Latest SUMITOMO MITSUI FINANCIAL GROUP, INC. Stock Portfolio
$3.23Billion– No. of Holdings #137
SUMITOMO MITSUI FINANCIAL GROUP, INC. Performance:
2024 Q1: 8.28%YTD: 8.28%2023: 31.85%
Performance for 2024 Q1 is 8.28%, and YTD is 8.28%, and 2023 is 31.85%.
About SUMITOMO MITSUI FINANCIAL GROUP, INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SUMITOMO MITSUI FINANCIAL GROUP, INC. reported an equity portfolio of $3.2 Billions as of 31 Mar, 2024.
The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, AGT, CME. The fund has invested 55% of it's portfolio in ARES MANAGEMENT CORPORATION and 4.1% of portfolio in ISHARES TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), GLOBAL X FDS (ARGT) and JOHNSON & JOHNSON (JNJ) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), MICRON TECHNOLOGY INC (MU) and ISHARES TR (AGG). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), ISHARES TR (DMXF) and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), ISHARES TR (AAXJ) and CROWDSTRIKE HLDGS INC (CRWD).
The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, AGT, CME. The fund has invested 55% of it's portfolio in ARES MANAGEMENT CORPORATION and 4.1% of portfolio in ISHARES TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), GLOBAL X FDS (ARGT) and JOHNSON & JOHNSON (JNJ) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), MICRON TECHNOLOGY INC (MU) and ISHARES TR (AGG). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), ISHARES TR (DMXF) and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to APPLE INC (AAPL), ISHARES TR (AAXJ) and CROWDSTRIKE HLDGS INC (CRWD).
SUMITOMO MITSUI FINANCIAL GROUP, INC. Equity Portfolio Value
Last Reported on: 13 May, 2024
SUMITOMO MITSUI FINANCIAL GROUP, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that SUMITOMO MITSUI FINANCIAL GROUP, INC. made a return of 8.28% in the last quarter. In trailing 12 months, it's portfolio return was 30.04%.
New Buys
| Ticker | $ Bought |
|---|---|
| first tr exchng traded fd vi | 2,401,480 |
| ishares tr | 1,598,370 |
| salesforce inc | 1,334,530 |
| arm holdings plc | 674,946 |
| tesla inc | 638,118 |
| ralph lauren corp | 195,083 |
| ishares tr | 194,271 |
New stocks bought by SUMITOMO MITSUI FINANCIAL GROUP, INC.
Additions
| Ticker | % Inc. |
|---|---|
| apple inc | 7,319 |
| ishares tr | 2,390 |
| crowdstrike hldgs inc | 1,852 |
| ishares tr | 376 |
| paypal hldgs inc | 345 |
| netflix inc | 235 |
| ulta beauty inc | 160 |
| alphabet inc | 135 |
Additions to existing portfolio by SUMITOMO MITSUI FINANCIAL GROUP, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| select sector spdr tr | -99.82 |
| micron technology inc | -85.41 |
| ishares tr | -81.06 |
| disney walt co | -79.38 |
| select sector spdr tr | -69.06 |
| advanced micro devices inc | -50.44 |
| whirlpool corp | -48.65 |
| vanguard world fd | -48.09 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -51,637,500 |
| select sector spdr tr | -69,292,800 |
| global x fds | -211,200 |
| united sts oil fd lp | -147,630 |
| johnson & johnson | -185,580 |
| ishares inc | -15,382 |
| delta air lines inc del | -6,095 |
| intel corp | -6,299 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. got rid off the above stocks
Sector Distribution
SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 59.7% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 59.7 |
| Others | 24 |
| Technology | 8.4 |
| Communication Services | 2 |
| Consumer Cyclical | 1.8 |
| Healthcare | 1.4 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 75.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 66.8 |
| UNALLOCATED | 24 |
| MEGA-CAP | 8.8 |
Stocks belong to which Index?
About 0% of the stocks held by SUMITOMO MITSUI FINANCIAL GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 100 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC.
SUMITOMO MITSUI FINANCIAL GROUP, INC. has 137 stocks in it's portfolio. About 75.7% of the portfolio is in top 10 stocks. AGG proved to be the most loss making stock for the portfolio. ARES was the most profitable stock for SUMITOMO MITSUI FINANCIAL GROUP, INC. last quarter.
Last Reported on: 13 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.05 | 9,052 | 1,552,240 | added | 7,319 | ||
| AAXJ | ishares tr | 1.36 | 566,233 | 44,013,300 | reduced | -8.08 | ||
| AAXJ | ishares tr | 1.31 | 824,625 | 42,286,800 | added | 8.58 | ||
| AAXJ | ishares tr | 1.01 | 354,716 | 32,782,900 | added | 2.11 | ||
| AAXJ | ishares tr | 0.72 | 720,511 | 23,222,100 | reduced | -7.92 | ||
| AAXJ | ishares tr | 0.22 | 63,984 | 7,072,790 | added | 54.57 | ||
| AAXJ | ishares tr | 0.06 | 15,489 | 1,793,780 | added | 2,390 | ||
| AAXJ | ishares tr | 0.05 | 17,047 | 1,528,600 | added | 15.72 | ||
| AAXJ | ishares tr | 0.04 | 22,890 | 1,341,120 | reduced | -3.64 | ||
| AAXJ | ishares tr | 0.01 | 2,206 | 236,241 | reduced | -7.04 | ||
| ACTX | global x fds | 0.04 | 34,139 | 1,359,580 | reduced | -4.04 | ||
| ACWF | ishares tr | 0.05 | 71,786 | 1,699,890 | reduced | -1.81 | ||
| ACWF | ishares tr | 0.01 | 4,620 | 194,271 | new | |||
| ACWF | ishares tr | 0.00 | 1,130 | 41,550 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADM | archer daniels midland co | 0.24 | 121,696 | 7,643,730 | added | 15.99 | ||
| AFK | vaneck etf trust | 0.02 | 20,878 | 660,162 | reduced | -3.24 | ||
| AFK | vaneck etf trust | 0.01 | 5,382 | 208,499 | unchanged | 0.00 | ||
| AFLG | first tr exchng traded fd vi | 0.07 | 97,621 | 2,401,480 | new | |||
| AGG | ishares tr | 2.26 | 746,120 | 73,075,000 | added | 18.38 | ||