Sumitomo Mitsui Financial Group, INC. 13F holdings
Sumitomo Mitsui Financial Group, INC. reported 112 positions with a total reported value of $5.2B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: ARES ARES MANAGEMENT CORPORATION (28.4%), ISHARES TR (12.7%), SPY STATE STR SPDR S&P 500 ETF T (10.9%), JEF JEFFERIES FINL GROUP INC (6.1%), QQQ INVESCO QQQ TR (5.3%). Against 2026-03-31 it opened 29 new positions and exited 25. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 112 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ARES ARES MANAGEMENT CORPORATION | 13,364,740 | $1.5B | 28.4% |
| ISHARES TR | 8,832,315 | $664.8M | 12.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 767,224 | $572.9M | 10.9% |
| JEF JEFFERIES FINL GROUP INC | 6,429,337 | $321.3M | 6.1% |
| QQQ INVESCO QQQ TR | 378,706 | $278.9M | 5.3% |
| GLD SPDR GOLD TR | 617,825 | $227.6M | 4.3% |
| PSNY POLESTAR AUTOMOTIVE HLDG UK | 10,341,261 | $194.2M | 3.7% |
| SELECT SECTOR SPDR TR | 2,747,661 | $143.1M | 2.7% |
| CME CME GROUP INC | 471,846 | $104.2M | 2.0% |
| NVDA NVIDIA CORPORATION | 475,444 | $95.1M | 1.8% |
| GOOGL ALPHABET INC | 256,453 | $90.6M | 1.7% |
| AVGO BROADCOM INC | 237,514 | $89.7M | 1.7% |
| ANET ARISTA NETWORKS INC | 490,822 | $83.4M | 1.6% |
| XYZ BLOCK INC | 909,320 | $69.1M | 1.3% |
| SPDR SERIES TRUST | 2,092,957 | $56.5M | 1.1% |
| AMZN AMAZON COM INC | 227,087 | $54.1M | 1.0% |
| GE AEROSPACE | 127,866 | $47.8M | 0.9% |
| JPM JPMORGAN CHASE & CO | 145,973 | $47.8M | 0.9% |
| MSFT MICROSOFT CORP | 125,950 | $47.0M | 0.9% |
| META META PLATFORMS INC | 82,420 | $46.4M | 0.9% |
| APH AMPHENOL CORP | 259,128 | $45.7M | 0.9% |
| GWW WW GRAINGER INC | 24,381 | $33.2M | 0.6% |
| VANGUARD WORLD FD | 263,878 | $33.0M | 0.6% |
| AXP AMERICAN EXPRESS CO | 96,529 | $32.7M | 0.6% |
| D R HORTON INC | 186,534 | $30.4M | 0.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 29 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MRVL MARVELL TECHNOLOGY INC | 5,217 | $1.6M | <0.1% |
| SNDK SANDISK CORP | 254 | $577.5K | <0.1% |
| SNOW SNOWFLAKE INC | 2,100 | $534.5K | <0.1% |
| PANW PALO ALTO NETWORKS INC | 1,442 | $491.8K | <0.1% |
| NOW SERVICENOW INC | 4,650 | $461.7K | <0.1% |
| OKTA OKTA INC | 3,000 | $409.4K | <0.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 530 | $253.1K | <0.1% |
| CDNS CADENCE DESIGN SYSTEM INC | 570 | $213.9K | <0.1% |
| COHR COHERENT CORP | 530 | $209.1K | <0.1% |
| DELL DELL TECHNOLOGIES INC | 480 | $207.1K | <0.1% |
| SMCI SUPER MICRO COMPUTER INC | 5,150 | $151.1K | <0.1% |
| LITE LUMENTUM HLDGS INC | 150 | $128.7K | <0.1% |
| GLW CORNING INC | 350 | $89.4K | <0.1% |
| DAL DELTA AIR LINES INC | 900 | $84.3K | <0.1% |
| AFL AFLAC INC | 652 | $76.4K | <0.1% |
| V VISA INC | 194 | $66.6K | <0.1% |
| MS MORGAN STANLEY | 300 | $62.7K | <0.1% |
| BAC BANK OF AMER CORP | 1,100 | $62.7K | <0.1% |
| UNH UNITEDHEALTH GROUP INC | 150 | $62.3K | <0.1% |
| CVS CVS HEALTH CORP | 600 | $62.1K | <0.1% |
| NEE NEXTERA ENERGY INC | 700 | $61.4K | <0.1% |
| GS GOLDMAN SACHS GROUP INC | 60 | $60.7K | <0.1% |
| HUM HUMANA INC | 150 | $59.6K | <0.1% |
| TSLA TESLA INC | 120 | $50.5K | <0.1% |
| INTC INTEL CORP | 350 | $48.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 25 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| SPDR DOW JONES INDL AVERAGE | 128,000 | $59.3M | 1.2% |
| KENNEDY-WILSON HOLDINGS INC COM | 2,765,866 | $29.9M | 0.6% |
| FIRST TR EXCHANGE TRADED FD | 84,507 | $6.2M | 0.1% |
| COIN COINBASE GLOBAL INC | 2,800 | $488.9K | <0.1% |
| MU MICRON TECHNOLOGY INC | 943 | $318.6K | <0.1% |
| LULU LULULEMON ATHLETICA INC | 1,400 | $214.3K | <0.1% |
| ADBE ADOBE INC | 850 | $206.6K | <0.1% |
| LMT LOCKHEED MARTIN CORP | 330 | $199.4K | <0.1% |
| CHTR CHARTER COMMUNICATIONS INC | 700 | $151.1K | <0.1% |
| COF CAPITAL ONE FINL CORP | 700 | $127.7K | <0.1% |
| XOM EXXON MOBIL CORP | 700 | $118.8K | <0.1% |
| APPLIED MATLS INC | 300 | $102.5K | <0.1% |
| ARM ARM HOLDINGS PLC | 677 | $102.4K | <0.1% |
| JNJ JOHNSON & JOHNSON | 305 | $74.6K | <0.1% |
| TGT TARGET CORP | 600 | $72.7K | <0.1% |
| CAT CATERPILLAR INC | 100 | $70.8K | <0.1% |
| ALGN ALIGN TECHNOLOGY INC | 400 | $68.6K | <0.1% |
| TMUS T-MOBILE US INC | 300 | $63.0K | <0.1% |
| WMT WALMART INC | 500 | $62.1K | <0.1% |
| GENERAL MTRS CO | 800 | $59.6K | <0.1% |
| UPS UNITED PARCEL SVCS INC | 600 | $59.0K | <0.1% |
| UNP UNION PAC CORP | 200 | $48.5K | <0.1% |
| IBM INTERNATIONAL BUSINESS MACHS | 195 | $47.3K | <0.1% |
| CCL CARNIVAL CORP | 1,226 | $31.7K | <0.1% |
| ZS ZSCALER INC | 100 | $14.0K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| QQQ INVESCO QQQ TR | 181,766 | 378,706 | +108.3% | $278.9M |
| SELECT SECTOR SPDR TR | 335,708 | 2,747,661 | +718.5% | $143.1M |
| VANGUARD WORLD FD | 35,767 | 263,878 | +637.8% | $33.0M |
| GLD SPDR GOLD TR | 590,062 | 617,825 | +4.7% | $227.6M |
| SPY STATE STR SPDR S&P 500 ETF T | 755,968 | 767,224 | +1.5% | $572.9M |
| FIRST TR EXCHANGE-TRADED FD | 5,876 | 87,827 | +1,394.7% | $8.6M |
| APH AMPHENOL CORP | 226,551 | 259,128 | +14.4% | $45.7M |
| BSX BOSTON SCIENTIFIC CORP | 334,764 | 412,532 | +23.2% | $17.6M |
| SPDR SERIES TRUST | 2,001,187 | 2,092,957 | +4.6% | $56.5M |
| GE AEROSPACE | 123,548 | 127,866 | +3.5% | $47.8M |
| INTU INTUIT | 55,562 | 61,068 | +9.9% | $15.9M |
| NVDA NVIDIA CORPORATION | 468,510 | 475,444 | +1.5% | $95.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| JEF JEFFERIES FINL GROUP INC | 9,247,081 | 6,429,337 | -30.5% | $321.3M |
| ISHARES TR | 9,008,054 | 8,832,315 | -2.0% | $664.8M |
| VANGUARD SCOTTSDALE FDS | 261,343 | 246,139 | -5.8% | $19.3M |
| SSGA ACTIVE TR | 222,888 | 194,734 | -12.6% | $5.7M |
| IVZ INVESCO EXCH TRADED FD TR II | 661,206 | 640,101 | -3.2% | $17.3M |
| UBER UBER TECHNOLOGIES INC | 7,100 | 4 | -99.9% | $289 |
| FSLR FIRST SOLAR INC | 130,494 | 128,656 | -1.4% | $30.4M |
| GWW WW GRAINGER INC | 24,697 | 24,381 | -1.3% | $33.2M |
| MSFT MICROSOFT CORP | 126,985 | 125,950 | -0.8% | $47.0M |
| AAPL APPLE INC | 1,735 | 409 | -76.4% | $118.3K |
| PG PROCTER & GAMBLE CO | 26,121 | 23,579 | -9.7% | $3.5M |
| COST COSTCO WHOLESALE CORPORATION | 10,739 | 10,478 | -2.4% | $9.8M |
CIK 1022837 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
