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CIK: 0001022837
Total reported value
$5.3B
$5.3B
180 檔
40.1%
According to the latest 13F quarterly dataset, Sumitomo Mitsui Financial Group, Inc. managed an equity portfolio of $5.3B at the end of Q2 2024, spanning 180 distinct U.S. exchange-listed positions.
In Q2 2024, Sumitomo Mitsui Financial Group, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management CORP - A | Stock-Financials | 55.40% | -1.32% | — | |
| 2 | CME | Cme Group Inc | Stock-Financials | 2.89% | -0.84% | — | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.74% | -0.06% | +28.35% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.69% | -0.21% | +19.41% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 2.10% | -0.82% | +12.56% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.02% | -0.08% | +10.09% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.92% | +0.14% | +781.38% | |
| 8 | XYZ | Block Inc | Stock-Financials | 1.82% | +0.20% | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | +0.91% | +307.40% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.41% | -0.07% | +3.70% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.34% | -0.08% | +2.22% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | +0.22% | +7.82% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.13% | -0.06% | +8.94% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.24% | +4.89% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.07% | -0.07% | +5.97% | |
| 16 | ANETEUR | Arista Networks Inc | Stock-Other | 1.06% | — | +6.42% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.94% | -0.01% | +8.27% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.09% | -13.23% | |
| 19 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.77% | -0.02% | +43.68% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.76% | -0.04% | +18.71% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 0.70% | -0.04% | -0.89% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.65% | +3.29% | +25.66% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | — | NEW | |
| 24 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.63% | -0.04% | +2.31% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 0.58% | -0.19% | +8.50% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.06% | +8.02% | |
| 27 | FSLR | First Solar Inc | Stock-Tech | 0.52% | +0.06% | +18.23% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.01% | +6.97% | |
| 29 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.47% | +0.06% | +4.41% | |
| 30 | GWW | Ww Grainger Inc | Stock-Industrials | 0.43% | +0.08% | +7.44% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.40% | -0.02% | +13.15% | |
| 32 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.39% | — | +7.96% | |
| 33 | BLKCHF | Blackrock Inc | Stock-Other | 0.38% | — | +6.19% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.11% | +70.85% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.35% | — | +9.45% | |
| 36 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.32% | — | — | |
| 37 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.30% | -0.01% | +1.15% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.17% | -8.17% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.28% | +0.07% | +7.13% | |
| 40 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.28% | -0.01% | +14.54% | |
| 41 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.28% | — | +12.20% | |
| 42 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.26% | — | +12.90% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.26% | +0.01% | -9.59% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.25% | -0.01% | +14.09% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.01% | +3.15% | |
| 46 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.21% | -0.02% | +2.64% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.03% | -8.39% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.21% | -0.05% | +4.77% | |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.20% | -0.02% | +4.08% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.19% | -0.95% | -5.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.6% | +28.35% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.4% | +19.41% | Add |
| 3 | ARES | Ares Management CORP - A | +0.4% | — | Unchanged |
| 4 | NVDA | Nvidia CORP | +0.3% | +781.38% | Add |
| 5 | JNK | Ss Spdr Bb High Yield Bond | +0.3% | NEW | New buy |
| 6 | GLD | Spdr Gold Shares | +0.3% | +12.56% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +7.82% | Add |
| 8 | ANETEUR | Arista Networks Inc | +0.2% | +6.42% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +4.89% | Add |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.2% | +43.68% | Add |
| 11 | FSLR | First Solar Inc | +0.2% | +18.23% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +307.40% | Add |
| 13 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +10.09% | Add |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +25.66% | Add |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +70.85% | Add |
| 16 | MSFT | Microsoft CORP | +0.2% | +8.94% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +8.27% | Add |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +18.71% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +10.59% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | +6.97% | Add |
| 21 | QCOM | Qualcomm Inc | +0.1% | +7.13% | Add |
| 22 | INTU | Intuit Inc | +0.1% | +8.50% | Add |
| 23 | MBB | Ishares Mbs ETF | +0.1% | +5.97% | Add |
| 24 | RL | Ralph Lauren CORP | +0.1% | +945.04% | Add |
| 25 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +106.24% | Add |
| 26 | APD | Air Products & Chemicals Inc | +0.1% | +7.96% | Add |
| 27 | MU | Micron Technology Inc | +0.1% | +485.60% | Add |
| 28 | JPM | Jpmorgan Chase & Co | +0.1% | +8.02% | Add |
| 29 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +13.15% | Add |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +3.70% | Add |
| 31 | KO | Coca-cola Co/the | 0% | +9.45% | Add |
| 32 | ULTA | Ulta Beauty Inc | 0% | +82.66% | Add |
| 33 | FCX | Freeport-mcmoran Inc | 0% | +20283.02% | Add |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +2.22% | Add |
| 35 | IYR | Ishares US Real Estate ETF | 0% | +14.09% | Add |
| 36 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | +12.20% | Add |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | 0% | -9.59% | Trim |
| 38 | PYPL | Paypal Holdings Inc | 0% | -44.32% | Trim |
| 39 | BMY | Bristol-myers Squibb Co | 0% | +14.54% | Add |
| 40 | SHOP | Shopify Inc - Class A | 0% | -46.18% | Trim |
| 41 | AAPL | Apple Inc | 0% | -82.90% | Trim |
| 42 | VOO | Vanguard S&P 500 ETF | 0% | +1169.86% | Add |
| 43 | DHI | Dr Horton Inc | -0.1% | +4.41% | Add |
| 44 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -81.88% | Trim |
| 45 | AMZN | Amazon.com Inc | -0.1% | -13.23% | Trim |
| 46 | ZS | Zscaler Inc | -0.1% | -89.27% | Trim |
| 47 | AMD | Advanced Micro Devices | -0.1% | -53.05% | Trim |
| 48 | CME | Cme Group Inc | -0.3% | — | Unchanged |
| 49 | XYZ | Block Inc | -0.6% | — | Unchanged |
| 50 | ESGU | Ishares Esg Aware Msci USA | -4.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Sumitomo Mitsui Financial Group, Inc. reported a total U.S. public equity portfolio value of $5.3B across 180 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ARES, CME, LQD) accounted for 40.1% of total reported equity market value during Q2 2024.
Top New Position Initiated
JNK
市值: $10.4M
Top Position Liquidated / Trimmed
ESGU
前期市值: $133.4M
During Q2 2024, Sumitomo Mitsui Financial Group, Inc.'s top holdings by market value included ARES (55.4%)、CME (2.9%)、LQD (2.7%). The largest single position, ARES, represented 55.4% of total portfolio value.
In Q2 2024, Sumitomo Mitsui Financial Group, Inc. made 47 total portfolio adjustments, initiating 1 new buys, adding to 37 positions, trimming 8 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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