13F COMBINATION REPORT
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0000950123-24-004504
Total Value
$3.23B
Positions
173
Other Managers
4
Confidential Omitted
No
Holdings (173)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $1.78B | 55.04% |
| 2 | ISHARES TR | 46435G425 | 1,160,614 | $133.4M | 4.13% |
| 3 | CME GROUP INC | CME | 471,846 | $101.6M | 3.15% |
| 4 | BLOCK INC | BSQKZ | 907,930 | $76.8M | 2.38% |
| 5 | ISHARES TR | 464287226 | 746,120 | $73.1M | 2.26% |
| 6 | ISHARES TR | 464287242 | 639,802 | $69.7M | 2.16% |
| 7 | ISHARES TR | 464287440 | 628,917 | $59.5M | 1.84% |
| 8 | SPDR GOLD TR | GLD | 279,509 | $57.5M | 1.78% |
| 9 | NVIDIA CORPORATION | NVDA | 55,377 | $50.0M | 1.55% |
| 10 | SPDR S&P 500 ETF TR | SPY | 84,635 | $44.3M | 1.37% |
| 11 | ISHARES TR | 464288513 | 566,233 | $44.0M | 1.36% |
| 12 | ISHARES TR | 464288646 | 824,625 | $42.3M | 1.31% |
| 13 | ISHARES TR | 464288588 | 354,716 | $32.8M | 1.02% |
| 14 | BROADCOM INC | AVGO | 22,891 | $30.3M | 0.94% |
| 15 | MICROSOFT CORP | MSFT | 70,491 | $29.7M | 0.92% |
| 16 | ALPHABET INC | GOOG | 185,257 | $28.2M | 0.87% |
| 17 | ARISTA NETWORKS INC | ANET | 91,543 | $26.5M | 0.82% |
| 18 | META PLATFORMS INC | META | 53,486 | $26.0M | 0.80% |
| 19 | AMAZON COM INC | AMZN | 141,411 | $25.5M | 0.79% |
| 20 | ISHARES TR | 464288687 | 720,511 | $23.2M | 0.72% |
| 21 | ISHARES TR | 464287432 | 225,175 | $21.3M | 0.66% |
| 22 | INVESCO EXCH TRADED FD TR II | IVZ | 751,874 | $20.0M | 0.62% |
| 23 | UNITEDHEALTH GROUP INC | UNH | 36,500 | $18.1M | 0.56% |
| 24 | SPDR SER TR | 78468R408 | 686,018 | $17.3M | 0.54% |
| 25 | INTUIT | INTU | 25,999 | $16.9M | 0.52% |
| 26 | D R HORTON INC | 23331A109 | 102,187 | $16.8M | 0.52% |
| 27 | JPMORGAN CHASE & CO | VYLD | 82,750 | $16.6M | 0.51% |
| 28 | INVESCO QQQ TR | IVZ | 34,952 | $15.5M | 0.48% |
| 29 | GRAINGER W W INC | 384802104 | 14,362 | $14.6M | 0.45% |
| 30 | AMGEN INC | AMGN | 45,492 | $12.9M | 0.40% |
| 31 | BLACKROCK INC | BLK | 14,763 | $12.3M | 0.38% |
| 32 | ISHARES TR | 46429B267 | 502,359 | $11.4M | 0.35% |
| 33 | AIR PRODS & CHEMS INC | AIIR | 45,523 | $11.0M | 0.34% |
| 34 | FIRST SOLAR INC | FSLR | 62,809 | $10.6M | 0.33% |
| 35 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 188,454 | $10.2M | 0.32% |
| 36 | COCA COLA CO | KO | 162,027 | $9.9M | 0.31% |
| 37 | HUNT J B TRANS SVCS INC | 445658107 | 49,344 | $9.8M | 0.30% |
| 38 | SELECT SECTOR SPDR TR | 81369Y308 | 125,934 | $9.6M | 0.30% |
| 39 | VANGUARD WORLD FD | 92204A702 | 17,704 | $9.3M | 0.29% |
| 40 | ISHARES TR | 464287457 | 111,553 | $9.1M | 0.28% |
| 41 | ARCHER DANIELS MIDLAND CO | ADM | 121,696 | $7.6M | 0.24% |
| 42 | ISHARES TR | 464287739 | 80,176 | $7.2M | 0.22% |
| 43 | QUALCOMM INC | QCOM | 42,197 | $7.1M | 0.22% |
| 44 | ISHARES TR | 464288679 | 63,984 | $7.1M | 0.22% |
| 45 | VANGUARD SCOTTSDALE FDS | 92206C813 | 87,228 | $6.8M | 0.21% |
| 46 | VANGUARD INDEX FDS | 922908363 | 13,986 | $6.7M | 0.21% |
| 47 | COSTCO WHSL CORP NEW | 22160K105 | 8,622 | $6.3M | 0.20% |
| 48 | SELECT SECTOR SPDR TR | 81369Y886 | 93,200 | $6.1M | 0.19% |
| 49 | VANGUARD SCOTTSDALE FDS | 92206C409 | 79,104 | $6.1M | 0.19% |
| 50 | AMAZON COM INC | AMZN | 32,645 | $5.9M | 0.18% |
| 51 | ISHARES TR | 464287523 | 25,631 | $5.8M | 0.18% |
| 52 | ISHARES TR | 464287796 | 104,176 | $5.1M | 0.16% |
| 53 | ISHARES TR | 464287515 | 51,809 | $4.4M | 0.14% |
| 54 | PEPSICO INC | PEP | 24,565 | $4.3M | 0.13% |
| 55 | HOME DEPOT INC | HD | 10,772 | $4.1M | 0.13% |
| 56 | TEXAS INSTRS INC | 882508104 | 23,572 | $4.1M | 0.13% |
| 57 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 72,127 | $4.1M | 0.13% |
| 58 | ULTA BEAUTY INC | ULTA | 7,422 | $3.9M | 0.12% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C870 | 46,263 | $3.7M | 0.12% |
| 60 | ADVANCED MICRO DEVICES INC | AMD | 18,886 | $3.4M | 0.11% |
| 61 | PROCTER AND GAMBLE CO | 742718109 | 20,857 | $3.4M | 0.10% |
| 62 | ALPHABET INC | GOOG | 21,476 | $3.2M | 0.10% |
| 63 | PFIZER INC | PFE | 115,931 | $3.2M | 0.10% |
| 64 | SCHWAB STRATEGIC TR | 808524797 | 39,453 | $3.2M | 0.10% |
| 65 | SPDR SER TR | 78464A763 | 23,008 | $3.0M | 0.09% |
| 66 | ISHARES TR | 464287176 | 27,767 | $3.0M | 0.09% |
| 67 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 28,303 | $2.7M | 0.08% |
| 68 | WISDOMTREE TR | WT | 76,505 | $2.7M | 0.08% |
| 69 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 97,621 | $2.4M | 0.07% |
| 70 | ZSCALER INC | ZS | 11,986 | $2.3M | 0.07% |
| 71 | SHOPIFY INC | SHOP | 29,880 | $2.3M | 0.07% |
| 72 | VANGUARD WORLD FD | 92204A504 | 8,316 | $2.2M | 0.07% |
| 73 | CISCO SYS INC | CSCO | 42,913 | $2.1M | 0.07% |
| 74 | CROWDSTRIKE HLDGS INC | CRWD | 6,229 | $2.0M | 0.06% |
| 75 | AT&T INC | T-PC | 106,053 | $1.9M | 0.06% |
| 76 | PIMCO ETF TR | 72201R775 | 19,558 | $1.8M | 0.06% |
| 77 | ISHARES TR | 464288661 | 15,489 | $1.8M | 0.06% |
| 78 | MICROSOFT CORP | MSFT | 4,165 | $1.8M | 0.05% |
| 79 | ISHARES TR | 46434V647 | 71,786 | $1.7M | 0.05% |
| 80 | PAYPAL HLDGS INC | PYPL | 25,307 | $1.7M | 0.05% |
| 81 | GENERAL MLS INC | 370334104 | 23,356 | $1.6M | 0.05% |
| 82 | ISHARES TR | 46436E718 | 15,871 | $1.6M | 0.05% |
| 83 | NVIDIA CORPORATION | NVDA | 4,180 | $1.6M | 0.05% |
| 84 | APPLE INC | AAPL | 9,052 | $1.6M | 0.05% |
| 85 | ISHARES TR | 464288281 | 17,047 | $1.5M | 0.05% |
| 86 | ISHARES TR | 464287234 | 34,999 | $1.4M | 0.04% |
| 87 | BANK NEW YORK MELLON CORP | 064058100 | 24,698 | $1.4M | 0.04% |
| 88 | MONDELEZ INTL INC | 609207105 | 20,233 | $1.4M | 0.04% |
| 89 | GLOBAL X FDS | 37954Y673 | 34,139 | $1.4M | 0.04% |
| 90 | ISHARES TR | 464288810 | 22,890 | $1.3M | 0.04% |
| 91 | SPDR SER TR | 78464A870 | 14,099 | $1.3M | 0.04% |
| 92 | SALESFORCE INC | CRM | 4,431 | $1.3M | 0.04% |
| 93 | BLOCK H & R INC | BSQKZ | 14,554 | $1.2M | 0.04% |
| 94 | SYSCO CORP | SYY | 15,055 | $1.2M | 0.04% |
| 95 | SELECT SECTOR SPDR TR | 81369Y852 | 13,505 | $1.1M | 0.03% |
| 96 | ISHARES TR | 464287556 | 7,931 | $1.1M | 0.03% |
| 97 | NVIDIA CORPORATION | NVDA | 1,180 | $1.1M | 0.03% |
| 98 | ISHARES TR | 46429B598 | 20,307 | $1.0M | 0.03% |
| 99 | ISHARES TR | 464287168 | 7,889 | $971,767 | 0.03% |
| 100 | OKTA INC | OKTA | 8,831 | $923,899 | 0.03% |
| 101 | ILLINOIS TOOL WKS INC | 452308109 | 3,371 | $904,540 | 0.03% |
| 102 | META PLATFORMS INC | META | 1,721 | $835,683 | 0.03% |
| 103 | VANGUARD WORLD FD | 92204A108 | 2,479 | $787,653 | 0.02% |
| 104 | VERIZON COMMUNICATIONS INC | VZ | 18,744 | $786,498 | 0.02% |
| 105 | OMNICOM GROUP INC | OMC | 8,109 | $784,627 | 0.02% |
| 106 | VANGUARD INDEX FDS | 922908553 | 8,413 | $727,556 | 0.02% |
| 107 | NETFLIX INC | NFLX | 1,186 | $720,293 | 0.02% |
| 108 | DOCUSIGN INC | DOCU | 11,884 | $707,692 | 0.02% |
| 109 | KIMBERLY-CLARK CORP | KMB | 5,428 | $702,112 | 0.02% |
| 110 | ISHARES INC | 46434G103 | 13,354 | $689,066 | 0.02% |
| 111 | ARM HOLDINGS PLC | 042068205 | 5,400 | $674,946 | 0.02% |
| 112 | VANECK ETF TRUST | 92189F106 | 20,878 | $660,162 | 0.02% |
| 113 | TESLA INC | TSLA | 3,630 | $638,118 | 0.02% |
| 114 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 17,383 | $602,842 | 0.02% |
| 115 | SALESFORCE INC | CRM | 14,000 | $601,509 | 0.02% |
| 116 | PROSHARES TR | 74347B425 | 48,000 | $569,280 | 0.02% |
| 117 | WHIRLPOOL CORP | WHR-PA | 4,259 | $509,504 | 0.02% |
| 118 | MICRON TECHNOLOGY INC | MU | 18,000 | $420,156 | 0.01% |
| 119 | NVIDIA CORPORATION | NVDA | 6,000 | $412,500 | 0.01% |
| 120 | TELADOC HEALTH INC | TDOC | 26,858 | $405,556 | 0.01% |
| 121 | ZSCALER INC | ZS | 20,000 | $396,616 | 0.01% |
| 122 | MICRON TECHNOLOGY INC | MU | 2,375 | $279,989 | 0.01% |
| 123 | MASTERCARD INCORPORATED | MA | 550 | $264,864 | 0.01% |
| 124 | SNAP INC | SNAP | 22,779 | $261,503 | 0.01% |
| 125 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,325 | $256,913 | 0.01% |
| 126 | ADVANCED MICRO DEVICES INC | AMD | 15,000 | $256,491 | 0.01% |
| 127 | SNOWFLAKE INC | SNOW | 1,546 | $249,834 | 0.01% |
| 128 | ISHARES TR | 464288851 | 2,206 | $236,241 | 0.01% |
| 129 | PROCTER AND GAMBLE CO | 742718109 | 1,450 | $235,263 | 0.01% |
| 130 | ISHARES INC | 46434G822 | 3,179 | $226,822 | 0.01% |
| 131 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 3,300 | $215,721 | 0.01% |
| 132 | VANECK ETF TRUST | 92189F791 | 5,382 | $208,499 | 0.01% |
| 133 | META PLATFORMS INC | META | 1,844 | $203,473 | 0.01% |
| 134 | RALPH LAUREN CORP | RL | 1,039 | $195,083 | 0.01% |
| 135 | PIXIE DUST TECHNOLOGIES INC | 72582J103 | 56,400 | $194,580 | 0.01% |
| 136 | ISHARES TR | 46434V886 | 4,620 | $194,271 | 0.01% |
| 137 | NETFLIX INC | NFLX | 4,000 | $163,518 | 0.01% |
| 138 | VISA INC | V | 7,000 | $151,576 | 0.00% |
| 139 | ALPHABET INC | GOOG | 50,000 | $132,342 | 0.00% |
| 140 | TWILIO INC | TWLO | 2,155 | $131,778 | 0.00% |
| 141 | MICROSOFT CORP | MSFT | 6,500 | $126,172 | 0.00% |
| 142 | APPLE INC | AAPL | 35,000 | $123,600 | 0.00% |
| 143 | PAYPAL HLDGS INC | PYPL | 30,000 | $108,780 | 0.00% |
| 144 | ISHARES TR | 46435G342 | 4,646 | $107,973 | 0.00% |
| 145 | NETFLIX INC | NFLX | 1,545 | $107,964 | 0.00% |
| 146 | ISHARES TR | 46435U549 | 2,196 | $103,344 | 0.00% |
| 147 | VANGUARD WORLD FD | 921910733 | 938 | $87,384 | 0.00% |
| 148 | APPLE INC | AAPL | 19,000 | $87,161 | 0.00% |
| 149 | AMAZON COM INC | AMZN | 30,000 | $87,000 | 0.00% |
| 150 | SALESFORCE INC | CRM | 10,000 | $73,000 | 0.00% |
| 151 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 10,000 | $71,250 | 0.00% |
| 152 | WISDOMTREE TR | WT | 2,351 | $69,272 | 0.00% |
| 153 | DISNEY WALT CO | 254687106 | 522 | $63,872 | 0.00% |
| 154 | ISHARES TR | 46429B697 | 763 | $63,772 | 0.00% |
| 155 | MICROSOFT CORP | MSFT | 2,000 | $55,584 | 0.00% |
| 156 | ZSCALER INC | ZS | 3,789 | $53,318 | 0.00% |
| 157 | INVESCO EXCH TRADED FD TR II | IVZ | 646 | $42,552 | 0.00% |
| 158 | ISHARES TR | 46434V639 | 1,130 | $41,550 | 0.00% |
| 159 | ARM HOLDINGS PLC | 042068955 | 20,000 | $40,134 | 0.00% |
| 160 | SELECT SECTOR SPDR TR | 81369Y100 | 328 | $30,468 | 0.00% |
| 161 | ALPHABET INC | GOOG | 12,600 | $21,732 | 0.00% |
| 162 | INVESCO QQQ TR | IVZ | 2,000 | $21,252 | 0.00% |
| 163 | META PLATFORMS INC | META | 5,000 | $18,000 | 0.00% |
| 164 | AMAZON COM INC | AMZN | 2,200 | $16,941 | 0.00% |
| 165 | BLOCK INC | BSQKZ | 1,345 | $9,075 | 0.00% |
| 166 | SELECT SECTOR SPDR TR | 81369Y605 | 179 | $7,539 | 0.00% |
| 167 | PAYPAL HLDGS INC | PYPL | 1,400 | $5,563 | 0.00% |
| 168 | FREEPORT-MCMORAN INC | FCX | 106 | $4,984 | 0.00% |
| 169 | INVESCO QQQ TR | IVZ | 5,500 | $4,043 | 0.00% |
| 170 | ISHARES TR | 464287655 | 17 | $3,576 | 0.00% |
| 171 | MICRON TECHNOLOGY INC | MU | 15,000 | $2,400 | 0.00% |
| 172 | EXCHANGE TRADED CONCEPTS TRU | 301505889 | 14 | $438 | 0.00% |
| 173 | TELADOC HEALTH INC | TDOC | 4,179 | $418 | 0.00% |