SUMITOMO MITSUI FINANCIAL GROUP, INC. — 13F Holdings & Portfolio
CIK 1022837 · latest 13F-HR filed 2026-05-14
SUMITOMO MITSUI FINANCIAL GROUP, INC. manages $4.94B in 13F-reported U.S. long-equity assets across 203 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ARES (29.54%), SPY (8.12%), JEF (7.73%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 23 new positions, exited 20, added to 56, and trimmed 46.
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.
$4.94B
Long-equity book
203
Distinct positions
2026-03-31
Filed 2026-05-14
+23 / −20 / ↑56 / ↓46
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$64.3M +1709.2%
- SPDR SERIES TRUST$48.0M +4178.3%
- SPDR GOLD TR$37.2M +17.2%
- CME GROUP INC$10.5M +8.2%
- ISHARES TR$8.5M +71.1%
Top Trims
- ARES MANAGEMENT CORPORATION-$702.0M -32.5%
- JEFFERIES FINL GROUP INC-$191.4M -33.4%
- SPDR SERIES TRUST-$63.2M -98.1%
- MICROSOFT CORP-$5.5M -10.4%
- INTUIT-$5.4M -18.4%
New Positions
- POLESTAR AUTOMOTIVE HLDG UK$190.5M
- SPDR DOW JONES INDL AVERAGE$59.3M
- AMPHENOL CORP$28.6M
- UBER TECHNOLOGIES INC$510.7K
- COINBASE GLOBAL INC$488.9K
Exited Positions
- ISHARES TR$71.1M
- SELECT SECTOR SPDR TR$67.8M
- UNITEDHEALTH GROUP INC$33.8M
- AIR PRODS & CHEMS INC$2.0M
- VERTIV HOLDINGS CO$490.2K
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 | $1.46B | 29.54% | 13,364,740 | SH |
| 2 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $401.1M | 8.12% | 616,700 | SH |
| 3 | JEFFERIES FINL GROUP INC | JEF | 47233W109 | $381.6M | 7.73% | 9,247,081 | SH |
| 4 | SPDR GOLD TR | GLD | 78463V107 | $253.9M | 5.14% | 590,062 | SH |
| 5 | POLESTAR AUTOMOTIVE HLDG UK | PSNY | 731105409 | $190.5M | 3.86% | 10,341,261 | SH |
| 6 | CME GROUP INC | CME | 12572Q105 | $139.4M | 2.82% | 471,846 | SH |
| 7 | ISHARES TR | AGG | 464287226 | $134.4M | 2.72% | 1,353,980 | SH |
| 8 | ISHARES TR | LQD | 464287242 | $91.0M | 1.84% | 835,038 | SH |
| 9 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $90.5M | 1.83% | 139,268 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $81.7M | 1.66% | 468,510 | SH |
| 11 | ISHARES TR | IEF | 464287440 | $81.6M | 1.65% | 855,197 | SH |
| 12 | INVESCO QQQ TR | QQQ | 46090E103 | $75.0M | 1.52% | 130,000 | SH |
| 13 | BROADCOM INC | AVGO | 11135F101 | $73.0M | 1.48% | 235,952 | SH |
| 14 | ALPHABET INC | GOOG | 02079K107 | $73.0M | 1.48% | 254,543 | SH |
| 15 | ISHARES TR | HYG | 464288513 | $61.8M | 1.25% | 776,830 | SH |
| 16 | ISHARES TR | SOXX | 464287523 | $61.1M | 1.24% | 186,000 | SH |
| 17 | ARISTA NETWORKS INC | ANET | 040413205 | $60.2M | 1.22% | 490,302 | SH |
| 18 | SPDR DOW JONES INDL AVERAGE | DIA | 78467X109 | $59.3M | 1.20% | 128,000 | SH |
| 19 | ISHARES TR | IGSB | 464288646 | $54.6M | 1.11% | 1,039,670 | SH |
| 20 | BLOCK INC | XYZ | 852234103 | $54.6M | 1.11% | 907,930 | SH |
| 21 | SPDR SERIES TRUST | SJNK | 78468R408 | $49.2M | 1.00% | 1,967,984 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $46.6M | 0.94% | 126,006 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $46.5M | 0.94% | 223,139 | SH |
| 24 | META PLATFORMS INC | META | 30303M102 | $45.7M | 0.93% | 79,927 | SH |
| 25 | ISHARES TR | MBB | 464288588 | $44.8M | 0.91% | 471,752 | SH |
| 26 | JPMORGAN CHASE & CO | JPM | 46625H100 | $42.1M | 0.85% | 143,253 | SH |
| 27 | ISHARES TR | PFF | 464288687 | $39.4M | 0.80% | 1,299,624 | SH |
| 28 | GE AEROSPACE | GE | 369604301 | $35.1M | 0.71% | 123,548 | SH |
| 29 | KENNEDY-WILSON HOLDINGS INC COM | KW | 489398107 | $29.9M | 0.61% | 2,765,866 | SH |
| 30 | INVESCO QQQ TR | QQQ | 46090E103 | $29.9M | 0.61% | 51,766 | SH |
| 31 | AMERICAN EXPRESS CO | AXP | 025816109 | $29.0M | 0.59% | 95,918 | SH |
| 32 | AMGEN INC | AMGN | 031162100 | $28.9M | 0.58% | 82,046 | SH |
| 33 | AMPHENOL CORP | APH | 032095101 | $28.6M | 0.58% | 226,551 | SH |
| 34 | NEWMONT CORP | NEM | 651639106 | $27.3M | 0.55% | 252,162 | SH |
| 35 | WW GRAINGER INC | GWW | 384802104 | $26.9M | 0.55% | 24,697 | SH |
| 36 | FIRST SOLAR INC | FSLR | 336433107 | $25.7M | 0.52% | 130,494 | SH |
| 37 | ISHARES TR | TLT | 464287432 | $25.6M | 0.52% | 295,620 | SH |
| 38 | D R HORTON INC | DHI | 23331A109 | $25.6M | 0.52% | 186,525 | SH |
| 39 | BLACKROCK INC | BLK | 09290D101 | $24.2M | 0.49% | 25,131 | SH |
| 40 | INTUIT | INTU | 461202103 | $23.9M | 0.48% | 55,362 | SH |
| 41 | COCA COLA CO | KO | 191216100 | $23.3M | 0.47% | 306,857 | SH |
| 42 | BOSTON SCIENTIFIC CORP | BSX | 101137107 | $21.0M | 0.43% | 334,764 | SH |
| 43 | ISHARES TR | SHV | 464288679 | $20.5M | 0.42% | 185,685 | SH |
| 44 | VANGUARD WORLD FD | VGT | 92204A702 | $20.2M | 0.41% | 28,943 | SH |
| 45 | INVESCO EXCH TRADED FD TR II | BAB | 46138G805 | $17.8M | 0.36% | 659,038 | SH |
| 46 | ISHARES TR | GOVT | 46429B267 | $15.4M | 0.31% | 671,704 | SH |
| 47 | ISHARES TR | IYR | 464287739 | $11.9M | 0.24% | 126,057 | SH |
| 48 | ULTA BEAUTY INC | ULTA | 90384S303 | $10.8M | 0.22% | 20,651 | SH |
| 49 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $10.7M | 0.22% | 10,739 | SH |
| 50 | VANGUARD INDEX FDS | VOO | 922908363 | $10.2M | 0.21% | 17,088 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |