Q4 2024 · 13F-HR
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF)holdings as filed
Filed 2025-02-13 · accession 0000950123-25-001919
$7.51B
Reported value
168
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $2.37B | 31.5% | 13,364,740 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.16B | 15.4% | 1,965,758 | Common | SOLE |
| 47233W109 | JEF | JEFFERIES FINL GROUP INC | $725.0M | 9.66% | 9,247,081 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $565.3M | 7.53% | 1,096,861 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $398.2M | 5.30% | 736,089 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $280.0M | 3.73% | 691,000 | Common | SOLE |
| 464287242 | LQD | ISHARES TR | $183.9M | 2.45% | 1,718,801 | Common | SOLE |
| 464287622 | IWB | ISHARES TR | $129.4M | 1.72% | 400,000 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $109.6M | 1.46% | 471,846 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $101.5M | 1.35% | 1,047,403 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $96.8M | 1.29% | 399,951 | Common | NONE |
| 852234103 | XYZ | BLOCK INC | $77.2M | 1.03% | 908,264 | Common | SOLE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $71.5M | 0.95% | 305,000 | Common | SOLE |
| 464287440 | IEF | ISHARES TR | $69.7M | 0.93% | 753,550 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $65.2M | 0.87% | 485,032 | Common | SOLE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $60.4M | 0.80% | 458,000 | Common | SOLE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $59.5M | 0.79% | 1,231,987 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $57.4M | 0.76% | 247,592 | Common | SOLE |
| 464287515 | IGV | ISHARES TR | $57.0M | 0.76% | 564,860 | Common | SOLE |
| 464288513 | HYG | ISHARES TR | $48.6M | 0.65% | 618,356 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $43.9M | 0.58% | 396,831 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $42.8M | 0.57% | 828,741 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $42.1M | 0.56% | 221,108 | Common | NONE |
| 78468R408 | SJNK | SPDR SER TR | $41.8M | 0.56% | 1,652,814 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $38.3M | 0.51% | 174,521 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $37.7M | 0.50% | 410,733 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $37.1M | 0.49% | 63,426 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $36.9M | 0.49% | 87,555 | Common | NONE |
| 464287432 | TLT | ISHARES TR | $31.2M | 0.42% | 356,833 | Common | NONE |
| 464288687 | PFF | ISHARES TR | $24.7M | 0.33% | 784,978 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $24.5M | 0.33% | 102,230 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $22.3M | 0.30% | 44,174 | Common | NONE |
| 461202103 | INTU | INTUIT | $21.4M | 0.29% | 34,050 | Common | NONE |
| 46138G805 | BAB | INVESCO EXCH TRADED FD TR II | $19.7M | 0.26% | 751,977 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $17.8M | 0.24% | 17,348 | Common | NONE |
| 384802104 | GWW | GRAINGER W W INC | $17.8M | 0.24% | 16,843 | Common | NONE |
| 23331A109 | DHI | D R HORTON INC | $16.0M | 0.21% | 114,106 | Common | NONE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $15.8M | 0.21% | 54,454 | Common | NONE |
| 336433107 | FSLR | FIRST SOLAR INC | $15.2M | 0.20% | 86,003 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $14.6M | 0.19% | 55,868 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $14.4M | 0.19% | 642,555 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $13.5M | 0.18% | 150,810 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $13.3M | 0.18% | 214,081 | Common | NONE |
| 445658107 | JBHT | HUNT J B TRANS SVCS INC | $11.3M | 0.15% | 66,014 | Common | NONE |
| 464287739 | IYR | ISHARES TR | $11.1M | 0.15% | 119,699 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $9.6M | 0.13% | 121,894 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $9.4M | 0.12% | 15,080 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $9.0M | 0.12% | 81,969 | Common | NONE |
| 039483102 | ADM | ARCHER DANIELS MIDLAND CO | $8.6M | 0.11% | 169,475 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $8.3M | 0.11% | 100,676 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $7.9M | 0.10% | 51,270 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $7.0M | 0.09% | 92,131 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $6.9M | 0.09% | 88,349 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $6.8M | 0.09% | 7,465 | Common | NONE |
| 92206C813 | VCLT | VANGUARD SCOTTSDALE FDS | $6.8M | 0.09% | 91,428 | Common | NONE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $6.4M | 0.08% | 14,627 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $5.4M | 0.07% | 84,336 | Common | NONE |
| 33740F888 | UCON | FIRST TR EXCHNG TRADED FD VI | $5.3M | 0.07% | 216,240 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $4.7M | 0.06% | 39,637 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $4.6M | 0.06% | 11,851 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $4.5M | 0.06% | 162,888 | Common | NONE |
| 464287523 | SOXX | ISHARES TR | $4.4M | 0.06% | 20,307 | Common | NONE |
| 46429B598 | INDA | ISHARES TR | $4.4M | 0.06% | 82,711 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $4.4M | 0.06% | 23,244 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $4.3M | 0.06% | 40,230 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $4.0M | 0.05% | 50,119 | Common | NONE |
| 464287796 | IYE | ISHARES TR | $3.9M | 0.05% | 86,112 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $3.9M | 0.05% | 33,600 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $3.7M | 0.05% | 24,081 | Common | NONE |
| 33734X192 | SKYY | FIRST TR EXCHANGE TRADED FD | $3.5M | 0.05% | 29,270 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.4M | 0.04% | 19,993 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $2.8M | 0.04% | 104,704 | Common | SOLE |
| 46436E718 | SGOV | ISHARES TR | $2.7M | 0.04% | 27,274 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $2.6M | 0.03% | 19,337 | Common | NONE |
| 97717Y691 | WCLD | WISDOMTREE TR | $2.5M | 0.03% | 67,607 | Common | NONE |
| 751212101 | RL | RALPH LAUREN CORP | $2.3M | 0.03% | 9,998 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $2.3M | 0.03% | 40,554 | Common | NONE |
| 46434V647 | REET | ISHARES TR | $2.1M | 0.03% | 89,232 | Common | NONE |
| 00206R102 | T | AT&T INC | $2.1M | 0.03% | 90,677 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $1.9M | 0.03% | 31,868 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $1.8M | 0.02% | 43,297 | Common | NONE |
| 72201R775 | BOND | PIMCO ETF TR | $1.7M | 0.02% | 18,470 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $1.6M | 0.02% | 20,609 | Common | NONE |
| 370334104 | GIS | GENERAL MLS INC | $1.6M | 0.02% | 24,587 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $1.4M | 0.02% | 5,565 | Common | NONE |
| 464288281 | EMB | ISHARES TR | $1.4M | 0.02% | 15,813 | Common | NONE |
| 464288810 | IHI | ISHARES TR | $1.4M | 0.02% | 23,587 | Common | NONE |
| 37954Y673 | PAVE | GLOBAL X FDS | $1.2M | 0.02% | 30,246 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $1.2M | 0.02% | 19,358 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $1.1M | 0.01% | 2,834 | Common | NONE |
| 78464A870 | XBI | SPDR SER TR | $1.1M | 0.01% | 11,708 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1.0M | 0.01% | 11,693 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $1.0M | 0.01% | 10,473 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $972,894 | 0.01% | 1,072 | Common | SOLE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $943,703 | 0.01% | 12,283 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $895,782 | 0.01% | 17,154 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $885,543 | 0.01% | 6,698 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $848,659 | 0.01% | 6,464 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $778,715 | 0.01% | 1,804 | Common | SOLE |
| 681919106 | OMC | OMNICOM GROUP INC | $708,023 | 0.01% | 8,229 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $685,349 | 0.01% | 17,138 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $633,972 | 0.01% | 4,838 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $621,729 | 0.01% | 2,452 | Common | NONE |
| 92189F106 | GDX | VANECK ETF TRUST | $614,483 | 0.01% | 18,121 | Common | NONE |
| 74349Y753 | SH | PROSHARES TR | $508,560 | 0.01% | 12,000 | Common | NONE |
| 67066G904 | — | NVIDIA CORPORATION | $460,447 | 0.01% | 262,498 | CALL | SOLE |
| 023135906 | — | AMAZON COM INC | $426,427 | 0.01% | 25,236 | CALL | SOLE |
| 679295105 | OKTA | OKTA INC | $386,892 | 0.01% | 4,739 | Common | SOLE |
| 88160R901 | — | TESLA INC | $326,585 | 0.00% | 2,000 | CALL | SOLE |
| 46435G342 | REM | ISHARES TR | $303,874 | 0.00% | 14,223 | Common | NONE |
| 46434V886 | HEWJ | ISHARES TR | $239,738 | 0.00% | 5,625 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $223,573 | 0.00% | 2,610 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $220,076 | 0.00% | 996 | Common | NONE |
| 023135956 | — | AMAZON COM INC | $215,950 | 0.00% | 35,000 | PUT | SOLE |
| 46434G822 | EWJ | ISHARES INC | $213,311 | 0.00% | 3,179 | Common | NONE |
| 46090E953 | — | INVESCO QQQ TR | $206,677 | 0.00% | 27,000 | PUT | NONE |
| 92189F791 | GDXJ | VANECK ETF TRUST | $197,163 | 0.00% | 4,612 | Common | NONE |
| 33733E500 | QCLN | FIRST TR EXCHANGE-TRADED FD | $189,567 | 0.00% | 5,587 | Common | NONE |
| 464288851 | IEO | ISHARES TR | $179,161 | 0.00% | 1,998 | Common | NONE |
| 92826C909 | — | VISA INC | $146,395 | 0.00% | 5,000 | CALL | SOLE |
| 98980G102 | ZS | ZSCALER INC | $139,158 | 0.00% | 754 | Common | SOLE |
| 46625H950 | — | JPMORGAN CHASE & CO. | $124,120 | 0.00% | 21,000 | PUT | SOLE |
| 11135F951 | — | BROADCOM INC | $114,486 | 0.00% | 7,500 | PUT | SOLE |
| 88160R951 | — | TESLA INC | $103,079 | 0.00% | 9,500 | PUT | SOLE |
| 46435U549 | EAGG | ISHARES TR | $101,982 | 0.00% | 2,196 | Common | NONE |
| 30303M902 | — | META PLATFORMS INC | $99,765 | 0.00% | 2,400 | CALL | SOLE |
| 921910733 | ESGV | VANGUARD WORLD FD | $98,603 | 0.00% | 938 | Common | NONE |
| 90138F102 | TWLO | TWILIO INC | $98,361 | 0.00% | 900 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $85,215 | 0.00% | 750 | Common | SOLE |
| 98980G902 | — | ZSCALER INC | $82,718 | 0.00% | 8,905 | CALL | SOLE |
| 97717X578 | XSOE | WISDOMTREE TR | $71,658 | 0.00% | 2,351 | Common | NONE |
| 92826C839 | V | VISA INC | $71,380 | 0.00% | 224 | Common | SOLE |
| 037833900 | — | APPLE INC | $68,144 | 0.00% | 5,500 | CALL | SOLE |
| 573874954 | — | MARVELL TECHNOLOGY INC | $66,976 | 0.00% | 6,000 | PUT | SOLE |
| 02079K907 | — | ALPHABET INC | $63,128 | 0.00% | 2,650 | CALL | NONE |
| 316092386 | FCPI | FIDELITY COVINGTON TRUST | $63,052 | 0.00% | 1,455 | Common | NONE |
| 81369Y100 | XLB | SELECT SECTOR SPDR TR | $49,895 | 0.00% | 593 | Common | NONE |
| 11135F901 | — | BROADCOM INC | $47,813 | 0.00% | 2,500 | CALL | SOLE |
| 46434V639 | HEZU | ISHARES TR | $40,499 | 0.00% | 1,130 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $37,605 | 0.00% | 424 | Common | NONE |
| 852234903 | — | BLOCK INC | $37,339 | 0.00% | 2,700 | CALL | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $37,274 | 0.00% | 105 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $37,058 | 0.00% | 83 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $34,834 | 0.00% | 322 | Common | SOLE |
| 573874904 | — | MARVELL TECHNOLOGY INC | $32,100 | 0.00% | 3,000 | CALL | SOLE |
| 042068905 | — | ARM HOLDINGS PLC | $30,897 | 0.00% | 22,200 | CALL | SOLE |
| 369604301 | GE | GE AEROSPACE | $28,063 | 0.00% | 165 | Common | SOLE |
| 64110L956 | — | NETFLIX INC | $26,588 | 0.00% | 1,500 | PUT | SOLE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $25,146 | 0.00% | 300 | Common | SOLE |
| 82509L907 | — | SHOPIFY INC | $17,093 | 0.00% | 1,068 | CALL | SOLE |
| 98980L901 | — | ZOOM COMMUNICATIONS INC | $16,984 | 0.00% | 2,043 | CALL | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $16,683 | 0.00% | 100 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $16,148 | 0.00% | 220 | Common | SOLE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $15,960 | 0.00% | 228 | Common | NONE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $9,189 | 0.00% | 150 | Common | SOLE |
| 22788C905 | — | CROWDSTRIKE HLDGS INC | $7,910 | 0.00% | 655 | CALL | SOLE |
| 143658900 | — | CARNIVAL CORP | $3,838 | 0.00% | 3,900 | CALL | SOLE |
| 012653901 | — | ALBEMARLE CORP | $3,580 | 0.00% | 1,810 | CALL | SOLE |
| 254687906 | — | DISNEY WALT CO | $3,218 | 0.00% | 1,500 | CALL | SOLE |
| 747525903 | — | QUALCOMM INC | $1,298 | 0.00% | 3,736 | CALL | SOLE |
| 79466L952 | — | SALESFORCE INC | $878 | 0.00% | 3,500 | PUT | SOLE |
| 697435905 | — | PALO ALTO NETWORKS INC | $716 | 0.00% | 450 | CALL | SOLE |
| 067901908 | — | BARRICK GOLD CORP | $612 | 0.00% | 17,582 | CALL | SOLE |
| 007903907 | — | ADVANCED MICRO DEVICES INC | $334 | 0.00% | 1,795 | CALL | SOLE |
| 35671D907 | — | FREEPORT-MCMORAN INC | $171 | 0.00% | 15,000 | CALL | SOLE |
| 90353T900 | — | UBER TECHNOLOGIES INC | $75 | 0.00% | 3,700 | CALL | SOLE |
| 00724F901 | — | ADOBE INC | $18 | 0.00% | 158 | CALL | SOLE |
| 595112903 | — | MICRON TECHNOLOGY INC | $0 | — | 700 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.