$3.14 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 185 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITB | New | ISHARES TRus home cons etf | $20,591,040 | – | 241,000 | +100.0% | 0.66% | – |
| SHV | New | ISHARES TRshort treas bd | $1,439,716 | – | 13,035 | +100.0% | 0.05% | – |
| SYY | New | SYSCO CORP | $1,273,866 | – | 17,168 | +100.0% | 0.04% | – |
| New | NVIDIA CORPORATIONput | $190,546 | – | 7,000 | +100.0% | 0.01% | – | |
| New | BLOCK INCput | $198,139 | – | 28,000 | +100.0% | 0.01% | – | |
| New | ZSCALER INCput | $157,500 | – | 20,000 | +100.0% | 0.01% | – | |
| DAL | New | DELTA AIR LINES INC DEL | $132,169 | – | 2,854 | +100.0% | 0.00% | – |
| New | OKTA INCput | $88,000 | – | 10,000 | +100.0% | 0.00% | – | |
| ISRG | New | INTUITIVE SURGICAL INC | $80,899 | – | 239 | +100.0% | 0.00% | – |
| New | SNOWFLAKE INCcall | $94,720 | – | 14,800 | +100.0% | 0.00% | – | |
| New | SNOWFLAKE INCput | $100,772 | – | 10,000 | +100.0% | 0.00% | – | |
| New | FEDEX CORPcall | $59,564 | – | 4,134 | +100.0% | 0.00% | – | |
| New | PALO ALTO NETWORKS INCcall | $29,914 | – | 1,200 | +100.0% | 0.00% | – | |
| New | NETFLIX INCcall | $21,768 | – | 2,500 | +100.0% | 0.00% | – | |
| FDX | New | FEDEX CORP | $26,498 | – | 106 | +100.0% | 0.00% | – |
| AMAT | New | APPLIED MATLS INC | $18,750 | – | 130 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $8,594 | – | 50 | +100.0% | 0.00% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $13,711 | – | 170 | +100.0% | 0.00% | – |
| New | TELADOC HEALTH INCcall | $2,114 | – | 4,179 | +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 2023-08-09
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 | 31 | Q2 2024 | 44.8% |
| ISHARES TR | 31 | Q2 2024 | 7.1% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 3.7% |
| JPMORGAN CHASE & CO. | 31 | Q2 2024 | 0.7% |
| CISCO SYS INC COM | 31 | Q2 2024 | 0.3% |
| PIMCO ETF TR | 31 | Q2 2024 | 0.5% |
| PROSHARES TR | 31 | Q2 2024 | 0.3% |
| VANECK VECTORS ETF TRUST | 31 | Q2 2024 | 0.4% |
| ISHARES TR | 31 | Q2 2024 | 0.1% |
| VANECK VECTORS ETF TRUST | 31 | Q2 2024 | 0.1% |
View SUMITOMO MITSUI FINANCIAL GROUP, INC.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Qifu Technology, Inc. | February 13, 2024 | 7,748,328 | 2.4% |
| VNET Group, Inc.Sold out | February 13, 2024 | 0 | 0.0% |
| 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 |
|---|---|
| 4 | 2024-09-19 |
| 6-K | 2024-08-14 |
| 13F-HR | 2024-08-13 |
| 3 | 2024-08-13 |
| 6-K | 2024-08-02 |
| 6-K | 2024-08-01 |
| D | 2024-07-26 |
| 6-K | 2024-07-23 |
| 6-K | 2024-07-09 |
| 6-K | 2024-07-09 |
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.