SUMITOMO MITSUI FINANCIAL GROUP, INC. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
1-2, MARUNOUCHI 1-CHOME TOKYO, M0 100-0005
As of the latest 13F report, the guru’s equity portfolio contained 193 stocks valued at a total of $3.55Bil. The top holdings were ARES(21.40%), SPY(16.04%), and JEF(8.17%).
According to GuruFocus data, these were SUMITOMO MITSUI FINANCIAL GROUP, INC.’s top five trades of the quarter.
S&P 500 ETF TRUST ETF
During the quarter, SUMITOMO MITSUI FINANCIAL GROUP, INC. bought 1,405,931 shares of ARCA:SPY for a total holding of 1,510,214. The trade had a 14.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $408.8.
On 08/09/2022, S&P 500 ETF TRUST ETF traded for a price of $412.5483 per share and a market cap of $371.52Bil. The stock has returned -5.45% over the past year.
GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 18.56, a price-book ratio of 3.58, a price-earnings-to-growth (PEG) ratio of 2.21, a EV-to-Ebitda ratio of 14.59 and a price-sales ratio of 2.88.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.
PowerShares QQQ Trust Ser 1
During the quarter, SUMITOMO MITSUI FINANCIAL GROUP, INC. bought 787,080 shares of NAS:QQQ for a total holding of 838,424. The trade had a 6.21% impact on the equity portfolio. During the quarter, the stock traded for an average price of $310.63.
On 08/09/2022, PowerShares QQQ Trust Ser 1 traded for a price of $317.665 per share and a market cap of $174.23Bil. The stock has returned -13.39% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, PowerShares QQQ Trust Ser 1 has a price-earnings ratio of 24.76 and a price-book ratio of 6.54.
iShares MSCI USA ESG Optimized ETF
The guru established a new position worth 885,000 shares in NAS:ESGU, giving the stock a 2.09% weight in the equity portfolio. Shares traded for an average price of $91.29 during the quarter.
On 08/09/2022, iShares MSCI USA ESG Optimized ETF traded for a price of $92.08 per share and a market cap of $23.14Bil. The stock has returned -8.07% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares MSCI USA ESG Optimized ETF has a price-earnings ratio of 18.69 and a price-book ratio of 3.72.
Health Care Select Sector SPDR
The guru established a new position worth 463,000 shares in ARCA:XLV, giving the stock a 1.67% weight in the equity portfolio. Shares traded for an average price of $130.69 during the quarter.
On 08/09/2022, Health Care Select Sector SPDR traded for a price of $132.36 per share and a market cap of $39.99Bil. The stock has returned 0.33% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Health Care Select Sector SPDR has a price-earnings ratio of 21.73 and a price-book ratio of 4.66.
Technology Select Sector SPDR ETF
The guru sold out of their 262,000-share investment in ARCA:XLK. Previously, the stock had a 1.22% weight in the equity portfolio. Shares traded for an average price of $139.3 during the quarter.
On 08/09/2022, Technology Select Sector SPDR ETF traded for a price of $144.39 per share and a market cap of $44.42Bil. The stock has returned -5.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Technology Select Sector SPDR ETF has a price-earnings ratio of 22.98 and a price-book ratio of 7.57.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
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