SM

SUMITOMO MITSUI FINANCIAL GROUP, INC.

13F
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Last update 2024-11-08 165 Stocks (6 new)
Value $3.88 Bil Turnover 5 %
Countries:
Top Holdings: ARES(53.63%)SPY(5.60%)CME(2.68%)AGG(2.49%)GLD(2.30%)
Portfolio Report
Summary Stock Picks Current Portfolio
SUMITOMO MITSUI FINANCIAL GROU... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ARES 		Ares Management Corp
13,364,740
2082761.080
0%
53.630
0%
6.620
+11.48%
-1.12%
35337.082
Asset Management
SPY 		S&P 500 ETF TRUST ETF
378,685
217274.300
+9.83%
5.600
+0.50%
0.040
+1.10%
-0.95%
620239.104
 
CME 		CME Group Inc
471,846
104112.770
0%
2.680
0%
0.130
+6.68%
-1.30%
82595.016
Capital Markets
AGG 		iShares Core U.S. Aggregate Bond ETF
956,225
96836.910
+7.32%
2.490
+0.17%
0.080
-2.93%
-0.99%
118817.651
 
GLD 		SPDR Gold Shares ETF
366,885
89175.070
+16.61%
2.300
+0.33%
0.120
+2.22%
+2.51%
75281.836
 
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF
667,012
75359.020
-18.77%
1.940
-0.51%
0.260
-4.22%
-1.35%
28394.722
 
IEF 		iShares 7-10 Year Treasury Bond ETF
712,188
69879.890
+2.87%
1.800
+0.05%
0.200
-4.09%
-1.21%
30986.669
 
XLK 		Technology Select Sector SPDR ETF
305,000
68856.800
New Holding
1.770
+1.77%
0.100
-0.54%
-1.61%
71483.566
 
SQ 		Block Inc
907,930
60949.340
0%
1.570
0%
0.150
+17.88%
-2.88%
51159.448
Software
NVDA 		NVIDIA Corp
496,446
60288.110
-0.41%
1.550
-0.01%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Historical Top Holdings Breakdowns

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JEF 		Jefferies Financial Group Inc2023-06-30Sold Out
-10.44%
●
29.08 ($31.22) 33.37
$71.48
128.96%
Sold Out
0
-10,500,000
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2023-03-31Add
+10.12%
●
104.21 ($107.24) 110.7
$105.40
-1.72%
Add 482.92%
3,557,578
2,947,274
AGG 		iShares Core U.S. Aggregate Bond ETF2023-06-30Add
+7.97%
●
96.72 ($98.09) 99.49
$95.94
-2.19%
Add 512.6%
3,056,013
2,557,153
AGG 		iShares Core U.S. Aggregate Bond ETF2023-12-31Reduce
-7.49%
●
91.67 ($95.17) 99.66
$95.94
0.81%
Reduce -79.69%
630,301
-2,472,818
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2023-06-30Reduce
-5.24%
●
104.98 ($107.09) 108.97
$105.40
-1.58%
Reduce -42.91%
2,031,151
-1,526,427
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2023-12-31Reduce
-4.56%
●
98.28 ($104.14) 111.36
$105.40
1.21%
Reduce -67.92%
655,969
-1,388,612
ESGU 		iShares MSCI USA ESG Optimized ETF2024-06-30Sold Out
-4.13%
●
108.69 ($114.86) 119.84
$127.69
11.17%
Sold Out
0
-1,160,614
XLK 		Technology Select Sector SPDR ETF2023-09-30Sold Out
-3.32%
●
161.97 ($171.51) 180.26
$228.78
33.39%
Sold Out
0
-600,500
ESGU 		iShares MSCI USA ESG Optimized ETF2023-09-30New Buy
+3.23%
●
93.48 ($97.94) 100.86
$127.69
30.38%
New holding
1,067,000
1,067,000
IGV 		iShares Expanded Tech-Software Sector ETF2023-06-30Add
+3.21%
●
57.51 ($62.76) 69.88
$97.21
54.89%
Add 3005.58%
1,509,465
292,172

SUMITOMO MITSUI FINANCIAL GROUP, INC. Total Holding History ($B)

To

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Asset Allocation

To

SUMITOMO MITSUI FINANCIAL GROUP, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Hypothetical Growth since 2024-09-30

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Holdings Heat Map

Size field:

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s Holdings Bubble Chart

SUMITOMO MITSUI FINANCIAL GROUP, INC. News

  • 1

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