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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Zscaler, Inc.

ZS|98980G102

Shares:371

Value:$76.8K

% of Portfolio:0.0% ($76.8K/$5.5B)

97717X578

Shares:2.4K

Value:$72.6K

% of Portfolio:0.0% ($72.6K/$5.5B)

14040H955

Shares:5.0K

Value:$71.9K

% of Portfolio:0.0% ($71.9K/$5.5B)

67066G904

Shares:158.1K

Value:$63.0K

% of Portfolio:0.0% ($63.0K/$5.5B)

219350955

Shares:20.0K

Value:$61.3K

% of Portfolio:0.0% ($61.3K/$5.5B)

Apple Inc.

AAPL|037833100

Shares:275

Value:$59.9K

% of Portfolio:0.0% ($59.9K/$5.5B)

Okta, Inc.

OKTA|679295105

Shares:495

Value:$53.5K

% of Portfolio:0.0% ($53.5K/$5.5B)

81369Y100

XLB|81369Y100

Shares:593

Value:$51.0K

% of Portfolio:0.0% ($51.0K/$5.5B)

90138F952

Shares:4.0K

Value:$46.7K

% of Portfolio:0.0% ($46.7K/$5.5B)

46434V639

Shares:1.1K

Value:$44.0K

% of Portfolio:0.0% ($44.0K/$5.5B)

931142953

Shares:10.0K

Value:$40.8K

% of Portfolio:0.0% ($40.8K/$5.5B)

679295905

Shares:6.6K

Value:$40.5K

% of Portfolio:0.0% ($40.5K/$5.5B)

81369Y605

Shares:720

Value:$35.9K

% of Portfolio:0.0% ($35.9K/$5.5B)

46429B697

USMV|46429B697

Shares:364

Value:$34.1K

% of Portfolio:0.0% ($34.1K/$5.5B)

023135906

Shares:18.7K

Value:$27.0K

% of Portfolio:0.0% ($27.0K/$5.5B)

067901908

Shares:65.7K

Value:$26.7K

% of Portfolio:0.0% ($26.7K/$5.5B)

00287Y959

Shares:9.0K

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$5.5B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:40

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$5.5B)

22160K955

Shares:500

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$5.5B)

14040H905

Shares:2.0K

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Zscaler, Inc.(ZScusip98980G102)	371	QoQ -50.79% (-383) YoY -96.90% (-11.6K)	All Managers (Combined)	$76.8K	0.0% ($76.8K/$5.5B)	QoQ -44.77% (-$62.3K) YoY -96.67% (-$2.2M)
(cusip97717X578)✕	2.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$72.6K	0.0% ($72.6K/$5.5B)	QoQ +1.27% (+$917) YoY +4.76% (+$3.3K)
(cusip14040H955)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$71.9K	0.0% ($71.9K/$5.5B)	QoQ NEW(+$71.9K) YoY NEW(+$71.9K)
(cusip67066G904)✕	158.1K	QoQ -39.77% (-104.4K) YoY +3682.29% (-153.9K)	All Managers (Combined)	$63.0K	0.0% ($63.0K/$5.5B)	QoQ -86.30% (-$397.4K) YoY -95.99% (-$1.5M)
(cusip219350955)✕	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$61.3K	0.0% ($61.3K/$5.5B)	QoQ NEW(+$61.3K) YoY NEW(+$61.3K)
Apple Inc.(AAPLcusip037833100)	275	QoQ NEW(+275) YoY -96.96% (-8.8K)	All Managers (Combined)	$59.9K	0.0% ($59.9K/$5.5B)	QoQ NEW(+$59.9K) YoY -96.13% (-$1.5M)
Okta, Inc.(OKTAcusip679295105)	495	QoQ -89.55% (-4.2K) YoY -94.39% (-8.3K)	All Managers (Combined)	$53.5K	0.0% ($53.5K/$5.5B)	QoQ -86.18% (-$333.4K) YoY -94.21% (-$870.4K)
(XLBcusip81369Y100)	593	QoQ 0.00% (+0) YoY +80.79% (+265)	All Managers (Combined)	$51.0K	0.0% ($51.0K/$5.5B)	QoQ +2.18% (+$1.1K) YoY +67.34% (+$20.5K)
(cusip90138F952)✕	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$46.7K	0.0% ($46.7K/$5.5B)	QoQ NEW(+$46.7K) YoY NEW(+$46.7K)
(cusip46434V639)✕	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$44.0K	0.0% ($44.0K/$5.5B)	QoQ +8.73% (+$3.5K) YoY +5.98% (+$2.5K)
(cusip931142953)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$40.8K	0.0% ($40.8K/$5.5B)	QoQ NEW(+$40.8K) YoY NEW(+$40.8K)
(cusip679295905)✕	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$40.5K	0.0% ($40.5K/$5.5B)	QoQ NEW(+$40.5K) YoY NEW(+$40.5K)
(cusip81369Y605)✕	720	QoQ -99.94% (-1.2M) YoY +302.23% (+541)	All Managers (Combined)	$35.9K	0.0% ($35.9K/$5.5B)	QoQ -99.93% (-$59.4M) YoY +375.69% (+$28.3K)
(USMVcusip46429B697)	364	QoQ -14.15% (-60) YoY -52.29% (-399)	All Managers (Combined)	$34.1K	0.0% ($34.1K/$5.5B)	QoQ -9.40% (-$3.5K) YoY -46.57% (-$29.7K)
(cusip023135906)✕	18.7K	QoQ -25.75% (-6.5K) YoY +751.63% (+16.5K)	All Managers (Combined)	$27.0K	0.0% ($27.0K/$5.5B)	QoQ -93.66% (-$399.4K) YoY +59.41% (+$10.1K)
(cusip067901908)✕	65.7K	QoQ +273.57% (+48.1K) YoY NEW(+65.7K)	All Managers (Combined)	$26.7K	0.0% ($26.7K/$5.5B)	QoQ +4269.44% (+$26.1K) YoY NEW(+$26.7K)
(cusip00287Y959)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$20.0K	0.0% ($20.0K/$5.5B)	QoQ NEW(+$20.0K) YoY NEW(+$20.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	40	QoQ NEW(+40) YoY NEW(+40)	All Managers (Combined)	$19.7K	0.0% ($19.7K/$5.5B)	QoQ NEW(+$19.7K) YoY NEW(+$19.7K)
(cusip22160K955)✕	500	QoQ NEW(+500) YoY NEW(+500)	All Managers (Combined)	$19.3K	0.0% ($19.3K/$5.5B)	QoQ NEW(+$19.3K) YoY NEW(+$19.3K)
(cusip14040H905)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$5.5B)	QoQ NEW(+$17.1K) YoY NEW(+$17.1K)