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
+27.40%
+1.25%
38,591.6
Asset Management
SPY
SPDR S&P 500 ETF Trust
1,742,446
974,706.9
-11.36%
17.850
-1.75%
0.170
+18.96%
+7.02%
639,087.0
 
JEF
Jefferies Financial Group Inc
9,247,081
495,366.1
0%
9.070
0%
4.480
+30.18%
-28.86%
11,352.6
Capital Markets
IWF
iShares Russell 1000 Growth ETF
691,000
249,513.2
0%
4.570
0%
0.260
+26.21%
+7.49%
112,866.7
 
QQQ
INVESCO QQQ Trust
331,104
155,261.3
-69.81%
2.840
-5.26%
0.050
+25.50%
+9.21%
354,957.7
 
CME
CME Group Inc
471,846
125,176.0
0%
2.290
0%
0.130
+6.75%
+20.74%
100,089.8
Capital Markets
GLD
SPDR Gold Shares ETF
429,585
123,780.6
+7.41%
2.270
+0.16%
0.130
+0.41%
+27.51%
102,099.5
 
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
+0.69%
+2.95%
127,627.2
 
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
+1.97%
+3.18%
29,087.4
 
IEF
iShares 7-10 Year Treasury Bond ETF
798,546
76,157.3
+5.97%
1.390
+0.08%
0.220
+0.08%
+3.74%
34,715.2
 

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
$556.89
9.61%
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
$573.09
6.01%
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
$623.48
6.07%
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
$342.39
5.89%
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
$107.77
0.01%
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
$257.84
13.72%
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
$149.86
10.90%
Sold Out
0
-458,000
XLF
Financial Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.79%
●
47.32 ($50.16) 52.19
$51.88
3.42%
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
$109.48
10.84%
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
$310.56
5.07%
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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