Sumitomo Mitsui Financial Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$4.94B
Q ending 2026-03-31
Prior quarter
$5.65B
Q ending 2025-12-31
Change
-12.6% QoQ · -9.6% YoY
Positions
190
reported holdings
Largest positions
Top 100 of 190 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ares Management Corporation | ARES | Shares | $1.46B | 13.4M |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $491.6M | 756K |
| Jefferies Finl Group Inc | JEF | Shares | $381.6M | 9.2M |
| Spdr Gold Tr | GLD | Shares | $253.9M | 590K |
| Polestar Automotive Hldg Uk | PSNY | Shares | $190.5M | 10.3M |
| Cme Group Inc | CME | Shares | $139.4M | 472K |
| Ishares Tr | AGG | Shares | $134.4M | 1.4M |
| Invesco Qqq Tr | QQQ | Shares | $104.9M | 182K |
| Ishares Tr | LQD | Shares | $91.0M | 835K |
| Nvidia Corporation | NVDA | Shares | $81.7M | 469K |
| Ishares Tr | IEF | Shares | $81.6M | 855K |
| Broadcom Inc | AVGO | Shares | $73.3M | 237K |
| Alphabet Inc | GOOG | Shares | $73.1M | 255K |
| Ishares Tr | SOXX | Shares | $68.0M | 207K |
| Ishares Tr | HYG | Shares | $61.8M | 777K |
| Arista Networks Inc | ANET | Shares | $60.2M | 490K |
| Spdr Dow Jones Indl Average | DIA | Shares | $59.3M | 128K |
| Ishares Tr | IGSB | Shares | $54.6M | 1.0M |
| Block Inc | XYZ | Shares | $54.6M | 908K |
| Spdr Series Trust | SJNK | Shares | $49.2M | 2.0M |
| Microsoft Corp | MSFT | Shares | $47.0M | 127K |
| Amazon Com Inc | AMZN | Shares | $46.5M | 223K |
| Meta Platforms Inc | META | Shares | $45.9M | 80K |
| Ishares Tr | MBB | Shares | $44.8M | 472K |
| Jpmorgan Chase & Co | JPM | Shares | $42.1M | 143K |
| Ishares Tr | PFF | Shares | $39.4M | 1.3M |
| Ge Aerospace | GE | Shares | $35.1M | 124K |
| Kennedy-Wilson Holdings Inc Com | Shares | $29.9M | 2.8M | |
| American Express Co | AXP | Shares | $29.0M | 96K |
| Amgen Inc | AMGN | Shares | $28.9M | 82K |
| Amphenol Corp | APH | Shares | $28.6M | 227K |
| Newmont Corp | NEM | Shares | $27.3M | 252K |
| Ww Grainger Inc | GWW | Shares | $26.9M | 25K |
| First Solar Inc | FSLR | Shares | $25.7M | 130K |
| Ishares Tr | TLT | Shares | $25.6M | 296K |
| D R Horton Inc | DHI | Shares | $25.6M | 187K |
| Blackrock Inc | BLK | Shares | $24.2M | 25K |
| Intuit | INTU | Shares | $24.0M | 56K |
| Coca Cola Co | KO | Shares | $23.7M | 311K |
| Boston Scientific Corp | BSX | Shares | $21.0M | 335K |
| Ishares Tr | SHV | Shares | $20.5M | 186K |
| Vanguard World Fd | VGT | Shares | $20.2M | 29K |
| Invesco Exch Traded Fd Tr Ii | BAB | Shares | $17.8M | 659K |
| Ishares Tr | GOVT | Shares | $15.4M | 672K |
| Ishares Tr | IYR | Shares | $11.9M | 126K |
| Ulta Beauty Inc | ULTA | Shares | $10.8M | 21K |
| Costco Wholesale Corporation | COST | Shares | $10.7M | 11K |
| Vanguard Index Fds | VOO | Shares | $10.2M | 17K |
| Ishares Tr | SHY | Shares | $10.1M | 122K |
| Ishares Tr | SGOV | Shares | $10.0M | 100K |
| Qualcomm Inc | QCOM | Shares | $9.4M | 73K |
| Select Sector Spdr Tr | XLP | Shares | $9.4M | 115K |
| Select Sector Spdr Tr | XLU | Shares | $9.4M | 204K |
| Vanguard Scottsdale Fds | VCSH | Shares | $8.9M | 112K |
| Ishares Tr | TIP | Shares | $7.5M | 68K |
| Vanguard Scottsdale Fds | VCLT | Shares | $6.7M | 90K |
| Ishares Tr | EEM | Shares | $6.6M | 115K |
| Ssga Active Tr | ALLW | Shares | $6.4M | 223K |
| Ishares Tr | INDA | Shares | $5.9M | 126K |
| Cisco Sys Inc | CSCO | Shares | $5.3M | 69K |
| Ishares Tr | IEI | Shares | $5.3M | 45K |
| Pfizer Inc | PFE | Shares | $5.2M | 183K |
| Vanguard Scottsdale Fds | VCIT | Shares | $4.9M | 60K |
| Ralph Lauren Corp | RL | Shares | $4.8M | 14K |
| Invesco Qqq Tr | QQQ | Put | $4.6M | 8K |
| First Tr Exchange Traded Fd | CIBR | Shares | $4.1M | 66K |
| Texas Instrs Inc | TXN | Shares | $4.0M | 21K |
| Ishares Tr | IYE | Shares | $3.9M | 60K |
| Pepsico Inc | PEP | Shares | $3.8M | 24K |
| Procter & Gamble Co | PG | Shares | $3.8M | 26K |
| Home Depot Inc | HD | Shares | $3.7M | 11K |
| Celsius Hldgs Inc | CELH | Call | $3.5M | 100K |
| Celsius Hldgs Inc | CELH | Shares | $3.5M | 100K |
| Ishares Tr | IGV | Shares | $3.5M | 44K |
| Spdr Series Trust | SDY | Shares | $3.4M | 24K |
| Bank New York Mellon Corp | BNY | Shares | $3.1M | 26K |
| Bristol-Myers Squibb Co | BMY | Shares | $2.8M | 46K |
| Vaneck Etf Trust | GDX | Shares | $2.6M | 29K |
| Ishares Tr | REET | Shares | $2.5M | 101K |
| At&T Inc | T | Shares | $2.5M | 85K |
| Schwab Strategic Tr | SCHD | Shares | $2.3M | 73K |
| Ishares Tr | EMB | Shares | $2.2M | 23K |
| First Tr Exchange Traded Fd | SKYY | Shares | $2.0M | 19K |
| Omnicom Group Inc | OMC | Shares | $1.9M | 25K |
| Ishares Tr | IHI | Shares | $1.5M | 29K |
| Vanguard Intl Equity Index F | VT | Shares | $1.4M | 10K |
| Vanguard Index Fds | VNQ | Shares | $1.3M | 15K |
| Ishares Inc | IEMG | Shares | $1.3M | 18K |
| Verizon Communications Inc | VZ | Shares | $1.3M | 25K |
| Spdr Series Trust | XBI | Shares | $1.2M | 10K |
| Select Sector Spdr Tr | XLC | Shares | $1.1M | 10K |
| Vanguard World Fd | VHT | Shares | $930K | 3K |
| Wisdomtree Tr | WCLD | Shares | $912K | 33K |
| Vanguard World Fd | VCR | Shares | $887K | 2K |
| Micron Technology Inc | MU | Put | $845K | 3K |
| Ishares Tr | IBB | Shares | $834K | 5K |
| Capital One Finl Corp | COF | Put | $821K | 5K |
| Kimberly-Clark Corp | KMB | Shares | $757K | 8K |
| Sysco Corp | SYY | Shares | $754K | 11K |
| Ishares Tr | DVY | Shares | $731K | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.