Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of Sept. 30, 2025

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
Jefferies Finl Group (JEF) 10.6 $605M 9.2M 65.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.3 $591M 886k 666.18
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $189M 316k 598.73
Spdr Gold Tr Gold Shs (GLD) 3.2 $183M 515k 355.47
Ishares Tr Core S&p500 Etf (IVV) 2.5 $141M 210k 669.30
Ishares Tr Core Us Aggbd Et (AGG) 2.3 $132M 1.3M 100.25
Cme (CME) 2.2 $128M 472k 270.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $87M 777k 111.47
NVIDIA Corporation (NVDA) 1.5 $86M 471k 181.85
Ishares Tr 7-10 Yr Trsy Bd (IEF) 1.4 $79M 815k 96.46
Broadcom (AVGO) 1.3 $74M 225k 329.91
Block Cl A (XYZ) 1.2 $69M 909k 75.39
Arista Networks Com Shs (ANET) 1.1 $64M 439k 145.71
Alphabet Cap Stk Cl C (GOOG) 1.1 $64M 262k 244.36
Spdr Series Trust Bloomberg Sht Te (SJNK) 1.1 $60M 2.3M 25.60
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.0 $56M 685k 81.19
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.9 $53M 1.0M 53.03
Microsoft Corporation (MSFT) 0.9 $53M 103k 514.60
Meta Platforms Cl A (META) 0.9 $52M 70k 743.39
Amazon (AMZN) 0.8 $44M 199k 222.17
Ishares Tr Mbs Etf (MBB) 0.7 $42M 440k 95.15
JPMorgan Chase & Co. (JPM) 0.7 $40M 127k 315.69
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $33M 1.0M 31.62
UnitedHealth (UNH) 0.6 $33M 94k 345.18
Intuit (INTU) 0.6 $32M 47k 682.91
Ge Aerospace Com New (GE) 0.5 $29M 97k 300.82
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $29M 325k 89.37
American Express Company (AXP) 0.5 $28M 83k 332.16
D.R. Horton (DHI) 0.5 $27M 161k 169.47
Boston Scientific Corporation (BSX) 0.5 $26M 266k 97.63
Blackrock (BLK) 0.4 $24M 21k 1165.87
First Solar (FSLR) 0.4 $23M 105k 220.53
Kennedy-Wilson Holdings (KW) 0.4 $22M 2.8M 7.81
Amgen (AMGN) 0.4 $21M 76k 282.20
W.W. Grainger (GWW) 0.4 $21M 22k 952.96
Air Products & Chemicals (APD) 0.3 $19M 71k 272.72
Vanguard World Inf Tech Etf (VGT) 0.3 $19M 25k 746.63
Coca-Cola Company (KO) 0.3 $18M 273k 66.04
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.3 $18M 642k 27.29
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $16M 691k 23.11
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $12M 126k 97.08
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $11M 114k 100.70
Ishares Tr Short Treas Bd (SHV) 0.2 $11M 97k 110.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $10M 17k 612.36
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.2 $10M 18k 546.75
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $9.8M 125k 78.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $9.6M 116k 82.96
Costco Wholesale Corporation (COST) 0.2 $9.2M 9.9k 925.63
Qualcomm (QCOM) 0.2 $8.8M 53k 166.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $7.2M 90k 79.93
Ishares Tr Msci India Etf (INDA) 0.1 $7.2M 138k 52.06
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $7.2M 82k 87.21
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $6.6M 87k 76.01
Ishares Tr Tips Bd Etf (TIP) 0.1 $6.6M 59k 111.22
Ishares Tr Expanded Tech (IGV) 0.1 $6.1M 53k 115.00
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $5.9M 76k 77.65
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $5.3M 38k 140.05
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $5.1M 43k 119.51
Texas Instruments Incorporated (TXN) 0.1 $4.7M 26k 183.73
Home Depot (HD) 0.1 $4.4M 11k 405.19
Pfizer (PFE) 0.1 $4.2M 163k 25.48
Procter & Gamble Company (PG) 0.1 $4.1M 27k 153.65
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $4.0M 15k 271.12
Ishares Tr U.s. Energy Etf (IYE) 0.1 $3.7M 78k 47.52
Ralph Lauren Corp Cl A (RL) 0.1 $3.7M 12k 313.56
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.7M 44k 84.11
Cisco Systems (CSCO) 0.1 $3.6M 52k 68.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $3.5M 127k 27.30
Pepsi (PEP) 0.1 $3.3M 24k 140.44
Ishares Tr Global Reit Etf (REET) 0.0 $2.7M 104k 25.56
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.5M 47k 53.40
First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $2.4M 18k 134.42
At&t (T) 0.0 $2.4M 84k 28.24
Bank of New York Mellon Corporation (BK) 0.0 $2.3M 21k 108.96
Bristol Myers Squibb (BMY) 0.0 $2.0M 45k 45.10
Omni (OMC) 0.0 $1.9M 23k 81.53
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $1.8M 50k 35.17
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $1.7M 18k 93.35
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $1.5M 20k 76.40
SYSCO Corporation (SYY) 0.0 $1.5M 18k 82.34
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.4M 15k 95.19
Ishares Core Msci Emkt (IEMG) 0.0 $1.3M 20k 65.92
Ishares Tr U.s.med Dvc Etf (IHI) 0.0 $1.3M 22k 60.08
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $1.2M 14k 91.42
Micron Technology Call Call Option 0.0 $1.2M 30k 39.03
Spdr Series Trust S&p Biotech (XBI) 0.0 $1.1M 11k 100.20
Vanguard World Health Car Etf (VHT) 0.0 $1.0M 3.9k 259.60
Ishares Tr Ishares Biotech (IBB) 0.0 $1.0M 6.9k 144.37
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $986k 21k 47.63
Zscaler Incorporated (ZS) 0.0 $922k 3.1k 296.90
General Mills (GIS) 0.0 $867k 17k 50.42
Ishares Tr Select Divid Etf (DVY) 0.0 $817k 5.8k 142.10
Select Sector Spdr Tr Communication (XLC) 0.0 $785k 6.6k 118.37
Verizon Communications (VZ) 0.0 $735k 17k 43.95
Celsius Hldgs Call Call Option 0.0 $687k 100k 6.87
Netflix (NFLX) 0.0 $670k 555.00 1206.41
Mondelez Intl Cl A (MDLZ) 0.0 $622k 9.9k 62.47
Vanguard World Consum Dis Etf (VCR) 0.0 $614k 1.5k 396.15
Celsius Hldgs Com New (CELH) 0.0 $573k 100k 5.73
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $527k 5.3k 99.03
Kimberly-Clark Corporation (KMB) 0.0 $521k 4.2k 124.34
Ishares Tr China Lg-cap Etf (FXI) 0.0 $520k 13k 41.14
Illinois Tool Works (ITW) 0.0 $452k 1.7k 260.76
Proshares Tr Short S&p 500 Ne (SH) 0.0 $444k 12k 36.96
Tesla Motors (TSLA) 0.0 $401k 904.00 443.21
Ishares Tr Mortge Rel Etf (REM) 0.0 $370k 17k 21.95
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $303k 2.2k 137.80
Adobe Systems Incorporated (ADBE) 0.0 $288k 800.00 359.42
Ishares Tr Hdg Msci Japan (HEWJ) 0.0 $277k 5.6k 49.27
Ishares Msci Jpn Etf New (EWJ) 0.0 $255k 3.2k 80.21
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.0 $246k 5.9k 41.96
Crowdstrike Hldgs Cl A (CRWD) 0.0 $210k 430.00 488.45
Johnson & Johnson (JNJ) 0.0 $203k 1.1k 181.62
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.0 $184k 2.0k 92.62
Ishares Tr Russell 2000 Etf (IWM) 0.0 $171k 706.00 241.96
Mastercard Incorporated Cl A (MA) 0.0 $168k 295.00 568.14
Arm Holdings Call Call Option 0.0 $156k 9.0k 17.32
Hca Holdings (HCA) 0.0 $147k 350.00 420.92
Snowflake SHS (SNOW) 0.0 $135k 600.00 225.25
Intuitive Surgical Com New (ISRG) 0.0 $132k 300.00 439.22
Apple (AAPL) 0.0 $130k 512.00 254.43
AFLAC Incorporated (AFL) 0.0 $128k 1.2k 111.35
Fidelity Covington Trust Stock For Infl (FCPI) 0.0 $120k 2.4k 50.10
Wisdomtree Tr Em Ex St-owned (XSOE) 0.0 $116k 3.1k 37.94
Invesco Qqq Tr Put Put Option 0.0 $112k 5.0k 22.29
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $111k 938.00 118.47
Uber Technologies (UBER) 0.0 $111k 1.1k 99.57
Arm Holdings Put Put Option 0.0 $110k 9.1k 12.13
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $106k 2.2k 48.03
Caterpillar (CAT) 0.0 $104k 221.00 471.61
Palantir Technologies Cl A (PLTR) 0.0 $89k 496.00 178.86
Kla Corp Com New (KLAC) 0.0 $85k 80.00 1064.12
Marvell Technology (MRVL) 0.0 $82k 1.0k 82.39
salesforce (CRM) 0.0 $79k 323.00 245.10
Starbucks Corp Call Call Option 0.0 $78k 17k 4.60
Arm Holdings Sponsored Ads (ARM) 0.0 $74k 532.00 139.80
Invesco Qqq Tr Call Call Option 0.0 $74k 2.6k 28.25
Okta Cl A (OKTA) 0.0 $73k 773.00 93.86
Micron Technology Put Put Option 0.0 $64k 15k 4.28
Select Sector Spdr Tr Energy (XLE) 0.0 $58k 650.00 89.34
Zoom Communications Cl A (ZM) 0.0 $57k 684.00 83.60
Intuitive Surgical Put Put Option 0.0 $55k 1.0k 55.13
eBay (EBAY) 0.0 $55k 600.00 91.17
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $53k 593.00 89.62
Lockheed Martin Corporation (LMT) 0.0 $52k 106.00 491.98
Nvidia Corporation Put Put Option 0.0 $51k 14k 3.65
Eli Lilly & Co. (LLY) 0.0 $48k 66.00 726.52
Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.0 $48k 1.1k 42.16
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) 0.0 $42k 911.00 46.43
Global X Fds Msci China Cnsmr (CHIQ) 0.0 $40k 1.6k 24.19
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $34k 359.00 95.12
Advanced Micro Devices Put Put Option 0.0 $34k 1.5k 22.45
Barrick Mng Corp Com Shs (B) 0.0 $33k 1.0k 33.14
Shopify Put Put Option 0.0 $32k 5.0k 6.38
Select Sector Spdr Tr Financial (XLF) 0.0 $30k 555.00 53.87
Chipotle Mexican Grill (CMG) 0.0 $28k 700.00 39.90
Wynn Resorts (WYNN) 0.0 $27k 200.00 132.43
Zscaler Put Put Option 0.0 $26k 7.0k 3.70
Chipotle Mexican Grill Call Call Option 0.0 $15k 11k 1.43
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $14k 196.00 73.48
Advanced Micro Devices Call Call Option 0.0 $14k 800.00 17.48
Broadcom Put Put Option 0.0 $14k 1.4k 9.72
Jpmorgan Chase & Co. Put Put Option 0.0 $13k 5.5k 2.37
Ishares Tr Msci Indonia Etf (EIDO) 0.0 $11k 643.00 17.55
Ishares Msci Taiwan Etf (EWT) 0.0 $7.3k 114.00 63.62
McDonald's Corporation (MCD) 0.0 $4.5k 15.00 303.00
Alphabet Put Put Option 0.0 $4.5k 1.0k 4.45
Wal-Mart Stores (WMT) 0.0 $3.5k 34.00 103.09
Aflac Put Put Option 0.0 $725.000000 500.00 1.45
Barrick Mng Corp Put Put Option 0.0 $60.000000 3.0k 0.02