Sumitomo Mitsui Financial Group, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sumitomo Mitsui Financial Group, Inc.

CIK Number: 0001022837

n/a
Market Value
148
# of Holdings
null 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...
168.22
-7.14% 13.36M 0.00% 1.96B 33.95 35.89% Share
2 SPY SPDR S&P 500 ET...
661.04
-0.33% 1.74M -11.36% 974.71M 571.57 17.85% Share
3 JEF Jefferies Finan...
66.70
-2.11% 9.25M 0.00% 495.37M 61.55 9.07% Share
4 IWF iShares Russell...
465.26
-0.53% 691K 0.00% 249.51M 401.58 4.57% Share
5 QQQ Invesco QQQ Tru...
596.10
-0.35% 331.1K -69.81% 155.26M 504.16 2.84% Share
6 CME CME Group Inc.
264.43
+0.94% 471.85K 0.00% 125.18M 118.8 2.29% Share
7 GLD SPDR Gold Share...
343.31
-0.91% 429.58K +7.41% 123.78M 197.8 2.27% Share
8 AGG iShares Core U....
100.14
-0.19% 1.13M +8.12% 112.02M 99.28 2.05% Share
9 LQD iShares iBoxx $...
111.27
-0.39% 747.02K -56.54% 81.19M 108.79 1.49% Share
10 IEF iShares 7-10 Ye...
96.48
-0.27% 798.55K +5.97% 76.16M 100.82 1.39% Share
11 NVDA NVIDIA Corporat...
176.97
-0.82% 515.29K +6.24% 55.85M 20.81 1.02% Share
12 HYG iShares iBoxx $...
81.16
-0.12% 652.07K +5.45% 51.44M 84.96 0.94% Share
13 XYZ Block, Inc.
76.55
+0.01% 907.93K -0.04% 49.33M 66.64 0.90% Share
14 SJNK SPDR Bloomberg ...
25.59
-0.1% 1.92M +15.95% 48.22M 25.25 0.88% Share
15 IGSB iShares 1-5 Yea...
53.02
-0.06% 861.6K +3.97% 45.12M 53.47 0.83% Share
16 AVGO Broadcom Inc.
339.31
+0.11% 267.36K +7.98% 44.77M 60.61 0.82% Share
17 META Meta Platforms,...
760.66
+0.70% 70.56K +11.24% 40.67M 261.07 0.74% Share
18 MBB iShares MBS ETF
95.12
-0.2% 424.19K +3.28% 39.78M 104.18 0.73% Share
19 MSFT Microsoft Corpo...
510.15
+0.18% 104.4K +19.24% 39.2M 276.14 0.72% Share
20 GOOG Alphabet Inc.
247.83
-1.79% 242.71K +9.77% 37.92M 117.93 0.69% Share
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