13F COMBINATION REPORT
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0000950123-24-010599
Total Value
$3.88B
Positions
174
Other Managers
4
Confidential Omitted
No
Holdings (174)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $2.08B | 53.63% |
| 2 | SPDR S&P 500 ETF TR | SPY | 253,700 | $145.6M | 3.75% |
| 3 | CME GROUP INC | CME | 471,846 | $104.1M | 2.68% |
| 4 | ISHARES TR | 464287226 | 956,225 | $96.8M | 2.49% |
| 5 | SPDR GOLD TR | GLD | 366,885 | $89.2M | 2.30% |
| 6 | ISHARES TR | 464287242 | 667,012 | $75.4M | 1.94% |
| 7 | SPDR S&P 500 ETF TR | SPY | 124,985 | $71.7M | 1.85% |
| 8 | ISHARES TR | 464287440 | 712,188 | $69.9M | 1.80% |
| 9 | SELECT SECTOR SPDR TR | 81369Y803 | 305,000 | $68.9M | 1.77% |
| 10 | BLOCK INC | BSQKZ | 907,930 | $60.9M | 1.57% |
| 11 | NVIDIA CORPORATION | NVDA | 489,168 | $59.4M | 1.53% |
| 12 | ISHARES TR | 464288513 | 613,976 | $49.3M | 1.27% |
| 13 | ISHARES TR | 464288646 | 843,135 | $44.4M | 1.14% |
| 14 | BROADCOM INC | AVGO | 250,439 | $43.2M | 1.11% |
| 15 | ARISTA NETWORKS INC | ANET | 101,784 | $39.1M | 1.01% |
| 16 | ISHARES TR | 464288588 | 385,559 | $36.9M | 0.95% |
| 17 | MICROSOFT CORP | MSFT | 84,870 | $36.5M | 0.94% |
| 18 | ALPHABET INC | GOOG | 214,354 | $35.8M | 0.92% |
| 19 | SPDR SER TR | 78468R408 | 1,383,986 | $35.6M | 0.92% |
| 20 | META PLATFORMS INC | META | 62,021 | $35.5M | 0.91% |
| 21 | AMAZON COM INC | AMZN | 167,035 | $31.1M | 0.80% |
| 22 | INVESCO QQQ TR | IVZ | 56,868 | $27.8M | 0.71% |
| 23 | ISHARES TR | 464287432 | 278,582 | $27.3M | 0.70% |
| 24 | ISHARES TR | 464288687 | 744,091 | $24.7M | 0.64% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 41,705 | $24.4M | 0.63% |
| 26 | FIRST SOLAR INC | FSLR | 88,037 | $22.0M | 0.57% |
| 27 | D R HORTON INC | 23331A109 | 110,049 | $21.0M | 0.54% |
| 28 | INVESCO EXCH TRADED FD TR II | IVZ | 744,630 | $20.5M | 0.53% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 94,931 | $20.0M | 0.52% |
| 30 | INTUIT | INTU | 31,767 | $19.7M | 0.51% |
| 31 | GRAINGER W W INC | 384802104 | 16,695 | $17.3M | 0.45% |
| 32 | AMGEN INC | AMGN | 52,234 | $16.8M | 0.43% |
| 33 | AIR PRODS & CHEMS INC | AIIR | 54,425 | $16.2M | 0.42% |
| 34 | BLACKROCK INC | BLK | 16,810 | $16.0M | 0.41% |
| 35 | ISHARES TR | 46429B267 | 649,354 | $15.2M | 0.39% |
| 36 | COCA COLA CO | KO | 196,111 | $14.1M | 0.36% |
| 37 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 247,963 | $12.8M | 0.33% |
| 38 | ISHARES TR | 464288679 | 105,392 | $11.7M | 0.30% |
| 39 | HUNT J B TRANS SVCS INC | 445658107 | 63,534 | $10.9M | 0.28% |
| 40 | ISHARES TR | 464287739 | 99,627 | $10.1M | 0.26% |
| 41 | SELECT SECTOR SPDR TR | 81369Y308 | 122,068 | $10.1M | 0.26% |
| 42 | ARCHER DANIELS MIDLAND CO | ADM | 166,973 | $10.0M | 0.26% |
| 43 | QUALCOMM INC | QCOM | 55,754 | $9.5M | 0.24% |
| 44 | VANGUARD WORLD FD | 92204A702 | 15,796 | $9.3M | 0.24% |
| 45 | VANGUARD INTL EQUITY INDEX F | 922042742 | 77,273 | $9.2M | 0.24% |
| 46 | VANGUARD INDEX FDS | 922908363 | 16,179 | $8.5M | 0.22% |
| 47 | ISHARES TR | 464287457 | 101,459 | $8.4M | 0.22% |
| 48 | SELECT SECTOR SPDR TR | 81369Y886 | 91,933 | $7.4M | 0.19% |
| 49 | VANGUARD SCOTTSDALE FDS | 92206C813 | 88,510 | $7.2M | 0.19% |
| 50 | VANGUARD SCOTTSDALE FDS | 92206C409 | 89,491 | $7.1M | 0.18% |
| 51 | COSTCO WHSL CORP NEW | 22160K105 | 7,426 | $6.6M | 0.17% |
| 52 | ISHARES TR | 464287523 | 23,233 | $5.4M | 0.14% |
| 53 | ULTA BEAUTY INC | ULTA | 13,453 | $5.2M | 0.13% |
| 54 | TEXAS INSTRS INC | 882508104 | 24,371 | $5.0M | 0.13% |
| 55 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 84,865 | $5.0M | 0.13% |
| 56 | HOME DEPOT INC | HD | 12,025 | $4.9M | 0.13% |
| 57 | PEPSICO INC | PEP | 26,513 | $4.5M | 0.12% |
| 58 | ISHARES TR | 464287515 | 48,801 | $4.4M | 0.11% |
| 59 | ISHARES TR | 464287796 | 93,443 | $4.3M | 0.11% |
| 60 | SCHWAB STRATEGIC TR | 808524797 | 48,659 | $4.1M | 0.11% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C870 | 48,506 | $4.1M | 0.10% |
| 62 | ISHARES TR | 464287176 | 33,362 | $3.7M | 0.09% |
| 63 | PFIZER INC | PFE | 123,217 | $3.6M | 0.09% |
| 64 | ISHARES TR | 464288661 | 29,502 | $3.5M | 0.09% |
| 65 | PROCTER AND GAMBLE CO | 742718109 | 19,763 | $3.4M | 0.09% |
| 66 | ISHARES TR | 46429B598 | 52,938 | $3.1M | 0.08% |
| 67 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 29,392 | $3.0M | 0.08% |
| 68 | SPDR SER TR | 78464A763 | 20,239 | $2.9M | 0.07% |
| 69 | ISHARES TR | 46434V647 | 93,743 | $2.5M | 0.06% |
| 70 | ISHARES TR | 46436E718 | 24,773 | $2.5M | 0.06% |
| 71 | RALPH LAUREN CORP | RL | 11,651 | $2.3M | 0.06% |
| 72 | WISDOMTREE TR | WT | 69,125 | $2.2M | 0.06% |
| 73 | AT&T INC | T-PC | 98,188 | $2.2M | 0.06% |
| 74 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 84,706 | $2.1M | 0.05% |
| 75 | CISCO SYS INC | CSCO | 38,998 | $2.1M | 0.05% |
| 76 | ISHARES TR | 464287234 | 43,652 | $2.0M | 0.05% |
| 77 | GENERAL MLS INC | 370334104 | 24,048 | $1.8M | 0.05% |
| 78 | SYSCO CORP | SYY | 22,607 | $1.8M | 0.05% |
| 79 | PIMCO ETF TR | 72201R775 | 18,470 | $1.7M | 0.04% |
| 80 | MICRON TECHNOLOGY INC | MU | 16,100 | $1.7M | 0.04% |
| 81 | TESLA INC | TSLA | 6,400 | $1.7M | 0.04% |
| 82 | VANGUARD WORLD FD | 92204A504 | 5,726 | $1.6M | 0.04% |
| 83 | ISHARES TR | 464288281 | 15,315 | $1.4M | 0.04% |
| 84 | MONDELEZ INTL INC | 609207105 | 19,241 | $1.4M | 0.04% |
| 85 | ISHARES TR | 464288810 | 23,617 | $1.4M | 0.04% |
| 86 | GLOBAL X FDS | 37954Y673 | 31,923 | $1.3M | 0.03% |
| 87 | BANK NEW YORK MELLON CORP | 064058100 | 17,857 | $1.3M | 0.03% |
| 88 | SPDR SER TR | 78464A870 | 12,285 | $1.2M | 0.03% |
| 89 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 17,067 | $1.2M | 0.03% |
| 90 | VANGUARD INDEX FDS | 922908553 | 10,982 | $1.1M | 0.03% |
| 91 | ISHARES INC | 46434G103 | 17,947 | $1.0M | 0.03% |
| 92 | ISHARES TR | 464287556 | 7,032 | $1.0M | 0.03% |
| 93 | ISHARES TR | 464287168 | 7,430 | $1.0M | 0.03% |
| 94 | SELECT SECTOR SPDR TR | 81369Y852 | 10,783 | $974,783 | 0.03% |
| 95 | NVIDIA CORPORATION | NVDA | 7,278 | $883,549 | 0.02% |
| 96 | VERIZON COMMUNICATIONS INC | VZ | 18,394 | $826,075 | 0.02% |
| 97 | VANECK ETF TRUST | 92189F106 | 19,534 | $777,844 | 0.02% |
| 98 | OMNICOM GROUP INC | OMC | 7,521 | $777,596 | 0.02% |
| 99 | VANGUARD WORLD FD | 92204A108 | 2,181 | $742,587 | 0.02% |
| 100 | ALPHABET INC | GOOG | 4,426 | $725,643 | 0.02% |
| 101 | ILLINOIS TOOL WKS INC | 452308109 | 2,668 | $699,203 | 0.02% |
| 102 | KIMBERLY-CLARK CORP | KMB | 4,765 | $677,964 | 0.02% |
| 103 | NVIDIA CORPORATION | NVDA | 166,220 | $593,410 | 0.02% |
| 104 | SALESFORCE INC | CRM | 1,931 | $534,192 | 0.01% |
| 105 | PROSHARES TR | 74347B425 | 48,000 | $520,800 | 0.01% |
| 106 | ADVANCED MICRO DEVICES INC | AMD | 22,603 | $492,031 | 0.01% |
| 107 | TESLA INC | TSLA | 20,000 | $460,750 | 0.01% |
| 108 | SHOPIFY INC | SHOP | 49,025 | $388,543 | 0.01% |
| 109 | ZSCALER INC | ZS | 2,240 | $384,765 | 0.01% |
| 110 | ARM HOLDINGS PLC | 042068205 | 2,617 | $380,983 | 0.01% |
| 111 | CROWDSTRIKE HLDGS INC | CRWD | 1,329 | $379,908 | 0.01% |
| 112 | ADVANCED MICRO DEVICES INC | AMD | 21,000 | $342,825 | 0.01% |
| 113 | SELECT SECTOR SPDR TR | 81369Y506 | 3,465 | $304,227 | 0.01% |
| 114 | TESLA INC | TSLA | 5,000 | $289,443 | 0.01% |
| 115 | ISHARES TR | 46435G342 | 12,042 | $285,636 | 0.01% |
| 116 | VANECK ETF TRUST | 92189F791 | 5,586 | $272,653 | 0.01% |
| 117 | PAYPAL HLDGS INC | PYPL | 3,118 | $242,830 | 0.01% |
| 118 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 6,518 | $234,061 | 0.01% |
| 119 | ISHARES TR | 46434V886 | 5,625 | $230,906 | 0.01% |
| 120 | ISHARES INC | 46434G822 | 3,179 | $227,426 | 0.01% |
| 121 | ISHARES TR | 464287655 | 948 | $209,404 | 0.01% |
| 122 | ARM HOLDINGS PLC | 042068905 | 10,000 | $195,750 | 0.01% |
| 123 | ISHARES TR | 464288851 | 2,023 | $183,850 | 0.00% |
| 124 | BROADCOM INC | AVGO | 16,000 | $176,434 | 0.00% |
| 125 | CROWDSTRIKE HLDGS INC | CRWD | 9,000 | $168,525 | 0.00% |
| 126 | ARM HOLDINGS PLC | 042068955 | 30,000 | $166,400 | 0.00% |
| 127 | BROADCOM INC | AVGO | 8,000 | $164,701 | 0.00% |
| 128 | META PLATFORMS INC | META | 290 | $164,534 | 0.00% |
| 129 | AMAZON COM INC | AMZN | 24,812 | $147,023 | 0.00% |
| 130 | MICRON TECHNOLOGY INC | MU | 12,000 | $140,798 | 0.00% |
| 131 | TWILIO INC | TWLO | 2,155 | $139,342 | 0.00% |
| 132 | PAYPAL HLDGS INC | PYPL | 16,265 | $129,744 | 0.00% |
| 133 | ALPHABET INC | GOOG | 10,000 | $117,505 | 0.00% |
| 134 | INVESCO QQQ TR | IVZ | 11,000 | $117,315 | 0.00% |
| 135 | SNOWFLAKE INC | SNOW | 1,000 | $113,920 | 0.00% |
| 136 | PIXIE DUST TECHNOLOGIES INC | 72582J103 | 56,400 | $111,672 | 0.00% |
| 137 | ISHARES TR | 46435U549 | 2,196 | $106,704 | 0.00% |
| 138 | INVESCO QQQ TR | IVZ | 4,500 | $103,523 | 0.00% |
| 139 | FREEPORT-MCMORAN INC | FCX | 1,900 | $97,546 | 0.00% |
| 140 | NVIDIA CORPORATION | NVDA | 10,000 | $94,981 | 0.00% |
| 141 | VANGUARD WORLD FD | 921910733 | 938 | $94,841 | 0.00% |
| 142 | FREEPORT-MCMORAN INC | FCX | 45,000 | $92,925 | 0.00% |
| 143 | CROWDSTRIKE HLDGS INC | CRWD | 3,000 | $83,629 | 0.00% |
| 144 | WISDOMTREE TR | WT | 2,351 | $77,701 | 0.00% |
| 145 | FREEPORT-MCMORAN INC | FCX | 15,000 | $75,885 | 0.00% |
| 146 | FIDELITY COVINGTON TRUST | 316092386 | 1,750 | $75,775 | 0.00% |
| 147 | SALESFORCE INC | CRM | 3,500 | $62,388 | 0.00% |
| 148 | BLOCK INC | BSQKZ | 19,911 | $59,806 | 0.00% |
| 149 | SELECT SECTOR SPDR TR | 81369Y100 | 593 | $57,153 | 0.00% |
| 150 | DOCUSIGN INC | DOCU | 753 | $46,438 | 0.00% |
| 151 | SNAP INC | SNAP | 4,106 | $44,632 | 0.00% |
| 152 | COSTCO WHSL CORP NEW | 22160K105 | 50 | $44,281 | 0.00% |
| 153 | TELADOC HEALTH INC | TDOC | 4,970 | $42,046 | 0.00% |
| 154 | ISHARES TR | 46434V639 | 1,130 | $41,539 | 0.00% |
| 155 | BARRICK GOLD CORP | 067901908 | 48,100 | $39,752 | 0.00% |
| 156 | ISHARES TR | 46429B697 | 424 | $38,728 | 0.00% |
| 157 | ZSCALER INC | ZS | 3,789 | $36,849 | 0.00% |
| 158 | AMAZON COM INC | AMZN | 10,000 | $33,000 | 0.00% |
| 159 | MICROSOFT CORP | MSFT | 61 | $26,109 | 0.00% |
| 160 | ALPHABET INC | GOOG | 2,650 | $24,272 | 0.00% |
| 161 | SHOPIFY INC | SHOP | 20,000 | $21,700 | 0.00% |
| 162 | INVESCO EXCH TRADED FD TR II | IVZ | 228 | $16,354 | 0.00% |
| 163 | ALBEMARLE CORP | ALB-PA | 1,810 | $14,466 | 0.00% |
| 164 | JOHNSON & JOHNSON | JNJ | 64 | $10,330 | 0.00% |
| 165 | QUALCOMM INC | QCOM | 5,056 | $9,375 | 0.00% |
| 166 | LOCKHEED MARTIN CORP | LMT | 16 | $9,318 | 0.00% |
| 167 | PROCTER AND GAMBLE CO | 742718109 | 50 | $8,678 | 0.00% |
| 168 | SERVICENOW INC | NOW | 103 | $8,592 | 0.00% |
| 169 | SELECT SECTOR SPDR TR | 81369Y605 | 169 | $7,659 | 0.00% |
| 170 | OKTA INC | OKTA | 39 | $2,886 | 0.00% |
| 171 | UNITY SOFTWARE INC | U | 59 | $1,333 | 0.00% |
| 172 | ZOOM VIDEO COMMUNICATIONS IN | ZM | 17,000 | $1,248 | 0.00% |
| 173 | EXCHANGE TRADED CONCEPTS TRU | 301505889 | 14 | $549 | 0.00% |
| 174 | AMC ENTMT HLDGS INC | 00165C302 | 2 | $9 | 0.00% |