SUMITOMO MITSUI FINANCIAL GROUP, INC.
Sector Allocation
- Financials43.3%$2.3B
- Other34.5%$1.8B
- Technology12.4%$649.8M
- Consumer Discretionary5.8%$302.1M
- Industrials1.5%$80.3M
- Healthcare1.1%$55.1M
- Consumer Staples0.9%$45.9M
- Materials0.5%$25.7M
- Communication Services0.1%$5.0M
- Utilities0.0%$61,439
AUM History
13fpro.ai/research/fund/sumitomo-mitsui-financial-group-inc-1022837
Conviction and streaks
Stable · top 10 = 67.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
ARES
$1.5BSPY
$572.9MJEF
$321.3MQQQ
$278.9MGLD
$227.6MPSNY
$194.2M- ISHARES$132.2M
- SELECT$124.1M
CME
$104.2MNVDA
$95.1M- ISHARES$93.7M
GOOG
$90.5MAVGO
$89.7MANET
$83.4M- ISHARES$83.0M
XYZ
$69.1M- ISHARES$62.4M
- ISHARES$54.5M
AMZN
$54.1M- SPDR$51.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sumitomo-mitsui-financial-group-inc-1022837
SUMITOMO MITSUI FINANCIAL GROUP, INC. 13F holdings — Q2 2026
$5.3B portfolio (+6.8% QoQ) · 214 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio
Includes $31.7M of put/call options ($18.6M puts, $13.2M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $5.2B. Weights use the stock portfolio.
$1.5B
28.4% of stocks
No changeThis quarter-18.4%Since filed10+ qtrsHeld$572.9M
10.9% of stocks
+1%This quarter-1.6%Since filed10+ qtrsHeld$321.3M
6.1% of stocks
-30%This quarter-18.7%Since filed7 qtrsHeld$278.9M
5.3% of stocks
+108%This quarter-2.7%Since filed10+ qtrsHeld$227.6M
4.3% of stocks
+5%This quarter-7.8%Since filed10+ qtrsHeld$194.2M
3.7% of stocks
No changeThis quarter-74.3%Since filed2 qtrsHeld- 7
ISHARES TR - CORE US AGGBD ET
$132.2M
2.5% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SELECT SECTOR SPDR TR - ST STR MATER ETF
$124.1M
2.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $104.2M
2.0% of stocks
No changeThis quarter+15.3%Since filed10+ qtrsHeld$95.1M
1.8% of stocks
+1%This quarter-4.1%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
All holdings — SUMITOMO MITSUI FINANCIAL GROUP, INC. (Q2 2026)
214 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - IBOXX INV CP ETFetf/fund | — | $93.7M | 1.8% | 859K | +3% | — | — | 13F |
| 12 | Alphabet Inc. | Technology | $90.5M | 1.7% | 256K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Broadcom Inc. | Technology | $89.7M | 1.7% | 238K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Arista Networks, Inc. | Technology | $83.4M | 1.6% | 491K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES TR - 7-10 YR TRSY BDetf/fund | — | $83.0M | 1.6% | 877K | +3% | — | — | 13F |
| 16 | Block, Inc. | Technology | $69.1M | 1.3% | 909K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | ISHARES TR - IBOXX HI YD ETFetf/fund | — | $62.4M | 1.2% | 780K | +0.5% | — | — | 13F |
| 18 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $54.5M | 1.0% | 1.04M | -0.0% | — | — | 13F |
| 19 | AMAZON COM INC | Consumer Discretionary | $54.1M | 1.0% | 227K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SPDR SERIES TRUST - ST TERM HIGH ETFetf/fund | — | $51.6M | 1.0% | 2.06M | +5% | — | — | 13F |
| 21 | GENERAL ELECTRIC CO | Industrials | $47.8M | 0.9% | 128K | +3% | 7 qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $47.8M | 0.9% | 146K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MICROSOFT CORP | Technology | $47.0M | 0.9% | 126K | -0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Meta Platforms, Inc. | Technology | $46.4M | 0.9% | 82K | +3% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMPHENOL CORP /DE/ | Technology | $45.7M | 0.9% | 259K | +14% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - MBS ETF | — | $44.5M | 0.8% | 471K | -0.2% | |||
| 27 | — | ISHARES TR - PFD AND INCM SEC | — | $39.9M | 0.8% | 1.31M | +0.8% | |||
| 28 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $33.2M | 0.6% | 24K | -1% | |||
| 29 | $AXP | AMERICAN EXPRESS CO | Financials | $32.7M | 0.6% | 97K | +0.6% | |||
| 30 | — | VANGUARD WORLD FD - INF TECH ETF | — | $30.7M | 0.6% | 257K | +786% | |||
| 31 | $DHI | HORTON D R INC /DE/ | Industrials | $30.4M | 0.6% | 187K | +0.0% | |||
| 32 | $FSLR | FIRST SOLAR, INC. | Technology | $30.4M | 0.6% | 129K | -1% | |||
| 33 | $AMGN | AMGEN INC | Healthcare | $30.2M | 0.6% | 84K | +2% | |||
| 34 | $KO | COCA COLA CO | Consumer Staples | $25.4M | 0.5% | 313K | +0.5% | |||
| 35 | — | ISHARES TR - 20 YR TR BD ETF | — | $25.3M | 0.5% | 292K | -1% | |||
| 36 | $NEM | NEWMONT Corp /DE/ | Materials | $24.8M | 0.5% | 266K | +5% | |||
| 37 | $BLK | BlackRock, Inc. | Financials | $24.3M | 0.5% | 25K | +0.4% | |||
| 38 | — | ISHARES TR - ISHARES SEMICDTR | — | $22.6M | 0.4% | 35K | -83% | |||
| 39 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $17.6M | 0.3% | 413K | +23% | |||
| 40 | $IVZ | Invesco Ltd. | Financials | $17.1M | 0.3% | 638K | -3% | |||
| 41 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $16.4M | 0.3% | 149K | -20% | |||
| 42 | $INTU | INTUIT INC. | Technology | $15.9M | 0.3% | 61K | +10% | |||
| 43 | — | ISHARES TR - US TREAS BD ETF | — | $15.5M | 0.3% | 679K | +1% | |||
| 44 | $QCOM | QUALCOMM INC/DE | Technology | $14.1M | 0.3% | 76K | +5% | |||
| 45 | — | ISHARES TR - U.S. REAL ES ETF | — | $12.1M | 0.2% | 118K | -6% | |||
| 46 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $11.4M | 0.2% | 17K | -3% | |||
| 47 | — | ISHARES TR - 1 3 YR TREAS BD | — | $11.3M | 0.2% | 137K | +12% | |||
| 48 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.8M | 0.2% | 10K | -2% | |||
| 49 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $9.6M | 0.2% | 116K | +0.9% | |||
| 50 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $9.5M | 0.2% | 21K | +2% | |||
| 51 | $CSCO | CISCO SYSTEMS, INC. | Technology | $8.5M | 0.2% | 72K | +5% | |||
| 52 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $8.3M | 0.2% | 105K | -6% | |||
| 53 | — | ISHARES TR - TIPS BD ETF | — | $7.9M | 0.1% | 72K | +6% | |||
| 54 | — | ISHARES TR - MSCI EMG MKT ETF | — | $7.6M | 0.1% | 112K | -3% | |||
| 55 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $7.6M | 0.1% | 168K | -18% | |||
| 56 | $QQQ PUT | INVESCO QQQ TRUST, SERIES 1 | — | $7.4M | — | 10K | +25% | |||
| 57 | — | ISHARES TR - 0-3 MTH TREASURY | — | $6.9M | 0.1% | 68K | -32% | |||
| 58 | $TXN | TEXAS INSTRUMENTS INC | Technology | $6.7M | 0.1% | 23K | +9% | |||
| 59 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | — | $6.4M | 0.1% | 85K | -6% | |||
| 60 | — | ISHARES TR - MSCI INDIA ETF | — | $6.4M | 0.1% | 129K | +2% | |||
| 61 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $6.3M | 0.1% | 16K | +13% | |||
| 62 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $5.9M | 0.1% | 65K | -0.8% | |||
| 63 | — | SSGA ACTIVE TR - SST BRIDGEWATER | — | $5.7M | 0.1% | 195K | -13% | |||
| 64 | — | ISHARES TR - 3 7 YR TREAS BD | — | $5.2M | 0.1% | 44K | -1% | |||
| 65 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $4.6M | 0.1% | 56K | -6% | |||
| 66 | $PFE | PFIZER INC | Healthcare | $4.2M | 0.1% | 174K | -5% | |||
| 67 | $BNY | Bank of New York Mellon Corp | Financials | $4.2M | 0.1% | 29K | +9% | |||
| 68 | $QQQ CALL | INVESCO QQQ TRUST, SERIES 1 | — | $4.1M | — | 5,500 | New | |||
| 69 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.9M | 0.1% | 11K | -2% | |||
| 70 | — | ISHARES TR - EXPANDED TECH | — | $3.8M | 0.1% | 42K | -5% | |||
| 71 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $3.6M | 0.1% | 23K | -0.5% | |||
| 72 | $PEP | PEPSICO INC | Consumer Staples | $3.5M | 0.1% | 26K | +6% | |||
| 73 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $3.5M | 0.1% | 24K | -10% | |||
| 74 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $3.2M | 0.1% | 101K | +38% | |||
| 75 | — | ISHARES TR - U.S. ENERGY ETF | — | $3.2M | 0.1% | 57K | -5% | |||
| 76 | $CELH CALL | Celsius Holdings, Inc. | Consumer Staples | $2.9M | — | 100K | — | |||
| 77 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $2.9M | 0.1% | 100K | — | |||
| 78 | — | ISHARES TR - GLOBAL REIT ETF | — | $2.8M | 0.1% | 100K | -1% | |||
| 79 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $2.5M | 0.1% | 44K | -5% | |||
| 80 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $2.5M | 0.1% | 19K | +1% | |||
| 81 | — | ISHARES TR - JPMORGAN USD EMG | — | $2.4M | 0.1% | 25K | +10% | |||
| 82 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $2.3M | 0.0% | 30K | +4% | |||
| 83 | $META PUT | Meta Platforms, Inc. | Technology | $2.3M | — | 4,000 | New | |||
| 84 | — | ISHARES TR - U.S.MED DVC ETF | — | $1.8M | 0.0% | 36K | +24% | |||
| 85 | $OMC | OMNICOM GROUP INC. | Communication Services | $1.7M | 0.0% | 24K | -6% | |||
| 86 | $DOV | DOVER Corp | Industrials | $1.6M | 0.0% | 10K | +3% | |||
| 87 | $T | AT&T INC. | Communication Services | $1.6M | 0.0% | 78K | -8% | |||
| 88 | $MRVL | Marvell Technology, Inc. | Technology | $1.6M | 0.0% | 5,217 | New | |||
| 89 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $1.5M | 0.0% | 16K | +5% | |||
| 90 | — | ISHARES INC - CORE MSCI EMKT | — | $1.5M | 0.0% | 18K | -1.0% | |||
| 91 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $1.3M | 0.0% | 8,359 | -13% | |||
| 92 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $1.2M | 0.0% | 31K | New | |||
| 93 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | — | $1.2M | 0.0% | 14K | New | |||
| 94 | $MU CALL | MICRON TECHNOLOGY INC | Technology | $1.2M | — | 1,000 | New | |||
| 95 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $1.1M | 0.0% | 3,806 | +11% | |||
| 96 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $1.0M | 0.0% | 2,619 | +6% | |||
| 97 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.0M | 0.0% | 24K | -4% | |||
| 98 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $1.0M | 0.0% | 9,563 | -4% | |||
| 99 | $SYY | SYSCO CORP | Consumer Discretionary | $881K | 0.0% | 11K | -0.3% | |||
| 100 | $WT | WisdomTree, Inc. | Financials | $878K | 0.0% | 27K | -18% | |||
| 101 | — | ISHARES TR - ISHARES BIOTECH | — | $875K | 0.0% | 4,601 | -7% | |||
| 102 | $GE PUT | GENERAL ELECTRIC CO | Industrials | $785K | — | 2,100 | New | |||
| 103 | $KMB | KIMBERLY CLARK CORP | Materials | $746K | 0.0% | 6,795 | -13% | |||
| 104 | — | ISHARES TR - SELECT DIVID ETF | — | $735K | 0.0% | 4,701 | -3% | |||
| 105 | $IBM PUT | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $703K | — | 2,500 | New | |||
| 106 | $SNOW PUT | Snowflake Inc. | Technology | $662K | — | 2,600 | New | |||
| 107 | $LRCX | LAM RESEARCH CORP | Technology | $658K | 0.0% | 1,518 | +204% | |||
| 108 | $NFLX | NETFLIX INC | Communication Services | $648K | 0.0% | 9,079 | +155% | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $646K | 0.0% | 12K | +135% | |||
| 110 | $DE PUT | DEERE & CO | Industrials | $634K | — | 1,000 | New | |||
| 111 | — | GLOBAL X FDS - US INFR DEV ETF | — | $623K | 0.0% | 11K | -7% | |||
| 112 | $TXN PUT | TEXAS INSTRUMENTS INC | Technology | $596K | — | 2,000 | -43% | |||
| 113 | $ANET PUT | Arista Networks, Inc. | Technology | $595K | — | 3,500 | New | |||
| 114 | $SMCI CALL | Super Micro Computer, Inc. | Technology | $587K | — | 20K | New | |||
| 115 | $AMD PUT | ADVANCED MICRO DEVICES INC | Technology | $581K | — | 1,000 | New | |||
| 116 | $SNDK | Sandisk Corp | Technology | $578K | 0.0% | 254 | New | |||
| 117 | $AVGO CALL | Broadcom Inc. | Technology | $567K | — | 1,500 | +50% | |||
| 118 | $CDNS PUT | CADENCE DESIGN SYSTEMS INC | Technology | $563K | — | 1,500 | New | |||
| 119 | $IBM CALL | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $562K | — | 2,000 | New | |||
| 120 | $INTC PUT | INTEL CORP | Technology | $559K | — | 4,000 | New | |||
| 121 | $SMCI PUT | Super Micro Computer, Inc. | Technology | $543K | — | 19K | New | |||
| 122 | $SNOW | Snowflake Inc. | Technology | $534K | 0.0% | 2,100 | New | |||
| 123 | $DELL PUT | Dell Technologies Inc. | Technology | $518K | — | 1,200 | New | |||
| 124 | $DELL CALL | Dell Technologies Inc. | Technology | $518K | — | 1,200 | New | |||
| 125 | $PANW PUT | Palo Alto Networks Inc | Technology | $512K | — | 1,500 | New | |||
| 126 | $PANW | Palo Alto Networks Inc | Technology | $492K | 0.0% | 1,442 | New | |||
| 127 | $GEV PUT | GE Vernova Inc. | Industrials | $470K | — | 400 | New | |||
| 128 | $NOW | ServiceNow, Inc. | Technology | $462K | 0.0% | 4,650 | New | |||
| 129 | — | ISHARES TR - MORTGE REL ETF | — | $451K | 0.0% | 20K | +21% | |||
| 130 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $449K | 0.0% | 589 | -30% | |||
| 131 | — | ISHARES TR - CHINA LG-CAP ETF | — | $427K | 0.0% | 14K | -10% | |||
| 132 | $CAT PUT | CATERPILLAR INC | Industrials | $426K | — | 400 | New | |||
| 133 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $421K | 0.0% | 7,284 | +4% | |||
| 134 | $OKTA | Okta, Inc. | Technology | $409K | 0.0% | 3,000 | New | |||
| 135 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $396K | 0.0% | 4,034 | -0.2% | |||
| 136 | — | PROSHARES TR - SHOR S&P 500 NEW | — | $396K | 0.0% | 12K | — | |||
| 137 | $QCOM PUT | QUALCOMM INC/DE | Technology | $370K | — | 2,000 | -56% | |||
| 138 | $GIS | GENERAL MILLS INC | Consumer Staples | $367K | 0.0% | 11K | -19% | |||
| 139 | — | ISHARES TR - HDG MSCI JAPAN | — | $363K | 0.0% | 5,625 | — | |||
| 140 | $CRM | Salesforce, Inc. | Technology | $353K | 0.0% | 2,255 | +351% | |||
| 141 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $340K | 0.0% | 1,256 | -10% | |||
| 142 | $DE CALL | DEERE & CO | Industrials | $317K | — | 500 | New | |||
| 143 | $SNOW CALL | Snowflake Inc. | Technology | $305K | — | 1,200 | New | |||
| 144 | — | ISHARES INC - MSCI JAPAN ETF | — | $297K | 0.0% | 3,179 | — | |||
| 145 | $MRK | Merck & Co., Inc. | Healthcare | $296K | 0.0% | 2,300 | +15% | |||
| 146 | $AMD CALL | ADVANCED MICRO DEVICES INC | Technology | $290K | — | 500 | New | |||
| 147 | $INTC CALL | INTEL CORP | Technology | $279K | — | 2,000 | New | |||
| 148 | $ANET CALL | Arista Networks, Inc. | Technology | $255K | — | 1,500 | New | |||
| 149 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $253K | 0.0% | 530 | New | |||
| 150 | $HOOD PUT | Robinhood Markets, Inc. | Financials | $251K | — | 2,500 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 64 new, 67 added to, 66 trimmed, 40 sold out. Share-count changes; largest moves by dollar size first.
New positions (64)
first bought this quarter
$METAPUTMeta Platforms, Inc.$2.3M
first bought this quarter
$MRVLMarvell Technology, Inc.$1.6M
first bought this quarter
- GLOBAL X FDS - RBTCS ARTFL INTE$1.2M
first bought this quarter
- EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF$1.2M
first bought this quarter
$MUCALLMICRON TECHNOLOGY INC$1.2M
first bought this quarter
+58 more in the Excel export
Added to (67)
now $278.9M · held 10+ qtrs, 2 adds in a row
- VANGUARD WORLD FD - INF TECH ETF+786%
now $30.7M
now $227.6M · held 10+ qtrs, 9 adds in a row
now $572.9M · held 10+ qtrs
$APHAMPHENOL CORP /DE/+14%
now $45.7M · held 2 qtrs, 2 adds in a row
$BSXBOSTON SCIENTIFIC CORP+23%
now $17.6M · held 7 qtrs, 7 adds in a row
+61 more in the Excel export
Trimmed (66)
now $321.3M · held 7 qtrs
- ISHARES TR - ISHARES SEMICDTR-83%
now $22.6M
- ISHARES TR - TRUST ISHARE 0-1-20%
now $16.4M
- ISHARES TR - 0-3 MTH TREASURY-32%
now $6.9M
- ISHARES TR - CORE US AGGBD ET-1%
now $132.2M
- SELECT SECTOR SPDR TR - ST STR UTIL ETF-18%
now $7.6M
+60 more in the Excel export
Holdings by quarter
Every 13F SUMITOMO MITSUI FINANCIAL GROUP, INC. has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow SUMITOMO MITSUI FINANCIAL GROUP?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SUMITOMO MITSUI FINANCIAL GROUP's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-15.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 19% over the last 4
Top 10 weight
68%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SUMITOMO MITSUI FINANCIAL GROUP, INC. disclosed 214 positions worth $5.3B in its Form 13F-HR for Q2 2026 — $5.2B in common stock plus $31.7M of put/call option positions (reported at underlying notional value, not premium at risk), led by $ARES (Ares Management Corp) at 28.4% of the equity portfolio, followed by $SPY and $JEF. During the quarter the fund opened 64 new positions and exited 40 — including a new stake in $QQQ. The portfolio is most concentrated in Financials (43.3% 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.
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