Sumitomo Mitsui Financial Group, Inc 13F annual report
Sumitomo Mitsui Financial Group, Inc is an investment fund managing more than $3.19 trillion ran by Osahiro Yamamoto. There are currently 92 companies in Yamamoto’s portfolio. The largest investments include Ares Management Corp and CME Inc, together worth $1.87 trillion.
$3.19 trillion Assets Under Management (AUM)
As of 6th August 2024, Sumitomo Mitsui Financial Group, Inc’s top holding is 13,364,740 shares of Ares Management Corp currently worth over $1.78 trillion and making up 55.8% of the portfolio value.
Relative to the number of outstanding shares of Ares Management Corp, Sumitomo Mitsui Financial Group, Inc owns less than approximately 0.1% of the company.
In addition, the fund holds 471,846 shares of CME Inc worth $92.8 billion, whose value fell 0.4% in the past six months.
The third-largest holding is Ishares Tr worth $486 billion and the next is Spdr Gold Tr worth $67.6 billion, with 314,620 shares owned.
Currently, Sumitomo Mitsui Financial Group, Inc's portfolio is worth at least $3.19 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Sumitomo Mitsui Financial Group, Inc
The Sumitomo Mitsui Financial Group, Inc office and employees reside in Tokyo, Japan. According to the last 13-F report filed with the SEC, Osahiro Yamamoto serves as the General Manager Planning Dept., Global Markets Business Unit at Sumitomo Mitsui Financial Group, Inc.
Recent trades
In the most recent 13F filing, Sumitomo Mitsui Financial Group, Inc revealed that it had opened a new position in
Spdr Ser Tr and bought 110,000 shares worth $10.4 billion.
The investment fund also strengthened its position in Ishares Tr by buying
658,823 additional shares.
This makes their stake in Ishares Tr total 6,562,164 shares worth $486 billion.
On the other hand, there are companies that Sumitomo Mitsui Financial Group, Inc is getting rid of from its portfolio.
Sumitomo Mitsui Financial Group, Inc closed its position in Ishares Tr on 13th August 2024.
It sold the previously owned 1,160,614 shares for $133 billion.
Osahiro Yamamoto also disclosed a decreased stake in Amazon.com by 0.1%.
This leaves the value of the investment at $29.2 billion and 151,027 shares.
One of the largest hedge funds
The two most similar investment funds to Sumitomo Mitsui Financial Group, Inc are Pure Advisors and Focused Investors Fund L P. They manage $3.19 trillion and $3.19 trillion respectively.
Osahiro Yamamoto investment strategy
Sumitomo Mitsui Financial Group, Inc’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Finance — making up 59.7% of
the total portfolio value.
The fund focuses on investments in the United States as
55.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
51% of the total holdings value.
On the other hand, small-cap stocks make up only 4.3% of the portfolio.
The average market cap of the portfolio companies is close to $202 billion.
The complete list of Sumitomo Mitsui Financial Group, Inc trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ares Management Corp |
No change
13,364,740
|
$1,781,252,547,000 | 55.83% |
| Ishares Tr |
Closed
1,160,614
|
$133,424,185,000 | |
| CME Group Inc |
No change
471,846
|
$92,764,874,000 | 2.91% |
| Ishares Tr |
11.16%
6,562,164
|
$485,875,193,000 | 15.23% |
| Spdr Gold Tr |
12.56%
314,620
|
$67,646,446,000 | 2.12% |
| NVIDIA Corp |
781.38%
498,480
|
$61,582,515,000 | 1.93% |
| Block Inc |
No change
907,930
|
$58,552,406,000 | 1.84% |
| Spdr S&p 500 Etf Tr |
307.40%
344,805
|
$49,834,863,000 | 1.56% |
| Broadcom Inc |
7.82%
24,680
|
$39,605,082,000 | 1.24% |
| Microsoft Corporation |
8.94%
81,329
|
$36,377,774,000 | 1.14% |
| Alphabet Inc |
2.92%
212,776
|
$39,064,641,000 | 1.22% |
| Arista Networks Inc |
6.42%
97,418
|
$34,143,061,000 | 1.07% |
| Meta Platforms Inc |
8.27%
59,773
|
$30,176,970,000 | 0.95% |
| Amazon.com Inc. |
13.23%
151,027
|
$29,187,987,000 | 0.91% |
| Spdr Ser Tr |
41.15%
1,020,714
|
$28,609,801,000 | 0.90% |
| Unitedhealth Group Inc |
10.59%
40,364
|
$20,555,771,000 | 0.64% |
| Invesco Exch Traded Fd Tr Ii |
2.26%
769,537
|
$20,311,880,000 | 0.64% |
| Intuit Inc |
8.50%
28,209
|
$18,539,237,000 | 0.58% |
| JPMorgan Chase & Co. |
8.02%
89,386
|
$18,079,212,000 | 0.57% |
| First Solar Inc |
18.23%
74,261
|
$16,742,885,000 | 0.52% |
| AMGEN Inc. |
6.97%
48,663
|
$15,204,754,000 | 0.48% |
| D.R. Horton Inc. |
4.41%
106,689
|
$15,035,681,000 | 0.47% |
| Grainger W W Inc |
7.44%
15,431
|
$13,922,465,000 | 0.44% |
| Air Prods & Chems Inc |
7.96%
49,147
|
$12,682,383,000 | 0.40% |
| Blackrock Inc. |
6.19%
15,677
|
$12,342,816,000 | 0.39% |
| Coca-Cola Co |
9.45%
177,341
|
$11,287,755,000 | 0.35% |
| Spdr Ser Tr |
Opened
110,000
|
$10,369,700,000 | 0.33% |
| Select Sector Spdr Tr |
2.09%
238,012
|
$17,514,363,000 | 0.55% |
| Vanguard World Fd |
9.41%
26,666
|
$12,093,923,000 | 0.38% |
| Qualcomm, Inc. |
7.13%
45,206
|
$9,003,647,000 | 0.28% |
| Bristol-Myers Squibb Co. |
14.54%
215,856
|
$8,964,500,000 | 0.28% |
| Hunt J B Trans Svcs Inc |
12.20%
55,365
|
$8,858,400,000 | 0.28% |
| Archer Daniels Midland Co. |
12.90%
137,390
|
$8,305,226,000 | 0.26% |
| Vanguard Index Fds |
7.78%
24,142
|
$8,029,104,000 | 0.25% |
| Vanguard Scottsdale Fds |
3.21%
219,419
|
$16,955,190,000 | 0.53% |
| Costco Whsl Corp New |
8.39%
7,899
|
$6,714,134,000 | 0.21% |
| Ulta Beauty Inc |
82.66%
13,557
|
$5,231,240,000 | 0.16% |
| Texas Instrs Inc |
0.17%
23,532
|
$4,577,680,000 | 0.14% |
| Pepsico Inc |
11.35%
27,352
|
$4,511,165,000 | 0.14% |
| First Tr Exchange Traded Fd |
7.93%
108,395
|
$7,313,155,000 | 0.23% |
| Home Depot, Inc. |
12.58%
12,127
|
$4,174,598,000 | 0.13% |
| Procter And Gamble Co |
1.35%
22,608
|
$3,730,908,000 | 0.12% |
| Schwab Strategic Tr |
16.60%
46,002
|
$3,577,116,000 | 0.11% |
| Pfizer Inc. |
5.28%
122,051
|
$3,414,987,000 | 0.11% |
| First Tr Exchng Traded Fd Vi |
0.05%
97,666
|
$2,387,934,000 | 0.07% |
| Wisdomtree Tr |
4.77%
75,098
|
$2,370,089,000 | 0.07% |
| Ralph Lauren Corp |
945.04%
10,858
|
$1,900,801,000 | 0.06% |
| AT&T Inc. |
7.16%
98,463
|
$1,881,628,000 | 0.06% |
| Cisco Sys Inc |
9.10%
39,009
|
$1,853,318,000 | 0.06% |
| Micron Technology Inc. |
485.60%
13,908
|
$1,839,055,000 | 0.06% |
| Pimco Etf Tr |
5.08%
18,565
|
$1,690,900,000 | 0.05% |
| General Mls Inc |
4.73%
24,461
|
$1,547,403,000 | 0.05% |
| Mondelez International Inc. |
8.16%
21,884
|
$1,432,089,000 | 0.04% |
| Advanced Micro Devices Inc. |
53.05%
8,867
|
$1,414,020,000 | 0.04% |
| Block H & R Inc |
48.85%
21,664
|
$1,373,281,000 | 0.04% |
| Sysco Corp. |
25.00%
18,819
|
$1,343,488,000 | 0.04% |
| Bank New York Mellon Corp |
11.50%
21,857
|
$1,309,016,000 | 0.04% |
| Global X Fds |
2.65%
33,235
|
$1,229,695,000 | 0.04% |
| Shopify Inc |
46.18%
16,080
|
$1,067,230,000 | 0.03% |
| Freeport-McMoRan Inc |
20,283.02%
21,606
|
$1,044,002,000 | 0.03% |
| Ishares Inc |
17.43%
19,414
|
$1,085,995,000 | 0.03% |
| PayPal Holdings Inc |
44.32%
14,092
|
$822,550,000 | 0.03% |
| Verizon Communications Inc |
2.46%
18,283
|
$753,991,000 | 0.02% |
| Illinois Tool Wks Inc |
13.35%
2,921
|
$692,160,000 | 0.02% |
| Arm Holdings Plc |
Closed
5,400
|
$674,946,000 | |
| Omnicom Group, Inc. |
7.63%
7,490
|
$671,853,000 | 0.02% |
| Kimberly-Clark Corp. |
10.57%
4,854
|
$670,823,000 | 0.02% |
| VanEck ETF Trust |
10.41%
23,526
|
$836,484,000 | 0.03% |
| Tesla Inc |
Closed
3,630
|
$638,118,000 | |
| DocuSign Inc |
No change
11,884
|
$626,168,000 | 0.02% |
| Okta Inc |
24.91%
6,631
|
$612,505,000 | 0.02% |
| Proshares Tr |
No change
48,000
|
$547,680,000 | 0.02% |
| Salesforce Inc |
51.97%
2,128
|
$538,065,000 | 0.02% |
| Whirlpool Corp. |
Closed
4,259
|
$509,504,000 | |
| Crowdstrike Holdings Inc |
81.88%
1,129
|
$437,250,000 | 0.01% |
| Netflix Inc. |
47.64%
621
|
$424,975,000 | 0.01% |
| Snap Inc |
No change
22,779
|
$377,448,000 | 0.01% |
| Apple Inc |
82.90%
1,548
|
$331,427,000 | 0.01% |
| Select Sector Spdr Tr |
Opened
3,265
|
$297,605,000 | 0.01% |
| First Tr Exchange-traded Fd |
51.29%
8,467
|
$287,963,000 | 0.01% |
| Vanguard Intl Equity Index F |
5.59%
2,195
|
$247,223,000 | 0.01% |
| Mastercard Incorporated |
No change
550
|
$243,513,000 | 0.01% |
| Zscaler Inc |
89.27%
1,286
|
$243,311,000 | 0.01% |
| Teladoc Health Inc |
15.06%
22,814
|
$231,334,000 | 0.01% |
| Snowflake Inc. |
No change
1,546
|
$207,040,000 | 0.01% |
| Zoom Video Communications In |
25.24%
2,467
|
$144,245,000 | 0.00% |
| Twilio Inc |
No change
2,155
|
$120,658,000 | 0.00% |
| Pixie Dust Technologies Inc |
No change
56,400
|
$85,728,000 | 0.00% |
| Palo Alto Networks Inc |
Opened
235
|
$80,093,000 | 0.00% |
| Fidelity Covington Trust |
Opened
1,800
|
$73,800,000 | 0.00% |
| NextEra Energy Inc |
Opened
702
|
$51,751,000 | 0.00% |
| Johnson & Johnson |
Opened
215
|
$31,347,000 | 0.00% |
| Eli Lilly & Co |
Opened
27
|
$24,544,000 | 0.00% |
| Adobe Inc |
Opened
20
|
$10,935,000 | 0.00% |
| Disney Walt Co |
90.42%
50
|
$5,109,000 | 0.00% |
| Exchange Traded Concepts Tru |
No change
14
|
$465,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 96 holdings | |||
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