Filed: 11/12/2025ACC: 0001193125-25-275787
📋 What this filing means
SUMITOMO MITSUI FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $5.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
171
Positions
$5.70B
Total AUM (reported)
44.97M
Total Shares
Allocation by class
CL A COM STK$2.14B37.5%
COM$1.39B24.4%
TR UNIT$590.48M10.4%
UNIT SER 1$189.95M3.3%
GOLD SHS$183.03M3.2%
CORE S&P500 ETF$140.55M2.5%
CORE US AGGBD ET$131.97M2.3%
Portfolio Concentration
Top 3$3.33B58.4%
4–10$947.29M16.6%
11–25$810.98M14.2%
Rest$613.44M10.8%
Top 3 weight
58.4%
Top 10 weight
75.0%
Voting Authority Distribution
Total shares with voting rights: 44.97M
Sole
Full voting authority
28.34M
shares
% of voting shares63.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.63M
shares
% of voting shares37.0%
Investment Discretion (by position count)
Sole0
Shared0
Other171
Dominant voting typeSole · 63.0% of voting shares
Institutional Holdings171
Rows:
ARES MANAGEMENT CORPORATION
DFNDShares13.36M
TypeSH
Market value$2.14B
37.46%
Sole
13.36M
Shared
0.00
None
0.00
JEFFERIES FINL GROUP INC
DFNDShares9.25M
TypeSH
Market value$604.94M
10.61%
Sole
9.25M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
DFNDShares886.37K
TypeSH
Market value$590.48M
10.35%
Sole
739.70K
Shared
0.00
None
146.67K
INVESCO QQQ TR
DFNDShares316.38K
TypeSH
Market value$189.95M
3.33%
Sole
260K
Shared
0.00
None
56.38K
SPDR GOLD TR
DFNDShares514.88K
TypeSH
Market value$183.03M
3.21%
Sole
0.00
Shared
0.00
None
514.88K
ISHARES TR
DFNDShares210K
TypeSH
Market value$140.55M
2.46%
Sole
210K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares1.32M
TypeSH
Market value$131.97M
2.31%
Sole
0.00
Shared
0.00
None
1.32M
CME GROUP INC
DFNDShares471.85K
TypeSH
Market value$127.49M
2.24%
Sole
471.85K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares470.63K
TypeSH
Market value$87.70M
1.54%
Sole
22.92K
Shared
0.00
None
447.71K
ISHARES TR
DFNDShares776.95K
TypeSH
Market value$86.61M
1.52%
Sole
0.00
Shared
0.00
None
776.95K
ISHARES TR
DFNDShares814.56K
TypeSH
Market value$78.57M
1.38%
Sole
0.00
Shared
0.00
None
814.56K
BROADCOM INC
DFNDShares225.31K
TypeSH
Market value$74.33M
1.30%
Sole
0.00
Shared
0.00
None
225.31K
BLOCK INC
DFNDShares908.50K
TypeSH
Market value$65.66M
1.15%
Sole
908.50K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
DFNDShares439.17K
TypeSH
Market value$63.99M
1.12%
Sole
0.00
Shared
0.00
None
439.17K
ALPHABET INC
DFNDShares261.68K
TypeSH
Market value$63.75M
1.12%
Sole
0.00
Shared
0.00
None
261.68K
SPDR SERIES TRUST
DFNDShares2.34M
TypeSH
Market value$59.99M
1.05%
Sole
0.00
Shared
0.00
None
2.34M
ISHARES TR
DFNDShares685.26K
TypeSH
Market value$55.64M
0.98%
Sole
0.00
Shared
0.00
None
685.26K
MICROSOFT CORP
DFNDShares103.06K
TypeSH
Market value$53.38M
0.94%
Sole
459.00
Shared
0.00
None
102.61K
ISHARES TR
DFNDShares1M
TypeSH
Market value$53.11M
0.93%
Sole
0.00
Shared
0.00
None
1M
META PLATFORMS INC
DFNDShares70.38K
TypeSH
Market value$51.69M
0.91%
Sole
66.00
Shared
0.00
None
70.32K
AMAZON COM INC
DFNDShares199.35K
TypeSH
Market value$43.77M
0.77%
Sole
252.00
Shared
0.00
None
199.09K
ISHARES TR
DFNDShares440.39K
TypeSH
Market value$41.90M
0.73%
Sole
0.00
Shared
0.00
None
440.39K
JPMORGAN CHASE & CO.
DFNDShares127.38K
TypeSH
Market value$40.18M
0.70%
Sole
292.00
Shared
0.00
None
127.08K
ISHARES TR
DFNDShares1.03M
TypeSH
Market value$32.55M
0.57%
Sole
0.00
Shared
0.00
None
1.03M
UNITEDHEALTH GROUP INC
DFNDShares94.03K
TypeSH
Market value$32.47M
0.57%
Sole
290.00
Shared
0.00
None
93.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARES MANAGEMENT CORPORATIONDFND | CL A COM STK | 13.36M | SH | $2.14B 37.46% | 13.36M | 0.00 | 0.00 |
JEFFERIES FINL GROUP INCDFND | COM | 9.25M | SH | $604.94M 10.61% | 9.25M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRDFND | TR UNIT | 886.37K | SH | $590.48M 10.35% | 739.70K | 0.00 | 146.67K |
INVESCO QQQ TRDFND | UNIT SER 1 | 316.38K | SH | $189.95M 3.33% | 260K | 0.00 | 56.38K |
SPDR GOLD TRDFND | GOLD SHS | 514.88K | SH | $183.03M 3.21% | 0.00 | 0.00 | 514.88K |
ISHARES TRDFND | CORE S&P500 ETF | 210K | SH | $140.55M 2.46% | 210K | 0.00 | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 1.32M | SH | $131.97M 2.31% | 0.00 | 0.00 | 1.32M |
CME GROUP INCDFND | COM | 471.85K | SH | $127.49M 2.24% | 471.85K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 470.63K | SH | $87.70M 1.54% | 22.92K | 0.00 | 447.71K |
ISHARES TRDFND | IBOXX INV CP ETF | 776.95K | SH | $86.61M 1.52% | 0.00 | 0.00 | 776.95K |
ISHARES TRDFND | 7-10 YR TRSY BD | 814.56K | SH | $78.57M 1.38% | 0.00 | 0.00 | 814.56K |
BROADCOM INCDFND | COM | 225.31K | SH | $74.33M 1.30% | 0.00 | 0.00 | 225.31K |
BLOCK INCDFND | CL A | 908.50K | SH | $65.66M 1.15% | 908.50K | 0.00 | 0.00 |
ARISTA NETWORKS INCDFND | COM SHS | 439.17K | SH | $63.99M 1.12% | 0.00 | 0.00 | 439.17K |
ALPHABET INCDFND | CAP STK CL C | 261.68K | SH | $63.75M 1.12% | 0.00 | 0.00 | 261.68K |
SPDR SERIES TRUSTDFND | BLOOMBERG SHT TE | 2.34M | SH | $59.99M 1.05% | 0.00 | 0.00 | 2.34M |
ISHARES TRDFND | IBOXX HI YD ETF | 685.26K | SH | $55.64M 0.98% | 0.00 | 0.00 | 685.26K |
MICROSOFT CORPDFND | COM | 103.06K | SH | $53.38M 0.94% | 459.00 | 0.00 | 102.61K |
ISHARES TRDFND | ISHS 1-5YR INVS | 1M | SH | $53.11M 0.93% | 0.00 | 0.00 | 1M |
META PLATFORMS INCDFND | CL A | 70.38K | SH | $51.69M 0.91% | 66.00 | 0.00 | 70.32K |
AMAZON COM INCDFND | COM | 199.35K | SH | $43.77M 0.77% | 252.00 | 0.00 | 199.09K |
ISHARES TRDFND | MBS ETF | 440.39K | SH | $41.90M 0.73% | 0.00 | 0.00 | 440.39K |
JPMORGAN CHASE & CO.DFND | COM | 127.38K | SH | $40.18M 0.70% | 292.00 | 0.00 | 127.08K |
ISHARES TRDFND | PFD AND INCM SEC | 1.03M | SH | $32.55M 0.57% | 0.00 | 0.00 | 1.03M |
UNITEDHEALTH GROUP INCDFND | COM | 94.03K | SH | $32.47M 0.57% | 290.00 | 0.00 | 93.74K |
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