Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2024)

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About Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group NYSE: SMFG has filed 13-F forms with the SEC as an investor. Sumitomo Mitsui Financial Group is itself a publicly traded company. For more information on Sumitomo Mitsui Financial Group stock, visit the Sumitomo Mitsui Financial Group stock profile here.

Investment Activity

Sumitomo Mitsui Financial Group has $3.23 billion in total holdings as of March 31, 2024.
Sumitomo Mitsui Financial Group owns shares of 168 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 2.17% of the portfolio was purchased this quarter.
About 7.17% of the portfolio was sold this quarter.
This quarter, Sumitomo Mitsui Financial Group has purchased 159 new stocks and bought additional shares in 47 stocks.
Sumitomo Mitsui Financial Group sold shares of 73 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Ares Management: $1,777,243,125
iShares ESG Aware MSCI USA ETF: $133,424,185
CME Group: $101,583,672
Block: $76,792,719
iShares Core U.S. Aggregate Bond ETF: $73,074,993

Largest New Holdings this Quarter

First Trust TCW Unconstrained Plus Bond ETF: $2,401,477 Holding
iShares 0-3 Month Treasury Bond ETF: $1,598,368 Holding
Salesforce: $1,334,529 Holding
ARM HOLDINGS PLC: $674,946 Holding
Tesla: $638,118 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF: 115,819 shares (about $11.34M)
SPDR Bloomberg Short Term High Yield Bond ETF: 293,973 shares (about $7.41M)
iShares Expanded Tech-Software Sector ETF: 40,929 shares (about $3.49M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 65,162 shares (about $3.34M)
iShares 7-10 Year Treasury Bond ETF: 27,389 shares (about $2.59M)

Largest Sales this Quarter

iShares Semiconductor ETF: 109,703 shares (about $24.78M)
Consumer Staples Select Sector SPDR Fund: 281,129 shares (about $21.47M)
Materials Select Sector SPDR Fund: 183,794 shares (about $17.07M)
Amazon.com: 59,894 shares (about $10.80M)
NVIDIA: 8,332 shares (about $7.53M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ARES Ares Management	$1,777,243,125		0.0%	13,364,740	55.0%	Finance
ESGU iShares ESG Aware MSCI USA ETF	$133,424,185		0.0%	1,160,614	4.1%	Manufacturing
CME CME Group	$101,583,672		0.0%	471,846	3.1%	Finance
SQ Block	$76,792,719		0.0%	907,930	2.4%	Business Services
AGG iShares Core U.S. Aggregate Bond ETF	$73,074,993	$11,343,313 ▲	18.4%	746,120	2.3%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$69,687,234	$1,760,910 ▼	-2.5%	639,802	2.2%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$59,533,283	$2,592,643 ▲	4.6%	628,917	1.8%	ETF
GLD SPDR Gold Shares	$57,500,591	$2,018,730 ▲	3.6%	279,509	1.8%	Finance
NVDA NVIDIA	$51,102,643	$7,528,462 ▼	-12.8%	56,557	1.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$44,270,029	$1,297,737 ▼	-2.8%	84,635	1.4%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$44,013,291	$3,867,067 ▼	-8.1%	566,233	1.4%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$42,286,770	$3,341,507 ▲	8.6%	824,625	1.3%	Manufacturing
MBB iShares MBS ETF	$32,782,853	$678,825 ▲	2.1%	354,716	1.0%	ETF
MSFT Microsoft	$31,409,273	$1,999,261 ▲	6.8%	74,656	1.0%	Computer and Technology
AMZN Amazon.com	$31,396,221	$10,803,680 ▼	-25.6%	174,056	1.0%	Retail/Wholesale
AVGO Broadcom	$30,339,960	$473,171 ▼	-1.5%	22,891	0.9%	Computer and Technology
GOOG Alphabet	$28,207,231	$1,713,686 ▲	6.5%	185,257	0.9%	Computer and Technology
META Meta Platforms	$26,807,415	$571,042 ▼	-2.1%	55,207	0.8%	Computer and Technology
ANET Arista Networks	$26,545,639	$231,114 ▲	0.9%	91,543	0.8%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$23,222,070	$1,997,906 ▼	-7.9%	720,511	0.7%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$21,306,059	$1,457,527 ▼	-6.4%	225,175	0.7%	ETF
BAB Invesco Taxable Municipal Bond ETF	$19,962,255	$445,376 ▼	-2.2%	751,874	0.6%	ETF
UNH UnitedHealth Group	$18,056,550	$1,332,227 ▲	8.0%	36,500	0.6%	Medical
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$17,301,374	$7,413,999 ▲	75.0%	686,018	0.5%	ETF
INTU Intuit	$16,899,350	$206,700 ▲	1.2%	25,999	0.5%	Computer and Technology
DHI D.R. Horton	$16,814,871	$563,748 ▼	-3.2%	102,187	0.5%	Construction
JPM JPMorgan Chase & Co.	$16,574,825	$250,976 ▲	1.5%	82,750	0.5%	Finance
QQQ Invesco QQQ	$15,519,038	$172,276 ▲	1.1%	34,952	0.5%	Finance
GWW W.W. Grainger	$14,610,463	$139,370 ▼	-0.9%	14,362	0.5%	Industrial Products
AMGN Amgen	$12,934,285	$1,013,316 ▲	8.5%	45,492	0.4%	Medical
BLK BlackRock	$12,307,913	$20,009 ▼	-0.2%	14,763	0.4%	Finance
GOVT iShares U.S. Treasury Bond ETF	$11,438,714	$371,265 ▼	-3.1%	502,359	0.4%	ETF
APD Air Products and Chemicals	$11,028,857	$1,381,908 ▲	14.3%	45,523	0.3%	Basic Materials
FSLR First Solar	$10,602,159	$1,222,112 ▲	13.0%	62,809	0.3%	Oils/Energy
BMY Bristol-Myers Squibb	$10,219,860	$559,491 ▲	5.8%	188,454	0.3%	Medical
KO Coca-Cola	$9,912,812	$627,340 ▲	6.8%	162,027	0.3%	Consumer Staples
JBHT J.B. Hunt Transport Services	$9,831,792	$288,913 ▲	3.0%	49,344	0.3%	Transportation
XLP Consumer Staples Select Sector SPDR Fund	$9,616,320	$21,467,010 ▼	-69.1%	125,934	0.3%	ETF
VGT Vanguard Information Technology ETF	$9,282,915	$502,318 ▼	-5.1%	17,704	0.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$9,122,804	$1,184,338 ▲	14.9%	111,553	0.3%	Manufacturing
ADM Archer-Daniels-Midland	$7,643,726	$1,053,701 ▲	16.0%	121,696	0.2%	Consumer Staples
IYR iShares U.S. Real Estate ETF	$7,207,822	$276,263 ▼	-3.7%	80,176	0.2%	ETF
QCOM QUALCOMM	$7,143,952	$69,752 ▲	1.0%	42,197	0.2%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$7,072,791	$2,497,098 ▲	54.6%	63,984	0.2%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$6,823,846	$169,603 ▼	-2.4%	87,228	0.2%	Manufacturing
VOO Vanguard S&P 500 ETF	$6,723,070	$293,227 ▼	-4.2%	13,986	0.2%	ETF
COST Costco Wholesale	$6,316,736	$252,757 ▼	-3.8%	8,622	0.2%	Retail/Wholesale
XLU Utilities Select Sector SPDR Fund	$6,118,580	$232,532 ▲	4.0%	93,200	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$6,115,530	$928 ▲	0.0%	79,104	0.2%	ETF
SOXX iShares Semiconductor ETF	$5,790,556	$24,784,104 ▼	-81.1%	25,631	0.2%	ETF
IYE iShares U.S. Energy ETF	$5,146,294	$345,257 ▼	-6.3%	104,176	0.2%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$4,418,790	$3,490,835 ▲	376.2%	51,809	0.1%	ETF
PEP PepsiCo	$4,299,121	$167,485 ▲	4.1%	24,565	0.1%	Consumer Staples
HD Home Depot	$4,132,139	$281,179 ▼	-6.4%	10,772	0.1%	Retail/Wholesale
TXN Texas Instruments	$4,106,478	$882,374 ▲	27.4%	23,572	0.1%	Computer and Technology
CIBR First Trust Nasdaq Cybersecurity ETF	$4,067,242	$31,353 ▼	-0.8%	72,127	0.1%	Manufacturing
ULTA Ulta Beauty	$3,880,815	$2,391,653 ▲	160.6%	7,422	0.1%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,724,634	$385,804 ▼	-9.4%	46,263	0.1%	ETF
PG Procter & Gamble	$3,619,311	$120,714 ▼	-3.2%	22,307	0.1%	Consumer Staples
AMD Advanced Micro Devices	$3,408,734	$3,469,740 ▼	-50.4%	18,886	0.1%	Computer and Technology
GOOGL Alphabet	$3,241,373	$1,863,533 ▲	135.3%	21,476	0.1%	Computer and Technology
PFE Pfizer	$3,217,085	$460,650 ▲	16.7%	115,931	0.1%	Medical
SCHD Schwab US Dividend Equity ETF	$3,181,095	$300,589 ▲	10.4%	39,453	0.1%	ETF
SDY SPDR S&P Dividend ETF	$3,019,570	$358,810 ▼	-10.6%	23,008	0.1%	ETF
TIP iShares TIPS Bond ETF	$2,982,453	$228,676 ▼	-7.1%	27,767	0.1%	ETF
SKYY First Trust Cloud Computing ETF	$2,705,767	$295,117 ▼	-9.8%	28,303	0.1%	Manufacturing
WCLD WisdomTree Cloud Computing Fund	$2,663,904	$192,694 ▼	-6.7%	76,505	0.1%	Manufacturing
UCON First Trust TCW Unconstrained Plus Bond ETF	$2,401,477	$2,401,477 ▲	New Holding	97,621	0.1%	ETF
ZS Zscaler	$2,308,863	$461,734 ▼	-16.7%	11,986	0.1%	Computer and Technology
SHOP Shopify	$2,305,840	$99,704 ▼	-4.1%	29,880	0.1%	Computer and Technology
VHT Vanguard Health Care ETF	$2,249,644	$69,253 ▼	-3.0%	8,316	0.1%	ETF
CSCO Cisco Systems	$2,141,788	$62,587 ▼	-2.8%	42,913	0.1%	Computer and Technology
CRWD CrowdStrike	$1,996,955	$1,894,687 ▲	1,852.7%	6,229	0.1%	Computer and Technology
T AT&T	$1,866,533	$230,155 ▼	-11.0%	106,053	0.1%	Computer and Technology
PIMCO ETF TR	$1,796,598	$2,297 ▼	-0.1%	19,558	0.1%	ACTIVE BD ETF
IEI iShares 3-7 Year Treasury Bond ETF	$1,793,781	$1,721,747 ▲	2,390.2%	15,489	0.1%	ETF
REET iShares Global REIT ETF	$1,699,892	$31,423 ▼	-1.8%	71,786	0.1%	ETF
PYPL PayPal	$1,695,316	$1,315,014 ▲	345.8%	25,307	0.1%	Computer and Technology
GIS General Mills	$1,634,219	$249,373 ▲	18.0%	23,356	0.1%	Consumer Staples
SGOV iShares 0-3 Month Treasury Bond ETF	$1,598,368	$1,598,368 ▲	New Holding	15,871	0.0%	ETF
NVIDIA CORPORATION	$1,575,886	$143,262 ▼	-8.3%	4,180	0.0%	Call
AAPL Apple	$1,552,237	$1,531,316 ▲	7,319.7%	9,052	0.0%	Computer and Technology
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$1,528,604	$207,676 ▲	15.7%	17,047	0.0%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,437,759	$156,885 ▲	12.2%	34,999	0.0%	Finance
BK Bank of New York Mellon	$1,423,099	$273,868 ▼	-16.1%	24,698	0.0%	Finance
MDLZ Mondelez International	$1,416,310	$10,850 ▲	0.8%	20,233	0.0%	Consumer Staples
PAVE Global X U.S. Infrastructure Development ETF	$1,359,585	$57,268 ▼	-4.0%	34,139	0.0%	ETF
IHI iShares U.S. Medical Devices ETF	$1,341,125	$50,622 ▼	-3.6%	22,890	0.0%	ETF
XBI SPDR S&P Biotech ETF	$1,338,418	$105,467 ▼	-7.3%	14,099	0.0%	ETF
CRM Salesforce	$1,334,529	$1,334,529 ▲	New Holding	4,431	0.0%	Computer and Technology
HRB H&R Block	$1,230,977	$523,804 ▼	-29.9%	14,554	0.0%	Consumer Discretionary
SYY Sysco	$1,222,165	$53,660 ▲	4.6%	15,055	0.0%	Consumer Staples
XLC Communication Services Select Sector SPDR Fund	$1,102,818	$105,505 ▼	-8.7%	13,505	0.0%	ETF
IBB iShares Biotechnology ETF	$1,088,292	$187,443 ▼	-14.7%	7,931	0.0%	Finance
INDA iShares MSCI India ETF	$1,047,638	$205,070 ▼	-16.4%	20,307	0.0%	ETF
DVY iShares Select Dividend ETF	$971,767	$68,488 ▼	-6.6%	7,889	0.0%	ETF
OKTA Okta	$923,899	$433,859 ▼	-32.0%	8,831	0.0%	Computer and Technology
ITW Illinois Tool Works	$904,540	$141,142 ▼	-13.5%	3,371	0.0%	Industrial Products
VCR Vanguard Consumer Discretionary ETF	$787,653	$113,430 ▼	-12.6%	2,479	0.0%	ETF
VZ Verizon Communications	$786,498	$128,062 ▼	-14.0%	18,744	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2024)

About Sumitomo Mitsui Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2024)

About Sumitomo Mitsui Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSumitomo Mitsui Financial Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information