SUMITOMO MITSUI FINANCIAL GROUP, INC.

Filed: 2/13/2025ACC: 0000950123-25-001919

📋 What this filing means

SUMITOMO MITSUI FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 168 equity positions with a total reported market value of $7.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

168

Positions

$7.51B

Total AUM (reported)

47.31M

Total Shares

Allocation by class

CL A COM STK$2.37B31.5%

COM$1.30B17.3%

TR UNIT$1.16B15.4%

UNIT SER 1$565.30M7.5%

S&P 500 ETF SHS$398.18M5.3%

RUS 1000 GRW ETF$279.99M3.7%

IBOXX INV CP ETF$183.91M2.4%

Portfolio Concentration

Top 3$4.25B56.6%

4–10$1.77B23.5%

11–25$872.20M11.6%

Rest$620.54M8.3%

Top 3 weight

56.6%

Top 10 weight

80.1%

Voting Authority Distribution

Total shares with voting rights: 47.31M

Sole

Full voting authority

32.68M

% of voting shares69.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

14.63M

% of voting shares30.9%

Investment Discretion (by position count)

Sole0

Shared0

Other168

Dominant voting typeSole · 69.1% of voting shares

Institutional Holdings168

Rows:

ARES MANAGEMENT CORPORATION

DFND

CL A COM STK

Shares13.36M

TypeSH

Market value$2.37B

31.51%

Sole

13.36M

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares1.97M

TypeSH

Market value$1.16B

15.40%

Sole

1.81M

Shared

0.00

None

152.06K

JEFFERIES FINL GROUP INC

DFND

COM

Shares9.25M

TypeSH

Market value$724.97M

9.66%

Sole

9.25M

Shared

0.00

None

0.00

INVESCO QQQ TR

DFND

UNIT SER 1

Shares1.10M

TypeSH

Market value$565.30M

7.53%

Sole

1.04M

Shared

0.00

None

58.86K

VANGUARD INDEX FDS

DFND

S&P 500 ETF SHS

Shares736.09K

TypeSH

Market value$398.18M

5.30%

Sole

720K

Shared

0.00

None

16.09K

ISHARES TR

DFND

RUS 1000 GRW ETF

Shares691K

TypeSH

Market value$279.99M

3.73%

Sole

691K

Shared

0.00

None

0.00

ISHARES TR

DFND

IBOXX INV CP ETF

Shares1.72M

TypeSH

Market value$183.91M

2.45%

Sole

1.01M

Shared

0.00

None

711.73K

ISHARES TR

DFND

RUS 1000 ETF

Shares400K

TypeSH

Market value$129.36M

1.72%

Sole

400K

Shared

0.00

None

0.00

CME GROUP INC

DFND

COM

Shares471.85K

TypeSH

Market value$109.58M

1.46%

Sole

471.85K

Shared

0.00

None

0.00

ISHARES TR

DFND

CORE US AGGBD ET

Shares1.05M

TypeSH

Market value$101.49M

1.35%

Sole

0.00

Shared

0.00

None

1.05M

SPDR GOLD TR

DFND

GOLD SHS

Shares399.95K

TypeSH

Market value$96.84M

1.29%

Sole

0.00

Shared

0.00

None

399.95K

BLOCK INC

DFND

CL A

Shares908.26K

TypeSH

Market value$77.19M

1.03%

Sole

908.26K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

DFND

TECHNOLOGY

Shares305K

TypeSH

Market value$71.51M

0.95%

Sole

305K

Shared

0.00

None

0.00

ISHARES TR

DFND

7-10 YR TRSY BD

Shares753.55K

TypeSH

Market value$69.67M

0.93%

Sole

0.00

Shared

0.00

None

753.55K

NVIDIA CORPORATION

DFND

COM

Shares485.03K

TypeSH

Market value$65.17M

0.87%

Sole

13.39K

Shared

0.00

None

471.64K

SELECT SECTOR SPDR TR

DFND

INDL

Shares458K

TypeSH

Market value$60.42M

0.80%

Sole

458K

Shared

0.00

None

0.00

SELECT SECTOR SPDR TR

DFND

FINANCIAL

Shares1.23M

TypeSH

Market value$59.48M

0.79%

Sole

1.23M

Shared

0.00

None

2.86K

BROADCOM INC

DFND

COM

Shares247.59K

TypeSH

Market value$57.42M

0.76%

Sole

2.27K

Shared

0.00

None

245.32K

ISHARES TR

DFND

EXPANDED TECH

Shares564.86K

TypeSH

Market value$56.98M

0.76%

Sole

516K

Shared

0.00

None

48.86K

ISHARES TR

DFND

IBOXX HI YD ETF

Shares618.36K

TypeSH

Market value$48.63M

0.65%

Sole

0.00

Shared

0.00

None

618.36K

ARISTA NETWORKS INC

DFND

COM SHS

Shares396.83K

TypeSH

Market value$43.86M

0.58%

Sole

0.00

Shared

0.00

None

396.83K

ISHARES TR

DFND

ISHS 1-5YR INVS

Shares828.74K

TypeSH

Market value$42.85M

0.57%

Sole

0.00

Shared

0.00

None

828.74K

ALPHABET INC

DFND

CAP STK CL C

Shares221.11K

TypeSH

Market value$42.12M

0.56%

Sole

0.00

Shared

0.00

None

221.11K

SPDR SER TR

DFND

BLOOMBERG SHT TE

Shares1.65M

TypeSH

Market value$41.75M

0.56%

Sole

0.00

Shared

0.00

None

1.65M

AMAZON COM INC

DFND

COM

Shares174.52K

TypeSH

Market value$38.30M

0.51%

Sole

2.96K

Shared

0.00

None

171.56K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ARES MANAGEMENT CORPORATIONDFND	CL A COM STK	13.36M	SH	$2.37B 31.51%	13.36M	0.00
SPDR S&P 500 ETF TRDFND	TR UNIT	1.97M	SH	$1.16B 15.40%	1.81M	152.06K
JEFFERIES FINL GROUP INCDFND	COM	9.25M	SH	$724.97M 9.66%	9.25M	0.00
INVESCO QQQ TRDFND	UNIT SER 1	1.10M	SH	$565.30M 7.53%	1.04M	58.86K
VANGUARD INDEX FDSDFND	S&P 500 ETF SHS	736.09K	SH	$398.18M 5.30%	720K	16.09K
ISHARES TRDFND	RUS 1000 GRW ETF	691K	SH	$279.99M 3.73%	691K	0.00
ISHARES TRDFND	IBOXX INV CP ETF	1.72M	SH	$183.91M 2.45%	1.01M	711.73K
ISHARES TRDFND	RUS 1000 ETF	400K	SH	$129.36M 1.72%	400K	0.00
CME GROUP INCDFND	COM	471.85K	SH	$109.58M 1.46%	471.85K	0.00
ISHARES TRDFND	CORE US AGGBD ET	1.05M	SH	$101.49M 1.35%	0.00	1.05M
SPDR GOLD TRDFND	GOLD SHS	399.95K	SH	$96.84M 1.29%	0.00	399.95K
BLOCK INCDFND	CL A	908.26K	SH	$77.19M 1.03%	908.26K	0.00
SELECT SECTOR SPDR TRDFND	TECHNOLOGY	305K	SH	$71.51M 0.95%	305K	0.00
ISHARES TRDFND	7-10 YR TRSY BD	753.55K	SH	$69.67M 0.93%	0.00	753.55K
NVIDIA CORPORATIONDFND	COM	485.03K	SH	$65.17M 0.87%	13.39K	471.64K
SELECT SECTOR SPDR TRDFND	INDL	458K	SH	$60.42M 0.80%	458K	0.00
SELECT SECTOR SPDR TRDFND	FINANCIAL	1.23M	SH	$59.48M 0.79%	1.23M	2.86K
BROADCOM INCDFND	COM	247.59K	SH	$57.42M 0.76%	2.27K	245.32K
ISHARES TRDFND	EXPANDED TECH	564.86K	SH	$56.98M 0.76%	516K	48.86K
ISHARES TRDFND	IBOXX HI YD ETF	618.36K	SH	$48.63M 0.65%	0.00	618.36K
ARISTA NETWORKS INCDFND	COM SHS	396.83K	SH	$43.86M 0.58%	0.00	396.83K
ISHARES TRDFND	ISHS 1-5YR INVS	828.74K	SH	$42.85M 0.57%	0.00	828.74K
ALPHABET INCDFND	CAP STK CL C	221.11K	SH	$42.12M 0.56%	0.00	221.11K
SPDR SER TRDFND	BLOOMBERG SHT TE	1.65M	SH	$41.75M 0.56%	0.00	1.65M
AMAZON COM INCDFND	COM	174.52K	SH	$38.30M 0.51%	2.96K	171.56K

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