Sumitomo Mitsui Financial Group, Inc.

CIK Number: 0001022837

6.14B
Market Value
149
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ARES Ares Management...
190.50
-0.23% 13.36M 0.00% 1.96B 33.95 35.89% Share
2 SPY SPDR S&P 500 ET...
644.93
+0.01% 1.74M -11.36% 974.71M 571.57 17.85% Share
3 JEF Jefferies Finan...
61.73
-2% 9.25M 0.00% 495.37M 61.55 9.07% Share
4 IWF iShares Russell...
450.40
+0.11% 691K 0.00% 249.51M 401.58 4.57% Share
5 QQQ Invesco QQQ Tru...
579.86
-0.08% 331.1K -69.81% 155.26M 504.16 2.84% Share
6 CME CME Group Inc.
274.71
+0.29% 471.85K 0.00% 125.18M 118.8 2.29% Share
7 GLD SPDR Gold Share...
307.25
-0.63% 429.58K +7.41% 123.78M 197.8 2.27% Share
8 AGG iShares Core U....
99.10
-0.27% 1.13M +8.12% 112.02M 99.28 2.05% Share
9 LQD iShares iBoxx $...
109.88
-0.34% 747.02K -56.54% 81.19M 108.79 1.49% Share
10 IEF iShares 7-10 Ye...
95.42
-0.32% 798.55K +5.97% 76.16M 100.82 1.39% Share
11 NVDA NVIDIA Corporat...
182.02
+0.24% 515.29K +6.24% 55.85M 20.81 1.02% Share
12 HYG iShares iBoxx $...
80.42
-0.24% 652.07K +5.45% 51.44M 84.96 0.94% Share
13 XYZ Block, Inc.
76.02
-1.21% 907.93K -0.04% 49.33M 66.64 0.90% Share
14 SJNK SPDR Bloomberg ...
25.41
-0.26% 1.92M +15.95% 48.22M 25.25 0.88% Share
15 IGSB iShares 1-5 Yea...
52.79
-0.15% 861.6K +3.97% 45.12M 53.47 0.83% Share
16 AVGO Broadcom Inc.
311.19
+0.68% 267.36K +7.98% 44.77M 60.61 0.82% Share
17 META Meta Platforms,...
781.96
+0.24% 70.56K +11.24% 40.67M 261.07 0.74% Share
18 MBB iShares MBS ETF
93.62
-0.34% 424.19K +3.28% 39.78M 104.18 0.73% Share
19 MSFT Microsoft Corpo...
522.28
+0.33% 104.4K +19.24% 39.2M 276.14 0.72% Share
20 GOOG Alphabet Inc.
203.77
+0.36% 242.71K +9.77% 37.92M 117.93 0.69% Share
21 AMZN Amazon.com, Inc...
230.94
+2.84% 195.75K +12.16% 37.24M 132.36 0.68% Share
22 ANET Arista Networks...
136.47
-1.12% 462.13K +16.46% 35.81M 105.86 0.66% Share
23 TLT iShares 20+ Yea...
87.01
-0.75% 353.04K -1.06% 32.14M 98.89 0.59% Share
24 JPM JPMorgan Chase ...
294.09
+1.23% 124.1K +21.39% 30.43M 162.92 0.56% Share
25 UNH UnitedHealth Gr...
271.50
-0.11% 52.49K +18.83% 27.48M 413.94 0.50% Share
26 PFF iShares Preferr...
31.44
-0.16% 838.86K +6.86% 25.78M 37.46 0.47% Share
27 INTU Intuit Inc.
710.55
-0.16% 40.3K +18.36% 24.74M 522.01 0.45% Share
28 BSX Boston Scientif...
104.16
+1.62% 205.64K +36.36% 20.75M 92.4 0.38% Share
29 BAB Invesco Taxable...
26.66
-0.49% 740.96K -1.47% 19.77M 31.74 0.36% Share
30 AMGN Amgen Inc.
290.28
+0.33% 61.64K +10.34% 19.2M 241.46 0.35% Share
31 BLK BlackRock, Inc.
1160.35
+0.03% 19.7K +13.53% 18.64M 1015.74 0.34% Share
32 GWW W.W. Grainger, ...
974.58
-0.76% 18.68K +10.92% 18.45M 540.69 0.34% Share
33 APD Air Products an...
292.08
-0.72% 60.02K +10.21% 17.7M 257.92 0.32% Share
34 DHI D.R. Horton, In...
163.90
-1% 129.87K +13.81% 16.51M 90.08 0.30% Share
35 KO The Coca-Cola C...
69.52
-1.33% 226.31K +5.71% 16.21M 57.03 0.30% Share
36 AXP American Expres...
307.72
+0.28% 57.95K +100.00% 15.59M 269.05 0.29% Share
37 GOVT iShares U.S. Tr...
22.89
-0.26% 665.85K +3.63% 15.3M 23.03 0.28% Share
38 GE GE Aerospace
269.72
+0.32% 68.18K +41.22K% 13.65M 200.07 0.25% Share
39 FSLR First Solar, In...
180.10
-2.56% 101.66K +18.20% 12.85M 193.8 0.24% Share
40 IYR iShares U.S. Re...
94.68
-0.74% 126.93K +6.04% 12.15M 90.24 0.22% Share
41 SHV iShares Short T...
110.26
0.00% 97.71K +19.20% 10.79M 110.19 0.20% Share
42 SHY iShares 1-3 Yea...
82.70
-0.11% 117K +16.21% 9.68M 82.41 0.18% Share
43 XLP Consumer Staple...
81.89
-0.9% 117.72K -3.43% 9.61M 69.39 0.18% Share
44 COST Costco Wholesal...
975.42
-0.35% 9.77K +30.88% 9.24M 545.08 0.17% Share
45 VOO Vanguard S&P 50...
592.77
-0.01% 17.14K -97.67% 8.81M 535.56 0.16% Share
46 VGT Vanguard Inform...
704.44
-0.4% 15.98K +5.97% 8.67M 360.77 0.16% Share
47 QCOM QUALCOMM Incorp...
158.09
+0.96% 55.07K +7.41% 8.46M 139.7 0.15% Share
48 VCSH Vanguard Short-...
79.58
-0.12% 102.37K +15.87% 8.08M 81.83 0.15% Share
49 ULTA Ulta Beauty, In...
526.18
-1.23% 20.56K +40.55% 7.54M 428.58 0.14% Share
50 XLU Utilities Selec...
85.85
-0.72% 91.12K -1.1% 7.18M 63.32 0.13% Share
51 VCLT Vanguard Long-T...
76.00
-0.43% 91.75K +0.35% 6.96M 102.02 0.13% Share
52 IGV iShares Expande...
108.36
-1.07% 77.71K -86.24% 6.92M 97.48 0.13% Share
53 CIBR First Trust NAS...
71.73
-1.52% 94.62K +12.20% 5.96M 49.89 0.11% Share
54 INDA iShares MSCI In...
52.42
-0.55% 106.99K +29.35% 5.51M 51.89 0.10% Share
55 SGOV iShares 0-3 Mon...
100.53
+0.02% 53.36K +95.63% 5.37M 100.48 0.10% Share
56 UCON First Trust TCW...
24.95
-0.16% 210.43K -2.69% 5.21M 24.6 0.10% Share
57 SCHD Schwab U.S. Div...
27.34
-0.46% 179.62K +10.27% 5.02M 25.82 0.09% Share
58 TIP iShares TIPS Bo...
110.27
-0.28% 42.34K +5.23% 4.7M 118.79 0.09% Share
59 HD The Home Depot,...
400.32
-1.68% 12.23K +3.18% 4.48M 304.32 0.08% Share
60 TXN Texas Instrumen...
193.71
+0.22% 24.29K +4.52% 4.37M 167.71 0.08% Share
61 IEI iShares 3-7 Yea...
118.85
-0.21% 36.03K +7.24% 4.26M 116.78 0.08% Share
62 VCIT Vanguard Interm...
83.12
-0.25% 50.56K +0.87% 4.13M 93.38 0.08% Share
63 IYE iShares U.S. En...
45.52
-0.12% 81.28K -5.61% 4.01M 26.61 0.07% Share
64 SOXX iShares Semicon...
254.14
+0.10% 20.5K +0.94% 3.86M 156.8 0.07% Share
65 PG The Procter & G...
153.70
-1.1% 22.45K +12.30% 3.83M 132.16 0.07% Share
66 PEP PepsiCo, Inc.
148.62
-0.49% 22.64K -5.98% 3.39M 160.23 0.06% Share
67 SKYY First Trust Clo...
119.68
-1.11% 31.78K +8.57% 3.25M 75.45 0.06% Share
68 PFE Pfizer Inc.
25.11
-0.22% 112.86K +7.78% 2.86M 35.82 0.05% Share
69 RL Ralph Lauren Co...
290.39
-3.89% 11.7K +17.05% 2.58M 181.38 0.05% Share
70 SDY SPDR S&P Divide...
140.47
-0.75% 18.92K -2.16% 2.57M 109.65 0.05% Share
71 T AT&T Inc.
28.75
+1.27% 86.89K -4.18% 2.46M 21.15 0.04% Share
72 BMY Bristol-Myers S...
47.81
-0.08% 39.56K -2.46% 2.41M 57.15 0.04% Share
73 REET iShares Global ...
24.77
-0.74% 97.01K +8.71% 2.35M 24.49 0.04% Share
74 WCLD WisdomTree Clou...
33.20
-1.89% 72.48K +7.21% 2.35M 46.33 0.04% Share
75 CSCO Cisco Systems, ...
69.28
-1.58% 33.34K +4.61% 2.06M 48.85 0.04% Share
76 EEM iShares MSCI Em...
49.86
-1.27% 45.84K +5.87% 2M 48.63 0.04% Share
77 BOND PIMCO Active Bo...
92.14
-0.28% 18.08K -2.11% 1.67M 102.85 0.03% Share
78 IHI iShares U.S. Me...
61.60
-0.31% 25.92K +9.89% 1.56M 55.32 0.03% Share
79 SYY Sysco Corporati...
81.20
-1.2% 20.59K -0.08% 1.55M 72.67 0.03% Share
80 BK The Bank of New...
103.36
+1.42% 17.46K +42.16% 1.46M 59.23 0.03% Share
81 VCR Vanguard Consum...
381.96
-0.19% 4.23K +49.26% 1.38M 289.8 0.03% Share
82 EMB iShares J.P. Mo...
93.93
-0.22% 15.19K -3.92% 1.38M 102.27 0.03% Share
83 OMC Omnicom Group I...
75.42
-1.37% 15.07K +83.17% 1.25M 77.55 0.02% Share
84 GIS General Mills, ...
49.66
-0.14% 20.12K -18.16% 1.2M 70.89 0.02% Share
85 PAVE Global X U.S. I...
46.42
-1.45% 29.18K -3.54% 1.1M 25.08 0.02% Share
86 VNQ Vanguard Real E...
89.16
-0.71% 11.75K +0.46% 1.06M 90.57 0.02% Share
87 VHT Vanguard Health...
248.84
+0.49% 3.99K -28.37% 1.06M 250.22 0.02% Share
88 XLC Communication S...
111.20
+0.08% 10.81K +3.25% 1.04M 80.2 0.02% Share
89 IEMG iShares Core MS...
61.97
-1.17% 19.15K +11.64% 1.03M 51.4 0.02% Share
90 XBI SPDR S&P Biotec...
89.56
+0.04% 11.63K -0.67% 943.11K 117.5 0.02% Share
91 GDX VanEck Gold Min...
57.70
-0.63% 18.82K +3.84% 864.97K 27.81 0.02% Share
92 DVY iShares Select ...
138.75
-0.41% 6.39K -1.11% 858.38K 108.44 0.02% Share
93 IBB iShares Biotech...
137.27
+0.12% 6.06K -9.51% 775.2K 140.4 0.01% Share
94 VZ Verizon Communi...
43.49
-0.49% 16.82K -1.83% 763.14K 54.92 0.01% Share
95 MDLZ Mondelez Intern...
61.42
-1.24% 10.93K -43.55% 741.4K 59.47 0.01% Share
96 ITW Illinois Tool W...
262.44
-1.83% 2.51K +2.41% 622.75K 214.77 0.01% Share
97 KMB Kimberly-Clark ...
133.43
-1.02% 4.19K -13.35% 596.19K 129.38 0.01% Share
98 HUM Humana Inc.
281.43
-0.2% 2.2K +100.00% 582.08K 264.6 0.01% Share
99 TSM Taiwan Semicond...
240.97
-0.19% 3.5K +100.00% 578.54K 166 0.01% Share
100 SH ProShares Short...
38.34
-0.01% 12K 0.00% 534.84K 42.38 < 0.01% Share
101 MU Micron Technolo...
125.27
+0.80% 5.3K +100.00% 468.73K 86.89 < 0.01% Share
102 AMAT Applied Materia...
188.22
-0.95% 3K +2.9K% 435.18K 145.7 < 0.01% Share
103 TWLO Twilio Inc.
100.79
-0.9% 4K +344.44% 395.92K 102.21 < 0.01% Share
104 ARM Arm Holdings pl...
140.53
-0.76% 3.52K +100.00% 379.02K 106.79 < 0.01% Share
105 LRCX Lam Research Co...
107.35
+0.57% 4.75K +2.06K% 344.9K 72.68 < 0.01% Share
106 WMT Walmart Inc.
100.84
-0.15% 4K +100.00% 340.6K 87.79 < 0.01% Share
107 REM iShares Mortgag...
22.30
-0.71% 14.22K 0.00% 319.09K 22.78 < 0.01% Share
108 GDXJ VanEck Junior G...
72.75
-0.4% 4.86K +5.31% 277.82K 38.88 < 0.01% Share
109 GLW Corning Incorpo...
65.75
+0.02% 5.9K +100.00% 270.57K 45.78 < 0.01% Share
110 VT Vanguard Total ...
133.34
-0.27% 2.19K -94.46% 254.51K 118.22 < 0.01% Share
111 ABBV AbbVie Inc.
204.72
+1.61% 1.23K +100.00% 252.51K 209.52 < 0.01% Share
112 HEWJ iShares Currenc...
48.09
-0.35% 5.63K 0.00% 235.88K 41.86 < 0.01% Share
113 DIS The Walt Disney...
116.33
-0.27% 2.4K +100.00% 235.37K 98.7 < 0.01% Share
114 FCPI Fidelity Stocks...
47.97
-0.39% 5.09K +250.17% 220.64K 42.62 < 0.01% Share
115 EWJ iShares MSCI Ja...
78.79
-0.61% 3.18K 0.00% 217.95K 57.5 < 0.01% Share
116 NFLX Netflix, Inc.
1230.56
+2.17% 200 -81.34% 186.77K 891.32 < 0.01% Share
117 IEO iShares U.S. Oi...
88.54
+0.26% 1.96K -2.15% 184.9K 73.98 < 0.01% Share
118 IWM iShares Russell...
228.20
-1.31% 901 -9.54% 179.74K 220.84 < 0.01% Share
119 IBM International B...
237.04
-1.26% 660 +100.00% 161.04K 248.66 < 0.01% Share
120 PLTR Palantir Techno...
181.00
-1.83% 1.8K +100.00% 154.53K 84.4 < 0.01% Share
121 FCX Freeport-McMoRa...
42.27
-1.11% 4K +100.00% 153.68K 37.86 < 0.01% Share
122 XLE Energy Select S...
85.55
-0.11% 1.63K -37.74% 151.86K 91 < 0.01% Share
123 AVGOP Broadcom Inc.
1406.70
-2.58% 7.5K 0.00% 134.23K 11.03 < 0.01% Put
124 QCLN First Trust NAS...
36.37
-1.25% 4.63K -17.08% 132.6K 54.33 < 0.01% Share
125 COF Capital One Fin...
221.13
+1.92% 700 +100.00% 121.47K 179.3 < 0.01% Share
126 CRWD CrowdStrike Hol...
424.70
-1.72% 297 +182.86% 106.06K 336.17 < 0.01% Share
127 EAGG iShares ESG U.S...
47.48
-0.25% 2.2K 0.00% 104.27K 55.14 < 0.01% Share
128 MMM 3M Company
156.66
-2.21% 700 +100.00% 101.39K 146.86 < 0.01% Share
129 ESGV Vanguard ESG U....
114.60
+0.03% 938 0.00% 90.51K 82.96 < 0.01% Share
130 ZS Zscaler, Inc.
270.99
-2.44% 9.03K +1.43% 85.7K 8.5 < 0.01% Call
131 XSOE WisdomTree Emer...
35.49
-1.25% 2.35K 0.00% 72.58K 30.89 < 0.01% Share
132 AAPL Apple Inc.
232.81
-0.22% 275 +100.00% 59.92K 222.13 < 0.01% Share
133 OKTA Okta, Inc.
88.61
-2.6% 495 -89.55% 53.45K 78.93 < 0.01% Share
134 XLB Materials Selec...
90.03
-1.04% 593 0.00% 50.99K 82.31 < 0.01% Share
135 HEZU iShares Currenc...
41.59
+0.97% 1.13K 0.00% 44.04K 28.11 < 0.01% Share
136 XLF Financial Selec...
53.01
+0.47% 720 -99.94% 35.86K 48.33 < 0.01% Share
137 USMV iShares MSCI US...
93.24
-0.35% 364 -14.15% 34.07K 62.68 < 0.01% Share
138 ISRG Intuitive Surgi...
477.00
-1.11% 40 +100.00% 19.67K 495.25 < 0.01% Share
139 SPLV Invesco S&P 500...
73.55
-0.65% 196 -14.04% 14.64K 55.96 < 0.01% Share
140 ADM Archer-Daniels-...
59.31
-0.84% 234 -99.86% 11.23K 76.98 < 0.01% Share
141 ON ON Semiconducto...
51.62
-0.52% 271 +100.00% 11.1K 40.69 < 0.01% Share
142 EBAY eBay Inc.
98.50
-2.25% 161 +100.00% 10.81K 67.73 < 0.01% Share
143 UBER Uber Technologi...
91.40
+0.63% 3.7K 0.00% 8.09K 0.02 < 0.01% Call
144 JBHT J.B. Hunt Trans...
144.47
-0.95% 37 -99.94% 5.47K 168.08 < 0.01% Share
145 CCL Carnival Corpor...
30.25
-1.27% 250 +100.00% 4.97K 19.53 < 0.01% Share
146 GOOGL Alphabet Inc.
202.88
+0.46% 1.73K -34.91% 4.57K 1.86 < 0.01% Call
147 CHIQ Global X MSCI C...
21.70
-1.77% 200 +100.00% 4.47K 22.33 < 0.01% Share
148 EMQQ EMQQ The Emergi...
42.12
-1.22% 110 +100.00% 4.2K 38.15 < 0.01% Share
149 TSLA Tesla, Inc.
335.58
-1.12% 9 -99.5% 2.37K 261.56 < 0.01% Share