SUMITOMO MITSUI FINANCIAL GROUP, INC.

bankUpdated 28 days ago

Managed by Sumitomo Mitsui Financial Group, Inc. • Latest filing Q2 2026

Portfolio value

$5.3B

Q2 2026

Filings

17

Quarterly 13F history

Top-10 concentration

99.4%

Weight of largest holdings

Annualized return

10.3%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 17 quarters

Show data table

Period	Portfolio value
Q2 2022	$3.6B
Q3 2022	$2.4B
Q4 2022	$2.6B
Q1 2023	$3.2B
Q2 2023	$3.1B
Q3 2023	$3.1B
Q4 2023	$3.2B
Q1 2024	$3.2B
Q2 2024	$3.2B
Q3 2024	$3.9B
Q4 2024	$7.5B
Q1 2025	$5.5B
Q2 2025	$6.1B
Q3 2025	$5.7B
Q4 2025	$5.6B
Q1 2026	$4.9B
Q2 2026	$5.3B

Top holdings

229 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	A ARES-PB ARES MANAGEMENT CORPORATION	$1.5B	13.36M	28.22%	Unchanged
2	S SPY STATE STR SPDR S&P 500 ETF T	$460.5M	616.7K	8.74%	Unchanged
3	J JEF JEFFERIES FINL GROUP INC	$321.3M	6.43M	6.10%	Trimmed(-30.5%)
4	Q QQQ INVESCO QQQ TR	$244.8M	332.4K	4.64%	Added(+155.7%)
5	G GLD SPDR GOLD TR	$227.6M	617.8K	4.32%	Added(+4.7%)
6	P PLSAY POLESTAR AUTOMOTIVE HLDG UK	$194.2M	10.34M	3.68%	Unchanged
7	E ETHA ISHARES TR	$132.2M	1.34M	2.51%	Trimmed(-1.3%)
8	S STT-PG SELECT SECTOR SPDR TR	$124M	2.44M	2.35%	Added(+205633.6%)
9	S SPY STATE STR SPDR S&P 500 ETF T	$112.4M	150.5K	2.13%	Trimmed(-75.6%)
10	C CME CME GROUP INC	$104.2M	471.8K	1.98%	Unchanged
11	N NVDA NVIDIA CORPORATION	$94.5M	472.3K	1.79%	Added(+0.8%)
12	B BLK ISHARES TR	$93.7M	859.2K	1.78%	Added(+2.9%)
13	G GOOGN ALPHABET INC	$90.5M	256.1K	1.72%	Added(+0.6%)
14	A AVGO BROADCOM INC	$89.7M	237.5K	1.70%	Added(+0.7%)
15	A ANET ARISTA NETWORKS INC	$83.3M	490.1K	1.58%	Trimmed(-0.1%)
16	E ETHA ISHARES TR	$83M	877.3K	1.57%	Added(+2.6%)
17	B BSQKZ BLOCK INC	$69M	907.9K	1.31%	Unchanged
18	E ETHA ISHARES TR	$62.4M	780.5K	1.18%	Added(+0.5%)
19	E ETHA ISHARES TR	$54.5M	1.04M	1.03%	Trimmed(-0.0%)
20	A AMZN AMAZON COM INC	$54.1M	227.1K	1.03%	Added(+1.8%)

A

ARES MANAGEMENT CORPORATION

Unchanged

Value

$1.5B

Shares

13.36M

% Port

28.22%

S

STATE STR SPDR S&P 500 ETF T

Unchanged

Value

$460.5M

Shares

616.7K

% Port

8.74%

J

JEFFERIES FINL GROUP INC

-30.5%

Value

$321.3M

Shares

6.43M

% Port

6.10%

Q

INVESCO QQQ TR

+155.7%

Value

$244.8M

Shares

332.4K

% Port

4.64%

G

SPDR GOLD TR

+4.7%

Value

$227.6M

Shares

617.8K

% Port

4.32%

P

POLESTAR AUTOMOTIVE HLDG UK

Unchanged

Value

$194.2M

Shares

10.34M

% Port

3.68%

E

ISHARES TR

-1.3%

Value

$132.2M

Shares

1.34M

% Port

2.51%

S

SELECT SECTOR SPDR TR

+205633.6%

Value

$124M

Shares

2.44M

% Port

2.35%

S

STATE STR SPDR S&P 500 ETF T

-75.6%

Value

$112.4M

Shares

150.5K

% Port

2.13%

C

10.CME

CME GROUP INC

Unchanged

Value

$104.2M

Shares

471.8K

% Port

1.98%

N

NVIDIA CORPORATION

+0.8%

Value

$94.5M

Shares

472.3K

% Port

1.79%

B

12.BLK

ISHARES TR

+2.9%

Value

$93.7M

Shares

859.2K

% Port

1.78%

G

ALPHABET INC

+0.6%

Value

$90.5M

Shares

256.1K

% Port

1.72%

A

BROADCOM INC

+0.7%

Value

$89.7M

Shares

237.5K

% Port

1.70%

A

ARISTA NETWORKS INC

-0.1%

Value

$83.3M

Shares

490.1K

% Port

1.58%

E

ISHARES TR

+2.6%

Value

$83M

Shares

877.3K

% Port

1.57%

B

BLOCK INC

Unchanged

Value

$69M

Shares

907.9K

% Port

1.31%

E

ISHARES TR

+0.5%

Value

$62.4M

Shares

780.5K

% Port

1.18%

E

ISHARES TR

-0.0%

Value

$54.5M

Shares

1.04M

% Port

1.03%

A

AMAZON COM INC

+1.8%

Value

$54.1M

Shares

227.1K

% Port

1.03%

View full portfolio (229 holdings) →

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