13F COMBINATION REPORT
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0000950123-23-009565
Total Value
$3.11B
Positions
185
Other Managers
4
Confidential Omitted
No
Holdings (185)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $1.37B | 44.27% |
| 2 | ISHARES TR | 464287226 | 2,540,000 | $238.9M | 7.69% |
| 3 | ISHARES TR | 464287242 | 1,400,764 | $142.9M | 4.60% |
| 4 | ISHARES TR | 46435G425 | 1,067,000 | $100.2M | 3.23% |
| 5 | CME GROUP INC | CME | 471,846 | $94.5M | 3.04% |
| 6 | ISHARES TR | 464287242 | 643,817 | $65.7M | 2.12% |
| 7 | ISHARES TR | 464287523 | 126,070 | $59.7M | 1.92% |
| 8 | ISHARES TR | 464287226 | 563,119 | $53.0M | 1.71% |
| 9 | ISHARES TR | 464287440 | 547,294 | $50.1M | 1.61% |
| 10 | ISHARES TR | 464288646 | 981,735 | $48.9M | 1.58% |
| 11 | SPDR GOLD TR | GLD | 270,690 | $46.4M | 1.49% |
| 12 | SELECT SECTOR SPDR TR | 81369Y704 | 453,000 | $45.9M | 1.48% |
| 13 | ISHARES TR | 464288513 | 604,506 | $44.6M | 1.44% |
| 14 | BLOCK INC | BSQKZ | 907,930 | $40.2M | 1.29% |
| 15 | SPDR S&P 500 ETF TR | SPY | 92,362 | $39.5M | 1.27% |
| 16 | ISHARES TR | 464288588 | 326,285 | $29.0M | 0.93% |
| 17 | NVIDIA CORPORATION | NVDA | 61,271 | $26.7M | 0.86% |
| 18 | ISHARES TR | 464288687 | 795,741 | $24.0M | 0.77% |
| 19 | ALPHABET INC | GOOG | 167,754 | $22.1M | 0.71% |
| 20 | AMAZON COM INC | AMZN | 159,998 | $20.2M | 0.65% |
| 21 | MICROSOFT CORP | MSFT | 62,129 | $19.6M | 0.63% |
| 22 | SELECT SECTOR SPDR TR | 81369Y308 | 280,000 | $19.3M | 0.62% |
| 23 | INVESCO EXCH TRADED FD TR II | IVZ | 755,191 | $19.1M | 0.62% |
| 24 | BROADCOM INC | AVGO | 22,481 | $18.7M | 0.60% |
| 25 | ISHARES TR | 464287432 | 189,744 | $16.8M | 0.54% |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 163,063 | $16.8M | 0.54% |
| 27 | AMAZON COM INC | AMZN | 129,492 | $16.5M | 0.53% |
| 28 | APPLE INC | AAPL | 94,999 | $16.3M | 0.52% |
| 29 | INVESCO QQQ TR | IVZ | 43,092 | $15.4M | 0.50% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 30,392 | $15.3M | 0.49% |
| 31 | SELECT SECTOR SPDR TR | 81369Y100 | 183,000 | $14.4M | 0.46% |
| 32 | META PLATFORMS INC | META | 42,132 | $12.6M | 0.41% |
| 33 | INTUIT | INTU | 24,351 | $12.4M | 0.40% |
| 34 | AMGEN INC | AMGN | 41,652 | $11.2M | 0.36% |
| 35 | D R HORTON INC | 23331A109 | 102,934 | $11.1M | 0.36% |
| 36 | JPMORGAN CHASE & CO | VYLD | 75,956 | $11.0M | 0.35% |
| 37 | AIR PRODS & CHEMS INC | AIIR | 36,647 | $10.4M | 0.33% |
| 38 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 170,520 | $9.9M | 0.32% |
| 39 | GRAINGER W W INC | 384802104 | 14,167 | $9.8M | 0.32% |
| 40 | ISHARES TR | 46429B267 | 418,149 | $9.2M | 0.30% |
| 41 | BLACKROCK INC | BLK | 14,202 | $9.2M | 0.30% |
| 42 | HUNT J B TRANS SVCS INC | 445658107 | 48,464 | $9.1M | 0.29% |
| 43 | SPDR SER TR | 78468R408 | 337,296 | $8.3M | 0.27% |
| 44 | VANGUARD WORLD FDS | 92204A702 | 19,187 | $8.0M | 0.26% |
| 45 | ISHARES TR | 464287457 | 97,562 | $7.9M | 0.25% |
| 46 | COCA COLA CO | KO | 140,051 | $7.8M | 0.25% |
| 47 | FIRST SOLAR INC | FSLR | 47,483 | $7.7M | 0.25% |
| 48 | SELECT SECTOR SPDR TR | 81369Y308 | 108,916 | $7.5M | 0.24% |
| 49 | ARCHER DANIELS MIDLAND CO | ADM | 98,753 | $7.4M | 0.24% |
| 50 | ZSCALER INC | ZS | 46,911 | $7.1M | 0.23% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C409 | 87,407 | $6.6M | 0.21% |
| 52 | SHOPIFY INC | SHOP | 119,859 | $6.4M | 0.21% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C813 | 88,280 | $6.3M | 0.20% |
| 54 | QUALCOMM INC | QCOM | 53,208 | $5.9M | 0.19% |
| 55 | VANGUARD INDEX FDS | 922908363 | 14,604 | $5.7M | 0.18% |
| 56 | ISHARES TR | 464287739 | 73,164 | $5.7M | 0.18% |
| 57 | META PLATFORMS INC | META | 18,525 | $5.6M | 0.18% |
| 58 | ISHARES TR | 464287796 | 108,861 | $5.2M | 0.17% |
| 59 | SELECT SECTOR SPDR TR | 81369Y886 | 83,806 | $4.9M | 0.16% |
| 60 | NETFLIX INC | NFLX | 12,460 | $4.7M | 0.15% |
| 61 | COSTCO WHSL CORP NEW | 22160K105 | 8,071 | $4.6M | 0.15% |
| 62 | ISHARES TR | 464287523 | 8,929 | $4.2M | 0.14% |
| 63 | PFIZER INC | PFE | 123,125 | $4.1M | 0.13% |
| 64 | HOME DEPOT INC | HD | 13,242 | $4.0M | 0.13% |
| 65 | VANGUARD SCOTTSDALE FDS | 92206C870 | 50,772 | $3.9M | 0.12% |
| 66 | ISHARES TR | 464287515 | 10,302 | $3.5M | 0.11% |
| 67 | TEXAS INSTRS INC | 882508104 | 21,963 | $3.5M | 0.11% |
| 68 | PEPSICO INC | PEP | 20,370 | $3.5M | 0.11% |
| 69 | OKTA INC | OKTA | 40,429 | $3.3M | 0.11% |
| 70 | ISHARES TR | 464287176 | 31,252 | $3.2M | 0.10% |
| 71 | CISCO SYS INC | CSCO | 58,895 | $3.2M | 0.10% |
| 72 | SPDR SER TR | 78464A763 | 26,347 | $3.0M | 0.10% |
| 73 | PROCTER AND GAMBLE CO | 742718109 | 20,175 | $2.9M | 0.09% |
| 74 | JOHNSON & JOHNSON | JNJ | 18,751 | $2.9M | 0.09% |
| 75 | PAYPAL HLDGS INC | PYPL | 47,991 | $2.8M | 0.09% |
| 76 | WISDOMTREE TR | WT | 86,942 | $2.6M | 0.08% |
| 77 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 31,236 | $2.4M | 0.08% |
| 78 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 51,761 | $2.4M | 0.08% |
| 79 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 53,136 | $2.3M | 0.07% |
| 80 | VANGUARD WORLD FDS | 92204A504 | 9,498 | $2.2M | 0.07% |
| 81 | AT&T INC | T-PC | 130,431 | $2.0M | 0.06% |
| 82 | PIMCO ETF TR | 72201R775 | 21,178 | $1.9M | 0.06% |
| 83 | ISHARES TR | 464287556 | 15,029 | $1.8M | 0.06% |
| 84 | ISHARES TR | 464288679 | 16,217 | $1.8M | 0.06% |
| 85 | SCHWAB STRATEGIC TR | 808524797 | 25,127 | $1.8M | 0.06% |
| 86 | MICROSOFT CORP | MSFT | 5,638 | $1.8M | 0.06% |
| 87 | SPDR SER TR | 78464A870 | 23,462 | $1.7M | 0.06% |
| 88 | SYSCO CORP | SYY | 25,104 | $1.7M | 0.05% |
| 89 | BANK NEW YORK MELLON CORP | 064058100 | 37,284 | $1.6M | 0.05% |
| 90 | NVIDIA CORPORATION | NVDA | 3,388 | $1.5M | 0.05% |
| 91 | ISHARES TR | 46434V647 | 64,400 | $1.4M | 0.04% |
| 92 | ALPHABET INC | GOOG | 10,299 | $1.4M | 0.04% |
| 93 | MONDELEZ INTL INC | 609207105 | 19,176 | $1.3M | 0.04% |
| 94 | GENERAL MLS INC | 370334104 | 20,681 | $1.3M | 0.04% |
| 95 | ISHARES TR | 464287234 | 34,757 | $1.3M | 0.04% |
| 96 | CROWDSTRIKE HLDGS INC | CRWD | 7,609 | $1.3M | 0.04% |
| 97 | GLOBAL X FDS | 37954Y673 | 37,903 | $1.2M | 0.04% |
| 98 | ISHARES TR | 464288281 | 13,896 | $1.1M | 0.04% |
| 99 | ISHARES TR | 464288810 | 23,366 | $1.1M | 0.04% |
| 100 | ILLINOIS TOOL WKS INC | 452308109 | 4,754 | $1.1M | 0.04% |
| 101 | SALESFORCE INC | CRM | 5,313 | $1.1M | 0.03% |
| 102 | WHIRLPOOL CORP | WHR-PA | 7,811 | $1.0M | 0.03% |
| 103 | KIMBERLY-CLARK CORP | KMB | 8,399 | $1.0M | 0.03% |
| 104 | SNAP INC | SNAP | 116,658 | $998,592 | 0.03% |
| 105 | SELECT SECTOR SPDR TR | 81369Y852 | 14,694 | $963,486 | 0.03% |
| 106 | VERIZON COMMUNICATIONS INC | VZ | 29,368 | $951,817 | 0.03% |
| 107 | ISHARES TR | 464287168 | 8,783 | $945,402 | 0.03% |
| 108 | OMNICOM GROUP INC | OMC | 12,625 | $940,310 | 0.03% |
| 109 | ISHARES TR | 46429B598 | 20,301 | $897,710 | 0.03% |
| 110 | PROSHARES TR | 74347B425 | 59,544 | $861,602 | 0.03% |
| 111 | SNOWFLAKE INC | SNOW | 5,340 | $806,981 | 0.03% |
| 112 | VANGUARD WORLD FDS | 92204A108 | 2,757 | $742,653 | 0.02% |
| 113 | TELADOC HEALTH INC | TDOC | 37,664 | $697,914 | 0.02% |
| 114 | VANGUARD INDEX FDS | 922908553 | 8,709 | $659,097 | 0.02% |
| 115 | CARNIVAL CORP | CUKPF | 44,092 | $636,688 | 0.02% |
| 116 | VANECK ETF TRUST | 92189F106 | 23,068 | $620,760 | 0.02% |
| 117 | ISHARES INC | 46434G103 | 12,382 | $589,259 | 0.02% |
| 118 | DOCUSIGN INC | DOCU | 12,540 | $526,805 | 0.02% |
| 119 | PIXIE DUST TECHNOLOGIES INC | 72582J103 | 56,400 | $494,064 | 0.02% |
| 120 | BLOCK H & R INC | BSQKZ | 11,003 | $487,983 | 0.02% |
| 121 | DISNEY WALT CO | 254687106 | 5,494 | $440,234 | 0.01% |
| 122 | ISHARES TR | 464288851 | 3,827 | $373,247 | 0.01% |
| 123 | ZSCALER INC | ZS | 69,789 | $372,931 | 0.01% |
| 124 | APPLE INC | AAPL | 1,559 | $266,106 | 0.01% |
| 125 | NVIDIA CORPORATION | NVDA | 3,189 | $254,402 | 0.01% |
| 126 | MASTERCARD INCORPORATED | MA | 600 | $239,664 | 0.01% |
| 127 | GLOBAL X FDS | 37950E408 | 12,000 | $220,800 | 0.01% |
| 128 | VANECK ETF TRUST | 92189F791 | 6,747 | $217,456 | 0.01% |
| 129 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,325 | $216,644 | 0.01% |
| 130 | PROCTER AND GAMBLE CO | 742718109 | 1,448 | $211,900 | 0.01% |
| 131 | ISHARES INC | 46434G822 | 3,179 | $191,662 | 0.01% |
| 132 | DELTA AIR LINES INC DEL | DAL | 5,138 | $189,849 | 0.01% |
| 133 | ADVANCED MICRO DEVICES INC | AMD | 48,053 | $189,233 | 0.01% |
| 134 | TWILIO INC | TWLO | 2,999 | $173,732 | 0.01% |
| 135 | VANGUARD WORLD FD | 921910733 | 1,807 | $136,392 | 0.00% |
| 136 | RH | RH | 485 | $125,678 | 0.00% |
| 137 | EXXON MOBIL CORP | XOM | 885 | $105,731 | 0.00% |
| 138 | ISHARES TR | 46435G342 | 4,646 | $104,163 | 0.00% |
| 139 | ISHARES TR | 46435U549 | 2,196 | $99,479 | 0.00% |
| 140 | SELECT SECTOR SPDR TR | 81369Y100 | 1,122 | $88,133 | 0.00% |
| 141 | SALESFORCE INC | CRM | 5,000 | $84,825 | 0.00% |
| 142 | ALPHABET INC | GOOG | 11,697 | $75,693 | 0.00% |
| 143 | ISHARES TR | 464288661 | 622 | $70,386 | 0.00% |
| 144 | ISHARES TR | 46429B697 | 949 | $68,708 | 0.00% |
| 145 | WISDOMTREE TR | WT | 2,351 | $62,701 | 0.00% |
| 146 | INVESCO EXCH TRADED FD TR II | IVZ | 1,056 | $62,082 | 0.00% |
| 147 | SHOPIFY INC | SHOP | 15,000 | $60,750 | 0.00% |
| 148 | MICROSOFT CORP | MSFT | 2,500 | $54,636 | 0.00% |
| 149 | CROWDSTRIKE HLDGS INC | CRWD | 13,000 | $45,175 | 0.00% |
| 150 | ALPHABET INC | GOOG | 18,000 | $41,958 | 0.00% |
| 151 | CAPRI HOLDINGS LIMITED | CPRI | 678 | $35,744 | 0.00% |
| 152 | ISHARES TR | 46434V639 | 1,130 | $34,736 | 0.00% |
| 153 | COSTCO WHSL CORP NEW | 22160K105 | 60 | $34,118 | 0.00% |
| 154 | MICRON TECHNOLOGY INC | MU | 475 | $30,970 | 0.00% |
| 155 | ISHARES TR | 464287184 | 1,002 | $26,583 | 0.00% |
| 156 | AMAZON COM INC | AMZN | 8,153 | $24,406 | 0.00% |
| 157 | APPLE INC | AAPL | 4,000 | $23,958 | 0.00% |
| 158 | ADOBE INC | ADBE | 45 | $22,710 | 0.00% |
| 159 | BOEING CO | BA-PA | 4,537 | $18,937 | 0.00% |
| 160 | AMAZON COM INC | AMZN | 3,000 | $17,820 | 0.00% |
| 161 | ISHARES INC | 464286400 | 563 | $17,267 | 0.00% |
| 162 | SNOWFLAKE INC | SNOW | 3,500 | $16,888 | 0.00% |
| 163 | META PLATFORMS INC | META | 1,249 | $16,227 | 0.00% |
| 164 | MICROSOFT CORP | MSFT | 6,900 | $13,886 | 0.00% |
| 165 | OKTA INC | OKTA | 15,000 | $13,425 | 0.00% |
| 166 | ALPHABET INC | GOOG | 100 | $13,313 | 0.00% |
| 167 | PAYPAL HLDGS INC | PYPL | 21,280 | $10,800 | 0.00% |
| 168 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 158 | $10,796 | 0.00% |
| 169 | SELECT SECTOR SPDR TR | 81369Y605 | 250 | $8,293 | 0.00% |
| 170 | INTUITIVE SURGICAL INC | ISRG | 28 | $8,292 | 0.00% |
| 171 | COSTCO WHSL CORP NEW | 22160K905 | 500 | $7,992 | 0.00% |
| 172 | CROWDSTRIKE HLDGS INC | CRWD | 8,000 | $5,960 | 0.00% |
| 173 | TWILIO INC | TWLO | 10,000 | $4,900 | 0.00% |
| 174 | EXCHANGE TRADED CONCEPTS TR | 301505889 | 164 | $4,818 | 0.00% |
| 175 | FREEPORT-MCMORAN INC | FCX | 106 | $3,957 | 0.00% |
| 176 | VISA INC | V | 5,000 | $3,196 | 0.00% |
| 177 | ISHARES TR | 464287655 | 17 | $3,003 | 0.00% |
| 178 | APPLE INC | AAPL | 920 | $1,826 | 0.00% |
| 179 | DOCUSIGN INC | DOCU | 20,000 | $1,302 | 0.00% |
| 180 | MCDONALDS CORP | MCD | 581 | $873 | 0.00% |
| 181 | SHOPIFY INC | SHOP | 24,000 | $833 | 0.00% |
| 182 | SPLUNK INC | 848637954 | 15,000 | $564 | 0.00% |
| 183 | SPLUNK INC | 848637104 | 3 | $440 | 0.00% |
| 184 | NETFLIX INC | NFLX | 961 | $392 | 0.00% |
| 185 | COCA COLA CO | KO | 2,230 | $13 | 0.00% |