Latest SUMITOMO MITSUI FINANCIAL GROUP, INC. Stock Portfolio
$3.15Billion
Equity Portfolio Value
Last Reported on: 08 Feb, 2024
About SUMITOMO MITSUI FINANCIAL GROUP, INC. and it’s 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 Dec, 2023.
The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, AGT, CME. The fund has invested 50.4% of it's portfolio in ARES MANAGEMENT CORPORATION and 3.9% of portfolio in ISHARES TR.
The fund managers got completely rid off SALESFORCE INC (CRM), CARNIVAL CORP (CCL) and RH (RH) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), NETFLIX INC (NFLX) and DELTA AIR LINES INC DEL (DAL). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in SELECT SECTOR SPDR TR (XLB), ARISTA NETWORKS INC (ANET) and ULTA BEAUTY INC (ULTA). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), ZOOM VIDEO COMMUNICATIONS IN (ZM) and ISHARES TR (AAXJ).
The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, AGT, CME. The fund has invested 50.4% of it's portfolio in ARES MANAGEMENT CORPORATION and 3.9% of portfolio in ISHARES TR.
The fund managers got completely rid off SALESFORCE INC (CRM), CARNIVAL CORP (CCL) and RH (RH) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), NETFLIX INC (NFLX) and DELTA AIR LINES INC DEL (DAL). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in SELECT SECTOR SPDR TR (XLB), ARISTA NETWORKS INC (ANET) and ULTA BEAUTY INC (ULTA). The fund showed a lot of confidence in some stocks as they added substantially to MICRON TECHNOLOGY INC (MU), ZOOM VIDEO COMMUNICATIONS IN (ZM) and ISHARES TR (AAXJ).
New Buys
| Ticker | $ Bought |
|---|---|
| SELECT SECTOR SPDR TR | 69,292,800 |
| ARISTA NETWORKS INC | 21,371,600 |
| ULTA BEAUTY INC | 1,395,490 |
| UNITED STS OIL FD LP | 147,630 |
| INTERNATIONAL BUSINESS MACHS | 6,550 |
| INTEL CORP | 6,299 |
New stocks bought by SUMITOMO MITSUI FINANCIAL GROUP, INC.
Additions
| Ticker | % Inc. |
|---|---|
| MICRON TECHNOLOGY INC | 3,326 |
| ZOOM VIDEO COMMUNICATIONS IN | 1,418 |
| ISHARES TR | 155 |
| BLOCK H & R INC | 88.56 |
| SCHWAB STRATEGIC TR | 42.18 |
| FIRST TR EXCHANGE TRADED FD | 40.42 |
| ISHARES TR | 26.79 |
| ISHARES TR | 24.04 |
Additions to existing portfolio by SUMITOMO MITSUI FINANCIAL GROUP, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| APPLE INC | -99.87 |
| NETFLIX INC | -97.16 |
| DELTA AIR LINES INC DEL | -97.08 |
| CROWDSTRIKE HLDGS INC | -95.81 |
| JOHNSON & JOHNSON | -93.69 |
| EXCHANGE TRADED CONCEPTS TR | -91.46 |
| PAYPAL HLDGS INC | -88.17 |
| SNAP INC | -80.05 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| CARNIVAL CORP | -636,688 |
| SALESFORCE INC | -1,079,600 |
| ISHARES TR | -26,583 |
| EXXON MOBIL CORP | -105,731 |
| CAPRI HOLDINGS LIMITED | -35,744 |
| RH | -125,678 |
| ADOBE INC | -22,710 |
| INTUITIVE SURGICAL INC | -8,292 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. got rid off the above stocks
Current Stock Holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC.
Last Reported on: 08 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.00 | 122 | 23,617 | REDUCED | -99.87 | |
| AAXJ | ISHARES TR | 1.51 | 615,983 | 47,670,900 | ADDED | 1.9 | |
| AAXJ | ISHARES TR | 1.24 | 759,463 | 38,941,500 | REDUCED | -22.64 | |
| AAXJ | ISHARES TR | 1.04 | 347,371 | 32,680,700 | ADDED | 6.46 | |
| AAXJ | ISHARES TR | 0.77 | 782,500 | 24,406,200 | REDUCED | -1.66 | |
| AAXJ | ISHARES TR | 0.14 | 41,394 | 4,558,720 | ADDED | 155 | |
| AAXJ | ISHARES TR | 0.04 | 14,731 | 1,311,940 | ADDED | 6.01 | |
| AAXJ | ISHARES TR | 0.04 | 23,754 | 1,282,000 | ADDED | 1.66 | |
| AAXJ | ISHARES TR | 0.01 | 2,373 | 221,353 | REDUCED | -37.99 | |
| AAXJ | ISHARES TR | 0.00 | 622 | 72,855 | UNCHANGED | 0.00 | |
| ACTX | GLOBAL X FDS | 0.04 | 35,577 | 1,227,940 | REDUCED | -6.14 | |
| ACWF | ISHARES TR | 0.06 | 73,113 | 1,767,870 | ADDED | 13.53 | |
| ACWF | ISHARES TR | 0.00 | 1,130 | 37,629 | UNCHANGED | 0.00 | |
| ACWV | ISHARES INC | 0.00 | 440 | 15,382 | REDUCED | -21.85 | |
| ADBE | ADOBE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ADM | ARCHER DANIELS MIDLAND CO | 0.24 | 104,920 | 7,577,320 | ADDED | 6.24 | |
| AFK | VANECK ETF TRUST | 0.02 | 21,578 | 669,134 | REDUCED | -6.46 | |
| AFK | VANECK ETF TRUST | 0.01 | 5,382 | 204,032 | REDUCED | -20.23 | |
| AGG | ISHARES TR | 2.47 | 135,334 | 77,965,900 | ADDED | 0.25 | |
| AGG | ISHARES TR | 2.30 | 655,969 | 72,589,500 | REDUCED | -67.92 | |
| AGG | ISHARES TR | 1.98 | 630,301 | 62,557,400 | REDUCED | -79.69 | |
| AGG | ISHARES TR | 1.84 | 601,528 | 57,981,300 | ADDED | 9.91 | |
| AGG | ISHARES TR | 0.75 | 240,579 | 23,788,500 | ADDED | 26.79 | |
| AGG | ISHARES TR | 0.25 | 97,071 | 7,963,700 | REDUCED | -0.5 | |
| AGG | ISHARES TR | 0.24 | 83,249 | 7,609,790 | ADDED | 13.78 | |
| AGG | ISHARES TR | 0.16 | 111,165 | 4,904,600 | ADDED | 2.12 | |
| AGG | ISHARES TR | 0.14 | 10,880 | 4,421,850 | ADDED | 5.61 | |
| AGG | ISHARES TR | 0.10 | 29,896 | 3,213,520 | REDUCED | -4.34 | |
| AGG | ISHARES TR | 0.04 | 9,297 | 1,263,000 | REDUCED | -38.14 | |
| AGG | ISHARES TR | 0.04 | 31,180 | 1,253,750 | REDUCED | -10.29 | |
| AGG | ISHARES TR | 0.03 | 8,445 | 989,923 | REDUCED | -3.85 | |
| AGG | ISHARES TR | 0.00 | 17.00 | 3,413 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGGY | WISDOMTREE TR | 0.00 | 2,351 | 67,897 | UNCHANGED | 0.00 | |
| AGT | ISHARES TR | 3.86 | 1,160,610 | 121,772,000 | ADDED | 8.77 | |
| AGT | ISHARES TR | 0.00 | 4,646 | 109,646 | UNCHANGED | 0.00 | |
| ALTS | PROSHARES TR | 0.02 | 48,000 | 623,520 | REDUCED | -19.39 | |
| AMD | ADVANCED MICRO DEVICES INC | 0.18 | 38,110 | 5,669,240 | REDUCED | -76.63 | |
| AMGN | AMGEN INC | 0.38 | 41,928 | 12,076,100 | ADDED | 0.66 | |
| AMPS | ISHARES TR | 0.38 | 518,664 | 11,950,000 | ADDED | 24.04 | |
| AMPS | ISHARES TR | 0.04 | 24,282 | 1,185,200 | ADDED | 19.61 | |
| AMPS | ISHARES TR | 0.00 | 903 | 70,461 | REDUCED | -4.85 | |
| AMZN | AMAZON COM INC | 1.13 | 233,950 | 35,685,900 | REDUCED | -19.19 | |
| ANET | ARISTA NETWORKS INC | 0.68 | 90,746 | 21,371,600 | NEW | ||
| APD | AIR PRODS & CHEMS INC | 0.35 | 39,819 | 10,902,400 | ADDED | 8.66 | |
| ARES | ARES MANAGEMENT CORPORATION | 50.38 | 13,364,700 | 1,589,330,000 | UNCHANGED | 0.00 | |
| ARGT | GLOBAL X FDS | 0.01 | 12,000 | 211,200 | UNCHANGED | 0.00 | |
| AVGO | BROADCOM INC | 0.82 | 23,248 | 25,950,600 | ADDED | 3.41 | |
| BAB | INVESCO EXCH TRADED FD TR II | 0.66 | 768,649 | 20,684,300 | ADDED | 1.78 | |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 0.04 | 32,146 | 1,355,600 | REDUCED | -39.5 | |
| BGRN | ISHARES TR | 0.00 | 2,196 | 104,837 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.31 | 392,045 | 9,856,010 | ADDED | 16.23 | |
| BIL | SPDR SER TR | 0.10 | 25,742 | 3,216,980 | REDUCED | -2.3 | |
| BIL | SPDR SER TR | 0.04 | 15,210 | 1,357,800 | REDUCED | -35.17 | |
| BITQ | EXCHANGE TRADED CONCEPTS TR | 0.00 | 14.00 | 431 | REDUCED | -91.46 | |
| BK | BANK NEW YORK MELLON CORP | 0.05 | 29,451 | 1,532,920 | REDUCED | -21.01 | |
| BLK | BLACKROCK INC | 0.38 | 14,787 | 12,004,100 | ADDED | 4.12 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 0.29 | 178,137 | 9,140,210 | ADDED | 4.47 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.23 | 89,396 | 7,165,090 | ADDED | 1.26 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.19 | 79,092 | 6,119,350 | REDUCED | -9.51 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.13 | 51,055 | 4,149,750 | ADDED | 0.56 | |
| BOND | PIMCO ETF TR | 0.06 | 19,583 | 1,810,450 | REDUCED | -7.53 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.12 | 72,683 | 3,913,250 | ADDED | 40.42 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.09 | 31,390 | 2,751,960 | ADDED | 0.49 | |
| CCL | CARNIVAL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CME | CME GROUP INC | 3.15 | 471,846 | 99,370,700 | UNCHANGED | 0.00 | |
| COST | COSTCO WHSL CORP NEW | 0.19 | 8,967 | 5,918,940 | ADDED | 10.28 | |
| CPRI | CAPRI HOLDINGS LIMITED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CRM | SALESFORCE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CRWD | CROWDSTRIKE HLDGS INC | 0.00 | 319 | 81,705 | REDUCED | -95.81 | |
| CSCO | CISCO SYS INC | 0.07 | 44,167 | 2,231,320 | REDUCED | -25.01 | |
| DAL | DELTA AIR LINES INC DEL | 0.00 | 150 | 6,095 | REDUCED | -97.08 | |
| DHI | D R HORTON INC | 0.51 | 105,613 | 16,051,100 | ADDED | 2.6 | |
| DIS | DISNEY WALT CO | 0.01 | 2,531 | 228,802 | REDUCED | -53.93 | |
| DOCU | DOCUSIGN INC | 0.02 | 11,884 | 715,417 | REDUCED | -5.23 | |
| DWMF | WISDOMTREE TR | 0.09 | 82,039 | 2,867,260 | REDUCED | -5.64 | |
| EDV | VANGUARD WORLD FD | 0.00 | 1,807 | 153,721 | UNCHANGED | 0.00 | |
| EMGF | ISHARES INC | 0.02 | 13,932 | 704,681 | ADDED | 12.52 | |
| EMGF | ISHARES INC | 0.01 | 3,179 | 203,901 | UNCHANGED | 0.00 | |
| FCX | FREEPORT-MCMORAN INC | 0.00 | 106 | 4,560 | UNCHANGED | 0.00 | |
| FNDA | SCHWAB STRATEGIC TR | 0.09 | 35,725 | 2,719,740 | ADDED | 42.18 | |
| FSLR | FIRST SOLAR INC | 0.30 | 55,569 | 9,573,430 | ADDED | 17.03 | |
| GIS | GENERAL MLS INC | 0.04 | 19,792 | 1,289,250 | REDUCED | -4.3 | |
| GLD | SPDR GOLD TR | 1.63 | 269,696 | 51,557,800 | REDUCED | -0.37 | |
| GOOG | ALPHABET INC | 0.78 | 174,002 | 24,522,100 | ADDED | 3.66 | |
| GOOG | ALPHABET INC | 0.04 | 9,129 | 1,280,160 | REDUCED | -11.36 | |
| GWW | GRAINGER W W INC | 0.38 | 14,499 | 12,015,200 | ADDED | 2.34 | |
| HD | HOME DEPOT INC | 0.13 | 11,505 | 3,987,060 | REDUCED | -13.12 | |
| HRB | BLOCK H & R INC | 0.05 | 20,747 | 1,649,590 | ADDED | 88.56 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.00 | 40.00 | 6,550 | NEW | ||
| INTC | INTEL CORP | 0.00 | 125 | 6,299 | NEW | ||
| INTU | INTUIT | 0.51 | 25,681 | 16,051,400 | ADDED | 5.46 | |
| ISRG | INTUITIVE SURGICAL INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ITW | ILLINOIS TOOL WKS INC | 0.03 | 3,897 | 1,020,780 | REDUCED | -18.03 | |
| JBHT | HUNT J B TRANS SVCS INC | 0.30 | 47,894 | 9,566,350 | REDUCED | -1.18 | |
| JNJ | JOHNSON & JOHNSON | 0.01 | 1,184 | 185,580 | REDUCED | -93.69 | |
| JPM | JPMORGAN CHASE & CO | 0.44 | 81,497 | 13,862,600 | ADDED | 7.3 | |
| KMB | KIMBERLY-CLARK CORP | 0.03 | 6,489 | 788,478 | REDUCED | -22.74 | |
| KO | COCA COLA CO | 0.28 | 151,773 | 8,943,980 | ADDED | 8.37 | |
| MA | MASTERCARD INCORPORATED | 0.01 | 550 | 234,476 | REDUCED | -8.33 | |
| MDLZ | MONDELEZ INTL INC | 0.05 | 20,078 | 1,454,250 | ADDED | 4.7 | |
| META | META PLATFORMS INC | 0.63 | 56,383 | 19,969,200 | REDUCED | -7.05 | |
| MSFT | MICROSOFT CORP | 0.83 | 69,904 | 26,285,200 | ADDED | 3.15 | |
| MU | MICRON TECHNOLOGY INC | 0.04 | 16,275 | 1,399,650 | ADDED | 3,326 | |
| NFLX | NETFLIX INC | 0.01 | 354 | 173,641 | REDUCED | -97.16 | |
| NVDA | NVIDIA CORPORATION | 1.02 | 64,889 | 32,134,300 | ADDED | 0.36 | |
| OKTA | OKTA INC | 0.04 | 12,978 | 1,185,280 | REDUCED | -67.9 | |
| OMC | OMNICOM GROUP INC | 0.03 | 9,244 | 799,698 | REDUCED | -26.78 | |
| PEP | PEPSICO INC | 0.13 | 23,608 | 4,009,580 | ADDED | 15.9 | |
| PFE | PFIZER INC | 0.09 | 99,331 | 2,859,740 | REDUCED | -19.33 | |
| PG | PROCTER AND GAMBLE CO | 0.11 | 23,051 | 3,376,720 | ADDED | 6.6 | |
| PYPL | PAYPAL HLDGS INC | 0.01 | 5,677 | 358,105 | REDUCED | -88.17 | |
| QCOM | QUALCOMM INC | 0.19 | 41,785 | 6,043,360 | REDUCED | -21.47 | |
| QQQ | INVESCO QQQ TR | 0.45 | 34,564 | 14,154,600 | REDUCED | -19.79 | |
| RH | RH | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SHOP | SHOPIFY INC | 0.08 | 31,172 | 2,466,020 | REDUCED | -73.99 | |
| SNAP | SNAP INC | 0.01 | 23,279 | 396,907 | REDUCED | -80.05 | |
| SNOW | SNOWFLAKE INC | 0.01 | 1,446 | 290,979 | REDUCED | -72.92 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.00 | 854 | 53,512 | REDUCED | -19.13 | |
| SPLK | SPLUNK INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SPY | SPDR S&P 500 ETF TR | 1.31 | 87,116 | 41,407,100 | REDUCED | -5.68 | |
| SQ | BLOCK INC | 2.23 | 907,930 | 70,228,400 | UNCHANGED | 0.00 | |
| SYY | SYSCO CORP | 0.03 | 14,394 | 1,052,630 | REDUCED | -42.66 | |
| T | AT&T INC | 0.06 | 119,130 | 1,999,000 | REDUCED | -8.66 | |
| TDOC | TELADOC HEALTH INC | 0.02 | 30,584 | 675,906 | REDUCED | -18.8 | |
| TWLO | TWILIO INC | 0.01 | 3,439 | 265,388 | ADDED | 14.67 | |
| TXN | TEXAS INSTRS INC | 0.10 | 18,507 | 3,154,700 | REDUCED | -15.74 | |
| ULTA | ULTA BEAUTY INC | 0.04 | 2,848 | 1,395,490 | NEW | ||
| UNH | UNITEDHEALTH GROUP INC | 0.56 | 33,807 | 17,798,400 | ADDED | 11.24 | |
| USO | UNITED STS OIL FD LP | 0.00 | 2,215 | 147,630 | NEW | ||
| VAW | VANGUARD WORLD FDS | 0.29 | 18,662 | 9,032,410 | REDUCED | -2.74 | |
| VAW | VANGUARD WORLD FDS | 0.07 | 8,572 | 2,149,000 | REDUCED | -9.75 | |
| VAW | VANGUARD WORLD FDS | 0.03 | 2,836 | 863,704 | ADDED | 2.87 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.01 | 2,325 | 239,196 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.20 | 14,596 | 6,375,530 | REDUCED | -0.05 | |
| VOO | VANGUARD INDEX FDS | 0.02 | 8,620 | 761,663 | REDUCED | -1.02 | |
| VZ | VERIZON COMMUNICATIONS INC | 0.03 | 21,796 | 821,709 | REDUCED | -25.78 | |
| WHR | WHIRLPOOL CORP | 0.03 | 8,294 | 1,009,960 | ADDED | 6.18 | |
| XLB | SELECT SECTOR SPDR TR | 2.20 | 360,000 | 69,292,800 | NEW | ||
| XLB | SELECT SECTOR SPDR TR | 1.64 | 453,000 | 51,637,500 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.93 | 407,063 | 29,320,700 | ADDED | 4.67 | |
| XLB | SELECT SECTOR SPDR TR | 0.50 | 184,122 | 15,749,800 | UNCHANGED | 0.00 | |
| XLB | SELECT SECTOR SPDR TR | 0.18 | 89,658 | 5,678,040 | ADDED | 6.98 | |
| XLB | SELECT SECTOR SPDR TR | 0.03 | 14,797 | 1,075,150 | ADDED | 0.7 | |
| XLB | SELECT SECTOR SPDR TR | 0.00 | 199 | 7,482 | REDUCED | -20.4 | |
| XOM | EXXON MOBIL CORP | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZM | ZOOM VIDEO COMMUNICATIONS IN | 0.01 | 2,400 | 175,416 | ADDED | 1,418 | |
| ZS | ZSCALER INC | 0.10 | 14,383 | 3,228,120 | REDUCED | -69.34 | |
| PIXIE DUST TECHNOLOGIES INC | 0.01 | 56,400 | 393,672 | UNCHANGED | 0.00 |