Sumitomo Mitsui Financial Group, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sumitomo Mitsui Financial Group, Inc.

CIK Number: 0001022837

6.14B
Market Value
168
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ARES Ares Management...
150.62
-2.28% 13.36M 0.00% 2.31B 33.95 37.70% Share
2 SPY SPDR S&P 500 ET...
669.16
+0.11% 1.14M -34.5% 705.12M 571.57 11.48% Share
3 JEF Jefferies Finan...
63.06
-0.68% 9.25M 0.00% 505.72M 61.55 8.24% Share
4 LQD iShares iBoxx $...
111.69
+0.16% 4.42M +492.21% 484.91M 109.47 7.90% Share
5 QQQ Invesco QQQ Tru...
605.72
+0.41% 325.41K -1.72% 179.51M 504.16 2.92% Share
6 GLD SPDR Gold Share...
354.76
-0.36% 477.87K +11.24% 145.67M 208.61 2.37% Share
7 XLK Technology Sele...
286.24
+0.57% 550K +100.00% 139.28M 253.23 2.27% Share
8 CME CME Group Inc.
265.43
-0.15% 471.85K 0.00% 130.05M 118.8 2.12% Share
9 AGG iShares Core U....
100.29
+0.11% 1.2M +6.15% 119.25M 99.28 1.94% Share
10 NVDA NVIDIA Corporat...
188.89
+0.88% 494.07K -4.12% 78.06M 20.81 1.27% Share
11 IEF iShares 7-10 Ye...
96.59
+0.10% 814.13K +1.95% 77.97M 100.72 1.27% Share
12 AVGO Broadcom Inc.
338.18
+1.44% 251.42K -5.96% 69.3M 60.61 1.13% Share
13 XYZ Block, Inc.
76.80
+4.63% 907.95K +0.00% 61.68M 66.64 1.00% Share
14 META Meta Platforms,...
727.05
+1.35% 72.53K +2.80% 53.54M 274.08 0.87% Share
15 HYG iShares iBoxx $...
80.92
-0.05% 651.55K -0.08% 52.55M 84.96 0.86% Share
16 SJNK SPDR Bloomberg ...
25.48
-0.06% 2.02M +5.59% 51.56M 25.26 0.84% Share
17 MSFT Microsoft Corpo...
515.74
-0.76% 101.82K -2.47% 50.65M 276.14 0.82% Share
18 EWY iShares MSCI So...
83.54
+2.01% 680K +100.00% 48.81M 71.78 0.80% Share
19 ANET Arista Networks...
144.47
-3.22% 470.75K +1.87% 48.16M 105.79 0.78% Share
20 IGSB iShares 1-5 Yea...
52.95
+0.02% 900.64K +4.53% 47.52M 53.44 0.77% Share
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