$3.19 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 175 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | PALO ALTO NETWORKS INCcall | $0 | – | -1,776 | -100.0% | 0.00% | – | |
| Exit | ARCHER DANIELS MIDLAND COcall | $0 | – | -1,584 | -100.0% | 0.00% | – | |
| Exit | SNAP INCcall | $0 | – | -455,000 | -100.0% | 0.00% | – | |
| Exit | LAS VEGAS SANDS CORPcall | $0 | – | -7,742 | -100.0% | -0.00% | – | |
| Exit | ZOOM VIDEO COMMUNICATIONS INcall | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| Exit | TELADOC HEALTH INCcall | $0 | – | -40,000 | -100.0% | -0.00% | – | |
| SRE | Exit | SEMPRA | $0 | – | -700 | -100.0% | -0.00% | – |
| Exit | PAYPAL HLDGS INCcall | $0 | – | -30,000 | -100.0% | -0.00% | – | |
| Exit | NVIDIA CORPORATIONput | $0 | – | -10,000 | -100.0% | -0.01% | – | |
| Exit | AMAZON COM INCput | $0 | – | -20,000 | -100.0% | -0.01% | – | |
| WMT | Exit | WALMART INC | $0 | – | -1,350 | -100.0% | -0.01% | – |
| Exit | MICRON TECHNOLOGY INCput | $0 | – | -95,000 | -100.0% | -0.01% | – | |
| Exit | NETFLIX INCcall | $0 | – | -10,000 | -100.0% | -0.01% | – | |
| Exit | ZSCALER INCput | $0 | – | -20,000 | -100.0% | -0.02% | – | |
| IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -5,100 | -100.0% | -0.05% | – |
| DBA | Exit | INVESCO DB MULTI-SECTOR COMMagriculture fd | $0 | – | -597,222 | -100.0% | -0.46% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -85,000 | -100.0% | -0.49% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -300,000 | -100.0% | -1.11% | – |
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 2023-05-11
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 | 2024-06-12 |
| 6-K | 2024-06-03 |
| 6-K | 2024-05-30 |
| 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 |
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.