SUMITOMO MITSUI FINANCIAL GROUP, INC.
13F Reported Value
ⓘ$4.9B
incl. option notional
Equity Holdings
ⓘ$4.9B
Option Notional
ⓘ$16.7M
$11.4M puts / $5.3M calls
Holdings
190
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SUMITOMO MITSUI FINANCIAL GROUP, INC. disclosed 190 positions worth $4.9B in its Form 13F-HR for Q1 2026 — $4.9B in common stock plus $16.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $ARES (Ares Management Corp) at 29.6% of the equity portfolio, followed by $SPY and $JEF. During the quarter the fund opened 35 new positions and exited 25 — including a new stake in $PSNY and a full exit from $UNH. The portfolio is most concentrated in Financials (47.8% of disclosed assets). All figures are sourced directly from SUMITOMO MITSUI FINANCIAL GROUP, INC.’s Form 13F-HR filing with the SEC under CIK 1022837.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 70.8#290
Quality
$1.5B13,364,740 sh - —
Quality
$491.6M755,968 sh - 65.6#569
Quality
$381.6M9,247,081 sh - —
Quality
$253.9M590,062 sh - $190.5M10,341,261 sh
- 74.5
Quality
$139.4M471,846 sh ISHARES TR
—Quality
$134.4M1,353,980 sh- —
Quality
$104.9M181,766 sh ISHARES TR
—Quality
$91.0M835,038 sh- 90.2
Quality
$81.7M468,510 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 70.8#290 | $1.5B | 13,364,740 | |
| — | $491.6M | 755,968 | |
| 65.6#569 | $381.6M | 9,247,081 | |
| — | $253.9M | 590,062 | |
| — | $190.5M | 10,341,261 | |
| 74.5 | $139.4M | 471,846 | |
| ISHARES TR | — | $134.4M | 1,353,980 |
| — | $104.9M | 181,766 | |
| ISHARES TR | — | $91.0M | 835,038 |
| 90.2 | $81.7M | 468,510 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 190 positions.
Showing top 10 of 190 holdings.
Sector Allocation
Financials
$2.4B
Other
$1.5B
Technology
$570.8M
Industrials
$218.5M
Consumer Discretionary
$104.5M
Healthcare
$58.2M
Consumer Staples
$35.7M
Real Estate
$29.9M
Full Holdings — SUMITOMO MITSUI FINANCIAL GROUP, INC. (Q1 2026)
All 190 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Ares Management Corp | $1.5B | 29.6% | +0% | 70.8 | |
| 2 | SPDR S&P 500 ETF TRUST | $491.6M | 10.0% | +0% | — | |
| 3 | Jefferies Financial Group Inc. | $381.6M | 7.8% | +0% | 65.6 | |
| 4 | SPDR GOLD TRUST | $253.9M | 5.2% | +8% | — | |
| 5 | Polestar Automotive Holding UK PLC | $190.5M | 3.9% | NEW | — | |
| 6 | CME GROUP INC. | $139.4M | 2.8% | +0% | 74.5 | |
| 7 | — | ISHARES TR | $134.4M | 2.7% | +0% | — |
| 8 | INVESCO QQQ TRUST, SERIES 1 | $104.9M | 2.1% | +2% | — | |
| 9 | — | ISHARES TR | $91.0M | 1.9% | +2% | — |
| 10 | NVIDIA CORP | $81.7M | 1.7% | +2% | 90.2 | |
| 11 | — | ISHARES TR | $81.6M | 1.7% | +3% | — |
| 12 | Broadcom Inc. | $73.3M | 1.5% | +6% | 86.4 | |
| 13 | Alphabet Inc. | $73.1M | 1.5% | +6% | 80.2 | |
| 14 | — | ISHARES TR | $68.0M | 1.4% | +1558% | — |
| 15 | — | ISHARES TR | $61.8M | 1.3% | +9% | — |
| 16 | Arista Networks, Inc. | $60.2M | 1.2% | +6% | 86 | |
| 17 | — | SPDR DOW JONES INDL AVERAGE | $59.3M | 1.2% | NEW | — |
| 18 | — | ISHARES TR | $54.6M | 1.1% | -1% | — |
| 19 | Block, Inc. | $54.6M | 1.1% | -0% | 60.3 | |
| 20 | — | SPDR SERIES TRUST | $49.2M | 1.0% | -23% | — |
| 21 | MICROSOFT CORP | $47.0M | 1.0% | +17% | 83.7 | |
| 22 | AMAZON COM INC | $46.5M | 0.9% | +6% | 74.6 | |
| 23 | Meta Platforms, Inc. | $45.9M | 0.9% | +7% | 80.9 | |
| 24 | — | ISHARES TR | $44.8M | 0.9% | +4% | — |
| 25 | JPMORGAN CHASE & CO | $42.1M | 0.9% | +8% | 35.6 | |
| 26 | — | ISHARES TR | $39.4M | 0.8% | +13% | — |
| 27 | GENERAL ELECTRIC CO | $35.1M | 0.7% | +12% | 74.8 | |
| 28 | Kennedy-Wilson Holdings, Inc. | $29.9M | 0.6% | +0% | 29.7 | |
| 29 | AMERICAN EXPRESS CO | $29.0M | 0.6% | +10% | 73.2 | |
| 30 | AMGEN INC | $28.9M | 0.6% | +5% | 79.5 | |
| 31 | AMPHENOL CORP /DE/ | $28.6M | 0.6% | NEW | 80.5 | |
| 32 | NEWMONT Corp /DE/ | $27.3M | 0.6% | +33% | 88.3 | |
| 33 | W.W. GRAINGER, INC. | $26.9M | 0.6% | +10% | 69.5 | |
| 34 | FIRST SOLAR, INC. | $25.7M | 0.5% | +16% | 73.8 | |
| 35 | — | ISHARES TR | $25.6M | 0.5% | -1% | — |
| 36 | HORTON D R INC /DE/ | $25.6M | 0.5% | +10% | 54.6 | |
| 37 | BlackRock, Inc. | $24.2M | 0.5% | +10% | 70.3 | |
| 38 | INTUIT INC. | $24.0M | 0.5% | +25% | 82 | |
| 39 | COCA COLA CO | $23.7M | 0.5% | +8% | 74 | |
| 40 | BOSTON SCIENTIFIC CORP | $21.0M | 0.4% | +24% | 79.9 | |
| 41 | — | ISHARES TR | $20.5M | 0.4% | +71% | — |
| 42 | — | VANGUARD WORLD FD | $20.2M | 0.4% | +6% | — |
| 43 | Invesco Ltd. | $17.8M | 0.4% | +4% | — | |
| 44 | — | ISHARES TR | $15.4M | 0.3% | -6% | — |
| 45 | — | ISHARES TR | $11.9M | 0.2% | -1% | — |
| 46 | Ulta Beauty, Inc. | $10.8M | 0.2% | +15% | 66.6 | |
| 47 | COSTCO WHOLESALE CORP /NEW | $10.7M | 0.2% | +1% | 67 | |
| 48 | — | VANGUARD INDEX FDS | $10.2M | 0.2% | -1% | — |
| 49 | — | ISHARES TR | $10.1M | 0.2% | -1% | — |
| 50 | — | ISHARES TR | $10.0M | 0.2% | -22% | — |
| 51 | QUALCOMM INC/DE | $9.4M | 0.2% | +13% | 81.9 | |
| 52 | — | SELECT SECTOR SPDR TR | $9.4M | 0.2% | -7% | — |
| 53 | — | SELECT SECTOR SPDR TR | $9.4M | 0.2% | -8% | — |
| 54 | — | VANGUARD SCOTTSDALE FDS | $8.9M | 0.2% | +11% | — |
| 55 | — | ISHARES TR | $7.5M | 0.1% | +4% | — |
| 56 | — | VANGUARD SCOTTSDALE FDS | $6.7M | 0.1% | +13% | — |
| 57 | — | ISHARES TR | $6.6M | 0.1% | +59% | — |
| 58 | — | SSGA ACTIVE TR | $6.4M | 0.1% | -7% | — |
| 59 | — | ISHARES TR | $5.9M | 0.1% | -16% | — |
| 60 | CISCO SYSTEMS, INC. | $5.3M | 0.1% | -1% | 72.3 | |
| 61 | — | ISHARES TR | $5.3M | 0.1% | +2% | — |
| 62 | PFIZER INC | $5.2M | 0.1% | -4% | 69 | |
| 63 | — | VANGUARD SCOTTSDALE FDS | $4.9M | 0.1% | +18% | — |
| 64 | RALPH LAUREN CORP | $4.8M | 0.1% | +13% | 76.6 | |
| 65 | INVESCO QQQ TRUST, SERIES 1 | $4.6M | — | -74% | — | |
| 66 | — | FIRST TR EXCHANGE TRADED FD | $4.1M | 0.1% | -13% | — |
| 67 | TEXAS INSTRUMENTS INC | $4.0M | 0.1% | +5% | 70.4 | |
| 68 | — | ISHARES TR | $3.9M | 0.1% | -20% | — |
| 69 | PEPSICO INC | $3.8M | 0.1% | -2% | 62.7 | |
| 70 | PROCTER & GAMBLE Co | $3.8M | 0.1% | -7% | 72.9 | |
| 71 | HOME DEPOT, INC. | $3.7M | 0.1% | +1% | 69.2 | |
| 72 | Celsius Holdings, Inc. | $3.5M | — | +0% | 63 | |
| 73 | Celsius Holdings, Inc. | $3.5M | 0.1% | +0% | 63 | |
| 74 | — | ISHARES TR | $3.5M | 0.1% | +1% | — |
| 75 | — | SPDR SERIES TRUST | $3.4M | 0.1% | -38% | — |
| 76 | Bank of New York Mellon Corp | $3.1M | 0.1% | +13% | 36.7 | |
| 77 | BRISTOL MYERS SQUIBB CO | $2.8M | 0.1% | +8% | 70.1 | |
| 78 | — | VANECK ETF TRUST | $2.6M | 0.1% | +27% | — |
| 79 | — | ISHARES TR | $2.5M | 0.1% | -3% | — |
| 80 | AT&T INC. | $2.5M | 0.1% | -1% | 71.9 | |
| 81 | — | SCHWAB STRATEGIC TR | $2.3M | 0.1% | -34% | — |
| 82 | — | ISHARES TR | $2.2M | 0.0% | +42% | — |
| 83 | — | FIRST TR EXCHANGE TRADED FD | $2.0M | 0.0% | +19% | — |
| 84 | OMNICOM GROUP INC. | $1.9M | 0.0% | +3% | 60.5 | |
| 85 | — | ISHARES TR | $1.5M | 0.0% | +36% | — |
| 86 | DOVER Corp | $1.4M | 0.0% | +362% | 63.1 | |
| 87 | — | VANGUARD INDEX FDS | $1.3M | 0.0% | +6% | — |
| 88 | — | ISHARES INC | $1.3M | 0.0% | -6% | — |
| 89 | VERIZON COMMUNICATIONS INC | $1.3M | 0.0% | +20% | 71.6 | |
| 90 | — | SPDR SERIES TRUST | $1.2M | 0.0% | +2% | — |
| 91 | — | SELECT SECTOR SPDR TR | $1.1M | 0.0% | +26% | — |
| 92 | — | VANGUARD WORLD FD | $930,279 | 0.0% | +28% | — |
| 93 | WisdomTree, Inc. | $911,996 | 0.0% | +12% | 62.9 | |
| 94 | — | VANGUARD WORLD FD | $886,804 | 0.0% | +38% | — |
| 95 | MICRON TECHNOLOGY INC | $844,600 | — | -83% | 88.4 | |
| 96 | — | ISHARES TR | $833,781 | 0.0% | +1% | — |
| 97 | CAPITAL ONE FINANCIAL CORP | $820,935 | — | NEW | 71 | |
| 98 | KIMBERLY CLARK CORP | $757,386 | 0.0% | +38% | 61.7 | |
| 99 | SYSCO CORP | $753,530 | 0.0% | -21% | 58.4 | |
| 100 | — | ISHARES TR | $730,856 | 0.0% | -16% | — |
| 101 | Uber Technologies, Inc | $719,300 | — | NEW | 79.3 | |
| 102 | TEXAS INSTRUMENTS INC | $679,490 | — | NEW | 70.4 | |
| 103 | ADOBE INC. | $656,316 | — | NEW | 80.4 | |
| 104 | CrowdStrike Holdings, Inc. | $585,615 | — | NEW | 55 | |
| 105 | QUALCOMM INC/DE | $579,510 | — | +13% | 81.9 | |
| 106 | — | GLOBAL X FDS | $576,756 | 0.0% | -35% | — |
| 107 | — | ISHARES TR | $538,500 | 0.0% | +18% | — |
| 108 | Uber Technologies, Inc | $510,703 | 0.0% | NEW | 79.3 | |
| 109 | Coinbase Global, Inc. | $488,908 | 0.0% | NEW | 68 | |
| 110 | Coinbase Global, Inc. | $488,908 | — | NEW | 68 | |
| 111 | — | VANECK ETF TRUST | $485,442 | 0.0% | -26% | — |
| 112 | GENERAL MILLS INC | $483,376 | 0.0% | -23% | 64.1 | |
| 113 | — | PROSHARES TR | $455,160 | 0.0% | +0% | — |
| 114 | Apple Inc. | $440,326 | 0.0% | -25% | 76.1 | |
| 115 | Mondelez International, Inc. | $402,904 | 0.0% | -20% | 53.9 | |
| 116 | ILLINOIS TOOL WORKS INC | $361,543 | 0.0% | +1% | 71.2 | |
| 117 | — | ISHARES TR | $361,362 | 0.0% | +0% | — |
| 118 | VERIZON COMMUNICATIONS INC | $351,400 | — | NEW | 71.6 | |
| 119 | NETFLIX INC | $342,294 | 0.0% | +256% | 86.7 | |
| 120 | CrowdStrike Holdings, Inc. | $327,944 | 0.0% | +241% | 55 | |
| 121 | lululemon athletica inc. | $321,510 | — | NEW | 62.9 | |
| 122 | MICRON TECHNOLOGY INC | $318,583 | 0.0% | -58% | 88.4 | |
| 123 | — | SELECT SECTOR SPDR TR | $317,878 | 0.0% | +100% | — |
| 124 | — | ISHARES TR | $316,575 | 0.0% | +0% | — |
| 125 | ADOBE INC. | $316,004 | — | NEW | 80.4 | |
| 126 | Broadcom Inc. | $309,510 | — | NEW | 86.4 | |
| 127 | Broadcom Inc. | $309,510 | — | NEW | 86.4 | |
| 128 | TEXAS INSTRUMENTS INC | $291,210 | — | NEW | 70.4 | |
| 129 | CAPITAL ONE FINANCIAL CORP | $273,645 | — | NEW | 71 | |
| 130 | — | FIRST TR EXCHANGE-TRADED FD | $273,058 | 0.0% | +4% | — |
| 131 | — | ISHARES INC | $268,435 | 0.0% | +0% | — |
| 132 | Merck & Co., Inc. | $240,580 | 0.0% | NEW | 70.9 | |
| 133 | lululemon athletica inc. | $214,340 | 0.0% | +133% | 62.9 | |
| 134 | ADOBE INC. | $206,618 | 0.0% | +963% | 80.4 | |
| 135 | — | PIMCO ETF TR | $203,016 | 0.0% | +0% | — |
| 136 | Alphabet Inc. | $200,802 | — | NEW | 80.2 | |
| 137 | VERIZON COMMUNICATIONS INC | $200,800 | — | NEW | 71.6 | |
| 138 | LOCKHEED MARTIN CORP | $199,449 | 0.0% | NEW | 65 | |
| 139 | Alphabet Inc. | $197,554 | 0.0% | -45% | 80.2 | |
| 140 | — | ISHARES TR | $195,031 | 0.0% | -20% | — |
| 141 | QUALCOMM INC/DE | $193,170 | — | -25% | 81.9 | |
| 142 | Uber Technologies, Inc | $179,825 | — | NEW | 79.3 | |
| 143 | — | ISHARES TR | $176,303 | 0.0% | -96% | — |
| 144 | Palantir Technologies Inc. | $162,956 | 0.0% | +55% | 85.8 | |
| 145 | Invesco Ltd. | $158,568 | 0.0% | +1006% | — | |
| 146 | — | ISHARES TR | $157,188 | 0.0% | +0% | — |
| 147 | CHARTER COMMUNICATIONS, INC. /MO/ | $151,116 | 0.0% | NEW | 57.7 | |
| 148 | ORACLE CORP | $147,110 | — | -29% | 67.2 | |
| 149 | CAPITAL ONE FINANCIAL CORP | $127,701 | 0.0% | NEW | 71 | |
| 150 | — | WISDOMTREE TR | $122,626 | 0.0% | +0% | — |
| 151 | ORACLE CORP | $120,924 | 0.0% | NEW | 67.2 | |
| 152 | EXXON MOBIL CORP | $118,762 | 0.0% | NEW | 61.8 | |
| 153 | LAM RESEARCH CORP | $106,830 | 0.0% | -52% | 82.4 | |
| 154 | ARM HOLDINGS PLC /UK | $105,896 | — | -61% | — | |
| 155 | — | VANGUARD WORLD FD | $105,272 | 0.0% | +0% | — |
| 156 | — | ISHARES TR | $104,420 | 0.0% | +0% | — |
| 157 | APPLIED MATERIALS INC /DE | $102,537 | 0.0% | NEW | 74.8 | |
| 158 | ARM HOLDINGS PLC /UK | $102,417 | 0.0% | -10% | — | |
| 159 | Zoom Communications, Inc. | $101,935 | 0.0% | +171% | 72.4 | |
| 160 | Salesforce, Inc. | $93,335 | 0.0% | -69% | 75.2 | |
| 161 | — | VANECK ETF TRUST | $75,732 | 0.0% | -87% | — |
| 162 | JOHNSON & JOHNSON | $74,554 | 0.0% | -80% | 72.8 | |
| 163 | TARGET CORP | $72,720 | 0.0% | NEW | 53.1 | |
| 164 | CATERPILLAR INC | $70,846 | 0.0% | -55% | 67.8 | |
| 165 | ALIGN TECHNOLOGY INC | $68,572 | 0.0% | NEW | 58.2 | |
| 166 | — | PIMCO ETF TR | $66,234 | 0.0% | +0% | — |
| 167 | T-Mobile US, Inc. | $63,009 | 0.0% | NEW | 72.7 | |
| 168 | Walmart Inc. | $62,140 | 0.0% | +510% | 63.2 | |
| 169 | General Motors Co | $59,600 | 0.0% | NEW | 58.7 | |
| 170 | — | SELECT SECTOR SPDR TR | $59,264 | 0.0% | +0% | — |
| 171 | UNITED PARCEL SERVICE INC | $59,028 | 0.0% | NEW | 58.2 | |
| 172 | — | ISHARES TR | $49,381 | 0.0% | +0% | — |
| 173 | UNION PACIFIC CORP | $48,524 | 0.0% | NEW | 74 | |
| 174 | INTERNATIONAL BUSINESS MACHINES CORP | $47,266 | 0.0% | -46% | 66.7 | |
| 175 | — | SELECT SECTOR SPDR TR | $40,335 | 0.0% | +47% | — |
| 176 | BOEING CO | $39,806 | 0.0% | NEW | 51.8 | |
| 177 | SHOPIFY INC. | $38,789 | 0.0% | -72% | — | |
| 178 | — | FIDELITY COVINGTON TRUST | $34,270 | 0.0% | -70% | — |
| 179 | Carnival Corp Ltd. | $31,729 | 0.0% | +7% | — | |
| 180 | — | GLOBAL X FDS | $31,053 | 0.0% | -7% | — |
| 181 | — | EXCHANGE TRADED CONCEPTS TRU | $28,978 | 0.0% | -6% | — |
| 182 | — | ISHARES TR | $14,290 | 0.0% | +41% | — |
| 183 | Zscaler, Inc. | $14,029 | 0.0% | -53% | 57.9 | |
| 184 | — | SELECT SECTOR SPDR TR | $11,645 | 0.0% | +2300% | — |
| 185 | — | ISHARES INC | $8,085 | 0.0% | +0% | — |
| 186 | ELI LILLY & Co | $7,358 | 0.0% | -97% | 89.3 | |
| 187 | MCDONALDS CORP | $4,662 | 0.0% | +0% | 73.9 | |
| 188 | — | ISHARES INC | $4,440 | 0.0% | -100% | — |
| 189 | — | ISHARES INC | $4,415 | 0.0% | -99% | — |
| 190 | — | ISHARES TR | $927 | 0.0% | -97% | — |
New Positions (35)
Exited Positions (25)
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