SUMITOMO MITSUI FINANCIAL GROUP, INC.

Filed: 5/14/2025ACC: 0000950123-25-005053

📋 What this filing means

SUMITOMO MITSUI FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 183 equity positions with a total reported market value of $5.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

183

Positions

$5.46B

Total AUM (reported)

42.67M

Total Shares

Allocation by class

CL A COM STK$1.96B35.9%

COM$1.10B20.1%

TR UNIT$974.71M17.9%

RUS 1000 GRW ETF$249.51M4.6%

UNIT SER 1$155.26M2.8%

GOLD SHS$123.78M2.3%

CORE US AGGBD ET$112.02M2.1%

Portfolio Concentration

Top 3$3.43B62.8%

4–10$923.11M16.9%

11–25$615.40M11.3%

Rest$491.78M9.0%

Top 3 weight

62.8%

Top 10 weight

79.7%

Voting Authority Distribution

Total shares with voting rights: 42.67M

Sole

Full voting authority

27.05M

% of voting shares63.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

15.61M

% of voting shares36.6%

Investment Discretion (by position count)

Sole0

Shared0

Other183

Dominant voting typeSole · 63.4% of voting shares

Institutional Holdings183

Rows:

ARES MANAGEMENT CORPORATION

DFND

CL A COM STK

Shares13.36M

TypeSH

Market value$1.96B

35.89%

Sole

13.36M

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

DFND

TR UNIT

Shares1.74M

TypeSH

Market value$974.71M

17.85%

Sole

1.59M

Shared

0.00

None

155.75K

JEFFERIES FINL GROUP INC

DFND

COM

Shares9.25M

TypeSH

Market value$495.37M

9.07%

Sole

9.25M

Shared

0.00

None

0.00

ISHARES TR

DFND

RUS 1000 GRW ETF

Shares691K

TypeSH

Market value$249.51M

4.57%

Sole

691K

Shared

0.00

None

0.00

INVESCO QQQ TR

DFND

UNIT SER 1

Shares331.10K

TypeSH

Market value$155.26M

2.84%

Sole

260K

Shared

0.00

None

71.10K

CME GROUP INC

DFND

COM

Shares471.85K

TypeSH

Market value$125.18M

2.29%

Sole

471.85K

Shared

0.00

None

0.00

SPDR GOLD TR

DFND

GOLD SHS

Shares429.58K

TypeSH

Market value$123.78M

2.27%

Sole

0.00

Shared

0.00

None

429.58K

ISHARES TR

DFND

CORE US AGGBD ET

Shares1.13M

TypeSH

Market value$112.02M

2.05%

Sole

0.00

Shared

0.00

None

1.13M

ISHARES TR

DFND

IBOXX INV CP ETF

Shares747.02K

TypeSH

Market value$81.19M

1.49%

Sole

0.00

Shared

0.00

None

747.02K

ISHARES TR

DFND

7-10 YR TRSY BD

Shares798.55K

TypeSH

Market value$76.16M

1.39%

Sole

0.00

Shared

0.00

None

798.55K

NVIDIA CORPORATION

DFND

COM

Shares515.29K

TypeSH

Market value$55.85M

1.02%

Sole

4.13K

Shared

0.00

None

511.16K

ISHARES TR

DFND

IBOXX HI YD ETF

Shares652.07K

TypeSH

Market value$51.44M

0.94%

Sole

0.00

Shared

0.00

None

652.07K

BLOCK INC

DFND

CL A

Shares907.93K

TypeSH

Market value$49.33M

0.90%

Sole

907.93K

Shared

0.00

None

0.00

SPDR SER TR

DFND

BLOOMBERG SHT TE

Shares1.92M

TypeSH

Market value$48.22M

0.88%

Sole

0.00

Shared

0.00

None

1.92M

ISHARES TR

DFND

ISHS 1-5YR INVS

Shares861.60K

TypeSH

Market value$45.12M

0.83%

Sole

0.00

Shared

0.00

None

861.60K

BROADCOM INC

DFND

COM

Shares267.36K

TypeSH

Market value$44.77M

0.82%

Sole

3.15K

Shared

0.00

None

264.20K

META PLATFORMS INC

DFND

CL A

Shares70.56K

TypeSH

Market value$40.67M

0.74%

Sole

36.00

Shared

0.00

None

70.52K

ISHARES TR

DFND

MBS ETF

Shares424.19K

TypeSH

Market value$39.78M

0.73%

Sole

0.00

Shared

0.00

None

424.19K

MICROSOFT CORP

DFND

COM

Shares104.40K

TypeSH

Market value$39.20M

0.72%

Sole

3.53K

Shared

0.00

None

100.86K

ALPHABET INC

DFND

CAP STK CL C

Shares242.71K

TypeSH

Market value$37.92M

0.69%

Sole

0.00

Shared

0.00

None

242.71K

AMAZON COM INC

DFND

COM

Shares195.75K

TypeSH

Market value$37.24M

0.68%

Sole

0.00

Shared

0.00

None

195.75K

ARISTA NETWORKS INC

DFND

COM SHS

Shares462.13K

TypeSH

Market value$35.81M

0.66%

Sole

6.50K

Shared

0.00

None

455.63K

ISHARES TR

DFND

20 YR TR BD ETF

Shares353.04K

TypeSH

Market value$32.14M

0.59%

Sole

0.00

Shared

0.00

None

353.04K

JPMORGAN CHASE & CO.

DFND

COM

Shares124.10K

TypeSH

Market value$30.43M

0.56%

Sole

3.81K

Shared

0.00

None

120.29K

UNITEDHEALTH GROUP INC

DFND

COM

Shares52.49K

TypeSH

Market value$27.48M

0.50%

Sole

1.58K

Shared

0.00

None

50.91K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
ARES MANAGEMENT CORPORATIONDFND	CL A COM STK	13.36M	SH	$1.96B 35.89%	13.36M	0.00
SPDR S&P 500 ETF TRDFND	TR UNIT	1.74M	SH	$974.71M 17.85%	1.59M	155.75K
JEFFERIES FINL GROUP INCDFND	COM	9.25M	SH	$495.37M 9.07%	9.25M	0.00
ISHARES TRDFND	RUS 1000 GRW ETF	691K	SH	$249.51M 4.57%	691K	0.00
INVESCO QQQ TRDFND	UNIT SER 1	331.10K	SH	$155.26M 2.84%	260K	71.10K
CME GROUP INCDFND	COM	471.85K	SH	$125.18M 2.29%	471.85K	0.00
SPDR GOLD TRDFND	GOLD SHS	429.58K	SH	$123.78M 2.27%	0.00	429.58K
ISHARES TRDFND	CORE US AGGBD ET	1.13M	SH	$112.02M 2.05%	0.00	1.13M
ISHARES TRDFND	IBOXX INV CP ETF	747.02K	SH	$81.19M 1.49%	0.00	747.02K
ISHARES TRDFND	7-10 YR TRSY BD	798.55K	SH	$76.16M 1.39%	0.00	798.55K
NVIDIA CORPORATIONDFND	COM	515.29K	SH	$55.85M 1.02%	4.13K	511.16K
ISHARES TRDFND	IBOXX HI YD ETF	652.07K	SH	$51.44M 0.94%	0.00	652.07K
BLOCK INCDFND	CL A	907.93K	SH	$49.33M 0.90%	907.93K	0.00
SPDR SER TRDFND	BLOOMBERG SHT TE	1.92M	SH	$48.22M 0.88%	0.00	1.92M
ISHARES TRDFND	ISHS 1-5YR INVS	861.60K	SH	$45.12M 0.83%	0.00	861.60K
BROADCOM INCDFND	COM	267.36K	SH	$44.77M 0.82%	3.15K	264.20K
META PLATFORMS INCDFND	CL A	70.56K	SH	$40.67M 0.74%	36.00	70.52K
ISHARES TRDFND	MBS ETF	424.19K	SH	$39.78M 0.73%	0.00	424.19K
MICROSOFT CORPDFND	COM	104.40K	SH	$39.20M 0.72%	3.53K	100.86K
ALPHABET INCDFND	CAP STK CL C	242.71K	SH	$37.92M 0.69%	0.00	242.71K
AMAZON COM INCDFND	COM	195.75K	SH	$37.24M 0.68%	0.00	195.75K
ARISTA NETWORKS INCDFND	COM SHS	462.13K	SH	$35.81M 0.66%	6.50K	455.63K
ISHARES TRDFND	20 YR TR BD ETF	353.04K	SH	$32.14M 0.59%	0.00	353.04K
JPMORGAN CHASE & CO.DFND	COM	124.10K	SH	$30.43M 0.56%	3.81K	120.29K
UNITEDHEALTH GROUP INCDFND	COM	52.49K	SH	$27.48M 0.50%	1.58K	50.91K

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