Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of Dec. 31, 2025

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