SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK: 0001022837Latest portfolio: $5.6B · Q4 2025
Holdings
178
Total Value
$5.6B
New Positions
21
Closed Positions
11
Top Holdings
View All 178 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ARESARES MANAGEMENT CORPORATION | 13,364,740 | $2.2B | 38.24% | — | |
| 2 | JEFJEFFERIES FINL GROUP INC | 9,247,081 | $573.0M | 10.14% | — | |
| 3 | SPYSPDR S&P 500 ETF TR | 753,512 | $516.0M | 9.13% | -132,860 | |
| 4 | GQ9SPDR GOLD TR | 546,779 | $216.0M | 3.82% | +32K | |
| 5 | AGGISHARES TR | 1,351,604 | $134.0M | 2.37% | +35K | |
| 6 | CMECME GROUP INC | 471,846 | $128.0M | 2.27% | — | |
| 7 | NDQINVESCO QQQ TR | 178,626 | $109.0M | 1.93% | -137,755 | |
| 8 | LQDISHARES TR | 818,495 | $90.0M | 1.59% | +42K | |
| 9 | NVDANVIDIA CORPORATION | 457,826 | $84.0M | 1.49% | -12,800 | |
| 10 | IEFISHARES TR | 832,849 | $80.0M | 1.42% | +18K | |
| 11 | AVGOBROADCOM INC | 223,344 | $76.0M | 1.35% | -1,961 | |
| 12 | GOOGALPHABET INC | 241,019 | $75.0M | 1.33% | -20,660 | |
| 13 | IVVISHARES TR | 103,000 | $71.0M | 1.26% | -107,000 | |
| 14 | XLKSELECT SECTOR SPDR TR | 466,000 | $67.0M | 1.19% | NEW | |
| 15 | XBISPDR SERIES TRUST | 9,424 | $64.0M | 1.13% | -1,978 | |
| 16 | ANETARISTA NETWORKS INC | 462,612 | $60.0M | 1.06% | +23K | |
| 17 | XYZBLOCK INC | 908,216 | $59.0M | 1.04% | -286 | |
| 18 | HYGISHARES TR | 710,528 | $57.0M | 1.01% | +25K | |
| 19 | IGSBISHARES TR | 1,054,258 | $55.0M | 0.97% | +53K | |
| 20 | MSFTMICROSOFT CORP | 108,493 | $51.0M | 0.90% | +5K | |
| 21 | METAMETA PLATFORMS INC | 75,356 | $49.0M | 0.87% | +5K | |
| 22 | AMZNAMAZON COM INC | 209,985 | $48.0M | 0.85% | +11K | |
| 23 | MBBISHARES TR | 453,542 | $43.0M | 0.76% | +13K | |
| 24 | JPMJPMORGAN CHASE & CO. | 132,155 | $42.0M | 0.74% | +5K | |
| 25 | PFFISHARES TR | 1,150,603 | $35.0M | 0.62% | +121K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($2.160000573000516e+253T)
Technology0.0% ($8.400076000600006e+59T)
Unknown0.0% ($216000109000159985664.0T)
Consumer Cyclical0.0% ($480002400010000448.0T)
Consumer Defensive0.0% ($190009000400040000.0T)
Healthcare0.0% ($3300025000250004.0T)
Communication Services0.0% ($750004900020.0T)
Basic Materials0.0% ($18000.2T)
Industrials0.0% ($3300.0T)
Energy0.0% ($29.0M)
Real Estate0.0% ($26.0M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $5.6B | 195 |
| Q3 2025 | Nov 12, 2025 | $5.7T | 183 |
| Q2 2025 | Aug 13, 2025 | $6.1T | 0 |
| Q1 2025 | May 14, 2025 | $5.5T | 194 |
| Q4 2024 | Feb 13, 2025 | $7.5T | 183 |
| Q3 2024 | Nov 8, 2024 | $3883.5T | 174 |
| Q2 2024 | Aug 13, 2024 | $3215.2T | 192 |
| Q1 2024 | May 13, 2024 | $3228.9T | 173 |
| Q4 2023 | Feb 8, 2024 | $3154.4T | 166 |
| Q3 2023 | Nov 8, 2023 | $3105.4T | 185 |
| Q2 2023 | Aug 9, 2023 | $3144.2T | 185 |
| Q1 2023 | May 11, 2023 | $3191.9T | 175 |
| Q4 2022 | Feb 10, 2023 | $2643.8T | 170 |
| Q3 2022 | Nov 8, 2022 | $2.4T | 189 |
| Q2 2022 | Aug 9, 2022 | $3.6T | 198 |
| Q1 2022 | May 12, 2022 | $3.4T | 193 |
| Q4 2021 | Feb 10, 2022 | $3.5T | 186 |
| Q3 2021 | Nov 10, 2021 | $4.4T | 181 |
| Q2 2021 | Aug 11, 2021 | $4.5T | 162 |
| Q1 2021 | May 13, 2021 | $4.2T | 178 |
| Q4 2020 | Feb 12, 2021 | $4.1T | 153 |
| Q3 2020 | Nov 12, 2020 | $2.9T | 153 |
| Q2 2020 | Aug 14, 2020 | $2.9T | 143 |
| Q1 2020 | May 14, 2020 | $2.0T | 140 |
| Q4 2019 | Feb 14, 2020 | $1.3T | 126 |
| Q3 2019 | Nov 8, 2019 | $1.2T | 128 |
| Q2 2019 | Aug 9, 2019 | $1.3T | 117 |
| Q1 2019 | May 14, 2019 | $1.1T | 116 |
| Q4 2018 | Feb 8, 2019 | $1.6T | 106 |
| Q3 2018 | Nov 9, 2018 | $1.2T | 113 |
| Q2 2018 | Aug 14, 2018 | $976.1B | 102 |
| Q1 2018 | May 14, 2018 | $1.1T | 121 |
| Q4 2017 | Feb 13, 2018 | $764.4B | 103 |
| Q3 2017 | Nov 13, 2017 | $843.8B | 101 |
| Q2 2017 | Aug 10, 2017 | $490.2B | 121 |
| Q1 2017 | May 12, 2017 | $530.2B | 80 |
| Q4 2016 | Feb 14, 2017 | $430.9B | 35 |
Fund Information
SUMITOMO MITSUI FINANCIAL GROUP, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.6B across 178 holdings. The largest position is ARES MANAGEMENT CORPORATION (ARES), representing 38.2% of the portfolio. Compared to the previous quarter, the fund opened 30 new positions and closed 23 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.