$3.11 Billion is the total value of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 185 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -50 | -100.0% | 0.00% | – |
| Exit | TELADOC HEALTH INCcall | $0 | – | -4,179 | -100.0% | 0.00% | – | |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -170 | -100.0% | 0.00% | – |
| FDX | Exit | FEDEX CORP | $0 | – | -106 | -100.0% | -0.00% | – |
| Exit | PALO ALTO NETWORKS INCcall | $0 | – | -1,200 | -100.0% | -0.00% | – | |
| Exit | TESLA INCcall | $0 | – | -810 | -100.0% | -0.00% | – | |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -130 | -100.0% | -0.00% | – |
| Exit | FEDEX CORPcall | $0 | – | -4,134 | -100.0% | -0.00% | – | |
| Exit | BLOCK INCcall | $0 | – | -22,045 | -100.0% | -0.00% | – | |
| Exit | OKTA INCput | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| Exit | SNOWFLAKE INCput | $0 | – | -10,000 | -100.0% | -0.00% | – | |
| F | Exit | FORD MTR CO DEL | $0 | – | -9,716 | -100.0% | -0.01% | – |
| Exit | ZSCALER INCput | $0 | – | -20,000 | -100.0% | -0.01% | – | |
| Exit | NVIDIA CORPORATIONput | $0 | – | -7,000 | -100.0% | -0.01% | – | |
| Exit | BLOCK INCput | $0 | – | -28,000 | -100.0% | -0.01% | – | |
| Exit | VITESSE ENERGY INC | $0 | – | -116,312 | -100.0% | -0.08% | – | |
| ITB | Exit | ISHARES TRus home cons etf | $0 | – | -241,000 | -100.0% | -0.66% | – |
| USO | Exit | UNITED STS OIL FD LPunits | $0 | – | -967,400 | -100.0% | -1.96% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -600,500 | -100.0% | -3.32% | – |
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 2023-11-08
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.