$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | ALIBABA GROUP HLDG LTDcall | $0 | – | -2,008 | -100.0% | 0.00% | – | |
| TSLA | Exit | TESLA INC | $0 | – | -380 | -100.0% | -0.00% | – |
| Exit | ALPHABET INCcall | $0 | – | -37,000 | -100.0% | -0.00% | – | |
| Exit | ALPHABET INCput | $0 | – | -45,000 | -100.0% | -0.00% | – | |
| Exit | META PLATFORMS INCcall | $0 | – | -8,158 | -100.0% | -0.01% | – | |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -770 | -100.0% | -0.01% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -10,056 | -100.0% | -0.02% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -155,000 | -100.0% | -0.63% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -974,038 | -100.0% | -2.76% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -10,500,000 | -100.0% | -10.44% | – |
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 | 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.