Sumitomo-Mitsui-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "GDX",
  "HUM",
  "ARM",
  "MU",
  "ZS",
  "MMM",
  "ABBV",
  "APD",
  "JEF",
  null,
  "AXP",
  "GDXJ",
  "T",
  "BLK",
  "AVGO",
  "BSX",
  "COF",
  null,
  "EBAY",
  "RL",
  "FCX",
  null,
  null,
  null,
  null,
  "GIS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  "ISRG",
  "ITW",
  "AMAT",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "GE",
  null,
  null,
  "OMC",
  "ADM",
  "ANET",
  "VHT",
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PEP",
  "IEMG",
  null,
  null,
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  null,
  null,
  "GLD",
  null,
  null,
  "IBM",
  null,
  "TXN",
  "TWLO",
  "VNQ",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "ULTA",
  "XLB",
  "IEF",
  "TSM",
  null,
  null,
  "SDY",
  "FSLR",
  null,
  null,
  "DHI",
  "AMZN",
  null,
  null,
  null,
  "VGT",
  "ESGV",
  null,
  null,
  "VT",
  "VOO",
  null,
  "WMT",
  null,
  null,
  "SCHD",
  "DVY",
  "JBHT",
  "ON",
  "OKTA",
  "SYY",
  null,
  "GWW",
  null,
  "KMB",
  "BK",
  null,
  "BMY",
  "CCL",
  "CSCO",
  "CME",
  "KO",
  "COST",
  "GLW",
  "CRWD",
  "EWJ",
  null,
  "USMV",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "TSLA",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 194
Total Value: 5459766703
Accession Number: 0000950123-25-005053
Form Type: 13F-HR
CIK: sumitomo-mitsui-financial-group
Manager Name: Sumitomo-Mitsui-Financial-Group

Data Enrichment

55% identified

106 identified88 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

194 positions • $5.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:195.7K

Value:$37.2M

% of Portfolio:0.7% ($37.2M/$5.5B)

Arista Networks, Inc.

ANET|040413205

Shares:462.1K

Value:$35.8M

% of Portfolio:0.7% ($35.8M/$5.5B)

464287432

Shares:353.0K

Value:$32.1M

% of Portfolio:0.6% ($32.1M/$5.5B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:124.1K

Value:$30.4M

% of Portfolio:0.6% ($30.4M/$5.5B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:52.5K

Value:$27.5M

% of Portfolio:0.5% ($27.5M/$5.5B)

464288687

Shares:838.9K

Value:$25.8M

% of Portfolio:0.5% ($25.8M/$5.5B)

INTUIT INC.

INTU|461202103

Shares:40.3K

Value:$24.7M

% of Portfolio:0.5% ($24.7M/$5.5B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:205.6K

Value:$20.7M

% of Portfolio:0.4% ($20.7M/$5.5B)

46138G805

Shares:741.0K

Value:$19.8M

% of Portfolio:0.4% ($19.8M/$5.5B)

AMGEN INC

AMGN|031162100

Shares:61.6K

Value:$19.2M

% of Portfolio:0.4% ($19.2M/$5.5B)

BlackRock, Inc.

BLK|09290D101

Shares:19.7K

Value:$18.6M

% of Portfolio:0.3% ($18.6M/$5.5B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:18.7K

Value:$18.5M

% of Portfolio:0.3% ($18.5M/$5.5B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:60.0K

Value:$17.7M

% of Portfolio:0.3% ($17.7M/$5.5B)

HORTON D R INC /DE/

DHI|23331A109

Shares:129.9K

Value:$16.5M

% of Portfolio:0.3% ($16.5M/$5.5B)

COCA COLA CO

KO|191216100

Shares:226.3K

Value:$16.2M

% of Portfolio:0.3% ($16.2M/$5.5B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:58.0K

Value:$15.6M

% of Portfolio:0.3% ($15.6M/$5.5B)

46429B267

Shares:665.8K

Value:$15.3M

% of Portfolio:0.3% ($15.3M/$5.5B)

GENERAL ELECTRIC CO

GE|369604301

Shares:68.2K

Value:$13.6M

% of Portfolio:0.2% ($13.6M/$5.5B)

FIRST SOLAR, INC.

FSLR|336433107

Shares:101.7K

Value:$12.9M

% of Portfolio:0.2% ($12.9M/$5.5B)

464287739

IYR|464287739

Shares:126.9K

Value:$12.2M

% of Portfolio:0.2% ($12.2M/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	195.7K	QoQ +12.16% (-21.2K) YoY +12.46% (+21.7K)	All Managers (Combined)	$37.2M	0.7% ($37.2M/$5.5B)	QoQ -2.76% (-$1.1M) YoY +18.62% (+$5.8M)
Arista Networks, Inc.(ANETcusip040413205)	462.1K	QoQ +16.45% (-65.3K) YoY NEW(+462.1K)	All Managers (Combined)	$35.8M	0.7% ($35.8M/$5.5B)	QoQ -18.35% (-$8.1M) YoY NEW(+$35.8M)
(cusip464287432)✕	353.0K	QoQ -1.06% (-3.8K) YoY +56.78% (+127.9K)	All Managers (Combined)	$32.1M	0.6% ($32.1M/$5.5B)	QoQ +3.12% (-$975.4K) YoY +50.83% (+$10.8M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	124.1K	QoQ +21.39% (+21.9K) YoY +49.96% (+41.3K)	All Managers (Combined)	$30.4M	0.6% ($30.4M/$5.5B)	QoQ +24.16% (+$5.9M) YoY +83.60% (+$13.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	52.5K	QoQ +18.82% (+8.3K) YoY +43.80% (+16.0K)	All Managers (Combined)	$27.5M	0.5% ($27.5M/$5.5B)	QoQ +22.97% (+$5.1M) YoY +52.18% (+$9.4M)
(cusip464288687)✕	838.9K	QoQ +6.86% (+53.9K) YoY +16.42% (+118.3K)	All Managers (Combined)	$25.8M	0.5% ($25.8M/$5.5B)	QoQ +4.45% (+$1.1M) YoY +11.00% (+$2.6M)
INTUIT INC.(INTUcusip461202103)	40.3K	QoQ +18.35% (+6.3K) YoY +55.00% (+14.3K)	All Managers (Combined)	$24.7M	0.5% ($24.7M/$5.5B)	QoQ +15.62% (+$3.3M) YoY +46.42% (+$7.8M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	205.6K	QoQ +36.35% (+54.8K) YoY NEW(+205.6K)	All Managers (Combined)	$20.7M	0.4% ($20.7M/$5.5B)	QoQ +54.00% (+$7.3M) YoY NEW(+$20.7M)
(cusip46138G805)✕	741.0K	QoQ -1.46% (-11.0K) YoY -1.45% (-10.9K)	All Managers (Combined)	$19.8M	0.4% ($19.8M/$5.5B)	QoQ +0.53% (-$104.5K) YoY -0.96% (-$193.5K)
AMGEN INC(AMGNcusip031162100)	61.6K	QoQ +10.33% (+5.8K) YoY +35.50% (+16.2K)	All Managers (Combined)	$19.2M	0.4% ($19.2M/$5.5B)	QoQ +31.88% (+$4.6M) YoY +48.48% (+$6.3M)
BlackRock, Inc.(BLKcusip09290D101)	19.7K	QoQ +13.52% (+2.3K) YoY NEW(+19.7K)	All Managers (Combined)	$18.6M	0.3% ($18.6M/$5.5B)	QoQ +4.82% (+$857.3K) YoY NEW(+$18.6M)
W.W. GRAINGER, INC.(GWWcusip384802104)	18.7K	QoQ +10.91% (+1.8K) YoY +30.07% (+4.3K)	All Managers (Combined)	$18.5M	0.3% ($18.5M/$5.5B)	QoQ +3.95% (+$701.3K) YoY +26.31% (+$3.8M)
Air Products & Chemicals, Inc.(APDcusip009158106)	60.0K	QoQ +10.21% (+5.6K) YoY +31.83% (+14.5K)	All Managers (Combined)	$17.7M	0.3% ($17.7M/$5.5B)	QoQ +12.06% (+$1.9M) YoY +60.48% (+$6.7M)
HORTON D R INC /DE/(DHIcusip23331A109)	129.9K	QoQ +13.81% (+15.8K) YoY +27.08% (-27.7K)	All Managers (Combined)	$16.5M	0.3% ($16.5M/$5.5B)	QoQ +3.48% (+$555.6K) YoY -1.81% (-$305.0K)
COCA COLA CO(KOcusip191216100)	226.3K	QoQ +5.71% (+12.2K) YoY +39.67% (+64.3K)	All Managers (Combined)	$16.2M	0.3% ($16.2M/$5.5B)	QoQ +21.60% (+$2.9M) YoY +63.50% (+$6.3M)
AMERICAN EXPRESS CO(AXPcusip025816109)	58.0K	QoQ NEW(+58.0K) YoY NEW(+58.0K)	All Managers (Combined)	$15.6M	0.3% ($15.6M/$5.5B)	QoQ NEW(+$15.6M) YoY NEW(+$15.6M)
(cusip46429B267)✕	665.8K	QoQ +3.62% (+23.3K) YoY +32.54% (+163.5K)	All Managers (Combined)	$15.3M	0.3% ($15.3M/$5.5B)	QoQ +5.93% (+$856.6K) YoY +33.76% (+$3.9M)
GENERAL ELECTRIC CO(GEcusip369604301)	68.2K	QoQ +41221.81% (+68.0K) YoY NEW(+68.2K)	All Managers (Combined)	$13.6M	0.2% ($13.6M/$5.5B)	QoQ +48527.82% (+$13.6M) YoY NEW(+$13.6M)
FIRST SOLAR, INC.(FSLRcusip336433107)	101.7K	QoQ +18.20% (-15.7K) YoY +61.85% (+38.9K)	All Managers (Combined)	$12.9M	0.2% ($12.9M/$5.5B)	QoQ -15.20% (-$2.3M) YoY +21.22% (+$2.3M)
(IYRcusip464287739)	126.9K	QoQ +6.04% (+7.2K) YoY +58.31% (+46.8K)	All Managers (Combined)	$12.2M	0.2% ($12.2M/$5.5B)	QoQ +9.10% (+$1.0M) YoY +68.62% (+$4.9M)