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, QQQ, GLD, and represent 64.94% of Sumitomo Mitsui Financial Group's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$141M), KW (+$20M), GLD (+$13M), AGG (+$12M), SGOV (+$8.8M), SJNK (+$8.2M), UNH (+$8.0M), VGT (+$6.3M), PFF (+$6.1M), IGSB (+$5.3M).
- Started 20 new stock positions in Barrick Mng Corp, PLTR, Jpmorgan Chase & Co option, ISRG, Celsius Holdings, CRM, Chipotle Mexican Grill Inc option, ARM, CMG, Aflac Inc option. Alphabet Inc-cl C, Starbucks Corp option, CELH, LMT, JNJ, AFL, IVV, WMT, CAT, Powershares Qqq Trust.
- Reduced shares in these 10 stocks: LQD (-$407M), SPY (-$170M), , EWY (-$49M), AVGO (-$8.6M), , QQQ (-$5.4M), ANET, NVDA, TLT.
- Sold out of its positions in AMD, Albemarle Corp Cmn Stk cmn, ALGN, GOOGL, Alphabet Inc-cl C, Amazon Com Inc option, ADI, Analog Devices Inc option, Analog Devices Inc option, Apple Inc option.
- Sumitomo Mitsui Financial Group was a net seller of stock by $-559M.
- Sumitomo Mitsui Financial Group has $5.7B in assets under management (AUM), dropping by -7.05%.
- Central Index Key (CIK): 0001022837
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Portfolio Holdings for Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group holds 171 positions in its portfolio as reported in the September 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) | 37.5 | $2.1B | 13M | 159.89 |
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| Jefferies Finl Group (JEF) | 10.6 | $605M | 9.2M | 65.42 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.3 | $591M | -22% | 886k | 666.18 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.3 | $189M | -2% | 316k | 598.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.2 | $183M | +7% | 515k | 355.47 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.5 | $141M | NEW | 210k | 669.30 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $132M | +9% | 1.3M | 100.25 |
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| Cme (CME) | 2.2 | $128M | 472k | 270.19 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.5 | $87M | -82% | 777k | 111.47 |
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| NVIDIA Corporation (NVDA) | 1.5 | $86M | -4% | 471k | 181.85 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.4 | $79M | 815k | 96.46 |
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| Broadcom (AVGO) | 1.3 | $74M | -10% | 225k | 329.91 |
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| Block Cl A (XYZ) | 1.2 | $69M | 909k | 75.39 |
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| Arista Networks Com Shs (ANET) | 1.1 | $64M | -6% | 439k | 145.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $64M | +2% | 262k | 244.36 |
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| Spdr Series Trust Bloomberg Sht Te (SJNK) | 1.1 | $60M | +15% | 2.3M | 25.60 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.0 | $56M | +5% | 685k | 81.19 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.9 | $53M | +11% | 1.0M | 53.03 |
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| Microsoft Corporation (MSFT) | 0.9 | $53M | 103k | 514.60 |
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| Meta Platforms Cl A (META) | 0.9 | $52M | -2% | 70k | 743.39 |
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| Amazon (AMZN) | 0.8 | $44M | -3% | 199k | 222.17 |
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| Ishares Tr Mbs Etf (MBB) | 0.7 | $42M | 440k | 95.15 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $40M | 127k | 315.69 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $33M | +23% | 1.0M | 31.62 |
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| UnitedHealth (UNH) | 0.6 | $33M | +32% | 94k | 345.18 |
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| Intuit (INTU) | 0.6 | $32M | +8% | 47k | 682.91 |
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| Ge Aerospace Com New (GE) | 0.5 | $29M | +8% | 97k | 300.82 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $29M | -9% | 325k | 89.37 |
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| American Express Company (AXP) | 0.5 | $28M | +11% | 83k | 332.16 |
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| D.R. Horton (DHI) | 0.5 | $27M | +8% | 161k | 169.47 |
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| Boston Scientific Corporation (BSX) | 0.5 | $26M | +12% | 266k | 97.63 |
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| Blackrock (BLK) | 0.4 | $24M | 21k | 1165.87 |
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| First Solar (FSLR) | 0.4 | $23M | -7% | 105k | 220.53 |
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| Kennedy-Wilson Holdings (KW) | 0.4 | $22M | +915% | 2.8M | 7.81 |
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| Amgen (AMGN) | 0.4 | $21M | +7% | 76k | 282.20 |
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| W.W. Grainger (GWW) | 0.4 | $21M | +14% | 22k | 952.96 |
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| Air Products & Chemicals (APD) | 0.3 | $19M | +8% | 71k | 272.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $19M | +50% | 25k | 746.63 |
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| Coca-Cola Company (KO) | 0.3 | $18M | +16% | 273k | 66.04 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.3 | $18M | -5% | 642k | 27.29 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $16M | +3% | 691k | 23.11 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $12M | 126k | 97.08 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $11M | +335% | 114k | 100.70 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $11M | -21% | 97k | 110.49 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $10M | 17k | 612.36 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $10M | -7% | 18k | 546.75 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $9.8M | +6% | 125k | 78.37 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $9.6M | 116k | 82.96 |
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| Costco Wholesale Corporation (COST) | 0.2 | $9.2M | +2% | 9.9k | 925.63 |
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| Qualcomm (QCOM) | 0.2 | $8.8M | -3% | 53k | 166.36 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $7.2M | -2% | 90k | 79.93 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $7.2M | +15% | 138k | 52.06 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $7.2M | -3% | 82k | 87.21 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $6.6M | -7% | 87k | 76.01 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $6.6M | +16% | 59k | 111.22 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $6.1M | -13% | 53k | 115.00 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $5.9M | -6% | 76k | 77.65 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $5.3M | 38k | 140.05 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $5.1M | +12% | 43k | 119.51 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $4.7M | +4% | 26k | 183.73 |
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| Home Depot (HD) | 0.1 | $4.4M | -5% | 11k | 405.19 |
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| Pfizer (PFE) | 0.1 | $4.2M | +31% | 163k | 25.48 |
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| Procter & Gamble Company (PG) | 0.1 | $4.1M | +13% | 27k | 153.65 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $4.0M | -11% | 15k | 271.12 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $3.7M | -5% | 78k | 47.52 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $3.7M | 12k | 313.56 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $3.7M | -2% | 44k | 84.11 |
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| Cisco Systems (CSCO) | 0.1 | $3.6M | +14% | 52k | 68.42 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $3.5M | -10% | 127k | 27.30 |
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| Pepsi (PEP) | 0.1 | $3.3M | +16% | 24k | 140.44 |
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| Ishares Tr Global Reit Etf (REET) | 0.0 | $2.7M | +3% | 104k | 25.56 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $2.5M | -2% | 47k | 53.40 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $2.4M | -18% | 18k | 134.42 |
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| At&t (T) | 0.0 | $2.4M | 84k | 28.24 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $2.3M | +5% | 21k | 108.96 |
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| Bristol Myers Squibb (BMY) | 0.0 | $2.0M | +2% | 45k | 45.10 |
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| Omni (OMC) | 0.0 | $1.9M | +2% | 23k | 81.53 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $1.8M | -14% | 50k | 35.17 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $1.7M | 18k | 93.35 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.5M | 20k | 76.40 |
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| SYSCO Corporation (SYY) | 0.0 | $1.5M | 18k | 82.34 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $1.4M | +5% | 15k | 95.19 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.3M | +4% | 20k | 65.92 |
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| Ishares Tr U.s.med Dvc Etf (IHI) | 0.0 | $1.3M | -10% | 22k | 60.08 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.2M | +8% | 14k | 91.42 |
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| Micron Technology Call Call Option | 0.0 | $1.2M | -30% | 30k | 39.03 |
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| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $1.1M | -7% | 11k | 100.20 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $1.0M | -9% | 3.9k | 259.60 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.0M | -7% | 6.9k | 144.37 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $986k | -8% | 21k | 47.63 |
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| Zscaler Incorporated (ZS) | 0.0 | $922k | +1350% | 3.1k | 296.90 |
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| General Mills (GIS) | 0.0 | $867k | 17k | 50.42 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $817k | +13% | 5.8k | 142.10 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $785k | -15% | 6.6k | 118.37 |
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| Verizon Communications (VZ) | 0.0 | $735k | 17k | 43.95 |
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| Celsius Hldgs Call Call Option | 0.0 | $687k | NEW | 100k | 6.87 |
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| Netflix (NFLX) | 0.0 | $670k | +38% | 555.00 | 1206.41 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $622k | +9% | 9.9k | 62.47 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $614k | -22% | 1.5k | 396.15 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $573k | NEW | 100k | 5.73 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $527k | 5.3k | 99.03 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $521k | 4.2k | 124.34 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $520k | +41% | 13k | 41.14 |
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| Illinois Tool Works (ITW) | 0.0 | $452k | -20% | 1.7k | 260.76 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $444k | 12k | 36.96 |
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| Tesla Motors (TSLA) | 0.0 | $401k | +15% | 904.00 | 443.21 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $370k | +18% | 17k | 21.95 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $303k | 2.2k | 137.80 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $288k | +77% | 800.00 | 359.42 |
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| Ishares Tr Hdg Msci Japan (HEWJ) | 0.0 | $277k | 5.6k | 49.27 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $255k | 3.2k | 80.21 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $246k | -6% | 5.9k | 41.96 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $210k | +388% | 430.00 | 488.45 |
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| Johnson & Johnson (JNJ) | 0.0 | $203k | NEW | 1.1k | 181.62 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $184k | 2.0k | 92.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $171k | -11% | 706.00 | 241.96 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $168k | -54% | 295.00 | 568.14 |
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| Arm Holdings Call Call Option | 0.0 | $156k | -74% | 9.0k | 17.32 |
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| Hca Holdings (HCA) | 0.0 | $147k | -66% | 350.00 | 420.92 |
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| Snowflake SHS (SNOW) | 0.0 | $135k | -64% | 600.00 | 225.25 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $132k | NEW | 300.00 | 439.22 |
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| Apple (AAPL) | 0.0 | $130k | -47% | 512.00 | 254.43 |
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| AFLAC Incorporated (AFL) | 0.0 | $128k | NEW | 1.2k | 111.35 |
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| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $120k | -45% | 2.4k | 50.10 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $116k | +30% | 3.1k | 37.94 |
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| Invesco Qqq Tr Put Put Option | 0.0 | $112k | -58% | 5.0k | 22.29 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $111k | 938.00 | 118.47 |
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| Uber Technologies (UBER) | 0.0 | $111k | +22120% | 1.1k | 99.57 |
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| Arm Holdings Put Put Option | 0.0 | $110k | -32% | 9.1k | 12.13 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $106k | 2.2k | 48.03 |
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| Caterpillar (CAT) | 0.0 | $104k | NEW | 221.00 | 471.61 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $89k | NEW | 496.00 | 178.86 |
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| Kla Corp Com New (KLAC) | 0.0 | $85k | -77% | 80.00 | 1064.12 |
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| Marvell Technology (MRVL) | 0.0 | $82k | -74% | 1.0k | 82.39 |
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| salesforce (CRM) | 0.0 | $79k | NEW | 323.00 | 245.10 |
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| Starbucks Corp Call Call Option | 0.0 | $78k | NEW | 17k | 4.60 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $74k | NEW | 532.00 | 139.80 |
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| Invesco Qqq Tr Call Call Option | 0.0 | $74k | NEW | 2.6k | 28.25 |
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| Okta Cl A (OKTA) | 0.0 | $73k | +240% | 773.00 | 93.86 |
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| Micron Technology Put Put Option | 0.0 | $64k | -66% | 15k | 4.28 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $58k | -8% | 650.00 | 89.34 |
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| Zoom Communications Cl A (ZM) | 0.0 | $57k | -53% | 684.00 | 83.60 |
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| Intuitive Surgical Put Put Option | 0.0 | $55k | 1.0k | 55.13 |
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| eBay (EBAY) | 0.0 | $55k | +45% | 600.00 | 91.17 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $53k | 593.00 | 89.62 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $52k | NEW | 106.00 | 491.98 |
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| Nvidia Corporation Put Put Option | 0.0 | $51k | +40% | 14k | 3.65 |
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| Eli Lilly & Co. (LLY) | 0.0 | $48k | +88% | 66.00 | 726.52 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $48k | 1.1k | 42.16 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.0 | $42k | +15% | 911.00 | 46.43 |
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| Global X Fds Msci China Cnsmr (CHIQ) | 0.0 | $40k | +5% | 1.6k | 24.19 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $34k | 359.00 | 95.12 |
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| Advanced Micro Devices Put Put Option | 0.0 | $34k | -93% | 1.5k | 22.45 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $33k | -94% | 1.0k | 33.14 |
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| Shopify Put Put Option | 0.0 | $32k | -75% | 5.0k | 6.38 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $30k | -22% | 555.00 | 53.87 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $28k | NEW | 700.00 | 39.90 |
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| Wynn Resorts (WYNN) | 0.0 | $27k | +24% | 200.00 | 132.43 |
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| Zscaler Put Put Option | 0.0 | $26k | 7.0k | 3.70 |
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| Chipotle Mexican Grill Call Call Option | 0.0 | $15k | NEW | 11k | 1.43 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $14k | 196.00 | 73.48 |
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| Advanced Micro Devices Call Call Option | 0.0 | $14k | -91% | 800.00 | 17.48 |
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| Broadcom Put Put Option | 0.0 | $14k | -87% | 1.4k | 9.72 |
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| Jpmorgan Chase & Co. Put Put Option | 0.0 | $13k | NEW | 5.5k | 2.37 |
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| Ishares Tr Msci Indonia Etf (EIDO) | 0.0 | $11k | 643.00 | 17.55 |
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| Ishares Msci Taiwan Etf (EWT) | 0.0 | $7.3k | 114.00 | 63.62 |
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| McDonald's Corporation (MCD) | 0.0 | $4.5k | -34% | 15.00 | 303.00 |
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| Alphabet Put Put Option | 0.0 | $4.5k | NEW | 1.0k | 4.45 |
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| Wal-Mart Stores (WMT) | 0.0 | $3.5k | NEW | 34.00 | 103.09 |
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| Aflac Put Put Option | 0.0 | $725.000000 | NEW | 500.00 | 1.45 |
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| Barrick Mng Corp Put Put Option | 0.0 | $60.000000 | NEW | 3.0k | 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 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
- Sumitomo Mitsui Financial Group 2021 Q4 filed Feb. 10, 2022