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CIK: 0001022837
Total reported value
$5.3B
$5.3B
168 檔
98.8%
According to the latest 13F quarterly dataset, Sumitomo Mitsui Financial Group, Inc. managed an equity portfolio of $5.3B at the end of Q4 2024, spanning 168 distinct U.S. exchange-listed positions.
Sumitomo Mitsui Financial Group, Inc. executed strategic sector rebalancing during Q4 2024, establishing 31 new positions while fully exiting 31 holdings and trimming 62 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management CORP - A | Stock-Financials | 31.51% | -1.32% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.40% | +0.91% | +419.10% | |
| 3 | JEF | Jefferies Financial Group In | Stock-Financials | 9.66% | -1.63% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.53% | +3.29% | +1828.78% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.30% | +0.01% | +4449.66% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.73% | — | — | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.45% | -0.06% | +157.69% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.72% | — | — | |
| 9 | CME | Cme Group Inc | Stock-Financials | 1.46% | -0.84% | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.35% | -0.21% | +9.54% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.29% | -0.82% | +9.01% | |
| 12 | XYZ | Block Inc | Stock-Financials | 1.03% | +0.20% | +0.04% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 0.95% | — | — | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.93% | -0.08% | +5.81% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.14% | -2.30% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-Other | 0.80% | — | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | — | +728886.39% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.22% | -1.14% | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.76% | — | +1057.48% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.65% | -0.07% | +0.71% | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 0.58% | +0.38% | — | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.57% | -0.08% | -1.71% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.24% | +3.15% | |
| 24 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.56% | -0.02% | +19.42% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.09% | +4.48% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.50% | -0.07% | +6.53% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.01% | +1.79% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.06% | +3.09% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | -0.04% | +28.09% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.33% | -0.04% | +5.49% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.06% | +7.69% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | — | NEW | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.29% | -0.19% | +7.19% | |
| 34 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.26% | -0.04% | +0.99% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.24% | -0.03% | — | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 0.24% | +0.08% | +0.89% | |
| 37 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.21% | +0.06% | +3.69% | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.21% | — | +0.05% | |
| 39 | FSLR | First Solar Inc | Stock-Tech | 0.20% | +0.06% | -2.31% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | -0.01% | +6.96% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.19% | -0.02% | -1.05% | |
| 42 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.18% | -0.10% | — | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.18% | — | +9.16% | |
| 44 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 0.15% | — | +3.90% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.15% | -0.01% | +20.15% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.13% | -0.01% | -0.14% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.12% | +0.17% | -4.53% | |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.12% | -0.11% | -22.22% | |
| 49 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.11% | — | +1.50% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.11% | +0.01% | -0.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +9.8% | +419.10% | Add |
| 2 | JEF | Jefferies Financial Group In | +9.7% | NEW | New buy |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +6.8% | +1828.78% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +5.1% | +4449.66% | Add |
| 5 | IWF | Ishares Russell 1000 Growth | +3.7% | NEW | New buy |
| 6 | IWB | Ishares Russell 1000 ETF | +1.7% | NEW | New buy |
| 7 | XLI | Ss Industrial Select Sector | +0.8% | NEW | New buy |
| 8 | XLF | Ss Financial Select Sector | +0.8% | +728886.39% | Add |
| 9 | IGV | Ishares Expanded Tech-softwa | +0.7% | +1057.48% | Add |
| 10 | ANET | Arista Networks Inc | +0.6% | NEW | New buy |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.5% | +157.69% | Add |
| 12 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 13 | BSX | Boston Scientific CORP | +0.2% | NEW | New buy |
| 14 | UCON | First Trust Smith Unconstrai | 0% | +155.28% | Add |
| 15 | NFLX | Netflix Inc | 0% | NEW | New buy |
| 16 | SH | Proshares Short S&p500 | 0% | NEW | New buy |
| 17 | OKTA | Okta Inc | 0% | +12051.28% | Add |
| 18 | ✓ | Amazon Com Inc | 0% | +1.71% | Add |
| 19 | AMZN | Amazon.com, Inc. | — | +250.00% | Add |
| 20 | CRWD | CrowdStrike Holdings, Inc. | — | EXIT | Sold out |
| 21 | ARM | Arm Holdings plc | — | EXIT | Sold out |
| 22 | ARM | Arm Holdings plc | — | +122.00% | Add |
| 23 | V | Visa Inc. | — | NEW | New buy |
| 24 | MU | Micron Technology, Inc. | — | EXIT | Sold out |
| 25 | PYPL | PayPal Holdings, Inc. | — | EXIT | Sold out |
| 26 | JPM | JPMorgan Chase & Co. | — | NEW | New buy |
| 27 | GOOG | Alphabet Inc. | — | EXIT | Sold out |
| 28 | AVGO | Broadcom Inc. | — | -68.75% | Trim |
| 29 | SNOW | Snowflake Inc | — | EXIT | Sold out |
| 30 | ✓ | Pixie Dust Technologies Inc | — | EXIT | Sold out |
| 31 | ✓ | Invesco Qqq Trust | — | EXIT | Sold out |
| 32 | META | Meta Platforms, Inc. | — | NEW | New buy |
| 33 | FCX | Freeport-mcmoran Inc | — | EXIT | Sold out |
| 34 | NVDA | NVIDIA Corporation | — | EXIT | Sold out |
| 35 | FCX | Freeport-McMoRan Inc. | — | EXIT | Sold out |
| 36 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | +145.45% | Add |
| 37 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 38 | CRWD | CrowdStrike Holdings, Inc. | — | -78.17% | Trim |
| 39 | FCX | Freeport-McMoRan Inc. | — | — | Unchanged |
| 40 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 41 | AAPL | Apple Inc. | — | NEW | New buy |
| 42 | MRVL | Marvell Technology, Inc. | — | NEW | New buy |
| 43 | AVGO | Broadcom Inc. | — | -53.13% | Trim |
| 44 | CRM | Salesforce, Inc. | — | — | Unchanged |
| 45 | DOCU | Docusign Inc | — | EXIT | Sold out |
| 46 | ZS | Zscaler, Inc. | — | +135.02% | Add |
| 47 | SNAP | Snap Inc - A | — | EXIT | Sold out |
| 48 | TDOC | Teladoc Health Inc | — | EXIT | Sold out |
| 49 | TWLO | Twilio Inc - A | — | -58.24% | Trim |
| 50 | B | Barrick Mining Corporation | — | -63.45% | Trim |
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 168 disclosed positions in Q4 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, SPY, JEF) accounted for 98.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
JEF
市值: $725.0M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $39.1M
During Q4 2024, Sumitomo Mitsui Financial Group, Inc.'s top holdings by market value included ARES (31.5%)、SPY (15.4%)、JEF (9.7%). The largest single position, ARES, represented 31.5% of total portfolio value.
In Q4 2024, Sumitomo Mitsui Financial Group, Inc. made 182 total portfolio adjustments, initiating 31 new buys, adding to 58 positions, trimming 62 holdings, and fully liquidating 31 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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