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
+17.49%
-0.74%
37,833.5
Asset Management
SPY
SPDR S&P 500 ETF Trust
1,742,446
974,706.9
-11.36%
17.850
-1.75%
0.170
+8.76%
+5.55%
622,277.9
 
JEF
Jefferies Financial Group Inc
9,247,081
495,366.1
0%
9.070
0%
4.480
+3.36%
-27.94%
11,499.7
Capital Markets
IWF
iShares Russell 1000 Growth ETF
691,000
249,513.2
0%
4.570
0%
0.260
+14.06%
+5.22%
110,949.9
 
QQQ
INVESCO QQQ Trust
331,104
155,261.3
-69.81%
2.840
-5.26%
0.050
+13.93%
+7.49%
350,448.7
 
CME
CME Group Inc
471,846
125,176.0
0%
2.290
0%
0.130
+5.41%
+19.44%
99,012.3
Capital Markets
GLD
SPDR Gold Shares ETF
429,585
123,780.6
+7.41%
2.270
+0.16%
0.130
+6.83%
+24.40%
99,854.8
 
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
+1.65%
+3.63%
127,926.6
 
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
+2.27%
+3.98%
28,113.2
 
IEF
iShares 7-10 Year Treasury Bond ETF
798,546
76,157.3
+5.97%
1.390
+0.08%
0.220
+2.11%
+4.83%
34,761.9
 

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
$548.09
7.88%
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
$566.95
4.88%
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
$614.91
4.62%
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
$337.47
4.37%
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
$109.01
1.17%
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
$250.77
10.60%
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
$146.79
8.63%
Sold Out
0
-458,000
XLF
Financial Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.79%
●
47.32 ($50.16) 52.19
$51.94
3.55%
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
$107.78
9.12%
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
$317.19
7.31%
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

Discussions on SUMITOMO MITSUI FINANCIAL GROUP, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.