Latest SUMITOMO MITSUI FINANCIAL GROUP, INC. Stock Portfolio

SUMITOMO MITSUI FINANCIAL GROUP, INC. Performance:

2024 Q3: 15.73%YTD: 24.79%2023: 31.92%

Performance for 2024 Q3 is 15.73%, and YTD is 24.79%, and 2023 is 31.92%.

About SUMITOMO MITSUI FINANCIAL GROUP, INC. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, SUMITOMO MITSUI FINANCIAL GROUP, INC. reported an equity portfolio of $3.9 Billions as of 30 Sep, 2024.

The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, SPY, CME. The fund has invested 53.6% of it's portfolio in ARES MANAGEMENT CORPORATION and 5.6% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off SPDR SER TR (BIL), ADVANCED MICRO DEVICES INC (AMD) and BLOCK H & R INC (HRB) stocks. They significantly reduced their stock positions in OKTA INC (OKTA), DOCUSIGN INC (DOCU) and FREEPORT-MCMORAN INC (FCX). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in SELECT SECTOR SPDR TR (XLB), TESLA INC (TSLA) and ARM HOLDINGS PLC. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INTL EQUITY INDEX F (VEU) and ZOOM VIDEO COMMUNICATIONS IN (ZM).

SUMITOMO MITSUI FINANCIAL GROUP, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that SUMITOMO MITSUI FINANCIAL GROUP, INC. made a return of 15.73% in the last quarter. In trailing 12 months, it's portfolio return was 39%.

New Buys

Ticker	$ Bought
select sector spdr tr	68,856,800
tesla inc	1,666,940
arm holdings plc	380,983
lockheed martin corp	9,318
unity software inc	1,333
amc entmt hldgs inc	9.00

New stocks bought by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Additions

Ticker	% Inc.
ishares tr	5,476
vanguard intl equity index f	3,420
zoom video communications in	591
zscaler inc	74.18
ishares tr	58.44
ishares tr	54.74
spdr ser tr	40.41
invesco qqq tr	29.47

Additions to existing portfolio by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Reductions

Ticker	% Reduced
okta inc	-99.41
docusign inc	-93.66
freeport-mcmoran inc	-91.21
snap inc	-81.97
teladoc health inc	-78.22
paypal hldgs inc	-77.87
alphabet inc	-76.03
johnson & johnson	-70.23

SUMITOMO MITSUI FINANCIAL GROUP, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
spdr ser tr	-10,369,700
block h & r inc	-1,373,280
shopify inc	-1,067,230
advanced micro devices inc	-1,414,020
apple inc	-331,427
nextera energy inc	-51,751
netflix inc	-424,975
mastercard incorporated	-243,513

SUMITOMO MITSUI FINANCIAL GROUP, INC. got rid off the above stocks

Sector Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 57.7% of it's holdings in Financial Services sector.

Sector	%
Financial Services	57.7
Others	26.4
Technology	7.9
Communication Services	2
Consumer Cyclical	1.7
Healthcare	1.5
Consumer Defensive	1.1

Market Cap. Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 73.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	64.7
UNALLOCATED	26.4
MEGA-CAP	8.4

Stocks belong to which Index?

About 17.4% of the stocks held by SUMITOMO MITSUI FINANCIAL GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.1
S&P 500	17.4

Top 5 Winners (%)		%
SPY	spdr s&p 500 etf tr	216.6 %
U	unity software inc	36.9 %
DHI	d r horton inc	34.2 %
BMY	bristol-myers squibb co	21.8 %
PYPL	paypal hldgs inc	20.7 %

Top 5 Winners ($)		$
ARES	ares management corporation	301.5 M
SPY	spdr s&p 500 etf tr	148.6 M
CME	cme group inc	11.3 M
GLD	spdr gold tr	9.5 M
DHI	d r horton inc	5.4 M

Top 5 Losers (%)		%
SNAP	snap inc	-38.5 %
CRWD	crowdstrike hldgs inc	-22.9 %
MU	micron technology inc	-16.6 %
TDOC	teladoc health inc	-14.1 %
SNOW	snowflake inc	-13.7 %

Top 5 Losers ($)		$
GOOG	alphabet inc	-3.2 M
MSFT	microsoft corp	-1.4 M
QCOM	qualcomm inc	-1.3 M
INTU	intuit	-1.1 M
NVDA	nvidia corporation	-1.1 M

SUMITOMO MITSUI FINANCIAL GROUP, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC.

SUMITOMO MITSUI FINANCIAL GROUP, INC. has 135 stocks in it's portfolio. About 75.3% of the portfolio is in top 10 stocks. GOOG proved to be the most loss making stock for the portfolio. ARES was the most profitable stock for SUMITOMO MITSUI FINANCIAL GROUP, INC. last quarter.

Last Reported on: 08 Nov, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	1.27	613,976	49,302,300	added	4.57

AAXJ	ishares tr	1.14	843,135	44,399,500	added	0.02

AAXJ	ishares tr	0.95	385,559	36,940,400	added	2.57

AAXJ	ishares tr	0.64	744,091	24,726,100	added	4.2

AAXJ	ishares tr	0.30	105,392	11,659,500	reduced	-3.59

AAXJ	ishares tr	0.09	29,502	3,528,590	added	54.74

AAXJ	ishares tr	0.04	15,315	1,433,180	reduced	-2.61

AAXJ	ishares tr	0.04	23,617	1,398,600	added	1.12

AAXJ	ishares tr	0.00	2,023	183,850	reduced	-2.65

ACWF	ishares tr	0.06	93,743	2,502,000	added	8.53

ACWF	ishares tr	0.01	5,625	230,906	unchanged	0.00

ACWF	ishares tr	0.00	1,130	41,539	unchanged	0.00

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADM	archer daniels midland co	0.26	166,973	9,974,970	added	21.53

AFK	vaneck etf trust	0.02	19,534	777,844	added	3.6

AFK	vaneck etf trust	0.01	5,586	272,653	added	19.61

AFLG	first tr exchng traded fd vi	0.06	84,706	2,128,660	reduced	-13.27

AGNG	global x fds	0.03	31,923	1,313,630	reduced	-3.95

AGT	ishares tr	0.01	12,042	285,636	added	20.59