# SUMITOMO MITSUI FINANCIAL GROUP, INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1022837. Source: https://holderbook.com/funds/1022837-sumitomo-mitsui-financial-group-inc/

- Reported value: $5.3B
- Positions: 180
- Weight of the ten largest: 67.3%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ARES MANAGEMENT CORPORATION | [ARES](https://holderbook.com/stocks/ARES/) | $1.5B | 13,364,740 | 28.2% | 26 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $572.9M | 767,224 | 10.9% | 31 |
| JEFFERIES FINANCIAL GROUP IN | [JEF](https://holderbook.com/stocks/JEF/) | $321.3M | 6,429,337 | 6.1% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $290.3M | 378,706 | 5.5% | 31 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $227.6M | 617,825 | 4.3% | 31 |
| POLESTAR AUTOMOTIVE HLDG UK | [PSNY](https://holderbook.com/stocks/PSNY/) | $194.2M | 10,341,261 | 3.7% | 2 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $132.2M | 1,336,039 | 2.5% | 31 |
| SELECT SECTOR SPDR TR | [XLB](https://holderbook.com/stocks/XLB/) | $124.1M | 2,441,186 | 2.4% | 22 |
| CME GROUP INC | [CME](https://holderbook.com/stocks/CME/) | $104.2M | 471,846 | 2.0% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $95.1M | 475,444 | 1.8% | 31 |
| ISHARES TR | [LQD](https://holderbook.com/stocks/LQD/) | $93.7M | 859,205 | 1.8% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $90.5M | 256,147 | 1.7% | 30 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $90.5M | 237,514 | 1.7% | 26 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $84.2M | 490,822 | 1.6% | 7 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $83.0M | 877,332 | 1.6% | 31 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $69.1M | 909,320 | 1.3% | 31 |
| ISHARES TR | [HYG](https://holderbook.com/stocks/HYG/) | $62.4M | 780,473 | 1.2% | 31 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $54.5M | 1,039,573 | 1.0% | 30 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $54.1M | 227,087 | 1.0% | 24 |
| SPDR SERIES TRUST | [SJNK](https://holderbook.com/stocks/SJNK/) | $51.6M | 2,061,130 | 1.0% | 18 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $48.7M | 127,866 | 0.9% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $48.7M | 82,420 | 0.9% | 23 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $47.8M | 145,973 | 0.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $47.0M | 125,950 | 0.9% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $45.7M | 259,128 | 0.9% | 2 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $44.5M | 470,874 | 0.8% | 31 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $39.9M | 1,309,459 | 0.8% | 31 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $33.2M | 24,381 | 0.6% | 27 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $32.7M | 96,529 | 0.6% | 6 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $30.7M | 256,515 | 0.6% | 31 |
| D R HORTON INC | [DHI](https://holderbook.com/stocks/DHI/) | $30.4M | 186,534 | 0.6% | 27 |
| FIRST SOLAR INC | [FSLR](https://holderbook.com/stocks/FSLR/) | $30.4M | 128,656 | 0.6% | 14 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $30.2M | 83,520 | 0.6% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $25.4M | 312,741 | 0.5% | 30 |
| ISHARES TR | [TLT](https://holderbook.com/stocks/TLT/) | $25.3M | 292,387 | 0.5% | 30 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $24.8M | 265,950 | 0.5% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $24.3M | 25,223 | 0.5% | 7 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $22.6M | 35,285 | 0.4% | 24 |
| BOSTON SCIENTIFIC CORP | [BSX](https://holderbook.com/stocks/BSX/) | $17.6M | 412,532 | 0.3% | 7 |
| INVESCO EXCH TRADED FD TR II | [BAB](https://holderbook.com/stocks/BAB/) | $17.1M | 637,933 | 0.3% | 30 |
| ISHARES TR | [SHV](https://holderbook.com/stocks/SHV/) | $16.4M | 148,967 | 0.3% | 13 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $15.9M | 61,068 | 0.3% | 22 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $15.5M | 678,839 | 0.3% | 19 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $14.7M | 76,418 | 0.3% | 25 |
| ISHARES TR | [IYR](https://holderbook.com/stocks/IYR/) | $12.1M | 118,215 | 0.2% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $11.4M | 16,547 | 0.2% | 22 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $11.3M | 137,118 | 0.2% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $9.8M | 10,478 | 0.2% | 25 |
| SELECT SECTOR SPDR TR | [XLP](https://holderbook.com/stocks/XLP/) | $9.6M | 115,545 | 0.2% | 31 |
| ULTA BEAUTY INC | [ULTA](https://holderbook.com/stocks/ULTA/) | $9.5M | 21,048 | 0.2% | 11 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $8.5M | 72,272 | 0.2% | 31 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $8.3M | 105,496 | 0.2% | 24 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $7.9M | 71,821 | 0.1% | 31 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $7.6M | 111,721 | 0.1% | 31 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $7.6M | 167,758 | 0.1% | 30 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $7.5M | 22,589 | 0.1% | 26 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $6.9M | 68,168 | 0.1% | 10 |
| VANGUARD SCOTTSDALE FDS | [VCLT](https://holderbook.com/stocks/VCLT/) | $6.4M | 84,549 | 0.1% | 24 |
| ISHARES TR | [INDA](https://holderbook.com/stocks/INDA/) | $6.4M | 128,918 | 0.1% | 31 |
| RALPH LAUREN CORP | [RL](https://holderbook.com/stocks/RL/) | $6.3M | 15,695 | 0.1% | 10 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $5.9M | 65,414 | 0.1% | 22 |
| CELSIUS HLDGS INC | [CELH](https://holderbook.com/stocks/CELH/) | $5.9M | 100,000 | 0.1% | 4 |
| SSGA ACTIVE TR | [ALLW](https://holderbook.com/stocks/ALLW/) | $5.7M | 194,734 | 0.1% | 3 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $5.2M | 44,164 | 0.1% | 20 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $4.6M | 56,094 | 0.1% | 24 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $4.2M | 173,691 | 0.1% | 24 |
| BANK OF NY MELLON CORP | [BNY](https://holderbook.com/stocks/BNY/) | $4.2M | 28,820 | 0.1% | 26 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.9M | 11,011 | 0.1% | 26 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $3.8M | 41,563 | 0.1% | 28 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $3.6M | 23,468 | 0.1% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $3.5M | 25,819 | 0.1% | 26 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.5M | 23,579 | 0.1% | 31 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.2M | 101,369 | 0.1% | 15 |
| ISHARES TR | [IYE](https://holderbook.com/stocks/IYE/) | $3.2M | 56,691 | 0.1% | 31 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $2.8M | 100,164 | 0.1% | 19 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $2.5M | 44,119 | 0.0% | 26 |
| FIRST TR EXCHANGE TRADED FD | [SKYY](https://holderbook.com/stocks/SKYY/) | $2.5M | 18,797 | 0.0% | 28 |
| ISHARES TR | [EMB](https://holderbook.com/stocks/EMB/) | $2.4M | 25,113 | 0.0% | 31 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $2.3M | 29,935 | 0.0% | 31 |
| ISHARES TR | [IHI](https://holderbook.com/stocks/IHI/) | $1.8M | 35,868 | 0.0% | 18 |
| OMNICOM GROUP INC | [OMC](https://holderbook.com/stocks/OMC/) | $1.7M | 23,795 | 0.0% | 26 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $1.6M | 10,495 | 0.0% | 31 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $1.6M | 77,817 | 0.0% | 26 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $1.6M | 5,217 | 0.0% | 1 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $1.5M | 15,803 | 0.0% | 26 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.5M | 18,244 | 0.0% | 19 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $1.5M | 2,100 | 0.0% | 1 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $1.3M | 8,359 | 0.0% | 31 |
| SUPER MICRO COMPUTER INC | [SMCI](https://holderbook.com/stocks/SMCI/) | $1.3M | 5,150 | 0.0% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.3M | 0 | 0.0% | 3 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $1.2M | 480 | 0.0% | 1 |
| GLOBAL X FDS | [BOTZ](https://holderbook.com/stocks/BOTZ/) | $1.2M | 31,448 | 0.0% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $1.2M | 1,442 | 0.0% | 1 |
| EXCHANGE TRADED CONCEPTS TRU | [ROBO](https://holderbook.com/stocks/ROBO/) | $1.2M | 13,689 | 0.0% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.2M | 0 | 0.0% | 3 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $1.1M | 3,806 | 0.0% | 18 |
| VANGUARD WORLD FD | [VCR](https://holderbook.com/stocks/VCR/) | $1.0M | 2,619 | 0.0% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.0M | 24,230 | 0.0% | 29 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $1.0M | 9,563 | 0.0% | 28 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $964.6K | 570 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.3% | +14.8% | -7.5% | 99% |
| Q1 2026 | -17.9% | -4.6% | -13.3% | 100% |
| Q4 2025 | +0.7% | +2.4% | -1.6% | 100% |
| Q3 2025 | +2.3% | +7.8% | -5.5% | 100% |
| Q2 2025 | +12.7% | +10.5% | +2.2% | 100% |
| Q1 2025 | -11.3% | -4.6% | -6.7% | 100% |
| Q4 2024 | +10.4% | +2.1% | +8.3% | 100% |
| Q3 2024 | +11.7% | +5.4% | +6.2% | 104% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $5.3B | 180 |
| Q1 2026 | $4.9B | 167 |
| Q4 2025 | $5.6B | 178 |
| Q3 2025 | $5.7B | 171 |
| Q2 2025 | $6.1B | 227 |
| Q1 2025 | $5.5B | 183 |
| Q4 2024 | $7.5B | 167 |
| Q3 2024 | $4.5B | 169 |
| Q2 2024 | $3.2B | 180 |
| Q1 2024 | $3.2B | 168 |
| Q4 2023 | $3.2B | 159 |
| Q3 2023 | $3.1B | 172 |