Sumitomo Mitsui Financial
Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ARES, JEF, SPY, GLD, AGG, and represent 63.69% of Sumitomo Mitsui Financial Group's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$68M), NEM (+$19M), GLD (+$13M), ALLW (+$6.6M), XLU (+$5.9M), LQD, GE, PFF, AGG, META.
- Started 30 new stock positions in XLI, V, PYLD, MU, ALLW, Marvell Technology, Qualcomm Inc option, MS, GLW, ALB.
- Reduced shares in these 10 stocks: SPY (-$91M), QQQ (-$85M), IVV (-$74M), APD (-$16M), XBI (-$14M), GOOG (-$6.5M), NVDA, TLT, BOND, INTU.
- Sold out of its positions in Aflac Inc option, Alphabet Inc-cl C, Arm Holdings, Barrick Mng Corp, Broadcom Inc put, CMG, Chipotle Mexican Grill Inc option, EBAY, HCA, ISRG. Intuitive Surgical, Jpmorgan Chase & Co option, KLAC, LMT, Micron Technology Inc call, Nvidia Corp option, OKTA, Shopify Inc put, SNOW, Starbucks Corp option, UBER, WYNN, Zscaler Inc put.
- Sumitomo Mitsui Financial Group was a net seller of stock by $-120M.
- Sumitomo Mitsui Financial Group has $5.7B in assets under management (AUM), dropping by -0.96%.
- Central Index Key (CIK): 0001022837
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Portfolio Holdings for Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group holds 178 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ares Management Corporation Cl A Com Stk (ARES) | 38.2 | $2.2B | 13M | 161.63 |
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| Jefferies Finl Group (JEF) | 10.1 | $573M | 9.2M | 61.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.1 | $514M | -14% | 754k | 681.86 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.8 | $217M | +6% | 547k | 396.31 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.4 | $135M | +2% | 1.4M | 99.88 |
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| Cme (CME) | 2.3 | $129M | 472k | 273.08 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $110M | -43% | 179k | 614.31 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.6 | $90M | +5% | 819k | 110.19 |
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| NVIDIA Corporation (NVDA) | 1.5 | $86M | -2% | 458k | 188.22 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.4 | $80M | +2% | 833k | 96.16 |
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| Broadcom (AVGO) | 1.4 | $78M | 223k | 349.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $76M | -7% | 241k | 314.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $71M | -50% | 103k | 689.92 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 1.2 | $68M | NEW | 466k | 145.41 |
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| Spdr Series Trust State Street Spd (XBI) | 1.1 | $64M | -17% | 9.4k | 6838.39 |
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| Arista Networks Com Shs (ANET) | 1.1 | $62M | +5% | 463k | 134.15 |
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| Block Cl A (XYZ) | 1.1 | $60M | 908k | 65.92 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $57M | +3% | 711k | 80.63 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $56M | +5% | 1.1M | 52.88 |
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| Microsoft Corporation (MSFT) | 0.9 | $53M | +5% | 109k | 487.10 |
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| Meta Platforms Cl A (META) | 0.9 | $50M | +7% | 75k | 658.69 |
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| Amazon (AMZN) | 0.9 | $49M | +5% | 210k | 232.07 |
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| Ishares Tr Mbs Etf (MBB) | 0.8 | $43M | +2% | 454k | 95.22 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $43M | +3% | 132k | 322.22 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $36M | +11% | 1.2M | 30.96 |
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| Ge Aerospace Com New (GE) | 0.6 | $34M | +13% | 110k | 311.58 |
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| UnitedHealth (UNH) | 0.6 | $34M | +8% | 102k | 328.94 |
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| American Express Company (AXP) | 0.6 | $32M | +4% | 87k | 369.95 |
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| Intuit (INTU) | 0.5 | $29M | -4% | 44k | 662.42 |
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| First Solar (FSLR) | 0.5 | $29M | +6% | 112k | 261.23 |
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| Kennedy-Wilson Holdings (KW) | 0.5 | $27M | 2.8M | 9.67 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $26M | -7% | 300k | 87.16 |
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| Boston Scientific Corporation (BSX) | 0.5 | $26M | 270k | 95.35 |
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| Amgen (AMGN) | 0.5 | $26M | +3% | 78k | 327.31 |
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| Blackrock (BLK) | 0.4 | $25M | +10% | 23k | 1070.34 |
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| D.R. Horton (DHI) | 0.4 | $24M | +5% | 169k | 144.03 |
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| W.W. Grainger (GWW) | 0.4 | $23M | 23k | 1009.05 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $21M | +8% | 27k | 753.78 |
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| Coca-Cola Company (KO) | 0.4 | $20M | +5% | 288k | 70.16 |
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| Newmont Mining Corporation (NEM) | 0.3 | $19M | NEW | 190k | 99.85 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.3 | $17M | 633k | 27.20 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $16M | +3% | 713k | 23.03 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $13M | +11% | 127k | 100.38 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.2 | $12M | +11% | 109k | 110.15 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $12M | 127k | 93.89 |
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| Qualcomm (QCOM) | 0.2 | $11M | +22% | 64k | 173.43 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $11M | -2% | 18k | 605.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $11M | +3% | 17k | 627.10 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $10M | +7% | 124k | 82.82 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $9.5M | 123k | 77.68 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $9.5M | +168% | 221k | 42.69 |
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| Costco Wholesale Corporation (COST) | 0.2 | $9.1M | +6% | 11k | 862.34 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $8.1M | +8% | 150k | 54.10 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $8.0M | +11% | 101k | 79.73 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $7.1M | +9% | 65k | 109.91 |
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| Ssga Active Tr Spdr Bridgewater (ALLW) | 0.1 | $6.6M | NEW | 240k | 27.49 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $6.1M | +4% | 80k | 75.85 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $5.4M | -12% | 76k | 71.45 |
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| Cisco Systems (CSCO) | 0.1 | $5.4M | +32% | 69k | 77.79 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $5.3M | 38k | 139.16 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $5.2M | +2% | 44k | 119.35 |
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| Pfizer (PFE) | 0.1 | $4.7M | +16% | 190k | 24.90 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $4.6M | -18% | 43k | 105.70 |
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| Celsius Hldgs Com New (CELH) | 0.1 | $4.6M | 100k | 45.74 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $4.3M | +4% | 12k | 353.61 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.2M | +16% | 51k | 83.75 |
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| Procter & Gamble Company (PG) | 0.1 | $4.0M | +4% | 28k | 143.31 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $4.0M | +55% | 72k | 54.71 |
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| Home Depot (HD) | 0.1 | $3.8M | 11k | 344.10 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $3.8M | -15% | 13k | 301.15 |
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| Pepsi (PEP) | 0.1 | $3.6M | +6% | 25k | 143.52 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $3.5M | -5% | 74k | 47.53 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.5M | -22% | 20k | 175.69 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.0M | -12% | 111k | 27.43 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $2.7M | +12% | 23k | 116.09 |
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| Ishares Tr Global Reit Etf (REET) | 0.0 | $2.6M | 105k | 24.95 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.3M | -3% | 43k | 53.94 |
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| At&t (T) | 0.0 | $2.1M | +2% | 85k | 24.84 |
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| Air Products & Chemicals (APD) | 0.0 | $2.0M | -88% | 8.3k | 247.02 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $2.0M | -12% | 16k | 130.08 |
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| Omni (OMC) | 0.0 | $2.0M | +6% | 25k | 80.75 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.9M | +16% | 23k | 85.77 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.6M | +6% | 16k | 96.28 |
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| Ishares Tr U.s.med Dvc Etf (IHI) | 0.0 | $1.3M | 21k | 62.15 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.3M | -3% | 20k | 67.22 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.3M | +4% | 14k | 88.49 |
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| Spdr Series Trust State Street Spd (SJNK) | 0.0 | $1.1M | +8% | 2.5M | 0.45 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $1.0M | -40% | 30k | 35.01 |
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| SYSCO Corporation (SYY) | 0.0 | $991k | -23% | 14k | 73.69 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $926k | +18% | 7.9k | 117.72 |
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| Verizon Communications (VZ) | 0.0 | $850k | +25% | 21k | 40.48 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $841k | -15% | 18k | 47.79 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $827k | -29% | 4.9k | 168.77 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $807k | 5.7k | 141.14 |
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| General Mills (GIS) | 0.0 | $785k | 17k | 46.50 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $769k | -32% | 2.7k | 287.85 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $704k | +15% | 1.8k | 393.92 |
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| Micron Technology (MU) | 0.0 | $658k | NEW | 2.2k | 294.37 |
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| Apple (AAPL) | 0.0 | $632k | +350% | 2.3k | 273.76 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $618k | +2% | 5.4k | 113.78 |
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| Invesco Qqq Tr Put Put Option | 0.0 | $596k | +514% | 31k | 19.43 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $575k | +36% | 5.7k | 100.89 |
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| Celsius Hldgs Call Call Option | 0.0 | $551k | 100k | 5.51 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $490k | NEW | 3.0k | 165.62 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $485k | 13k | 38.29 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $470k | -12% | 8.7k | 53.83 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $432k | 12k | 36.03 |
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| salesforce (CRM) | 0.0 | $424k | +393% | 1.6k | 266.23 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $390k | NEW | 1.2k | 313.56 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $373k | 17k | 22.18 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $370k | NEW | 1.2k | 300.92 |
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| Illinois Tool Works (ITW) | 0.0 | $338k | -20% | 1.4k | 246.30 |
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| Johnson & Johnson (JNJ) | 0.0 | $320k | +38% | 1.5k | 207.56 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $310k | 2.2k | 141.06 |
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| Roku Com Cl A (ROKU) | 0.0 | $300k | NEW | 2.7k | 111.24 |
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| Ishares Tr Hdg Msci Japan (HEWJ) | 0.0 | $296k | 5.6k | 52.70 |
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| Albemarle Corporation (ALB) | 0.0 | $262k | NEW | 1.8k | 144.58 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $257k | 3.2k | 80.74 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $252k | -3% | 5.6k | 44.59 |
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| Invesco Qqq Tr Call Call Option | 0.0 | $250k | +380% | 13k | 20.00 |
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| Eli Lilly & Co. (LLY) | 0.0 | $248k | +248% | 230.00 | 1078.73 |
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| Visa Com Cl A (V) | 0.0 | $213k | NEW | 600.00 | 354.61 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $205k | -87% | 2.2k | 93.08 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $197k | NEW | 1.2k | 167.88 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $185k | NEW | 1.1k | 175.87 |
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| Morgan Stanley Com New (MS) | 0.0 | $180k | NEW | 1.0k | 179.94 |
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| Goldman Sachs (GS) | 0.0 | $178k | NEW | 200.00 | 892.18 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $172k | 2.0k | 87.89 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $171k | NEW | 160.00 | 1065.99 |
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| Corning Incorporated (GLW) | 0.0 | $169k | NEW | 1.9k | 89.00 |
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| Tesla Motors (TSLA) | 0.0 | $165k | -60% | 359.00 | 459.64 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $156k | -10% | 634.00 | 246.17 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $132k | +44% | 719.00 | 184.18 |
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| Lululemon Athletica (LULU) | 0.0 | $128k | NEW | 600.00 | 212.54 |
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| Caterpillar (CAT) | 0.0 | $127k | 220.00 | 578.61 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $119k | 3.1k | 39.02 |
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| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $118k | 2.4k | 49.48 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $117k | -42% | 246.00 | 475.91 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $116k | +300% | 2.6k | 44.71 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $113k | 938.00 | 120.93 |
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| International Business Machines (IBM) | 0.0 | $111k | NEW | 364.00 | 305.74 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $105k | 2.2k | 47.85 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $97k | +120% | 2.2k | 44.02 |
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| Netflix (NFLX) | 0.0 | $94k | +80% | 1.0k | 94.15 |
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| AFLAC Incorporated (AFL) | 0.0 | $94k | -26% | 852.00 | 109.96 |
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| Advanced Micro Devices Put Put Option | 0.0 | $85k | +233% | 5.0k | 17.02 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $83k | +41% | 751.00 | 110.51 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $67k | NEW | 2.5k | 26.68 |
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| Cadence Design Systems (CDNS) | 0.0 | $64k | NEW | 200.00 | 317.71 |
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| Marvell Technology (MRVL) | 0.0 | $60k | -30% | 700.00 | 85.76 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $58k | -66% | 100.00 | 577.90 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $54k | +100% | 1.2k | 45.35 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $52k | NEW | 1.0k | 51.48 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $49k | 1.1k | 43.76 |
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| Zscaler Incorporated (ZS) | 0.0 | $49k | -93% | 215.00 | 228.02 |
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| Arm Holdings Put Put Option | 0.0 | $44k | -80% | 1.8k | 24.55 |
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| Zoom Communications Cl A (ZM) | 0.0 | $40k | -31% | 468.00 | 86.33 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.0 | $38k | +2% | 936.00 | 40.36 |
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| Global X Fds Msci China Cnsmr (CHIQ) | 0.0 | $36k | +3% | 1.7k | 21.27 |
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| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $35k | NEW | 1.1k | 30.72 |
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| Freeport-mcmoran Put Put Option | 0.0 | $35k | NEW | 12k | 2.92 |
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| Qualcomm Put Put Option | 0.0 | $34k | NEW | 4.0k | 8.53 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $34k | 359.00 | 94.20 |
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| Marvell Technology Put Put Option | 0.0 | $31k | NEW | 5.5k | 5.55 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $30k | 554.00 | 54.77 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $28k | -90% | 80.00 | 353.16 |
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| Advanced Micro Devices Call Call Option | 0.0 | $20k | +25% | 1.0k | 19.82 |
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| Freeport-mcmoran Call Call Option | 0.0 | $19k | NEW | 7.5k | 2.52 |
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| Marvell Technology Call Call Option | 0.0 | $18k | NEW | 2.5k | 7.10 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $14k | 196.00 | 71.42 |
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| Ishares Tr Msci Indonia Etf (EIDO) | 0.0 | $12k | 643.00 | 18.70 |
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| Qualcomm Call Call Option | 0.0 | $9.3k | NEW | 2.0k | 4.62 |
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| Wal-Mart Stores (WMT) | 0.0 | $9.2k | +141% | 82.00 | 112.52 |
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| Ishares Msci Taiwan Etf (EWT) | 0.0 | $7.2k | 114.00 | 63.53 |
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| Oracle Corp Put Put Option | 0.0 | $5.0k | NEW | 1.4k | 3.58 |
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| McDonald's Corporation (MCD) | 0.0 | $4.6k | 15.00 | 308.53 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $465.000000 | NEW | 3.00 | 155.00 |
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| Micron Technology Put Put Option | 0.0 | $282.000000 | 15k | 0.02 |
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Past Filings by Sumitomo Mitsui Financial Group
SEC 13F filings are viewable for Sumitomo Mitsui Financial Group going back to 2016
- Sumitomo Mitsui Financial Group 2025 Q4 filed Feb. 12, 2026
- Sumitomo Mitsui Financial Group 2025 Q3 filed Nov. 12, 2025
- Sumitomo Mitsui Financial Group 2025 Q2 filed Aug. 13, 2025
- Sumitomo Mitsui Financial Group 2025 Q1 filed May 14, 2025
- Sumitomo Mitsui Financial Group 2024 Q3 amended filed March 31, 2025
- Sumitomo Mitsui Financial Group 2024 Q4 filed Feb. 13, 2025
- Sumitomo Mitsui Financial Group 2024 Q3 filed Nov. 8, 2024
- Sumitomo Mitsui Financial Group 2024 Q1 filed May 13, 2024
- Sumitomo Mitsui Financial Group 2023 Q4 filed Feb. 8, 2024
- Sumitomo Mitsui Financial Group 2023 Q3 filed Nov. 8, 2023
- Sumitomo Mitsui Financial Group 2023 Q2 filed Aug. 9, 2023
- Sumitomo Mitsui Financial Group 2023 Q1 filed May 11, 2023
- Sumitomo Mitsui Financial Group 2022 Q4 filed Feb. 10, 2023
- Sumitomo Mitsui Financial Group 2022 Q3 filed Nov. 8, 2022
- Sumitomo Mitsui Financial Group 2022 Q2 filed Aug. 9, 2022
- Sumitomo Mitsui Financial Group 2022 Q1 filed May 12, 2022