13F COMBINATION REPORT
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0000950123-25-001919
Total Value
$7.51B
Positions
183
Other Managers
4
Confidential Omitted
No
Holdings (183)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $2.37B | 31.51% |
| 2 | SPDR S&P 500 ETF TR | SPY | 1,813,700 | $1.07B | 14.21% |
| 3 | JEFFERIES FINL GROUP INC | 47233W109 | 9,247,081 | $725.0M | 9.66% |
| 4 | INVESCO QQQ TR | IVZ | 1,038,000 | $535.2M | 7.13% |
| 5 | VANGUARD INDEX FDS | 922908363 | 720,000 | $389.5M | 5.19% |
| 6 | ISHARES TR | 464287614 | 691,000 | $280.0M | 3.73% |
| 7 | ISHARES TR | 464287622 | 400,000 | $129.4M | 1.72% |
| 8 | CME GROUP INC | CME | 471,846 | $109.6M | 1.46% |
| 9 | ISHARES TR | 464287242 | 1,007,073 | $107.9M | 1.44% |
| 10 | ISHARES TR | 464287226 | 1,047,403 | $101.5M | 1.35% |
| 11 | SPDR GOLD TR | GLD | 399,951 | $96.8M | 1.29% |
| 12 | SPDR S&P 500 ETF TR | SPY | 152,058 | $89.1M | 1.19% |
| 13 | BLOCK INC | BSQKZ | 907,930 | $77.2M | 1.03% |
| 14 | ISHARES TR | 464287242 | 711,728 | $76.0M | 1.01% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 305,000 | $71.5M | 0.95% |
| 16 | ISHARES TR | 464287440 | 753,550 | $69.7M | 0.93% |
| 17 | NVIDIA CORPORATION | NVDA | 471,643 | $63.3M | 0.84% |
| 18 | SELECT SECTOR SPDR TR | 81369Y704 | 458,000 | $60.4M | 0.80% |
| 19 | SELECT SECTOR SPDR TR | 81369Y605 | 1,229,126 | $59.3M | 0.79% |
| 20 | BROADCOM INC | AVGO | 245,317 | $56.9M | 0.76% |
| 21 | ISHARES TR | 464287515 | 516,000 | $52.1M | 0.69% |
| 22 | ISHARES TR | 464288513 | 618,356 | $48.6M | 0.65% |
| 23 | ARISTA NETWORKS INC | ANET | 396,831 | $43.9M | 0.58% |
| 24 | ISHARES TR | 464288646 | 828,741 | $42.8M | 0.57% |
| 25 | SPDR SER TR | 78468R408 | 1,652,814 | $41.8M | 0.56% |
| 26 | ALPHABET INC | GOOG | 218,408 | $41.6M | 0.55% |
| 27 | ISHARES TR | 464288588 | 410,733 | $37.7M | 0.50% |
| 28 | AMAZON COM INC | AMZN | 171,559 | $37.6M | 0.50% |
| 29 | META PLATFORMS INC | META | 63,201 | $37.0M | 0.49% |
| 30 | MICROSOFT CORP | MSFT | 87,555 | $36.9M | 0.49% |
| 31 | ISHARES TR | 464287432 | 356,833 | $31.2M | 0.42% |
| 32 | INVESCO QQQ TR | IVZ | 58,251 | $29.8M | 0.40% |
| 33 | ISHARES TR | 464288687 | 784,978 | $24.7M | 0.33% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 99,930 | $24.0M | 0.32% |
| 35 | UNITEDHEALTH GROUP INC | UNH | 44,174 | $22.3M | 0.30% |
| 36 | INTUIT | INTU | 34,050 | $21.4M | 0.29% |
| 37 | INVESCO EXCH TRADED FD TR II | IVZ | 751,977 | $19.7M | 0.26% |
| 38 | BLACKROCK INC | BLK | 17,348 | $17.8M | 0.24% |
| 39 | GRAINGER W W INC | 384802104 | 16,843 | $17.8M | 0.24% |
| 40 | D R HORTON INC | 23331A109 | 114,106 | $16.0M | 0.21% |
| 41 | AIR PRODS & CHEMS INC | AIIR | 54,454 | $15.8M | 0.21% |
| 42 | FIRST SOLAR INC | FSLR | 86,003 | $15.2M | 0.20% |
| 43 | AMGEN INC | AMGN | 55,868 | $14.6M | 0.19% |
| 44 | ISHARES TR | 46429B267 | 642,555 | $14.4M | 0.19% |
| 45 | BOSTON SCIENTIFIC CORP | BSX | 150,810 | $13.5M | 0.18% |
| 46 | COCA COLA CO | KO | 214,081 | $13.3M | 0.18% |
| 47 | HUNT J B TRANS SVCS INC | 445658107 | 66,014 | $11.3M | 0.15% |
| 48 | ISHARES TR | 464287739 | 119,699 | $11.1M | 0.15% |
| 49 | SELECT SECTOR SPDR TR | 81369Y308 | 121,894 | $9.6M | 0.13% |
| 50 | VANGUARD WORLD FD | 92204A702 | 15,080 | $9.4M | 0.12% |
| 51 | ISHARES TR | 464288679 | 81,969 | $9.0M | 0.12% |
| 52 | VANGUARD INDEX FDS | 922908363 | 16,089 | $8.7M | 0.12% |
| 53 | ARCHER DANIELS MIDLAND CO | ADM | 169,475 | $8.6M | 0.11% |
| 54 | ISHARES TR | 464287457 | 100,676 | $8.3M | 0.11% |
| 55 | QUALCOMM INC | QCOM | 51,270 | $7.9M | 0.10% |
| 56 | SELECT SECTOR SPDR TR | 81369Y886 | 92,131 | $7.0M | 0.09% |
| 57 | VANGUARD SCOTTSDALE FDS | 92206C409 | 88,349 | $6.9M | 0.09% |
| 58 | COSTCO WHSL CORP NEW | 22160K105 | 7,465 | $6.8M | 0.09% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C813 | 91,428 | $6.8M | 0.09% |
| 60 | ULTA BEAUTY INC | ULTA | 14,627 | $6.4M | 0.08% |
| 61 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 84,336 | $5.4M | 0.07% |
| 62 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 216,240 | $5.3M | 0.07% |
| 63 | ISHARES TR | 464287515 | 48,860 | $4.9M | 0.07% |
| 64 | VANGUARD INTL EQUITY INDEX F | 922042742 | 39,637 | $4.7M | 0.06% |
| 65 | HOME DEPOT INC | HD | 11,851 | $4.6M | 0.06% |
| 66 | SCHWAB STRATEGIC TR | 808524797 | 162,888 | $4.5M | 0.06% |
| 67 | ISHARES TR | 464287523 | 20,307 | $4.4M | 0.06% |
| 68 | ISHARES TR | 46429B598 | 82,711 | $4.4M | 0.06% |
| 69 | TEXAS INSTRS INC | 882508104 | 23,244 | $4.4M | 0.06% |
| 70 | ISHARES TR | 464287176 | 40,230 | $4.3M | 0.06% |
| 71 | VANGUARD SCOTTSDALE FDS | 92206C870 | 50,119 | $4.0M | 0.05% |
| 72 | ISHARES TR | 464287796 | 86,112 | $3.9M | 0.05% |
| 73 | ISHARES TR | 464288661 | 33,600 | $3.9M | 0.05% |
| 74 | PEPSICO INC | PEP | 24,081 | $3.7M | 0.05% |
| 75 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 29,270 | $3.5M | 0.05% |
| 76 | PROCTER AND GAMBLE CO | 742718109 | 19,993 | $3.4M | 0.04% |
| 77 | PFIZER INC | PFE | 103,204 | $2.7M | 0.04% |
| 78 | ISHARES TR | 46436E718 | 27,274 | $2.7M | 0.04% |
| 79 | SPDR SER TR | 78464A763 | 19,337 | $2.6M | 0.03% |
| 80 | WISDOMTREE TR | WT | 67,607 | $2.5M | 0.03% |
| 81 | RALPH LAUREN CORP | RL | 9,998 | $2.3M | 0.03% |
| 82 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 40,554 | $2.3M | 0.03% |
| 83 | ISHARES TR | 46434V647 | 89,232 | $2.1M | 0.03% |
| 84 | AT&T INC | T-PC | 90,677 | $2.1M | 0.03% |
| 85 | CISCO SYS INC | CSCO | 31,868 | $1.9M | 0.03% |
| 86 | NVIDIA CORPORATION | NVDA | 13,389 | $1.8M | 0.02% |
| 87 | ISHARES TR | 464287234 | 43,297 | $1.8M | 0.02% |
| 88 | PIMCO ETF TR | 72201R775 | 18,470 | $1.7M | 0.02% |
| 89 | SYSCO CORP | SYY | 20,609 | $1.6M | 0.02% |
| 90 | GENERAL MLS INC | 370334104 | 24,587 | $1.6M | 0.02% |
| 91 | VANGUARD WORLD FD | 92204A504 | 5,565 | $1.4M | 0.02% |
| 92 | ISHARES TR | 464288281 | 15,813 | $1.4M | 0.02% |
| 93 | ISHARES TR | 464288810 | 23,587 | $1.4M | 0.02% |
| 94 | GLOBAL X FDS | 37954Y673 | 30,246 | $1.2M | 0.02% |
| 95 | MONDELEZ INTL INC | 609207105 | 19,358 | $1.2M | 0.02% |
| 96 | VANGUARD WORLD FD | 92204A108 | 2,834 | $1.1M | 0.01% |
| 97 | SPDR SER TR | 78464A870 | 11,708 | $1.1M | 0.01% |
| 98 | VANGUARD INDEX FDS | 922908553 | 11,693 | $1.0M | 0.01% |
| 99 | SELECT SECTOR SPDR TR | 81369Y852 | 10,473 | $1.0M | 0.01% |
| 100 | NETFLIX INC | NFLX | 1,072 | $972,894 | 0.01% |
| 101 | BANK NEW YORK MELLON CORP | 064058100 | 12,283 | $943,703 | 0.01% |
| 102 | ISHARES INC | 46434G103 | 17,154 | $895,782 | 0.01% |
| 103 | ISHARES TR | 464287556 | 6,698 | $885,543 | 0.01% |
| 104 | ISHARES TR | 464287168 | 6,464 | $848,659 | 0.01% |
| 105 | TESLA INC | TSLA | 1,804 | $778,715 | 0.01% |
| 106 | OMNICOM GROUP INC | OMC | 8,229 | $708,023 | 0.01% |
| 107 | VERIZON COMMUNICATIONS INC | VZ | 17,138 | $685,349 | 0.01% |
| 108 | AMAZON COM INC | AMZN | 2,962 | $662,748 | 0.01% |
| 109 | KIMBERLY-CLARK CORP | KMB | 4,838 | $633,972 | 0.01% |
| 110 | ILLINOIS TOOL WKS INC | 452308109 | 2,452 | $621,729 | 0.01% |
| 111 | VANECK ETF TRUST | 92189F106 | 18,121 | $614,483 | 0.01% |
| 112 | JPMORGAN CHASE & CO. | VYLD | 2,300 | $554,691 | 0.01% |
| 113 | BROADCOM INC | AVGO | 2,275 | $549,981 | 0.01% |
| 114 | ALPHABET INC | GOOG | 2,700 | $523,908 | 0.01% |
| 115 | PROSHARES TR | 74349Y753 | 12,000 | $508,560 | 0.01% |
| 116 | NVIDIA CORPORATION | NVDA | 262,498 | $460,447 | 0.01% |
| 117 | AMAZON COM INC | AMZN | 25,236 | $426,427 | 0.01% |
| 118 | OKTA INC | OKTA | 4,739 | $386,892 | 0.01% |
| 119 | TESLA INC | TSLA | 2,000 | $326,585 | 0.00% |
| 120 | INVESCO QQQ TR | IVZ | 610 | $318,762 | 0.00% |
| 121 | ISHARES TR | 46435G342 | 14,223 | $303,874 | 0.00% |
| 122 | ISHARES TR | 46434V886 | 5,625 | $239,738 | 0.00% |
| 123 | SELECT SECTOR SPDR TR | 81369Y506 | 2,610 | $223,573 | 0.00% |
| 124 | ISHARES TR | 464287655 | 996 | $220,076 | 0.00% |
| 125 | AMAZON COM INC | AMZN | 35,000 | $215,950 | 0.00% |
| 126 | ISHARES INC | 46434G822 | 3,179 | $213,311 | 0.00% |
| 127 | INVESCO QQQ TR | IVZ | 27,000 | $206,677 | 0.00% |
| 128 | VANECK ETF TRUST | 92189F791 | 4,612 | $197,163 | 0.00% |
| 129 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 5,587 | $189,567 | 0.00% |
| 130 | ISHARES TR | 464288851 | 1,998 | $179,161 | 0.00% |
| 131 | VISA INC | V | 5,000 | $146,395 | 0.00% |
| 132 | ZSCALER INC | ZS | 754 | $139,158 | 0.00% |
| 133 | SELECT SECTOR SPDR TR | 81369Y605 | 2,861 | $138,272 | 0.00% |
| 134 | META PLATFORMS INC | META | 225 | $134,957 | 0.00% |
| 135 | JPMORGAN CHASE & CO. | VYLD | 21,000 | $124,120 | 0.00% |
| 136 | BROADCOM INC | AVGO | 7,500 | $114,486 | 0.00% |
| 137 | TESLA INC | TSLA | 9,500 | $103,079 | 0.00% |
| 138 | ISHARES TR | 46435U549 | 2,196 | $101,982 | 0.00% |
| 139 | META PLATFORMS INC | META | 2,400 | $99,765 | 0.00% |
| 140 | VANGUARD WORLD FD | 921910733 | 938 | $98,603 | 0.00% |
| 141 | TWILIO INC | TWLO | 900 | $98,361 | 0.00% |
| 142 | MARVELL TECHNOLOGY INC | MRVL | 750 | $85,215 | 0.00% |
| 143 | ZSCALER INC | ZS | 8,905 | $82,718 | 0.00% |
| 144 | WISDOMTREE TR | WT | 2,351 | $71,658 | 0.00% |
| 145 | VISA INC | V | 224 | $71,380 | 0.00% |
| 146 | APPLE INC | AAPL | 5,500 | $68,144 | 0.00% |
| 147 | MARVELL TECHNOLOGY INC | MRVL | 6,000 | $66,976 | 0.00% |
| 148 | ALPHABET INC | GOOG | 2,650 | $63,128 | 0.00% |
| 149 | FIDELITY COVINGTON TRUST | 316092386 | 1,455 | $63,052 | 0.00% |
| 150 | SELECT SECTOR SPDR TR | 81369Y100 | 593 | $49,895 | 0.00% |
| 151 | BROADCOM INC | AVGO | 2,500 | $47,813 | 0.00% |
| 152 | ISHARES TR | 46434V639 | 1,130 | $40,499 | 0.00% |
| 153 | PFIZER INC | PFE | 1,500 | $39,930 | 0.00% |
| 154 | ISHARES TR | 46429B697 | 424 | $37,605 | 0.00% |
| 155 | BLOCK INC | BSQKZ | 2,700 | $37,339 | 0.00% |
| 156 | CROWDSTRIKE HLDGS INC | CRWD | 105 | $37,274 | 0.00% |
| 157 | ADOBE INC | ADBE | 83 | $37,058 | 0.00% |
| 158 | SHOPIFY INC | SHOP | 322 | $34,834 | 0.00% |
| 159 | MARVELL TECHNOLOGY INC | MRVL | 3,000 | $32,100 | 0.00% |
| 160 | ARM HOLDINGS PLC | 042068905 | 22,200 | $30,897 | 0.00% |
| 161 | BLOCK INC | BSQKZ | 334 | $29,716 | 0.00% |
| 162 | GE AEROSPACE | 369604301 | 165 | $28,063 | 0.00% |
| 163 | NETFLIX INC | NFLX | 1,500 | $26,588 | 0.00% |
| 164 | ZOOM COMMUNICATIONS INC | ZM | 300 | $25,146 | 0.00% |
| 165 | SHOPIFY INC | SHOP | 1,068 | $17,093 | 0.00% |
| 166 | ZOOM COMMUNICATIONS INC | ZM | 2,043 | $16,984 | 0.00% |
| 167 | APPLIED MATLS INC | 038222105 | 100 | $16,683 | 0.00% |
| 168 | LAM RESEARCH CORP | LRCX | 220 | $16,148 | 0.00% |
| 169 | INVESCO EXCH TRADED FD TR II | IVZ | 228 | $15,960 | 0.00% |
| 170 | DELTA AIR LINES INC DEL | DAL | 150 | $9,189 | 0.00% |
| 171 | CROWDSTRIKE HLDGS INC | CRWD | 655 | $7,910 | 0.00% |
| 172 | CARNIVAL CORP | CUKPF | 3,900 | $3,838 | 0.00% |
| 173 | ALBEMARLE CORP | ALB-PA | 1,810 | $3,580 | 0.00% |
| 174 | DISNEY WALT CO | 254687906 | 1,500 | $3,218 | 0.00% |
| 175 | QUALCOMM INC | QCOM | 3,736 | $1,298 | 0.00% |
| 176 | SALESFORCE INC | CRM | 3,500 | $878 | 0.00% |
| 177 | PALO ALTO NETWORKS INC | PANW | 450 | $716 | 0.00% |
| 178 | BARRICK GOLD CORP | 067901908 | 17,582 | $612 | 0.00% |
| 179 | ADVANCED MICRO DEVICES INC | AMD | 1,795 | $334 | 0.00% |
| 180 | FREEPORT-MCMORAN INC | FCX | 15,000 | $171 | 0.00% |
| 181 | UBER TECHNOLOGIES INC | UBER | 3,700 | $75 | 0.00% |
| 182 | ADOBE INC | ADBE | 158 | $18 | 0.00% |
| 183 | MICRON TECHNOLOGY INC | MU | 700 | $0 | 0.00% |