SM

SUMITOMO MITSUI FINANCIAL GROUP, INC.

13F
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Last update 2025-05-14 179 Stocks (21 new)
Value $5.46 Bil Turnover 3 %
Countries:
Top Holdings: ARES(35.89%)SPY(17.85%)JEF(9.07%)IWF(4.57%)QQQ(2.84%)
Summary Stock Picks Current Portfolio
SUMITOMO MITSUI FINANCIAL GROU... Top Holdings of 2025-03-31 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
1,959,404.5
0%
35.890
0%
6.120
+37.20%
+2.00%
38,877.8
Asset Management
SPY
SPDR S&P 500 ETF Trust
1,742,446
974,706.9
-11.36%
17.850
-1.75%
0.170
+16.86%
+7.34%
643,153.0
 
JEF
Jefferies Financial Group Inc
9,247,081
495,366.1
0%
9.070
0%
4.480
+19.66%
-26.40%
11,745.1
Capital Markets
IWF
iShares Russell 1000 Growth ETF
691,000
249,513.2
0%
4.570
0%
0.260
+23.74%
+6.86%
112,698.5
 
QQQ
INVESCO QQQ Trust
331,104
155,261.3
-69.81%
2.840
-5.26%
0.050
+23.56%
+9.08%
357,232.3
 
CME
CME Group Inc
471,846
125,176.0
0%
2.290
0%
0.130
+3.58%
+20.29%
99,711.4
Capital Markets
GLD
SPDR Gold Shares ETF
429,585
123,780.6
+7.41%
2.270
+0.16%
0.130
+7.23%
+26.85%
102,309.8
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
1,132,463
112,023.2
+8.12%
2.050
+0.15%
0.090
+0.07%
+3.61%
128,257.8
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
747,022
81,193.8
-56.54%
1.490
-1.39%
0.270
+1.29%
+4.41%
30,001.9
 
IEF
iShares 7-10 Year Treasury Bond ETF
798,546
76,157.3
+5.97%
1.390
+0.08%
0.220
-0.63%
+4.46%
34,664.5
 

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
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-5.26%
●
468.34 ($508.07) 539.52
$556.22
9.48%
Reduce -69.81%
331,104
-765,757
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-5.18%
●
507.05 ($540.58) 563.67
$575.22
6.41%
Reduce -97.67%
17,136
-718,953
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-1.75%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Reduce -11.36%
1,742,446
-223,312
IWB
iShares Russell 1000 ETF
2025-03-31
Sold Out
Sold Out
-1.72%
●
302.31 ($323.34) 337.54
$343.73
6.31%
Sold Out
0
-400,000
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Reduce
Reduce
-1.39%
●
105.1 ($107.75) 109.61
$109.06
1.22%
Reduce -56.54%
747,022
-971,779
XLK
Technology Select Sector SPDR ETF
2025-03-31
Sold Out
Sold Out
-0.95%
●
206.38 ($226.74) 242.18
$256.96
13.33%
Sold Out
0
-305,000
XLI
Industrial Select Sector SPDR
2025-03-31
Sold Out
Sold Out
-0.80%
●
128.78 ($135.13) 141.67
$149.42
10.58%
Sold Out
0
-458,000
XLF
Financial Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.79%
●
47.32 ($50.16) 52.19
$53.19
6.04%
Reduce -99.94%
720
-1,231,267
IGV
iShares Expanded Tech-Software Sector ETF
iShares Expanded Tech-Software Sector ETF
2025-03-31
Reduce
Reduce
-0.66%
●
88.3 ($98.77) 107.83
$111.27
12.66%
Reduce -86.24%
77,707
-487,153
AXP
American Express Co
2025-03-31
New Buy
New Buy
+0.29%
●
255.39 ($295.58) 325.87
$328.13
11.01%
New holding
57,950
57,950

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 2025-03-31

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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