SUMITOMO MITSUI FINANCIAL GROUP, INC. - Q4 2022 holdings

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$2.64 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 170 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 23.9% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
USO BuyUNITED STS OIL FD LPunits$59,411,214
+43.9%
847,400
+34.0%
2.25%
+29.4%
AGG BuyISHARES TRcore us aggbd et$48,130,221
+9.5%
496,239
+8.7%
1.82%
-1.6%
XLK NewSELECT SECTOR SPDR TRtechnology$46,042,800–370,000
+100.0%
1.74%–
VGT BuyVANGUARD WORLD FDSinf tech etf$43,845,091
+84.2%
137,269
+77.3%
1.66%
+65.6%
IEF BuyISHARES TR7-10 yr trsy bd$41,519,672
+13.1%
433,490
+13.4%
1.57%
+1.7%
GLD BuySPDR GOLD TR$41,297,331
+9.9%
243,441
+0.2%
1.56%
-1.2%
SPY BuySPDR S&P 500 ETF TRtr unit$39,568,120
+13.1%
103,465
+5.6%
1.50%
+1.7%
XLI NewSELECT SECTOR SPDR TRsbi int-inds$29,463,000–300,000
+100.0%
1.11%–
XLF BuySELECT SECTOR SPDR TRfinancial$28,415,378
+86007.2%
830,859
+75986.0%
1.08%
+107400.0%
XLB BuySELECT SECTOR SPDR TRsbi materials$27,131,151
+54.3%
349,268
+35.1%
1.03%
+38.6%
FB BuyMETA PLATFORMS INCcl a$24,194,183
+122.8%
201,153
+151.9%
0.92%
+100.2%
AMZN BuyAMAZON COM INC$23,316,776
+48.9%
277,221
+100.7%
0.88%
+33.8%
NVDA BuyNVIDIA CORPORATION$15,021,741
+25.4%
102,804
+4.2%
0.57%
+12.7%
SHOP BuySHOPIFY INCcl a$13,835,472
+52.3%
394,173
+16.2%
0.52%
+36.9%
AMD BuyADVANCED MICRO DEVICES INC$13,539,148
+82.4%
208,873
+80.5%
0.51%
+64.1%
ZS BuyZSCALER INC$11,252,780
+208.7%
100,588
+357.8%
0.43%
+178.4%
SHY BuyISHARES TR1 3 yr treas bd$10,177,582
+74.9%
125,386
+75.0%
0.38%
+57.1%
AMGN BuyAMGEN INC$8,827,772
+21.1%
33,610
+3.9%
0.33%
+8.8%
XLP BuySELECT SECTOR SPDR TRsbi cons stpls$7,912,141
+20.0%
106,132
+7.4%
0.30%
+7.9%
OKTA BuyOKTA INCcl a$7,608,692
+169.5%
111,287
+123.9%
0.29%
+142.0%
SJNK BuySPDR SER TRbloomberg sht te$6,879,966
+7.9%
283,827
+5.8%
0.26%
-3.0%
ADM NewARCHER DANIELS MIDLAND CO$6,526,251–70,282
+100.0%
0.25%–
GOVT BuyISHARES TRus treas bd etf$5,076,443
+9.5%
223,435
+9.7%
0.19%
-1.5%
XLU BuySELECT SECTOR SPDR TRsbi int-utils$4,754,873
+24.0%
67,445
+15.2%
0.18%
+11.8%
IYR BuyISHARES TRu.s. real es etf$4,286,121
+17.6%
50,898
+13.4%
0.16%
+5.9%
PYPL BuyPAYPAL HLDGS INC$4,006,961
-0.1%
56,788
+25.5%
0.15%
-10.1%
HRB BuyBLOCK H & R INC$3,797,222
+25.5%
60,350
+11.5%
0.14%
+13.4%
VOO BuyVANGUARD INDEX FDS$3,461,753
+16.9%
9,853
+9.2%
0.13%
+4.8%
TLT BuyISHARES TR20 yr tr bd etf$3,257,802
+51.7%
32,722
+56.1%
0.12%
+36.7%
PEP BuyPEPSICO INC$3,168,415
+16.5%
17,538
+5.3%
0.12%
+5.3%
NFLX BuyNETFLIX INC$2,739,730
+93.6%
9,411
+59.4%
0.10%
+73.3%
SNOW BuySNOWFLAKE INCcl a$1,838,268
+40.6%
12,911
+68.3%
0.07%
+27.3%
XBI BuySPDR SER TRs&p biotech$1,800,907
+5.9%
21,682
+1.1%
0.07%
-5.6%
QCLN BuyFIRST TR EXCHANGE-TRADED FDnas clnedg green$1,596,674
-16.6%
33,835
+0.6%
0.06%
-25.9%
EEM BuyISHARES TRmsci emg mkt etf$1,572,471
+12.3%
41,490
+3.4%
0.06%0.0%
MU BuyMICRON TECHNOLOGY INC$1,493,213
+483.3%
29,481
+475.5%
0.06%
+409.1%
CCL BuyCARNIVAL CORP$1,458,909
+45.7%
180,558
+65.2%
0.06%
+31.0%
DIS BuyDISNEY WALT CO$1,362,972
+177.0%
15,634
+209.8%
0.05%
+147.6%
SH BuyPROSHARES TRshort s&p 500 ne$1,263,949
-4.8%
78,849
+2.6%
0.05%
-14.3%
SCHD NewSCHWAB STRATEGIC TRus dividend eq$1,245,655–16,490
+100.0%
0.05%–
DVY BuyISHARES TRselect divid etf$1,160,654
+28.5%
9,624
+14.3%
0.04%
+15.8%
GIS BuyGENERAL MLS INC$972,995
+57.4%
11,604
+43.7%
0.04%
+42.3%
GOOGL BuyALPHABET INCcap stk cl a$943,319
+49.0%
10,665
+64.1%
0.04%
+33.3%
IHI BuyISHARES TRu.s.med dvc etf$916,505
+21.1%
17,434
+8.7%
0.04%
+9.4%
REET BuyISHARES TRglobal reit etf$884,282
+22.3%
38,938
+14.6%
0.03%
+10.0%
F BuyFORD MTR CO DEL$838,970
+122.5%
72,701
+121.0%
0.03%
+100.0%
SPLK BuySPLUNK INC$455,460
+13.6%
5,263
+2.0%
0.02%0.0%
IEMG BuyISHARES INCcore msci emkt$271,887
+13.8%
5,822
+4.5%
0.01%0.0%
XOM NewEXXON MOBIL CORP$193,284–1,770
+100.0%
0.01%–
WMT NewWALMART INC$191,903–1,350
+100.0%
0.01%–
SRE NewSEMPRA$109,116–700
+100.0%
0.00%–
USMV BuyISHARES TRmsci usa min vol$79,415
+10.3%
1,101
+0.5%
0.00%0.0%
BuyZOOM VIDEO COMMUNICATIONS INcall$47,500
+850.0%
10,000
+100.0%
0.00%–
NewALIBABA GROUP HLDG LTDcall$715–2,008
+100.0%
0.00%–
NewARCHER DANIELS MIDLAND COcall$3,289–1,584
+100.0%
0.00%–
NewVISA INCcall$6,915–5,000
+100.0%
0.00%–
NewMCDONALDS CORPcall$1,565–316
+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 2023-02-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P500 ETF TR31Q2 202444.8%
ISHARES TR31Q2 20247.1%
SELECT SECTOR SPDR TR31Q2 20243.7%
JPMORGAN CHASE & CO.31Q2 20240.7%
CISCO SYS INC COM31Q2 20240.3%
PIMCO ETF TR31Q2 20240.5%
PROSHARES TR31Q2 20240.3%
VANECK VECTORS ETF TRUST31Q2 20240.4%
ISHARES TR31Q2 20240.1%
VANECK VECTORS ETF TRUST31Q2 20240.1%

View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete holdings history.

Latest significant ownerships (13-D/G)
SUMITOMO MITSUI FINANCIAL GROUP, INC. Q4 2022 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
Qifu Technology, Inc.February 13, 20247,748,3282.4%
VNET Group, Inc.Sold outFebruary 13, 202400.0%
ReNew Energy Global plcFebruary 14, 20237,258,0522.6%
Ares Private Markets FundMay 10, 20223,000,00028.9%
Ares Management CorpFebruary 02, 202213,364,7408.0%
Magnum Opus Acquisition LtdOctober 07, 2021207,8931.0%

View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete significant-ownership history.

Latest filings
TypeFiled
42024-09-19
6-K2024-08-14
13F-HR2024-08-13
32024-08-13
6-K2024-08-02
6-K2024-08-01
D2024-07-26
6-K2024-07-23
6-K2024-07-09
6-K2024-07-09

View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete filings history.

All filings

View complete filings history.

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