Sumitomo Mitsui Financial Group, Inc.

13F filer · CIK 0001022837

Reported Aug 13, 2026

13F portfolio value$5.27BU.S. long equity reported on 13F

Positions97Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight65.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202697 positions
ARESAres Management Corp	$1.49B	28.22%	4.27%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$573M	10.87%	Not reported	+1.5%	Q4 2016
JEFJefferies Financial Group Inc.	$321M	6.10%	3.16%	-30.5%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$279M	5.29%	Not reported	+108.4%	Q4 2018
GLDSPDR Gold Trust	$228M	4.32%	0.17%	+4.7%	Q2 2017
PSNYPolestar Automotive Holding UK PLC	$194M	3.68%	Not reported	Not reported	Q1 2026
CMECme Group Inc.	$104M	1.98%	0.14%	Not reported	Q1 2017
NVDANvidia Corp	$95.1M	1.80%	0.00%	+1.5%	Q1 2017
GOOGAlphabet Inc.	$90.5M	1.72%	Not reported	+0.6%	Q3 2017
AVGOBroadcom Inc.	$89.7M	1.70%	0.01%	+0.3%	Q3 2017
ANETArista Networks, Inc.	$83.4M	1.58%	0.04%	+0.1%	Q4 2023
XYZBlock, Inc.	$69.1M	1.31%	Not reported	+0.2%	Q3 2017
AMZNAmazon Com Inc	$54.1M	1.03%	0.00%	+1.8%	Q1 2017
GEGeneral Electric Co	$47.8M	0.91%	0.01%	+3.5%	Q4 2024
JPMJPMorgan Chase & Co	$47.8M	0.91%	0.01%	+1.9%	Q4 2016
MSFTMicrosoft Corp	$47M	0.89%	0.00%	-0.8%	Q1 2017
METAMeta Platforms, Inc.	$46.4M	0.88%	Not reported	+2.7%	Q2 2017
APHAmphenol Corp	$45.7M	0.87%	0.02%	+14.4%	Q1 2026
GWWW.W. Grainger, Inc.	$33.2M	0.63%	0.05%	-1.3%	Q4 2019
AXPAmerican Express Co	$32.7M	0.62%	0.01%	+0.6%	Q1 2025
DHIHorton D R Inc	$30.4M	0.58%	0.07%	0.0%	Q4 2019
FSLRFirst Solar, Inc.	$30.4M	0.58%	0.12%	-1.4%	Q1 2023
AMGNAmgen Inc	$30.2M	0.57%	0.02%	+1.8%	Q4 2016
KOCoca Cola Co	$25.4M	0.48%	0.01%	+0.5%	Q2 2017
NEMNEWMONT Corp	$24.8M	0.47%	0.02%	+5.5%	Q4 2025
BLKBlackRock, Inc.	$24.3M	0.46%	0.02%	+0.4%	Q2 2017
BSXBoston Scientific Corp	$17.6M	0.33%	0.03%	+23.2%	Q1 2018
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$17.1M	0.32%	Not reported	-3.2%	Q1 2019
INTUIntuit Inc.	$15.9M	0.30%	0.02%	+9.9%	Q1 2022
QCOMQualcomm Inc	$14.1M	0.27%	0.01%	+4.7%	Q1 2017
COSTCostco Wholesale Corp	$9.8M	0.19%	0.00%	-2.4%	Q4 2017
ULTAUlta Beauty, Inc.	$9.49M	0.18%	0.05%	+1.9%	Q1 2018
CSCOCisco Systems, Inc.	$8.49M	0.16%	0.00%	+5.5%	Q4 2016
TXNTexas Instruments Inc	$6.73M	0.13%	0.00%	+8.6%	Q1 2022
RLRalph Lauren Corp	$6.3M	0.12%	Not reported	+13.4%	Q1 2024
PFEPfizer Inc	$4.18M	0.08%	0.00%	-5.3%	Q3 2018
BNYBank of New York Mellon Corp	$4.17M	0.08%	0.00%	+9.5%	Q1 2022
HDHome Depot, Inc.	$3.88M	0.07%	0.00%	-2.3%	Q1 2017
PEPPepsico Inc	$3.5M	0.07%	0.00%	+6.1%	Q1 2022
PGPROCTER & GAMBLE Co	$3.46M	0.07%	0.00%	-9.7%	Q1 2017
CELHCelsius Holdings, Inc.	$2.93M	0.06%	0.04%	Not reported	Q3 2025
BMYBristol Myers Squibb Co	$2.54M	0.05%	0.00%	-4.8%	Q1 2022
SKYYSkye International, Inc	$2.53M	0.05%	Not reported	+1.4%	Q3 2019
OMCOmnicom Group Inc.	$1.73M	0.03%	0.01%	-6.1%	Q1 2022
TAt&T Inc.	$1.61M	0.03%	0.00%	-8.2%	Q3 2017
MRVLMarvell Technology, Inc.	$1.55M	0.03%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$1.03M	0.02%	0.00%	-3.9%	Q2 2017
SYYSysco Corp	$881K	0.02%	0.00%	-0.3%	Q2 2017
KMBKimberly Clark Corp	$746K	0.01%	0.00%	-13.5%	Q2 2017
LRCXLam Research Corp	$658K	0.01%	0.00%	+203.6%	Q1 2018

Q1 2026Reported May 14, 202691 positions
ARESAres Management Corp	$1.46B	29.54%	4.27%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$492M	9.96%	Not reported	+0.3%	Q4 2016
JEFJefferies Financial Group Inc.	$382M	7.73%	4.52%	Not reported	Q1 2022
GLDSPDR Gold Trust	$254M	5.14%	0.16%	+7.9%	Q2 2017
PSNYPolestar Automotive Holding UK PLC	$190M	3.86%	Not reported	New	Q1 2026
CMECme Group Inc.	$139M	2.82%	0.14%	Not reported	Q1 2017
QQQInvesco QQQ Trust, Series 1	$105M	2.13%	Not reported	+1.8%	Q4 2018
NVDANvidia Corp	$81.7M	1.66%	0.00%	+2.3%	Q1 2017
AVGOBroadcom Inc.	$73.3M	1.49%	0.01%	+6.1%	Q3 2017
GOOGAlphabet Inc.	$73.1M	1.48%	Not reported	+5.7%	Q3 2017
ANETArista Networks, Inc.	$60.2M	1.22%	0.04%	+6.0%	Q4 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$59.3M	1.20%	Not reported	Not reported	Q4 2017
XYZBlock, Inc.	$54.6M	1.11%	Not reported	0.0%	Q3 2017
MSFTMicrosoft Corp	$47M	0.95%	0.00%	+17.0%	Q1 2017
AMZNAmazon Com Inc	$46.5M	0.94%	0.00%	+6.3%	Q1 2017
METAMeta Platforms, Inc.	$45.9M	0.93%	Not reported	+6.5%	Q2 2017
JPMJPMorgan Chase & Co	$42.1M	0.85%	0.01%	+8.4%	Q4 2016
GEGeneral Electric Co	$35.1M	0.71%	0.01%	+12.3%	Q4 2024
KWKennedy-Wilson Holdings, Inc.	$29.9M	0.61%	1.99%	Not reported	Q2 2025
AXPAmerican Express Co	$29M	0.59%	0.01%	+10.4%	Q1 2025
AMGNAmgen Inc	$28.9M	0.58%	0.02%	+5.0%	Q4 2016
APHAmphenol Corp	$28.6M	0.58%	0.02%	New	Q1 2026
NEMNEWMONT Corp	$27.3M	0.55%	0.02%	+32.7%	Q4 2025
GWWW.W. Grainger, Inc.	$26.9M	0.55%	0.05%	+9.7%	Q4 2019
FSLRFirst Solar, Inc.	$25.7M	0.52%	0.12%	+16.4%	Q1 2023
DHIHorton D R Inc	$25.6M	0.52%	0.07%	+10.2%	Q4 2019
BLKBlackRock, Inc.	$24.2M	0.49%	0.02%	+10.0%	Q2 2017
INTUIntuit Inc.	$24M	0.49%	0.02%	+25.1%	Q1 2022
KOCoca Cola Co	$23.7M	0.48%	0.01%	+8.0%	Q2 2017
BSXBoston Scientific Corp	$21M	0.43%	0.02%	+24.0%	Q1 2018
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$17.8M	0.36%	Not reported	+4.2%	Q1 2019
ULTAUlta Beauty, Inc.	$10.8M	0.22%	0.05%	+14.9%	Q1 2018
COSTCostco Wholesale Corp	$10.7M	0.22%	0.00%	+1.3%	Q4 2017
QCOMQualcomm Inc	$9.4M	0.19%	0.01%	+13.4%	Q1 2017
CSCOCisco Systems, Inc.	$5.32M	0.11%	0.00%	-1.2%	Q4 2016
PFEPfizer Inc	$5.15M	0.10%	0.00%	-3.6%	Q3 2018
RLRalph Lauren Corp	$4.76M	0.10%	Not reported	+13.0%	Q1 2024
TXNTexas Instruments Inc	$4.04M	0.08%	0.00%	+5.4%	Q1 2022
PEPPepsico Inc	$3.78M	0.08%	0.00%	-2.5%	Q1 2022
PGPROCTER & GAMBLE Co	$3.77M	0.08%	0.00%	-7.5%	Q1 2017
HDHome Depot, Inc.	$3.71M	0.08%	0.00%	+1.4%	Q1 2017
CELHCelsius Holdings, Inc.	$3.55M	0.07%	0.04%	Not reported	Q3 2025
BNYBank of New York Mellon Corp	$3.12M	0.06%	0.00%	+12.6%	Q1 2022
BMYBristol Myers Squibb Co	$2.81M	0.06%	0.00%	+8.3%	Q1 2022
TAt&T Inc.	$2.46M	0.05%	0.00%	-0.5%	Q3 2017
SKYYSkye International, Inc	$2.03M	0.04%	Not reported	+18.6%	Q3 2019
OMCOmnicom Group Inc.	$1.91M	0.04%	0.01%	+3.2%	Q1 2022
VZVerizon Communications Inc	$1.27M	0.03%	0.00%	+20.1%	Q2 2017
KMBKimberly Clark Corp	$757K	0.02%	0.00%	+37.9%	Q2 2017
SYYSysco Corp	$754K	0.02%	0.00%	-21.5%	Q2 2017

Q4 2025Reported Feb 12, 202690 positions
ARESAres Management Corp	$2.16B	38.24%	4.27%	Not reported	Q1 2022
JEFJefferies Financial Group Inc.	$573M	10.14%	4.48%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$517M	9.15%	Not reported	-15.0%	Q4 2016
GLDSPDR Gold Trust	$217M	3.84%	0.15%	+6.2%	Q2 2017
CMECme Group Inc.	$129M	2.28%	0.14%	Not reported	Q1 2017
QQQInvesco QQQ Trust, Series 1	$110M	1.95%	Not reported	-43.5%	Q4 2018
NVDANvidia Corp	$85.4M	1.51%	0.00%	-2.7%	Q1 2017
AVGOBroadcom Inc.	$77.3M	1.37%	0.00%	-0.9%	Q3 2017
GOOGAlphabet Inc.	$75.6M	1.34%	Not reported	-7.9%	Q3 2017
ANETArista Networks, Inc.	$60.6M	1.07%	0.04%	+5.3%	Q4 2023
XYZBlock, Inc.	$59.1M	1.05%	Not reported	0.0%	Q3 2017
MSFTMicrosoft Corp	$52.5M	0.93%	0.00%	+5.3%	Q1 2017
METAMeta Platforms, Inc.	$49.7M	0.88%	Not reported	+7.1%	Q2 2017
AMZNAmazon Com Inc	$48.5M	0.86%	0.00%	+5.3%	Q1 2017
JPMJPMorgan Chase & Co	$42.6M	0.75%	0.00%	+3.8%	Q4 2016
GEGeneral Electric Co	$33.9M	0.60%	0.01%	+13.7%	Q4 2024
UNHUnitedhealth Group Inc	$33.8M	0.60%	0.01%	+8.8%	Q4 2017
AXPAmerican Express Co	$32.1M	0.57%	0.01%	+4.8%	Q1 2025
INTUIntuit Inc.	$29.4M	0.52%	0.02%	-4.7%	Q1 2022
FSLRFirst Solar, Inc.	$29.3M	0.52%	0.10%	+7.0%	Q1 2023
KWKennedy-Wilson Holdings, Inc.	$26.7M	0.47%	2.01%	Not reported	Q2 2025
BSXBoston Scientific Corp	$25.7M	0.46%	0.02%	+1.5%	Q1 2018
AMGNAmgen Inc	$25.6M	0.45%	0.01%	+3.1%	Q4 2016
BLKBlackRock, Inc.	$24.5M	0.43%	0.01%	+10.1%	Q2 2017
DHIHorton D R Inc	$24.4M	0.43%	0.06%	+5.2%	Q4 2019
GWWW.W. Grainger, Inc.	$22.7M	0.40%	0.05%	+0.8%	Q4 2019
KOCoca Cola Co	$20.1M	0.36%	0.01%	+5.5%	Q2 2017
NEMNEWMONT Corp	$19M	0.34%	0.02%	New	Q4 2025
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$17.2M	0.30%	Not reported	-1.5%	Q1 2019
QCOMQualcomm Inc	$11M	0.19%	0.01%	+22.1%	Q1 2017
ULTAUlta Beauty, Inc.	$10.9M	0.19%	0.04%	-2.1%	Q1 2018
COSTCostco Wholesale Corp	$9.14M	0.16%	0.00%	+6.8%	Q4 2017
CSCOCisco Systems, Inc.	$5.34M	0.09%	0.00%	+32.2%	Q4 2016
PFEPfizer Inc	$4.74M	0.08%	0.00%	+16.7%	Q3 2018
CELHCelsius Holdings, Inc.	$4.57M	0.08%	0.04%	Not reported	Q3 2025
RLRalph Lauren Corp	$4.33M	0.08%	Not reported	+4.2%	Q1 2024
PGPROCTER & GAMBLE Co	$4.05M	0.07%	0.00%	+4.6%	Q1 2017
HDHome Depot, Inc.	$3.82M	0.07%	0.00%	+1.4%	Q1 2017
PEPPepsico Inc	$3.58M	0.06%	0.00%	+6.2%	Q1 2022
TXNTexas Instruments Inc	$3.42M	0.06%	0.00%	-22.7%	Q1 2022
BNYBank of New York Mellon Corp	$2.72M	0.05%	0.00%	+12.2%	Q1 2022
BMYBristol Myers Squibb Co	$2.31M	0.04%	0.00%	-3.9%	Q1 2022
TAt&T Inc.	$2.12M	0.04%	0.00%	+2.1%	Q3 2017
APDAir Products & Chemicals, Inc.	$2.05M	0.04%	0.00%	-88.4%	Q4 2016
SKYYSkye International, Inc	$2.03M	0.04%	Not reported	-12.3%	Q3 2019
OMCOmnicom Group Inc.	$1.98M	0.04%	0.01%	+6.2%	Q1 2022
SYYSysco Corp	$991K	0.02%	0.00%	-24.0%	Q2 2017
VZVerizon Communications Inc	$854K	0.02%	0.00%	+25.5%	Q2 2017
GISGeneral Mills Inc	$785K	0.01%	0.00%	-1.8%	Q1 2022
MUMicron Technology Inc	$658K	0.01%	0.00%	Not reported	Q2 2017

Q3 2025Reported Nov 12, 202581 positions
ARESAres Management Corp	$2.14B	37.46%	4.27%	Not reported	Q1 2022
JEFJefferies Financial Group Inc.	$605M	10.61%	4.48%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$590M	10.35%	Not reported	-22.3%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$190M	3.33%	Not reported	-2.8%	Q4 2018
GLDSPDR Gold Trust	$183M	3.21%	0.15%	+7.8%	Q2 2017
CMECme Group Inc.	$127M	2.24%	0.14%	Not reported	Q1 2017
NVDANvidia Corp	$87.7M	1.54%	0.00%	-4.7%	Q1 2017
AVGOBroadcom Inc.	$74.3M	1.30%	0.00%	-10.4%	Q3 2017
XYZBlock, Inc.	$65.7M	1.15%	Not reported	+0.1%	Q3 2017
ANETArista Networks, Inc.	$64M	1.12%	0.03%	-6.7%	Q4 2023
GOOGAlphabet Inc.	$63.7M	1.12%	Not reported	+2.6%	Q3 2017
MSFTMicrosoft Corp	$53.4M	0.94%	0.00%	+1.2%	Q1 2017
METAMeta Platforms, Inc.	$51.7M	0.91%	Not reported	-3.0%	Q2 2017
AMZNAmazon Com Inc	$43.8M	0.77%	0.00%	-3.7%	Q1 2017
JPMJPMorgan Chase & Co	$40.2M	0.70%	0.00%	+1.1%	Q4 2016
UNHUnitedhealth Group Inc	$32.5M	0.57%	0.01%	+32.6%	Q4 2017
INTUIntuit Inc.	$31.8M	0.56%	0.02%	+8.5%	Q1 2022
GEGeneral Electric Co	$29.1M	0.51%	0.01%	+8.8%	Q4 2024
AXPAmerican Express Co	$27.5M	0.48%	0.01%	+11.7%	Q1 2025
DHIHorton D R Inc	$27.3M	0.48%	0.05%	+8.8%	Q4 2019
BSXBoston Scientific Corp	$25.9M	0.45%	0.02%	+12.9%	Q1 2018
BLKBlackRock, Inc.	$24.2M	0.42%	0.01%	+0.6%	Q2 2017
FSLRFirst Solar, Inc.	$23.1M	0.41%	0.10%	-7.4%	Q1 2023
KWKennedy-Wilson Holdings, Inc.	$21.6M	0.38%	2.01%	+916.0%	Q2 2025
AMGNAmgen Inc	$21.4M	0.37%	0.01%	+7.8%	Q4 2016
GWWW.W. Grainger, Inc.	$21.3M	0.37%	0.05%	+15.0%	Q4 2019
APDAir Products & Chemicals, Inc.	$19.4M	0.34%	0.03%	+8.2%	Q4 2016
KOCoca Cola Co	$18.1M	0.32%	0.01%	+16.1%	Q2 2017
BABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust	$17.5M	0.31%	Not reported	-5.8%	Q1 2019
ULTAUlta Beauty, Inc.	$10M	0.18%	0.04%	-7.2%	Q1 2018
COSTCostco Wholesale Corp	$9.19M	0.16%	0.00%	+2.5%	Q4 2017
QCOMQualcomm Inc	$8.77M	0.15%	0.00%	-3.2%	Q1 2017
TXNTexas Instruments Inc	$4.69M	0.08%	0.00%	+4.1%	Q1 2022
HDHome Depot, Inc.	$4.44M	0.08%	0.00%	-5.8%	Q1 2017
PFEPfizer Inc	$4.15M	0.07%	0.00%	+31.2%	Q3 2018
PGPROCTER & GAMBLE Co	$4.15M	0.07%	0.00%	+13.8%	Q1 2017
RLRalph Lauren Corp	$3.69M	0.06%	Not reported	+0.3%	Q1 2024
CSCOCisco Systems, Inc.	$3.59M	0.06%	0.00%	+14.2%	Q4 2016
PEPPepsico Inc	$3.3M	0.06%	0.00%	+16.3%	Q1 2022
SKYYSkye International, Inc	$2.4M	0.04%	Not reported	-18.6%	Q3 2019
TAt&T Inc.	$2.36M	0.04%	0.00%	-1.4%	Q3 2017
BNYBank of New York Mellon Corp	$2.27M	0.04%	0.00%	+6.0%	Q1 2022
BMYBristol Myers Squibb Co	$2.01M	0.04%	0.00%	+2.4%	Q1 2022
OMCOmnicom Group Inc.	$1.89M	0.03%	0.01%	+2.1%	Q1 2022
SYYSysco Corp	$1.46M	0.03%	0.00%	-0.6%	Q2 2017
ZSZscaler, Inc.	$922K	0.02%	0.00%	+1350.5%	Q1 2022
GISGeneral Mills Inc	$867K	0.02%	0.00%	+0.3%	Q1 2022
VZVerizon Communications Inc	$735K	0.01%	0.00%	+0.2%	Q2 2017
NFLXNetflix Inc	$670K	0.01%	0.00%	+38.1%	Q1 2018
MDLZMondelez International, Inc.	$622K	0.01%	0.00%	+9.0%	Q1 2022

Premium opens every quarter this fund has filed