SUMITOMO MITSUI FINANCIAL GROUP, INC. — 13F Holdings & Portfolio
CIK 1022837 · latest 13F-HR filed 2026-08-13
SUMITOMO MITSUI FINANCIAL GROUP, INC. manages $5.27B in 13F-reported U.S. long-equity assets across 229 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ARES (28.22%), SPY (8.74%), JEF (6.10%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 33 new positions and exited 25; 67 existing positions rose in reported value and 44 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-13
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- INVESCO QQQ TR$174.0M +165.8%
- SELECT SECTOR SPDR TR$124.0M +209277.5%
- STATE STR SPDR S&P 500 ETF T$81.3M +16.5%
- ARISTA NETWORKS INC$23.2M +38.5%
- ALPHABET INC$17.4M +23.9%
Top Trims
- JEFFERIES FINL GROUP INC-$60.3M -15.8%
- ISHARES TR-$45.4M -66.8%
- CME GROUP INC-$35.2M -25.2%
- SPDR GOLD TR-$26.3M -10.4%
- INTUIT-$8.1M -33.7%
New Positions
- MARVELL TECHNOLOGY INC$1.6M
- GLOBAL X FDS$1.2M
- EXCHANGE TRADED CONCEPTS TRU$1.2M
- SANDISK CORP$577.5K
- SNOWFLAKE INC$534.5K
Exited Positions
- SPDR DOW JONES INDL AVERAGE$59.3M
- KENNEDY-WILSON HOLDINGS INC COM$29.9M
- COINBASE GLOBAL INC$488.9K
- MICRON TECHNOLOGY INC$318.6K
- LULULEMON ATHLETICA INC$214.3K
SUMITOMO MITSUI FINANCIAL GROUP, INC. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES | 03990B101 | $1.49B | 28.22% | 13,364,740 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $460.5M | 8.74% | 616,700 | SH |
| 3 | JEFFERIES FINL GROUP INC | JEF | 47233W109 | $321.3M | 6.10% | 6,429,337 | SH |
| 4 | INVESCO QQQ TR | QQQ | 46090E103 | $244.8M | 4.64% | 332,440 | SH |
| 5 | SPDR GOLD TR | GLD | 78463V107 | $227.6M | 4.32% | 617,825 | SH |
| 6 | POLESTAR AUTOMOTIVE HLDG UK | PSNY | 731105409 | $194.2M | 3.68% | 10,341,261 | SH |
| 7 | ISHARES TR | AGG | 464287226 | $132.2M | 2.51% | 1,336,039 | SH |
| 8 | SELECT SECTOR SPDR TR | XLB | 81369Y100 | $124.0M | 2.35% | 2,440,000 | SH |
| 9 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $112.4M | 2.13% | 150,524 | SH |
| 10 | CME GROUP INC | CME | 12572Q105 | $104.2M | 1.98% | 471,846 | SH |
| 11 | NVIDIA CORPORATION | NVDA | 67066G104 | $94.5M | 1.79% | 472,282 | SH |
| 12 | ISHARES TR | LQD | 464287242 | $93.7M | 1.78% | 859,205 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $90.5M | 1.72% | 256,055 | SH |
| 14 | BROADCOM INC | AVGO | 11135F101 | $89.7M | 1.70% | 237,514 | SH |
| 15 | ARISTA NETWORKS INC | ANET | 040413205 | $83.3M | 1.58% | 490,072 | SH |
| 16 | ISHARES TR | IEF | 464287440 | $83.0M | 1.57% | 877,332 | SH |
| 17 | BLOCK INC | XYZ | 852234103 | $69.0M | 1.31% | 907,930 | SH |
| 18 | ISHARES TR | HYG | 464288513 | $62.4M | 1.18% | 780,473 | SH |
| 19 | ISHARES TR | IGSB | 464288646 | $54.5M | 1.03% | 1,039,573 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $54.1M | 1.03% | 227,087 | SH |
| 21 | SPDR SERIES TRUST | SJNK | 78468R408 | $51.6M | 0.98% | 2,061,130 | SH |
| 22 | GE AEROSPACE | GE | 369604301 | $47.8M | 0.91% | 127,866 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $47.7M | 0.91% | 145,851 | SH |
| 24 | META PLATFORMS INC | META | 30303M102 | $46.4M | 0.88% | 82,347 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $46.2M | 0.88% | 123,828 | SH |
| 26 | AMPHENOL CORP | APH | 032095101 | $45.7M | 0.87% | 259,128 | SH |
| 27 | ISHARES TR | MBB | 464288588 | $44.5M | 0.84% | 470,874 | SH |
| 28 | ISHARES TR | PFF | 464288687 | $39.9M | 0.76% | 1,309,459 | SH |
| 29 | INVESCO QQQ TR | QQQ | 46090E103 | $34.1M | 0.65% | 46,266 | SH |
| 30 | WW GRAINGER INC | GWW | 384802104 | $33.2M | 0.63% | 24,381 | SH |
| 31 | AMERICAN EXPRESS CO | AXP | 025816109 | $32.7M | 0.62% | 96,529 | SH |
| 32 | VANGUARD WORLD FD | VGT | 92204A702 | $30.7M | 0.58% | 256,515 | SH |
| 33 | D R HORTON INC | DHI | 23331A109 | $30.4M | 0.58% | 186,534 | SH |
| 34 | FIRST SOLAR INC | FSLR | 336433107 | $30.4M | 0.58% | 128,656 | SH |
| 35 | AMGEN INC | AMGN | 031162100 | $30.2M | 0.57% | 83,520 | SH |
| 36 | ISHARES TR | TLT | 464287432 | $25.3M | 0.48% | 292,387 | SH |
| 37 | COCA COLA CO | KO | 191216100 | $25.1M | 0.48% | 308,991 | SH |
| 38 | NEWMONT CORP | NEM | 651639106 | $24.8M | 0.47% | 265,950 | SH |
| 39 | BLACKROCK INC | BLK | 09290D101 | $24.3M | 0.46% | 25,223 | SH |
| 40 | ISHARES TR | SOXX | 464287523 | $22.6M | 0.43% | 35,285 | SH |
| 41 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $17.6M | 0.33% | 412,532 | SH |
| 42 | INVESCO EXCH TRADED FD TR II | BAB | 46138G805 | $17.1M | 0.32% | 637,933 | SH |
| 43 | ISHARES TR | SHV | 464288679 | $16.4M | 0.31% | 148,967 | SH |
| 44 | INTUIT | INTU | 461202103 | $15.9M | 0.30% | 61,068 | SH |
| 45 | ISHARES TR | GOVT | 46429B267 | $15.5M | 0.29% | 678,839 | SH |
| 46 | QUALCOMM INC | QCOM | 747525103 | $13.6M | 0.26% | 73,598 | SH |
| 47 | ISHARES TR | IYR | 464287739 | $12.1M | 0.23% | 118,215 | SH |
| 48 | VANGUARD INDEX FDS | VOO | 922908363 | $11.4M | 0.22% | 16,547 | SH |
| 49 | ISHARES TR | SHY | 464287457 | $11.3M | 0.21% | 137,118 | SH |
| 50 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $9.8M | 0.19% | 10,478 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $5.27B | 229 | 0001193125-26-347838 |
| 2026-03-31 | 2026-05-14 | $4.94B | 203 | 0001193125-26-222692 |
| 2025-12-31 | 2026-02-12 | $5.65B | 195 | 0001193125-26-047559 |
| 2025-09-30 | 2025-11-12 | $5.70B | 183 | 0001193125-25-275787 |
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