SUMITOMO MITSUI FINANCIAL GROUP, INC.
13F Reported Value
ⓘ$5.3B
incl. option notional
Equity Holdings
ⓘ$5.2B
Option Notional
ⓘ$31.7M
$18.6M puts / $13.2M calls
Holdings
214
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$ARES
$SPY
$JEF
$QQQ
$GLD$GLD
$JPM
$DHI
$AMGNSector 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 — Q2 2026
Click any card to unlockTop Holdings
- 60.9#824
Quality
$1.5B13,364,740 sh - —
Quality
$572.9M767,224 sh - 57.5#1,092
Quality
$321.3M6,429,337 sh - —
Quality
$278.9M378,706 sh - —
Quality
$227.6M617,825 sh - $194.2M10,341,261 sh
ISHARES TR - CORE US AGGBD ET
—Quality
$132.2M1,336,039 shSELECT SECTOR SPDR TR - ST STR MATER ETF
—Quality
$124.1M2,441,186 sh- 69.5
Quality
$104.2M471,846 sh - 85.9
Quality
$95.1M475,444 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Ares Management Corp$ARES | 60.9#824 | $1.5B | 13,364,740 |
| SPDR S&P 500 ETF TRUST$SPY | — | $572.9M | 767,224 |
| Jefferies Financial Group Inc.$JEF | 57.5#1,092 | $321.3M | 6,429,337 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $278.9M | 378,706 |
| SPDR GOLD TRUST$GLD | — | $227.6M | 617,825 |
 Polestar Automotive Holding UK PLC$PSNY | — | $194.2M | 10,341,261 |
| ISHARES TR - CORE US AGGBD ET | — | $132.2M | 1,336,039 |
| SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $124.1M | 2,441,186 |
 CME GROUP INC.$CME | 69.5 | $104.2M | 471,846 |
 NVIDIA CORP$NVDA | 85.9 | $95.1M | 475,444 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 214 positions.
Showing top 10 of 214 holdings.
Sector Allocation
Financials
$2.3B
Other
$1.8B
Technology
$696.9M
Industrials
$227.4M
Consumer Discretionary
$117.7M
Healthcare
$55.1M
Consumer Staples
$36.1M
Materials
$25.7M
Top Holdings — SUMITOMO MITSUI FINANCIAL GROUP, INC. (Q2 2026)
Top 150 of 214 disclosed positions (by reported value) 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 | Ares Management Corp | $1.5B | 28.4% | +0% | 60.9 |
| 2 | $SPY | SPDR S&P 500 ETF TRUST | $572.9M | 10.9% | +1% | — |
| 3 | $JEF | Jefferies Financial Group Inc. | $321.3M | 6.1% | -30% | 57.5 |
| 4 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $278.9M | 5.3% | +108% | — |
| 5 | $GLD | SPDR GOLD TRUST | $227.6M | 4.3% | +5% | — |
| 6 | $PSNY | Polestar Automotive Holding UK PLC | $194.2M | 3.7% | +0% | — |
| 7 | — | ISHARES TR - CORE US AGGBD ET | $132.2M | 2.5% | -1% | — |
| 8 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $124.1M | 2.4% | NEW | — |
| 9 | $CME | CME GROUP INC. | $104.2M | 2.0% | +0% | 69.5 |
| 10 | $NVDA | NVIDIA CORP | $95.1M | 1.8% | +1% | 85.9 |
| 11 | — | ISHARES TR - IBOXX INV CP ETF | $93.7M | 1.8% | +3% | — |
| 12 |  $GOOGL | Alphabet Inc. | $90.5M | 1.7% | +1% | 78.2 |
| 13 |  $AVGO | Broadcom Inc. | $89.7M | 1.7% | +0% | 84.5 |
| 14 |  $ANET | Arista Networks, Inc. | $83.4M | 1.6% | +0% | 81.9 |
| 15 | — | ISHARES TR - 7-10 YR TRSY BD | $83.0M | 1.6% | +3% | — |
| 16 |  $XYZ | Block, Inc. | $69.1M | 1.3% | +0% | 51.8 |
| 17 | — | ISHARES TR - IBOXX HI YD ETF | $62.4M | 1.2% | +0% | — |
| 18 | — | ISHARES TR - ISHS 1-5YR INVS | $54.5M | 1.0% | -0% | — |
| 19 |  $AMZN | AMAZON COM INC | $54.1M | 1.0% | +2% | 68.7 |
| 20 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $51.6M | 1.0% | +5% | — |
| 21 |  $GE | GENERAL ELECTRIC CO | $47.8M | 0.9% | +3% | 73.8 |
| 22 | $JPM | JPMORGAN CHASE & CO | $47.8M | 0.9% | +2% | 70.7 |
| 23 |  $MSFT | MICROSOFT CORP | $47.0M | 0.9% | -1% | 79.8 |
| 24 |  $META | Meta Platforms, Inc. | $46.4M | 0.9% | +3% | 79.6 |
| 25 |  $APH | AMPHENOL CORP /DE/ | $45.7M | 0.9% | +14% | 79.3 |
| 26 | — | ISHARES TR - MBS ETF | $44.5M | 0.8% | -0% | — |
| 27 | — | ISHARES TR - PFD AND INCM SEC | $39.9M | 0.8% | +1% | — |
| 28 |  $GWW | W.W. GRAINGER, INC. | $33.2M | 0.6% | -1% | 61.8 |
| 29 |  $AXP | AMERICAN EXPRESS CO | $32.7M | 0.6% | +1% | 69.4 |
| 30 | — | VANGUARD WORLD FD - INF TECH ETF | $30.7M | 0.6% | +786% | — |
| 31 | $DHI | HORTON D R INC /DE/ | $30.4M | 0.6% | +0% | 53.6 |
| 32 |  $FSLR | FIRST SOLAR, INC. | $30.4M | 0.6% | -1% | 79.2 |
| 33 | $AMGN | AMGEN INC | $30.2M | 0.6% | +2% | 79.2 |
| 34 |  $KO | COCA COLA CO | $25.4M | 0.5% | +0% | 69.5 |
| 35 | — | ISHARES TR - 20 YR TR BD ETF | $25.3M | 0.5% | -1% | — |
| 36 |  $NEM | NEWMONT Corp /DE/ | $24.8M | 0.5% | +5% | 86.8 |
| 37 |  $BLK | BlackRock, Inc. | $24.3M | 0.5% | +0% | 70 |
| 38 | — | ISHARES TR - ISHARES SEMICDTR | $22.6M | 0.4% | -83% | — |
| 39 |  $BSX | BOSTON SCIENTIFIC CORP | $17.6M | 0.3% | +23% | 77.5 |
| 40 |  $IVZ | Invesco Ltd. | $17.1M | 0.3% | -3% | — |
| 41 | — | ISHARES TR - TRUST ISHARE 0-1 | $16.4M | 0.3% | -20% | — |
| 42 |  $INTU | INTUIT INC. | $15.9M | 0.3% | +10% | 79.3 |
| 43 | — | ISHARES TR - US TREAS BD ETF | $15.5M | 0.3% | +1% | — |
| 44 |  $QCOM | QUALCOMM INC/DE | $14.1M | 0.3% | +5% | 70.5 |
| 45 | — | ISHARES TR - U.S. REAL ES ETF | $12.1M | 0.2% | -6% | — |
| 46 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $11.4M | 0.2% | -3% | — |
| 47 | — | ISHARES TR - 1 3 YR TREAS BD | $11.3M | 0.2% | +12% | — |
| 48 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.8M | 0.2% | -2% | 66.2 |
| 49 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $9.6M | 0.2% | +1% | — |
| 50 |  $ULTA | Ulta Beauty, Inc. | $9.5M | 0.2% | +2% | 67.3 |
| 51 |  $CSCO | CISCO SYSTEMS, INC. | $8.5M | 0.2% | +5% | 70.3 |
| 52 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $8.3M | 0.2% | -6% | — |
| 53 | — | ISHARES TR - TIPS BD ETF | $7.9M | 0.1% | +6% | — |
| 54 | — | ISHARES TR - MSCI EMG MKT ETF | $7.6M | 0.1% | -3% | — |
| 55 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $7.6M | 0.1% | -18% | — |
| 56 | $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $7.4M | — | +25% | — |
| 57 | — | ISHARES TR - 0-3 MTH TREASURY | $6.9M | 0.1% | -32% | — |
| 58 |  $TXN | TEXAS INSTRUMENTS INC | $6.7M | 0.1% | +9% | 73.4 |
| 59 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BD | $6.4M | 0.1% | -6% | — |
| 60 | — | ISHARES TR - MSCI INDIA ETF | $6.4M | 0.1% | +2% | — |
| 61 |  $RL | RALPH LAUREN CORP | $6.3M | 0.1% | +13% | 66.3 |
| 62 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $5.9M | 0.1% | -1% | — |
| 63 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $5.7M | 0.1% | -13% | — |
| 64 | — | ISHARES TR - 3 7 YR TREAS BD | $5.2M | 0.1% | -1% | — |
| 65 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $4.6M | 0.1% | -6% | — |
| 66 |  $PFE | PFIZER INC | $4.2M | 0.1% | -5% | 62 |
| 67 |  $BNY | Bank of New York Mellon Corp | $4.2M | 0.1% | +9% | 74.1 |
| 68 | $QQQCALL | INVESCO QQQ TRUST, SERIES 1 | $4.1M | — | NEW | — |
| 69 |  $HD | HOME DEPOT, INC. | $3.9M | 0.1% | -2% | 60.3 |
| 70 | — | ISHARES TR - EXPANDED TECH | $3.8M | 0.1% | -5% | — |
| 71 | — | SPDR SERIES TRUST - ST STR SP DIV | $3.6M | 0.1% | -1% | — |
| 72 |  $PEP | PEPSICO INC | $3.5M | 0.1% | +6% | 63.4 |
| 73 |  $PG | PROCTER & GAMBLE Co | $3.5M | 0.1% | -10% | 64.6 |
| 74 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $3.2M | 0.1% | +38% | — |
| 75 | — | ISHARES TR - U.S. ENERGY ETF | $3.2M | 0.1% | -5% | — |
| 76 |  $CELHCALL | Celsius Holdings, Inc. | $2.9M | — | +0% | 66.5 |
| 77 | $CELH | Celsius Holdings, Inc. | $2.9M | 0.1% | +0% | 66.5 |
| 78 | — | ISHARES TR - GLOBAL REIT ETF | $2.8M | 0.1% | -1% | — |
| 79 |  $BMY | BRISTOL MYERS SQUIBB CO | $2.5M | 0.1% | -5% | 70.4 |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | $2.5M | 0.1% | +1% | — |
| 81 | — | ISHARES TR - JPMORGAN USD EMG | $2.4M | 0.1% | +10% | — |
| 82 | — | VANECK ETF TRUST - GOLD MINERS ETF | $2.3M | 0.0% | +4% | — |
| 83 | $METAPUT | Meta Platforms, Inc. | $2.3M | — | NEW | 79.6 |
| 84 | — | ISHARES TR - U.S.MED DVC ETF | $1.8M | 0.0% | +24% | — |
| 85 |  $OMC | OMNICOM GROUP INC. | $1.7M | 0.0% | -6% | 59.1 |
| 86 |  $DOV | DOVER Corp | $1.6M | 0.0% | +3% | 58.1 |
| 87 |  $T | AT&T INC. | $1.6M | 0.0% | -8% | 65.7 |
| 88 |  $MRVL | Marvell Technology, Inc. | $1.6M | 0.0% | NEW | 76.5 |
| 89 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.5M | 0.0% | +5% | — |
| 90 | — | ISHARES INC - CORE MSCI EMKT | $1.5M | 0.0% | -1% | — |
| 91 | — | SPDR SERIES TRUST - ST STR SP BIOT | $1.3M | 0.0% | -13% | — |
| 92 | — | GLOBAL X FDS - RBTCS ARTFL INTE | $1.2M | 0.0% | NEW | — |
| 93 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $1.2M | 0.0% | NEW | — |
| 94 |  $MUCALL | MICRON TECHNOLOGY INC | $1.2M | — | NEW | 86.2 |
| 95 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.1M | 0.0% | +11% | — |
| 96 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $1.0M | 0.0% | +6% | — |
| 97 |  $VZ | VERIZON COMMUNICATIONS INC | $1.0M | 0.0% | -4% | 65.8 |
| 98 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $1.0M | 0.0% | -4% | — |
| 99 |  $SYY | SYSCO CORP | $880,599 | 0.0% | -0% | 54.7 |
| 100 |  $WT | WisdomTree, Inc. | $877,626 | 0.0% | -18% | 59.9 |
| 101 | — | ISHARES TR - ISHARES BIOTECH | $875,064 | 0.0% | -7% | — |
| 102 | $GEPUT | GENERAL ELECTRIC CO | $784,833 | — | NEW | 73.8 |
| 103 |  $KMB | KIMBERLY CLARK CORP | $745,887 | 0.0% | -13% | 58.7 |
| 104 | — | ISHARES TR - SELECT DIVID ETF | $734,766 | 0.0% | -3% | — |
| 105 |  $IBMPUT | INTERNATIONAL BUSINESS MACHINES CORP | $703,025 | — | NEW | 70 |
| 106 |  $SNOWPUT | Snowflake Inc. | $661,700 | — | NEW | 54.9 |
| 107 |  $LRCX | LAM RESEARCH CORP | $657,795 | 0.0% | +204% | 79.4 |
| 108 |  $NFLX | NETFLIX INC | $648,241 | 0.0% | +155% | 78.8 |
| 109 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $646,455 | 0.0% | +135% | — |
| 110 |  $DEPUT | DEERE & CO | $634,330 | — | NEW | 55.4 |
| 111 | — | GLOBAL X FDS - US INFR DEV ETF | $622,668 | 0.0% | -7% | — |
| 112 | $TXNPUT | TEXAS INSTRUMENTS INC | $596,140 | — | -43% | 73.4 |
| 113 | $ANETPUT | Arista Networks, Inc. | $594,580 | — | NEW | 81.9 |
| 114 |  $SMCICALL | Super Micro Computer, Inc. | $586,600 | — | NEW | 62 |
| 115 |  $AMDPUT | ADVANCED MICRO DEVICES INC | $580,910 | — | NEW | 79.8 |
| 116 |  $SNDK | Sandisk Corp | $577,527 | 0.0% | NEW | 87.7 |
| 117 | $AVGOCALL | Broadcom Inc. | $566,625 | — | +50% | 84.5 |
| 118 |  $CDNSPUT | CADENCE DESIGN SYSTEMS INC | $562,980 | — | NEW | 72.6 |
| 119 | $IBMCALL | INTERNATIONAL BUSINESS MACHINES CORP | $562,420 | — | NEW | 70 |
| 120 |  $INTCPUT | INTEL CORP | $558,520 | — | NEW | 45.6 |
| 121 | $SMCIPUT | Super Micro Computer, Inc. | $542,605 | — | NEW | 62 |
| 122 | $SNOW | Snowflake Inc. | $534,450 | 0.0% | NEW | 54.9 |
| 123 |  $DELLPUT | Dell Technologies Inc. | $517,752 | — | NEW | 71.2 |
| 124 | $DELLCALL | Dell Technologies Inc. | $517,752 | — | NEW | 71.2 |
| 125 |  $PANWPUT | Palo Alto Networks Inc | $511,530 | — | NEW | 65.5 |
| 126 | $PANW | Palo Alto Networks Inc | $491,751 | 0.0% | NEW | 65.5 |
| 127 |  $GEVPUT | GE Vernova Inc. | $469,944 | — | NEW | 81.1 |
| 128 |  $NOW | ServiceNow, Inc. | $461,652 | 0.0% | NEW | 72.9 |
| 129 | — | ISHARES TR - MORTGE REL ETF | $450,542 | 0.0% | +21% | — |
| 130 |  $CRWD | CrowdStrike Holdings, Inc. | $449,489 | 0.0% | -30% | 67.7 |
| 131 | — | ISHARES TR - CHINA LG-CAP ETF | $426,812 | 0.0% | -10% | — |
| 132 |  $CATPUT | CATERPILLAR INC | $425,960 | — | NEW | 66.5 |
| 133 |  $MDLZ | Mondelez International, Inc. | $421,307 | 0.0% | +4% | 56.4 |
| 134 |  $OKTA | Okta, Inc. | $409,350 | 0.0% | NEW | 64.7 |
| 135 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $396,341 | 0.0% | -0% | — |
| 136 | — | PROSHARES TR - SHOR S&P 500 NEW | $396,240 | 0.0% | +0% | — |
| 137 | $QCOMPUT | QUALCOMM INC/DE | $369,580 | — | -56% | 70.5 |
| 138 |  $GIS | GENERAL MILLS INC | $367,175 | 0.0% | -19% | 50.7 |
| 139 | — | ISHARES TR - HDG MSCI JAPAN | $362,925 | 0.0% | +0% | — |
| 140 |  $CRM | Salesforce, Inc. | $353,268 | 0.0% | +351% | 77 |
| 141 |  $ITW | ILLINOIS TOOL WORKS INC | $339,710 | 0.0% | -10% | 63.6 |
| 142 | $DECALL | DEERE & CO | $317,165 | — | NEW | 55.4 |
| 143 | $SNOWCALL | Snowflake Inc. | $305,400 | — | NEW | 54.9 |
| 144 | — | ISHARES INC - MSCI JAPAN ETF | $296,505 | 0.0% | +0% | — |
| 145 |  $MRK | Merck & Co., Inc. | $295,550 | 0.0% | +15% | 59.9 |
| 146 | $AMDCALL | ADVANCED MICRO DEVICES INC | $290,455 | — | NEW | 79.8 |
| 147 | $INTCCALL | INTEL CORP | $279,260 | — | NEW | 45.6 |
| 148 | $ANETCALL | Arista Networks, Inc. | $254,820 | — | NEW | 81.9 |
| 149 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $253,112 | 0.0% | NEW | — |
| 150 |  $HOODPUT | Robinhood Markets, Inc. | $250,700 | — | NEW | 82.1 |
New Positions (64)
$QQQCALL INVESCO QQQ TRUST, SERIES 1$4.1M$METAPUT Meta Platforms, Inc.$2.3M$MRVL Marvell Technology, Inc.$1.6M$MUCALL MICRON TECHNOLOGY INC$1.2M$GEPUT GENERAL ELECTRIC CO$784,833$IBMPUT INTERNATIONAL BUSINESS MACHINES CORP$703,025$SNOWPUT Snowflake Inc.$661,700$DEPUT DEERE & CO$634,330$ANETPUT Arista Networks, Inc.$594,580$SMCICALL Super Micro Computer, Inc.$586,600$AMDPUT ADVANCED MICRO DEVICES INC$580,910$SNDK Sandisk Corp$577,527$CDNSPUT CADENCE DESIGN SYSTEMS INC$562,980Exited Positions (40)
$KW Kennedy-Wilson Holdings, Inc.$MUPUT MICRON TECHNOLOGY INC
$COFPUT CAPITAL ONE FINANCIAL CORP
$UBERPUT Uber Technologies, Inc
$ADBEPUT ADOBE INC.$CRWDPUT CrowdStrike Holdings, Inc.
$COIN Coinbase Global, Inc.$COINPUT Coinbase Global, Inc.$VZPUT VERIZON COMMUNICATIONS INC
$LULUPUT lululemon athletica inc.$MU MICRON TECHNOLOGY INC$ADBECALL ADOBE INC.$COFCALL CAPITAL ONE FINANCIAL CORP$LULU lululemon athletica inc.Browse Top Institutional Investors
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