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

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 $3.88 billion in total holdings as of September 30, 2024.
  • Sumitomo Mitsui Financial Group owns shares of 168 different stocks, but just 15 companies or ETFs make up 80% of its holdings.
  • Approximately 5.86% of the portfolio was purchased this quarter.
  • About 1.27% of the portfolio was sold this quarter.
  • This quarter, Sumitomo Mitsui Financial Group has purchased 180 new stocks and bought additional shares in 74 stocks.
  • Sumitomo Mitsui Financial Group sold shares of 59 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

Ares Management
$2,082,761,082
CME Group
$104,112,765
SPDR Gold Shares
$89,175,068

Largest New Holdings this Quarter

Tesla
$1,666,944 Holding
TESLA INC
$460,750 Holding
ARM HOLDINGS PLC
$380,983 Holding
TESLA INC
$289,443 Holding

Largest Purchases this Quarter

Technology Select Sector SPDR Fund
305,000 shares (about $68.86M)
Broadcom
225,759 shares (about $38.94M)
SPDR S&P 500 ETF Trust
33,880 shares (about $19.44M)
SPDR Gold Shares
52,265 shares (about $12.70M)
SPDR Bloomberg Short Term High Yield Bond ETF
398,297 shares (about $10.26M)

Largest Sales this Quarter

Alphabet
14,040 shares (about $2.30M)
Freeport-McMoRan
19,706 shares (about $1.01M)
PayPal
10,974 shares (about $854.66K)
iShares 0-3 Month Treasury Bond ETF
7,959 shares (about $801.63K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSumitomo Mitsui Financial Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Ares Management Co. stock logo
ARES
Ares Management
$2,082,761,0820.0%13,364,74053.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$217,274,306$19,438,989 9.8%378,6855.6%Finance
CME Group Inc. stock logo
CME
CME Group
$104,112,7650.0%471,8462.7%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$96,836,906$6,607,969 7.3%956,2252.5%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$89,175,068$12,703,531 16.6%366,8852.3%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$75,359,016$17,418,805 -18.8%667,0121.9%Finance
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$69,879,887$1,947,093 2.9%712,1881.8%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$68,856,800$68,856,800 New Holding305,0001.8%ETF
Block, Inc. stock logo
SQ
Block
$60,949,3410.0%907,9301.6%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$60,288,111$247,008 -0.4%496,4461.6%Computer and Technology
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$49,302,273$2,152,763 4.6%613,9761.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$44,399,489$9,847 0.0%843,1351.1%Manufacturing
Broadcom Inc. stock logo
AVGO
Broadcom
$43,200,728$38,943,428 914.7%250,4391.1%Computer and Technology
Arista Networks, Inc. stock logo
ANET
Arista Networks
$39,066,735$1,675,758 4.5%101,7841.0%Computer and Technology
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$36,940,408$926,770 2.6%385,5591.0%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$36,545,670$1,549,935 4.4%84,9310.9%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$35,837,845$3,351,156 10.3%214,3540.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$35,667,835$1,452,793 4.2%62,3110.9%Computer and Technology
SPDR Bloomberg Short Term High Yield Bond ETF stock logo
SJNK
SPDR Bloomberg Short Term High Yield Bond ETF
$35,637,640$10,256,148 40.4%1,383,9860.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$31,123,632$2,982,771 10.6%167,0350.8%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$27,755,565$6,318,554 29.5%56,8680.7%Finance
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$27,328,894$1,106,176 4.2%278,5820.7%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$24,726,144$996,402 4.2%744,0910.6%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$24,384,079$784,056 3.3%41,7050.6%Medical
First Solar, Inc. stock logo
FSLR
First Solar
$21,959,949$3,436,285 18.6%88,0370.6%Oils/Energy
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$20,994,048$640,987 3.1%110,0490.5%Construction
Invesco Taxable Municipal Bond ETF stock logo
BAB
Invesco Taxable Municipal Bond ETF
$20,529,449$678,470 -3.2%744,6300.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$20,017,151$1,169,219 6.2%94,9310.5%Finance
Intuit Inc. stock logo
INTU
Intuit
$19,727,307$2,209,518 12.6%31,7670.5%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$17,342,933$1,313,056 8.2%16,6950.4%Industrial Products
Amgen Inc. stock logo
AMGN
Amgen
$16,830,317$1,150,612 7.3%52,2340.4%Medical
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$16,204,500$1,571,472 10.7%54,4250.4%Basic Materials
BlackRock, Inc. stock logo
BLK
BlackRock
$15,961,263$1,075,795 7.2%16,8100.4%Finance
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$15,224,104$1,897,896 14.2%649,3540.4%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$14,092,536$1,348,812 10.6%196,1110.4%Consumer Staples
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$12,829,606$1,661,216 14.9%247,9630.3%Medical
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$11,659,517$434,223 -3.6%105,3920.3%ETF
J.B. Hunt Transport Services, Inc. stock logo
JBHT
J.B. Hunt Transport Services
$10,948,814$1,407,764 14.8%63,5340.3%Transportation
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$10,149,002$831,055 8.9%99,6270.3%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$10,131,644$440,979 -4.2%122,0680.3%ETF
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$9,974,967$1,767,288 21.5%166,9730.3%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$9,480,968$1,793,687 23.3%55,7540.2%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$9,264,670$270,972 -2.8%15,7960.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$9,249,578$8,986,837 3,420.4%77,2730.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,537,173$924,478 12.1%16,1790.2%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$8,436,316$50,306 0.6%101,4590.2%Manufacturing
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$7,426,348$461,335 -5.8%91,9330.2%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$7,189,667$82,692 -1.1%88,5100.2%Manufacturing
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$7,107,375$568,568 8.7%89,4910.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$6,627,579$374,995 -5.4%7,4760.2%Retail/Wholesale
SOXX
iShares Semiconductor ETF
$5,357,297$206,609 -3.7%23,2330.1%ETF
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$5,234,831$40,468 -0.8%13,4530.1%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$5,034,317$173,312 3.6%24,3710.1%Computer and Technology
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$5,026,554$419,881 9.1%84,8650.1%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$4,872,530$41,330 -0.8%12,0250.1%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,508,536$142,672 -3.1%26,5130.1%Consumer Staples
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$4,360,369$319,337 -6.8%48,8010.1%ETF
iShares U.S. Energy ETF stock logo
IYE
iShares U.S. Energy ETF
$4,330,149$612,059 -12.4%93,4430.1%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$4,113,145$224,596 5.8%48,6590.1%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,062,378$79,311 2.0%48,5060.1%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$3,685,500$444,200 13.7%33,3620.1%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$3,565,900$33,744 1.0%123,2170.1%Medical
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$3,528,586$1,248,317 54.7%29,5020.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$3,431,630$484,097 -12.4%19,8130.1%Consumer Staples
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$3,098,461$1,142,857 58.4%52,9380.1%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$3,005,626$125,473 -4.0%29,3920.1%Manufacturing
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$2,874,748$217,321 -7.0%20,2390.1%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$2,502,001$196,705 8.5%93,7430.1%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$2,495,137$801,631 -24.3%24,7730.1%ETF
Ralph Lauren Co. stock logo
RL
Ralph Lauren
$2,258,779$153,739 7.3%11,6510.1%Consumer Discretionary
WisdomTree Cloud Computing Fund stock logo
WCLD
WisdomTree Cloud Computing Fund
$2,209,235$115,759 -5.0%69,1250.1%Manufacturing
AT&T Inc. stock logo
T
AT&T
$2,160,136$6,050 -0.3%98,1880.1%Computer and Technology
First Trust TCW Unconstrained Plus Bond ETF stock logo
UCON
First Trust TCW Unconstrained Plus Bond ETF
$2,128,662$325,685 -13.3%84,7060.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,075,474$585 0.0%38,9980.1%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,001,881$150,696 8.1%43,6520.1%Finance
General Mills, Inc. stock logo
GIS
General Mills
$1,775,945$30,500 -1.7%24,0480.0%Consumer Staples
Sysco Co. stock logo
SYY
Sysco
$1,764,702$295,691 20.1%22,6070.0%Consumer Staples
PIMCO ETF TR
$1,747,447$8,988 -0.5%18,4700.0%ACTIVE BD ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,730,750$235,640 15.8%16,1000.0%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,666,944$1,666,944 New Holding6,4000.0%Auto/Tires/Trucks
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,615,877$387,178 -19.3%5,7260.0%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$1,433,178$38,368 -2.6%15,3150.0%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,417,484$194,710 -12.1%19,2410.0%Consumer Staples
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$1,398,599$15,516 1.1%23,6170.0%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,313,631$53,989 -3.9%31,9230.0%ETF
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$1,283,204$287,440 -18.3%17,8570.0%Finance
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$1,214,127$95,964 -7.3%12,2850.0%ETF
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$1,187,010$1,015,430 591.8%17,0670.0%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$1,069,866$123,431 13.0%10,9820.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,030,337$98,286 10.5%17,9470.0%ETF
IBB
iShares Biotechnology ETF
$1,023,859$73,819 -6.7%7,0320.0%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,003,570$14,588 -1.4%7,4300.0%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$974,783$129,453 -11.7%10,7830.0%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$826,075$4,985 0.6%18,3940.0%Computer and Technology
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$777,844$26,998 3.6%19,5340.0%ETF
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$777,596$3,205 0.4%7,5210.0%Business Services
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$742,587$65,032 -8.1%2,1810.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$725,643$2,301,859 -76.0%4,4260.0%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$699,203$66,304 -8.7%2,6680.0%Industrial Products
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$677,964$12,663 -1.8%4,7650.0%Consumer Staples

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