Sumitomo Mitsui Financial

Sumitomo Mitsui Financial Group as of March 31, 2026

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