Sumitomo Mitsui Financial
Latest statistics and disclosures from Sumitomo Mitsui Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ARES, SPY, JEF, GLD, PSNY, and represent 56.23% of Sumitomo Mitsui Financial Group's stock portfolio.
- Added to shares of these 10 stocks: PSNY (+$191M), SOXX (+$64M), DIA (+$59M), APH (+$29M), GLD (+$19M), SHV (+$8.5M), MSFT (+$6.8M), NEM (+$6.7M), QQQ (+$6.4M), HYG (+$5.3M).
- Started 23 new stock positions in UPS, LMT, BA, DIA, ALGN, COIN, UBER, MRK, CHTR, THD. EWZ, IDV, PSNY, EMLC, ORCL, TMUS, GM, COF, XOM, TGT, APH, UNP, AMAT.
- Reduced shares in these 10 stocks: IVV (-$71M), , , SJNK (-$14M), SGOV, SDY, APD, SCHD, INDA, IYE.
- Sold out of its positions in AFL, DEVICES INC Advanced Micro call, Advanced Micro Devices Inc put, APD, ALB, Arm Holdings, B, CDNS, Celsius Holdings, GLW.
- Sumitomo Mitsui Financial Group was a net buyer of stock by $279M.
- Sumitomo Mitsui Financial Group has $4.9B in assets under management (AUM), dropping by -12.64%.
- Central Index Key (CIK): 0001022837
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Portfolio Holdings for Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group holds 167 positions in its portfolio as reported in the March 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) | 29.5 | $1.5B | 13M | 109.10 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 10.0 | $492M | 756k | 650.17 |
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| Jefferies Finl Group (JEF) | 7.7 | $382M | 9.2M | 41.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 5.1 | $254M | +7% | 590k | 430.29 |
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| Polestar Automotive Hldg Uk Sponsored Ads (PSNY) | 3.9 | $191M | NEW | 10M | 18.42 |
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| Cme (CME) | 2.8 | $139M | 472k | 295.35 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $134M | 1.4M | 99.27 |
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| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 2.2 | $110M | +6% | 190k | 577.18 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.8 | $91M | +2% | 835k | 108.99 |
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| NVIDIA Corporation (NVDA) | 1.7 | $82M | +2% | 469k | 174.40 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 1.7 | $82M | +2% | 855k | 95.44 |
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| Broadcom (AVGO) | 1.5 | $74M | +6% | 239k | 309.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $73M | +5% | 255k | 286.86 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.4 | $68M | +1557% | 207k | 328.66 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $62M | +9% | 777k | 79.56 |
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| Arista Networks Com Shs (ANET) | 1.2 | $60M | +5% | 490k | 122.78 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.2 | $59M | NEW | 128k | 463.19 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.1 | $55M | 1.0M | 52.56 |
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| Block Cl A (XYZ) | 1.1 | $55M | 908k | 60.18 |
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| Spdr Series Trust State Street Spd (SJNK) | 1.0 | $49M | -22% | 2.0M | 24.98 |
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| Microsoft Corporation (MSFT) | 1.0 | $47M | +17% | 127k | 370.17 |
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| Amazon (AMZN) | 0.9 | $47M | +6% | 223k | 208.27 |
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| Meta Platforms Cl A (META) | 0.9 | $46M | +6% | 80k | 572.13 |
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| Ishares Tr Mbs Etf (MBB) | 0.9 | $45M | +4% | 472k | 94.95 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $42M | +8% | 143k | 294.16 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $39M | +12% | 1.3M | 30.32 |
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| Ge Aerospace Com New (GE) | 0.7 | $35M | +12% | 124k | 283.77 |
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| Kennedy-Wilson Holdings (KW) | 0.6 | $30M | 2.8M | 10.82 |
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| American Express Company (AXP) | 0.6 | $29M | +10% | 96k | 302.48 |
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| Amgen (AMGN) | 0.6 | $29M | +5% | 82k | 351.85 |
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| Amphenol Corp Cl A (APH) | 0.6 | $29M | NEW | 227k | 126.35 |
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| Newmont Mining Corporation (NEM) | 0.6 | $27M | +32% | 252k | 108.25 |
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| W.W. Grainger (GWW) | 0.5 | $27M | +9% | 25k | 1090.81 |
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| First Solar (FSLR) | 0.5 | $26M | +16% | 131k | 197.26 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $26M | 296k | 86.69 |
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| D.R. Horton (DHI) | 0.5 | $26M | +10% | 187k | 137.22 |
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| Blackrock (BLK) | 0.5 | $24M | +9% | 25k | 961.71 |
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| Intuit (INTU) | 0.5 | $24M | +25% | 56k | 432.38 |
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| Coca-Cola Company (KO) | 0.5 | $24M | +8% | 311k | 76.05 |
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| Boston Scientific Corporation (BSX) | 0.4 | $21M | +24% | 335k | 62.75 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.4 | $21M | +70% | 186k | 110.39 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $20M | +6% | 29k | 697.72 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.4 | $18M | +4% | 659k | 26.96 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $15M | -5% | 672k | 22.91 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $12M | 126k | 94.56 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $11M | +14% | 21k | 522.71 |
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| Costco Wholesale Corporation (COST) | 0.2 | $11M | 11k | 996.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $10M | 17k | 597.74 |
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| Qualcomm (QCOM) | 0.2 | $10M | +22% | 79k | 128.78 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $10M | 122k | 82.57 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $10M | -21% | 100k | 100.66 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.2 | $9.4M | -6% | 115k | 81.98 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $9.4M | -7% | 204k | 45.89 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $8.9M | +11% | 112k | 79.27 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $7.5M | +3% | 68k | 110.36 |
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| Celsius Hldgs Com New Call Option (CELH) | 0.1 | $7.1M | +100% | 200k | 35.48 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $6.7M | +12% | 90k | 74.72 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $6.6M | +59% | 115k | 56.79 |
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| Ssga Active Tr Sst Bridgewater (ALLW) | 0.1 | $6.4M | -7% | 223k | 28.85 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $5.9M | -16% | 126k | 46.51 |
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| Cisco Systems (CSCO) | 0.1 | $5.3M | 69k | 77.59 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $5.3M | 45k | 118.60 |
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| Pfizer (PFE) | 0.1 | $5.2M | -3% | 183k | 28.08 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $5.0M | +30% | 26k | 194.14 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $4.9M | +17% | 60k | 82.75 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $4.8M | +12% | 14k | 343.99 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $4.1M | -12% | 66k | 62.68 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $3.9M | -19% | 60k | 64.77 |
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| Pepsi (PEP) | 0.1 | $3.8M | -2% | 24k | 155.29 |
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| Procter & Gamble Company (PG) | 0.1 | $3.8M | -7% | 26k | 144.44 |
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| Home Depot (HD) | 0.1 | $3.7M | 11k | 328.89 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $3.5M | 44k | 80.04 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $3.4M | -37% | 24k | 145.94 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $3.1M | +12% | 26k | 118.63 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.8M | +8% | 46k | 60.65 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $2.6M | +26% | 29k | 91.77 |
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| Ishares Tr Global Reit Etf (REET) | 0.1 | $2.5M | -3% | 101k | 25.15 |
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| At&t (T) | 0.0 | $2.5M | 85k | 28.99 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.3M | -33% | 73k | 30.68 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $2.2M | +42% | 23k | 93.93 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $2.0M | +18% | 19k | 109.36 |
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| Omni (OMC) | 0.0 | $1.9M | +3% | 25k | 75.31 |
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| Verizon Communications (VZ) | 0.0 | $1.8M | +72% | 36k | 50.20 |
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| Ishares Tr U.s.med Dvc Etf (IHI) | 0.0 | $1.5M | +36% | 29k | 53.35 |
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| Uber Technologies (UBER) | 0.0 | $1.4M | NEW | 20k | 71.93 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.4M | +362% | 10k | 138.32 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.3M | +6% | 15k | 88.70 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.3M | -5% | 18k | 69.75 |
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| Spdr Series Trust State Street Spd (XBI) | 0.0 | $1.2M | 9.6k | 127.73 |
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| Capital One Financial (COF) | 0.0 | $1.2M | NEW | 6.7k | 182.43 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.2M | +5962% | 4.9k | 243.08 |
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| Micron Technology (MU) | 0.0 | $1.2M | +54% | 3.4k | 337.84 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $1.1M | +25% | 9.9k | 110.86 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $978k | NEW | 5.6k | 174.61 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $930k | +27% | 3.4k | 272.33 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $914k | +851% | 2.3k | 390.41 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $912k | +12% | 33k | 27.32 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $887k | +38% | 2.5k | 359.03 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $834k | 4.9k | 168.85 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $757k | +37% | 7.9k | 96.47 |
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| SYSCO Corporation (SYY) | 0.0 | $754k | -21% | 11k | 71.33 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $731k | -15% | 4.8k | 151.41 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $577k | -35% | 11k | 50.82 |
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| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $539k | +18% | 15k | 35.90 |
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| Lululemon Athletica (LULU) | 0.0 | $536k | +483% | 3.5k | 153.10 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $485k | -25% | 4.0k | 120.04 |
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| General Mills (GIS) | 0.0 | $483k | -23% | 13k | 37.22 |
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| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $455k | 12k | 37.93 |
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| Apple (AAPL) | 0.0 | $440k | -24% | 1.7k | 253.79 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $403k | -19% | 7.0k | 57.64 |
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| Illinois Tool Works (ITW) | 0.0 | $362k | 1.4k | 260.29 |
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| Ishares Tr Mortge Rel Etf (REM) | 0.0 | $361k | 17k | 21.47 |
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| Netflix (NFLX) | 0.0 | $342k | +256% | 3.6k | 96.15 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $318k | +99% | 5.2k | 61.26 |
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| Ishares Tr Hdg Msci Japan (HEWJ) | 0.0 | $317k | 5.6k | 56.28 |
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| First Tr Exchange-traded Nas Clnedg Green (QCLN) | 0.0 | $273k | +4% | 5.9k | 46.47 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $268k | 3.2k | 84.44 |
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| Oracle Corporation (ORCL) | 0.0 | $268k | NEW | 1.8k | 147.11 |
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| Merck & Co (MRK) | 0.0 | $241k | NEW | 2.0k | 120.29 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $208k | +83% | 1.4k | 151.28 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $203k | 2.2k | 92.28 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $199k | NEW | 330.00 | 604.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $198k | -44% | 687.00 | 287.56 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.0 | $195k | -20% | 1.6k | 124.86 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $176k | NEW | 4.1k | 42.58 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $163k | +54% | 1.1k | 146.28 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $159k | +1006% | 2.2k | 73.14 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $157k | 634.00 | 247.93 |
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| Charter Communications Cl A (CHTR) | 0.0 | $151k | NEW | 700.00 | 215.88 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.0 | $123k | 3.1k | 40.10 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $119k | NEW | 700.00 | 169.66 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $107k | -52% | 500.00 | 213.66 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $105k | 938.00 | 112.23 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $104k | 2.2k | 47.55 |
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| Applied Materials (AMAT) | 0.0 | $103k | NEW | 300.00 | 341.79 |
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| Zoom Communications Cl A (ZM) | 0.0 | $102k | +170% | 1.3k | 80.39 |
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| salesforce (CRM) | 0.0 | $93k | -68% | 500.00 | 186.67 |
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| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $76k | NEW | 3.0k | 25.11 |
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| Johnson & Johnson (JNJ) | 0.0 | $75k | -80% | 305.00 | 244.44 |
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| Target Corporation (TGT) | 0.0 | $73k | NEW | 600.00 | 121.20 |
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| Caterpillar (CAT) | 0.0 | $71k | -54% | 100.00 | 708.46 |
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| Align Technology (ALGN) | 0.0 | $69k | NEW | 400.00 | 171.43 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $66k | 2.5k | 26.20 |
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| Metropcs Communications (TMUS) | 0.0 | $63k | NEW | 300.00 | 210.03 |
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| Wal-Mart Stores (WMT) | 0.0 | $62k | +509% | 500.00 | 124.28 |
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| General Motors Company (GM) | 0.0 | $60k | NEW | 800.00 | 74.50 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $59k | 1.2k | 49.97 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $59k | NEW | 600.00 | 98.38 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.0 | $49k | 1.1k | 43.70 |
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| Union Pacific Corporation (UNP) | 0.0 | $49k | NEW | 200.00 | 242.62 |
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| International Business Machines (IBM) | 0.0 | $47k | -46% | 195.00 | 242.39 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $40k | +47% | 817.00 | 49.37 |
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| Boeing Company (BA) | 0.0 | $40k | NEW | 200.00 | 199.03 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $39k | -72% | 327.00 | 118.62 |
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| Fidelity Covington Trust Stock For Infl (FCPI) | 0.0 | $34k | -70% | 705.00 | 48.61 |
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| Carnival Corp Common Stock (CCL) | 0.0 | $32k | +7% | 1.2k | 25.88 |
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| Global X Fds Msci China Cnsmr (CHIQ) | 0.0 | $31k | -7% | 1.6k | 19.88 |
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| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.0 | $29k | -6% | 876.00 | 33.08 |
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| Ishares Tr Msci Indonia Etf (EIDO) | 0.0 | $14k | +40% | 905.00 | 15.79 |
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| Zscaler Incorporated (ZS) | 0.0 | $14k | -53% | 100.00 | 140.29 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $12k | +2300% | 72.00 | 161.74 |
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| Ishares Msci Taiwan Etf (EWT) | 0.0 | $8.1k | 114.00 | 70.92 |
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| Eli Lilly & Co. (LLY) | 0.0 | $7.4k | -96% | 8.00 | 919.75 |
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| McDonald's Corporation (MCD) | 0.0 | $4.7k | 15.00 | 310.80 |
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| Ishares Msci Thailnd Etf (THD) | 0.0 | $4.4k | NEW | 64.00 | 69.38 |
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| Ishares Msci Brazil Etf (EWZ) | 0.0 | $4.4k | NEW | 115.00 | 38.39 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $927.000000 | -97% | 10.00 | 92.70 |
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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 2026 Q1 filed May 14, 2026
- 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