE HLDGS INCcall | $250,000 | -29.2% | 12,853 | -35.7% | 0.01% | -30.0% | |
| EWJ | ISHARES INCmsci jpn etf new | $196,000 | -8.0% | 3,179 | 0.0% | 0.01% | 0.0% | |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $199,000 | – | 1,504 | +100.0% | 0.01% | – |
| Buy | TESLA INCcall | $210,000 | +377.3% | 1,120 | +24.3% | 0.01% | +500.0% | |
| CHIQ | Sell | GLOBAL X FDSmsci china cnsmr | $174,000 | -53.1% | 8,800 | -38.4% | 0.01% | -54.5% |
| IWM | ISHARES TRrussell 2000 etf | $157,000 | -7.6% | 763 | 0.0% | 0.01% | 0.0% | |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $179,000 | -8.2% | 2,671 | -6.1% | 0.01% | -16.7% |
| EMQQ | Sell | EXCHANGE TRADED CONCEPTS TRemqq em intern | $156,000 | -82.2% | 4,769 | -76.7% | 0.01% | -80.0% |
| New | TWILIO INCput | $156,000 | – | 10,000 | +100.0% | 0.01% | – | |
| SIVB | Sell | SVB FINANCIAL GROUP | $120,000 | -28.1% | 212 | -13.1% | 0.00% | -20.0% |
| F | New | FORD MTR CO DEL | $120,000 | – | 6,954 | +100.0% | 0.00% | – |
| IEMG | Buy | ISHARES INCcore msci emkt | $122,000 | +84.8% | 2,189 | +99.5% | 0.00% | +100.0% |
| CAT | Buy | CATERPILLAR INC | $130,000 | +170.8% | 584 | +151.7% | 0.00% | +300.0% |
| Buy | SHOPIFY INCcall | $136,000 | -92.8% | 21,000 | +2.4% | 0.00% | -92.7% | |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $106,000 | – | 2,769 | +100.0% | 0.00% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $97,000 | +18.3% | 1,247 | +23.5% | 0.00% | +50.0% |
| New | APPLE INCcall | $95,000 | – | 8,462 | +100.0% | 0.00% | – | |
| BLOCK INCcall | $111,000 | -69.8% | 100,000 | 0.0% | 0.00% | -72.7% | ||
| New | SNOWFLAKE INCput | $75,000 | – | 10,000 | +100.0% | 0.00% | – | |
| Sell | SPLUNK INCput | $83,000 | -87.9% | 23,500 | -76.5% | 0.00% | -90.0% | |
| Sell | TELADOC HEALTH INCcall | $62,000 | -92.1% | 321,803 | -46.0% | 0.00% | -91.3% | |
| ISRG | Sell | INTUITIVE SURGICAL INC | $82,000 | -89.6% | 268 | -87.5% | 0.00% | -91.3% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $66,000 | +46.7% | 96 | +37.1% | 0.00% | +100.0% |
| BA | Buy | BOEING CO | $52,000 | +2.0% | 265 | +6.0% | 0.00% | +100.0% |
| Sell | PAYPAL HLDGS INCput | $74,000 | -96.3% | 10,000 | -92.9% | 0.00% | -96.5% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $58,000 | -87.8% | 159 | -87.9% | 0.00% | -85.7% |
| New | MANDIANT INC | $60,000 | – | 2,690 | +100.0% | 0.00% | – | |
| New | BOEING COcall | $44,000 | – | 5,000 | +100.0% | 0.00% | – | |
| New | BARRICK GOLD CORPcall | $35,000 | – | 19,617 | +100.0% | 0.00% | – | |
| QUAL | ISHARES TRmsci usa qlt fct | $27,000 | -6.9% | 200 | 0.0% | 0.00% | 0.0% | |
| XSOE | Sell | WISDOMTREE TRem ex st-owned | $20,000 | -91.6% | 612 | -90.5% | 0.00% | -85.7% |
| WYNN | New | WYNN RESORTS LTD | $18,000 | – | 225 | +100.0% | 0.00% | – |
| New | DELTA AIR LINES INC DELcall | $38,000 | – | 25,000 | +100.0% | 0.00% | – | |
| HEZU | ISHARES TRcur hd eurzn etf | $39,000 | -9.3% | 1,130 | 0.0% | 0.00% | 0.0% | |
| REM | ISHARES TRmortge rel etf | $27,000 | -3.6% | 818 | 0.0% | 0.00% | 0.0% | |
| CPRI | Sell | CAPRI HOLDINGS LIMITED | $37,000 | -78.4% | 678 | -74.7% | 0.00% | -80.0% |
| FDX | Sell | FEDEX CORP | $29,000 | -12.1% | 122 | -3.9% | 0.00% | 0.0% |
| VALE | New | VALE S Asponsored ads | $44,000 | – | 2,200 | +100.0% | 0.00% | – |
| Buy | META PLATFORMS INCcall | $38,000 | -95.8% | 59,700 | +10.9% | 0.00% | -96.2% | |
| EWZ | Sell | ISHARES INCmsci brazil etf | $32,000 | 0.0% | 858 | -25.8% | 0.00% | 0.0% |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -123 | -100.0% | 0.00% | – |
| MRK | New | MERCK & CO. INC | $17,000 | – | 210 | +100.0% | 0.00% | – |
| NETFLIX INCcall | $2,000 | -98.5% | 5,000 | 0.0% | 0.00% | -100.0% | ||
| DAL | New | DELTA AIR LINES INC DEL | $9,000 | – | 239 | +100.0% | 0.00% | – |
| SRE | Exit | SEMPRA | $0 | – | -80 | -100.0% | 0.00% | – |
| Exit | GILEAD SCIENCES INCcall | $0 | – | -5,000 | -100.0% | 0.00% | – | |
| DOCUSIGN INCcall | $7,000 | -96.5% | 40,000 | 0.0% | 0.00% | -100.0% | ||
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -58 | -100.0% | -0.00% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -280 | -100.0% | -0.00% | – |
| WMT | Exit | WALMART INC | $0 | – | -197 | -100.0% | -0.00% | – |
| AFL | Exit | AFLAC INC | $0 | – | -500 | -100.0% | -0.00% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -218 | -100.0% | -0.00% | – | |
| EMLC | Exit | VANECK ETF TRUSTjp mrgan em loc | $0 | – | -1,325 | -100.0% | -0.00% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -2,690 | -100.0% | -0.00% | – |
| Exit | CARNIVAL CORPput | $0 | – | -70,000 | -100.0% | -0.00% | – | |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -161 | -100.0% | -0.00% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -1,087 | -100.0% | -0.01% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -5,310 | -100.0% | -0.02% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -21,265 | -100.0% | -0.03% | – |
| FXI | Exit | ISHARES TRchina lg-cap etf | $0 | – | -1,224,619 | -100.0% | -1.30% | – |
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 2022-05-12
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.