Sumitomo Mitsui Financial

Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:

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Portfolio Holdings for Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group holds 180 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ares Management Corporation Cl A Com Stk (ARES) 28.2 $1.5B 13M 111.31
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 10.9 $573M 767k 746.77
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Jefferies Finl Group (JEF) 6.1 $321M -30% 6.4M 49.98
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Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) 5.5 $290M +107% 394k 736.40
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Spdr Gold Tr Gold Shs (GLD) 4.3 $228M +4% 618k 368.38
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Polestar Automotive Hldg Uk Sponsored Ads (PSNY) 3.7 $194M 10M 18.78
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Ishares Tr Core Us Aggbd Et (AGG) 2.5 $132M 1.3M 98.98
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Select Sector Spdr Tr St Str Mater Etf (XLB) 2.4 $124M +205733% 2.4M 50.83
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Cme (CME) 2.0 $104M 472k 220.83
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NVIDIA Corporation (NVDA) 1.8 $95M 475k 200.09
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Ishares Tr Iboxx Inv Cp Etf (LQD) 1.8 $94M +2% 859k 109.07
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Alphabet Cap Stk Cl C (GOOG) 1.7 $91M 256k 353.33
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Broadcom Call Option (AVGO) 1.7 $91M 240k 377.75
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Arista Networks Com Shs (ANET) 1.6 $84M 496k 169.88
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.6 $83M +2% 877k 94.57
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Block Cl A (XYZ) 1.3 $69M 909k 76.00
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Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $62M 781k 79.97
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $55M 1.0M 52.41
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Amazon (AMZN) 1.0 $54M 227k 238.34
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Spdr Series Trust St Term High Etf (SJNK) 1.0 $52M +4% 2.1M 25.03
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Ge Aerospace Com New Call Option (GE) 0.9 $49M +5% 130k 373.73
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Meta Platforms Cl A (META) 0.9 $49M +7% 86k 563.29
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JPMorgan Chase & Co. (JPM) 0.9 $48M 146k 327.33
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Microsoft Corporation (MSFT) 0.9 $47M 126k 373.02
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Amphenol Corp Cl A (APH) 0.9 $46M +14% 259k 176.32
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Ishares Tr Mbs Etf (MBB) 0.8 $45M 471k 94.52
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Ishares Tr Pfd And Incm Sec (PFF) 0.8 $40M 1.3M 30.49
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W.W. Grainger (GWW) 0.6 $33M 24k 1360.40
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American Express Company (AXP) 0.6 $33M 97k 338.25
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Vanguard World Inf Tech Etf (VGT) 0.6 $31M +786% 257k 119.52
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D.R. Horton (DHI) 0.6 $30M 187k 162.88
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First Solar (FSLR) 0.6 $30M 129k 235.96
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Amgen (AMGN) 0.6 $30M 84k 362.12
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Coca-Cola Company (KO) 0.5 $25M 313k 81.27
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $25M 292k 86.42
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Newmont Mining Corporation (NEM) 0.5 $25M +5% 266k 93.40
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Blackrock (BLK) 0.5 $24M 25k 961.56
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Ishares Tr Ishares Semicdtr (SOXX) 0.4 $23M -82% 35k 640.76
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Boston Scientific Corporation (BSX) 0.3 $18M +23% 413k 42.68
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Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.3 $17M -3% 638k 26.84
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Ishares Tr Trust Ishare 0-1 (SHV) 0.3 $16M -19% 149k 110.35
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Intuit (INTU) 0.3 $16M +9% 61k 261.00
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Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $16M 679k 22.77
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Qualcomm (QCOM) 0.3 $15M 79k 184.79
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $12M -6% 118k 102.25
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $11M -3% 17k 686.81
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $11M +12% 137k 82.11
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Costco Wholesale Corporation (COST) 0.2 $9.8M -2% 11k 935.47
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Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.2 $9.6M 116k 83.07
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $9.5M 21k 450.98
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Cisco Systems (CSCO) 0.2 $8.5M +5% 72k 117.46
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $8.3M -5% 106k 79.03
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Ishares Tr Tips Bd Etf (TIP) 0.1 $7.9M +6% 72k 109.43
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $7.6M -3% 112k 68.41
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Select Sector Spdr Tr St Str Util Etf (XLU) 0.1 $7.6M -17% 168k 45.34
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Texas Instruments Incorporated (TXN) 0.1 $7.5M -2% 25k 298.07
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Ishares Tr 0-3 Mth Treasury (SGOV) 0.1 $6.9M -31% 68k 100.67
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $6.4M -5% 85k 75.25
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Ishares Tr Msci India Etf (INDA) 0.1 $6.4M +2% 129k 49.30
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Ralph Lauren Corp Cl A (RL) 0.1 $6.3M +13% 16k 401.41
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First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $5.9M 65k 89.85
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Celsius Hldgs Com New Call Option (CELH) 0.1 $5.9M 200k 29.28
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Ssga Active Tr Sst Bridgewater (ALLW) 0.1 $5.7M -12% 195k 29.27
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $5.2M 44k 117.45
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $4.6M -5% 56k 82.65
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Pfizer (PFE) 0.1 $4.2M -5% 174k 24.08
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Bank of New York Mellon Corporation (BNY) 0.1 $4.2M +9% 29k 144.61
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Home Depot (HD) 0.1 $3.9M -2% 11k 352.68
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Ishares Tr Expanded Tech (IGV) 0.1 $3.8M -5% 42k 90.57
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Spdr Series Trust St Str Sp Div (SDY) 0.1 $3.6M 24k 152.18
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Pepsi (PEP) 0.1 $3.5M +6% 26k 135.40
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Procter & Gamble Company (PG) 0.1 $3.5M -9% 24k 146.64
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.2M +38% 101k 31.71
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Ishares Tr U.s. Energy Etf (IYE) 0.1 $3.2M -4% 57k 56.59
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Ishares Tr Global Reit Etf (REET) 0.1 $2.8M 100k 27.62
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Bristol Myers Squibb (BMY) 0.0 $2.5M -4% 44k 57.62
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First Tr Exchange-traded Cloud Computing (SKYY) 0.0 $2.5M 19k 134.56
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $2.4M +9% 25k 96.44
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $2.3M +4% 30k 75.45
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Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.8M +23% 36k 49.41
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Omni (OMC) 0.0 $1.7M -6% 24k 72.83
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $1.6M +3% 11k 156.95
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At&t (T) 0.0 $1.6M -8% 78k 20.70
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Marvell Technology (MRVL) 0.0 $1.6M NEW 5.2k 297.89
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.5M +5% 16k 96.43
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Ishares Core Msci Emkt (IEMG) 0.0 $1.5M 18k 82.84
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Snowflake Com Shs (SNOW) 0.0 $1.5M NEW 5.9k 254.50
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Spdr Series Trust St Str Sp Biot (XBI) 0.0 $1.3M -12% 8.4k 158.25
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Super Micro Computer Com New (SMCI) 0.0 $1.3M NEW 44k 29.33
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International Business Machines Call Option (IBM) 0.0 $1.3M +2207% 4.5k 281.21
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Dell Technologies CL C (DELL) 0.0 $1.2M NEW 2.9k 431.46
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $1.2M NEW 31k 37.94
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Palo Alto Networks (PANW) 0.0 $1.2M NEW 3.4k 341.02
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Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.0 $1.2M NEW 14k 85.66
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Micron Technology Call Option (MU) 0.0 $1.2M -70% 1.0k 1154.29
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Vanguard World Health Car Etf (VHT) 0.0 $1.1M +11% 3.8k 299.01
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Vanguard World Consum Dis Etf (VCR) 0.0 $1.0M +6% 2.6k 396.61
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Verizon Communications (VZ) 0.0 $1.0M -33% 24k 42.34
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Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $1.0M -3% 9.6k 107.13
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Cadence Design Systems (CDNS) 0.0 $965k NEW 2.6k 375.32
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Deere & Company Call Option (DE) 0.0 $952k NEW 1.5k 634.33
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Intel Corporation (INTC) 0.0 $887k NEW 6.4k 139.63
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SYSCO Corporation (SYY) 0.0 $881k 11k 83.58
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Wisdomtree Tr Cloud Computng (WCLD) 0.0 $878k -17% 27k 32.06
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Ishares Tr Ishares Biotech (IBB) 0.0 $875k -6% 4.6k 190.19
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Advanced Micro Devices Call Option (AMD) 0.0 $871k NEW 1.5k 580.91
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Kimberly-Clark Corporation (KMB) 0.0 $746k -13% 6.8k 109.77
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Ge Vernova (GEV) 0.0 $740k NEW 630.00 1174.87
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Ishares Tr Select Divid Etf (DVY) 0.0 $735k -2% 4.7k 156.30
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Lam Research Corp Com New (LRCX) 0.0 $658k +203% 1.5k 433.33
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Netflix (NFLX) 0.0 $648k +155% 9.1k 71.40
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $647k +134% 12k 53.11
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Caterpillar Call Option (CAT) 0.0 $639k +500% 600.00 1064.90
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $623k -6% 11k 58.87
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Sandisk Corp (SNDK) 0.0 $578k NEW 254.00 2273.73
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Servicenow (NOW) 0.0 $462k NEW 4.7k 99.28
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Ishares Tr Mortge Rel Etf (REM) 0.0 $451k +21% 20k 22.04
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $450k -74% 589.00 763.14
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Ishares Tr China Lg-cap Etf (FXI) 0.0 $427k -9% 14k 31.59
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Mondelez Intl Cl A (MDLZ) 0.0 $421k +4% 7.3k 57.84
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Okta Cl A (OKTA) 0.0 $409k NEW 3.0k 136.45
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $396k 4.0k 98.25
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Proshares Tr Shor S&p 500 New (SH) 0.0 $396k 12k 33.02
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Robinhood Mkts Com Cl A (HOOD) 0.0 $391k NEW 3.9k 100.28
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General Mills (GIS) 0.0 $367k -18% 11k 34.80
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Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $363k 5.6k 64.52
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salesforce (CRM) 0.0 $353k +351% 2.3k 156.66
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Illinois Tool Works (ITW) 0.0 $340k -9% 1.3k 270.47
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Ishares Msci Japan Etf (EWJ) 0.0 $297k 3.2k 93.27
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Merck & Co (MRK) 0.0 $296k +15% 2.3k 128.50
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $253k NEW 530.00 477.57
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Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $227k +32% 2.1k 109.72
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First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $222k -38% 3.6k 61.32
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Coherent Corp (COHR) 0.0 $209k NEW 530.00 394.47
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Pimco Etf Tr Active Bd Etf (BOND) 0.0 $194k -4% 2.1k 92.21
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $169k -11% 562.00 300.45
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $162k 2.2k 74.90
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Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.0 $155k +101% 6.1k 25.56
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $150k 3.1k 49.18
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Lumentum Hldgs (LITE) 0.0 $129k NEW 150.00 858.06
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $124k 938.00 132.30
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Apple (AAPL) 0.0 $118k -76% 409.00 289.36
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Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $115k +761% 620.00 185.23
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $114k -33% 2.8k 41.40
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Alphabet Cap Stk Cl A (GOOGL) 0.0 $109k -55% 306.00 357.37
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $104k 2.2k 47.41
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $103k +175% 900.00 114.18
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Corning Incorporated (GLW) 0.0 $89k NEW 350.00 255.43
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Delta Air Lines Com New (DAL) 0.0 $84k NEW 900.00 93.66
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Ishares Tr Msci Indonia Etf (EIDO) 0.0 $77k +647% 6.8k 11.31
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AFLAC Incorporated (AFL) 0.0 $76k NEW 652.00 117.25
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Pimco Etf Tr Multisector Bd (PYLD) 0.0 $67k 2.5k 26.52
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Visa Com Cl A (V) 0.0 $67k NEW 194.00 343.09
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Palantir Technologies Cl A (PLTR) 0.0 $65k -49% 559.00 116.67
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Morgan Stanley Com New (MS) 0.0 $63k NEW 300.00 209.04
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Bank of America Corporation (BAC) 0.0 $63k NEW 1.1k 56.98
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UnitedHealth (UNH) 0.0 $62k NEW 150.00 415.63
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CVS Caremark Corporation (CVS) 0.0 $62k NEW 600.00 103.45
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Nextera Energy (NEE) 0.0 $61k NEW 700.00 87.77
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Goldman Sachs (GS) 0.0 $61k NEW 60.00 1011.37
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Humana (HUM) 0.0 $60k NEW 150.00 397.22
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Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $57k 1.1k 50.15
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Tesla Motors (TSLA) 0.0 $51k NEW 120.00 420.60
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $44k 817.00 53.61
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Exchange Traded Concepts Tru Emqq Eme Mar Etf (EMQQ) 0.0 $41k +51% 1.3k 31.20
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Fidelity Covington Trust Stock For Infl (FCPI) 0.0 $39k 705.00 54.56
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Twilio Cl A (TWLO) 0.0 $31k NEW 150.00 206.33
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Ishares Msci Thailnd Etf (THD) 0.0 $30k +557% 421.00 72.31
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Zoom Communications Cl A (ZM) 0.0 $30k -72% 349.00 86.31
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Ishares Msci Brazil Etf (EWZ) 0.0 $29k +631% 841.00 34.50
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Ishares Msci Taiwan Etf (EWT) 0.0 $28k +127% 259.00 108.61
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Global X Fds Msci China Cnsmr (CHIQ) 0.0 $24k -4% 1.5k 15.81
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Global X Fds Defense Tech Etf (SHLD) 0.0 $17k NEW 291.00 59.71
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Ishares Msci Mly Etf New (EWM) 0.0 $15k NEW 554.00 26.95
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Vertiv Holdings Com Cl A (VRT) 0.0 $9.4k NEW 28.00 334.82
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Boeing Company (BA) 0.0 $7.6k -82% 35.00 216.46
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McDonald's Corporation (MCD) 0.0 $4.1k 15.00 270.33
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Oracle Corporation (ORCL) 0.0 $2.2k -99% 15.00 146.53
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Eli Lilly & Co. (LLY) 0.0 $1.2k -87% 1.00 1199.00
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Uber Technologies (UBER) 0.0 $289.000000 -99% 4.00 72.25
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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

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