SUMITOMO MITSUI FINANCIAL GROUP, INC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1022837
Institutional-grade research for retail investors

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.

Sector Allocation

FinancialsOtherTechnologyIndustrialsConsumer DiscretionaryHealthcare

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.

$QQQPUT$5M notional
$CELHCALL$4M notional
$MUPUT$845K notional
$COFPUT$821K notional
$UBERPUT$719K notional
$TXNPUT$679K notional
$ADBEPUT$656K notional
$CRWDPUT$586K notional
$QCOMPUT$580K notional
$COINPUT$489K notional
$VZPUT$351K notional
$LULUPUT$322K notional

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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.

#TickerCompanyValueWeightQoQQuality
1ARES$ARESAres Management Corp$1.5B29.6%+0%70.8
2SPY$SPYSPDR S&P 500 ETF TRUST$491.6M10.0%+0%
3JEF$JEFJefferies Financial Group Inc.$381.6M7.8%+0%65.6
4GLD$GLDSPDR GOLD TRUST$253.9M5.2%+8%
5PSNY$PSNYPolestar Automotive Holding UK PLC$190.5M3.9%NEW
6CME$CMECME GROUP INC.$139.4M2.8%+0%74.5
7ISHARES TR$134.4M2.7%+0%
8QQQ$QQQINVESCO QQQ TRUST, SERIES 1$104.9M2.1%+2%
9ISHARES TR$91.0M1.9%+2%
10NVDA$NVDANVIDIA CORP$81.7M1.7%+2%90.2
11ISHARES TR$81.6M1.7%+3%
12AVGO$AVGOBroadcom Inc.$73.3M1.5%+6%86.4
13GOOGL$GOOGLAlphabet Inc.$73.1M1.5%+6%80.2
14ISHARES TR$68.0M1.4%+1558%
15ISHARES TR$61.8M1.3%+9%
16ANET$ANETArista Networks, Inc.$60.2M1.2%+6%86
17SPDR DOW JONES INDL AVERAGE$59.3M1.2%NEW
18ISHARES TR$54.6M1.1%-1%
19XYZ$XYZBlock, Inc.$54.6M1.1%-0%60.3
20SPDR SERIES TRUST$49.2M1.0%-23%
21MSFT$MSFTMICROSOFT CORP$47.0M1.0%+17%83.7
22AMZN$AMZNAMAZON COM INC$46.5M0.9%+6%74.6
23META$METAMeta Platforms, Inc.$45.9M0.9%+7%80.9
24ISHARES TR$44.8M0.9%+4%
25JPM$JPMJPMORGAN CHASE & CO$42.1M0.9%+8%35.6
26ISHARES TR$39.4M0.8%+13%
27GE$GEGENERAL ELECTRIC CO$35.1M0.7%+12%74.8
28KW$KWKennedy-Wilson Holdings, Inc.$29.9M0.6%+0%29.7
29AXP$AXPAMERICAN EXPRESS CO$29.0M0.6%+10%73.2
30AMGN$AMGNAMGEN INC$28.9M0.6%+5%79.5
31APH$APHAMPHENOL CORP /DE/$28.6M0.6%NEW80.5
32NEM$NEMNEWMONT Corp /DE/$27.3M0.6%+33%88.3
33GWW$GWWW.W. GRAINGER, INC.$26.9M0.6%+10%69.5
34FSLR$FSLRFIRST SOLAR, INC.$25.7M0.5%+16%73.8
35ISHARES TR$25.6M0.5%-1%
36DHI$DHIHORTON D R INC /DE/$25.6M0.5%+10%54.6
37BLK$BLKBlackRock, Inc.$24.2M0.5%+10%70.3
38INTU$INTUINTUIT INC.$24.0M0.5%+25%82
39KO$KOCOCA COLA CO$23.7M0.5%+8%74
40BSX$BSXBOSTON SCIENTIFIC CORP$21.0M0.4%+24%79.9
41ISHARES TR$20.5M0.4%+71%
42VANGUARD WORLD FD$20.2M0.4%+6%
43IVZ$IVZInvesco Ltd.$17.8M0.4%+4%
44ISHARES TR$15.4M0.3%-6%
45ISHARES TR$11.9M0.2%-1%
46ULTA$ULTAUlta Beauty, Inc.$10.8M0.2%+15%66.6
47COST$COSTCOSTCO WHOLESALE CORP /NEW$10.7M0.2%+1%67
48VANGUARD INDEX FDS$10.2M0.2%-1%
49ISHARES TR$10.1M0.2%-1%
50ISHARES TR$10.0M0.2%-22%
51QCOM$QCOMQUALCOMM INC/DE$9.4M0.2%+13%81.9
52SELECT SECTOR SPDR TR$9.4M0.2%-7%
53SELECT SECTOR SPDR TR$9.4M0.2%-8%
54VANGUARD SCOTTSDALE FDS$8.9M0.2%+11%
55ISHARES TR$7.5M0.1%+4%
56VANGUARD SCOTTSDALE FDS$6.7M0.1%+13%
57ISHARES TR$6.6M0.1%+59%
58SSGA ACTIVE TR$6.4M0.1%-7%
59ISHARES TR$5.9M0.1%-16%
60CSCO$CSCOCISCO SYSTEMS, INC.$5.3M0.1%-1%72.3
61ISHARES TR$5.3M0.1%+2%
62PFE$PFEPFIZER INC$5.2M0.1%-4%69
63VANGUARD SCOTTSDALE FDS$4.9M0.1%+18%
64RL$RLRALPH LAUREN CORP$4.8M0.1%+13%76.6
65QQQ$QQQPUTINVESCO QQQ TRUST, SERIES 1$4.6M-74%
66FIRST TR EXCHANGE TRADED FD$4.1M0.1%-13%
67TXN$TXNTEXAS INSTRUMENTS INC$4.0M0.1%+5%70.4
68ISHARES TR$3.9M0.1%-20%
69PEP$PEPPEPSICO INC$3.8M0.1%-2%62.7
70PG$PGPROCTER & GAMBLE Co$3.8M0.1%-7%72.9
71HD$HDHOME DEPOT, INC.$3.7M0.1%+1%69.2
72CELH$CELHCALLCelsius Holdings, Inc.$3.5M+0%63
73CELH$CELHCelsius Holdings, Inc.$3.5M0.1%+0%63
74ISHARES TR$3.5M0.1%+1%
75SPDR SERIES TRUST$3.4M0.1%-38%
76__PARK_1390777$__PARK_1390777Bank of New York Mellon Corp$3.1M0.1%+13%36.7
77BMY$BMYBRISTOL MYERS SQUIBB CO$2.8M0.1%+8%70.1
78VANECK ETF TRUST$2.6M0.1%+27%
79ISHARES TR$2.5M0.1%-3%
80T$TAT&T INC.$2.5M0.1%-1%71.9
81SCHWAB STRATEGIC TR$2.3M0.1%-34%
82ISHARES TR$2.2M0.0%+42%
83FIRST TR EXCHANGE TRADED FD$2.0M0.0%+19%
84OMC$OMCOMNICOM GROUP INC.$1.9M0.0%+3%60.5
85ISHARES TR$1.5M0.0%+36%
86DOV$DOVDOVER Corp$1.4M0.0%+362%63.1
87VANGUARD INDEX FDS$1.3M0.0%+6%
88ISHARES INC$1.3M0.0%-6%
89VZ$VZVERIZON COMMUNICATIONS INC$1.3M0.0%+20%71.6
90SPDR SERIES TRUST$1.2M0.0%+2%
91SELECT SECTOR SPDR TR$1.1M0.0%+26%
92VANGUARD WORLD FD$930,2790.0%+28%
93WT$WTWisdomTree, Inc.$911,9960.0%+12%62.9
94VANGUARD WORLD FD$886,8040.0%+38%
95MU$MUPUTMICRON TECHNOLOGY INC$844,600-83%88.4
96ISHARES TR$833,7810.0%+1%
97COF$COFPUTCAPITAL ONE FINANCIAL CORP$820,935NEW71
98KMB$KMBKIMBERLY CLARK CORP$757,3860.0%+38%61.7
99SYY$SYYSYSCO CORP$753,5300.0%-21%58.4
100ISHARES TR$730,8560.0%-16%
101UBER$UBERPUTUber Technologies, Inc$719,300NEW79.3
102TXN$TXNPUTTEXAS INSTRUMENTS INC$679,490NEW70.4
103ADBE$ADBEPUTADOBE INC.$656,316NEW80.4
104CRWD$CRWDPUTCrowdStrike Holdings, Inc.$585,615NEW55
105QCOM$QCOMPUTQUALCOMM INC/DE$579,510+13%81.9
106GLOBAL X FDS$576,7560.0%-35%
107ISHARES TR$538,5000.0%+18%
108UBER$UBERUber Technologies, Inc$510,7030.0%NEW79.3
109COIN$COINCoinbase Global, Inc.$488,9080.0%NEW68
110COIN$COINPUTCoinbase Global, Inc.$488,908NEW68
111VANECK ETF TRUST$485,4420.0%-26%
112GIS$GISGENERAL MILLS INC$483,3760.0%-23%64.1
113PROSHARES TR$455,1600.0%+0%
114AAPL$AAPLApple Inc.$440,3260.0%-25%76.1
115MDLZ$MDLZMondelez International, Inc.$402,9040.0%-20%53.9
116ITW$ITWILLINOIS TOOL WORKS INC$361,5430.0%+1%71.2
117ISHARES TR$361,3620.0%+0%
118VZ$VZPUTVERIZON COMMUNICATIONS INC$351,400NEW71.6
119NFLX$NFLXNETFLIX INC$342,2940.0%+256%86.7
120CRWD$CRWDCrowdStrike Holdings, Inc.$327,9440.0%+241%55
121LULU$LULUPUTlululemon athletica inc.$321,510NEW62.9
122MU$MUMICRON TECHNOLOGY INC$318,5830.0%-58%88.4
123SELECT SECTOR SPDR TR$317,8780.0%+100%
124ISHARES TR$316,5750.0%+0%
125ADBE$ADBECALLADOBE INC.$316,004NEW80.4
126AVGO$AVGOPUTBroadcom Inc.$309,510NEW86.4
127AVGO$AVGOCALLBroadcom Inc.$309,510NEW86.4
128TXN$TXNCALLTEXAS INSTRUMENTS INC$291,210NEW70.4
129COF$COFCALLCAPITAL ONE FINANCIAL CORP$273,645NEW71
130FIRST TR EXCHANGE-TRADED FD$273,0580.0%+4%
131ISHARES INC$268,4350.0%+0%
132MRK$MRKMerck & Co., Inc.$240,5800.0%NEW70.9
133LULU$LULUlululemon athletica inc.$214,3400.0%+133%62.9
134ADBE$ADBEADOBE INC.$206,6180.0%+963%80.4
135PIMCO ETF TR$203,0160.0%+0%
136GOOGL$GOOGLPUTAlphabet Inc.$200,802NEW80.2
137VZ$VZCALLVERIZON COMMUNICATIONS INC$200,800NEW71.6
138LMT$LMTLOCKHEED MARTIN CORP$199,4490.0%NEW65
139GOOG$GOOGAlphabet Inc.$197,5540.0%-45%80.2
140ISHARES TR$195,0310.0%-20%
141QCOM$QCOMCALLQUALCOMM INC/DE$193,170-25%81.9
142UBER$UBERCALLUber Technologies, Inc$179,825NEW79.3
143ISHARES TR$176,3030.0%-96%
144PLTR$PLTRPalantir Technologies Inc.$162,9560.0%+55%85.8
145IVZ$IVZInvesco Ltd.$158,5680.0%+1006%
146ISHARES TR$157,1880.0%+0%
147CHTR$CHTRCHARTER COMMUNICATIONS, INC. /MO/$151,1160.0%NEW57.7
148ORCL$ORCLPUTORACLE CORP$147,110-29%67.2
149COF$COFCAPITAL ONE FINANCIAL CORP$127,7010.0%NEW71
150WISDOMTREE TR$122,6260.0%+0%
151ORCL$ORCLORACLE CORP$120,9240.0%NEW67.2
152XOM$XOMEXXON MOBIL CORP$118,7620.0%NEW61.8
153LRCX$LRCXLAM RESEARCH CORP$106,8300.0%-52%82.4
154ARM$ARMPUTARM HOLDINGS PLC /UK$105,896-61%
155VANGUARD WORLD FD$105,2720.0%+0%
156ISHARES TR$104,4200.0%+0%
157AMAT$AMATAPPLIED MATERIALS INC /DE$102,5370.0%NEW74.8
158ARM$ARMARM HOLDINGS PLC /UK$102,4170.0%-10%
159ZM$ZMZoom Communications, Inc.$101,9350.0%+171%72.4
160CRM$CRMSalesforce, Inc.$93,3350.0%-69%75.2
161VANECK ETF TRUST$75,7320.0%-87%
162JNJ$JNJJOHNSON & JOHNSON$74,5540.0%-80%72.8
163TGT$TGTTARGET CORP$72,7200.0%NEW53.1
164CAT$CATCATERPILLAR INC$70,8460.0%-55%67.8
165ALGN$ALGNALIGN TECHNOLOGY INC$68,5720.0%NEW58.2
166PIMCO ETF TR$66,2340.0%+0%
167TMUS$TMUST-Mobile US, Inc.$63,0090.0%NEW72.7
168WMT$WMTWalmart Inc.$62,1400.0%+510%63.2
169GM$GMGeneral Motors Co$59,6000.0%NEW58.7
170SELECT SECTOR SPDR TR$59,2640.0%+0%
171UPS$UPSUNITED PARCEL SERVICE INC$59,0280.0%NEW58.2
172ISHARES TR$49,3810.0%+0%
173UNP$UNPUNION PACIFIC CORP$48,5240.0%NEW74
174IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$47,2660.0%-46%66.7
175SELECT SECTOR SPDR TR$40,3350.0%+47%
176BA$BABOEING CO$39,8060.0%NEW51.8
177SHOP$SHOPSHOPIFY INC.$38,7890.0%-72%
178FIDELITY COVINGTON TRUST$34,2700.0%-70%
179CCL$CCLCarnival Corp Ltd.$31,7290.0%+7%
180GLOBAL X FDS$31,0530.0%-7%
181EXCHANGE TRADED CONCEPTS TRU$28,9780.0%-6%
182ISHARES TR$14,2900.0%+41%
183ZS$ZSZscaler, Inc.$14,0290.0%-53%57.9
184SELECT SECTOR SPDR TR$11,6450.0%+2300%
185ISHARES INC$8,0850.0%+0%
186LLY$LLYELI LILLY & Co$7,3580.0%-97%89.3
187MCD$MCDMCDONALDS CORP$4,6620.0%+0%73.9
188ISHARES INC$4,4400.0%-100%
189ISHARES INC$4,4150.0%-99%
190ISHARES TR$9270.0%-97%

New Positions (35)

PSNY$PSNY Polestar Automotive Holding UK PLC$190.5M
SPDR DOW JONES INDL AVERAGE$59.3M
APH$APH AMPHENOL CORP /DE/$28.6M
COF$COFPUT CAPITAL ONE FINANCIAL CORP$820,935
UBER$UBERPUT Uber Technologies, Inc$719,300
TXN$TXNPUT TEXAS INSTRUMENTS INC$679,490
ADBE$ADBEPUT ADOBE INC.$656,316
CRWD$CRWDPUT CrowdStrike Holdings, Inc.$585,615
UBER$UBER Uber Technologies, Inc$510,703
COIN$COIN Coinbase Global, Inc.$488,908
COIN$COINPUT Coinbase Global, Inc.$488,908
VZ$VZPUT VERIZON COMMUNICATIONS INC$351,400
LULU$LULUPUT lululemon athletica inc.$321,510
ADBE$ADBECALL ADOBE INC.$316,004
AVGO$AVGOPUT Broadcom Inc.$309,510

Exited Positions (25)

UNH$UNH UNITEDHEALTH GROUP INC
APD$APD Air Products & Chemicals, Inc.
VRT$VRT Vertiv Holdings Co
TSM$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
ROKU$ROKU ROKU, INC
ALB$ALB ALBEMARLE CORP
QQQ$QQQCALL INVESCO QQQ TRUST, SERIES 1
V$V VISA INC.
MS$MS MORGAN STANLEY
GS$GS GOLDMAN SACHS GROUP INC
ASML$ASML ASML HOLDING NV
GLW$GLW CORNING INC /NY
TSLA$TSLA Tesla, Inc.
B$B BARRICK MINING CORP
AFL$AFL AFLAC INC

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