Filed: 5/14/2026ACC: 0001193125-26-222692
📋 What this filing means
SUMITOMO MITSUI FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 167 equity positions with a total reported market value of $4.94B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
167
Positions
$4.94B
Total AUM (reported)
56.49M
Total Shares
Allocation by class
CL A COM STK$1.46B29.5%
COM$1.18B23.9%
TR UNIT$491.61M10.0%
GOLD SHS$253.90M5.1%
SPONSORED ADS$190.69M3.9%
CL A$135.69M2.7%
CORE US AGGBD ET$134.41M2.7%
Portfolio Concentration
Top 3$2.33B47.2%
4–10$1.00B20.3%
11–25$862.92M17.5%
Rest$741.97M15.0%
Top 3 weight
47.2%
Top 10 weight
67.5%
Voting Authority Distribution
Total shares with voting rights: 56.49M
Sole
Full voting authority
28.13M
shares
% of voting shares49.8%
Shared
Joint voting authority
10.34M
shares
% of voting shares18.3%
None
No voting authority
18.01M
shares
% of voting shares31.9%
Investment Discretion (by position count)
Sole0
Shared0
Other167
Dominant voting typeSole · 49.8% of voting shares
Institutional Holdings167
Rows:
ARES MANAGEMENT CORPORATION
DFNDShares13.36M
TypeSH
Market value$1.46B
29.54%
Sole
13.36M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
DFNDShares755.97K
TypeSH
Market value$491.61M
9.96%
Sole
616.70K
Shared
0.00
None
139.27K
JEFFERIES FINL GROUP INC
DFNDShares9.25M
TypeSH
Market value$381.63M
7.73%
Sole
9.25M
Shared
0.00
None
0.00
SPDR GOLD TR
DFNDShares590.06K
TypeSH
Market value$253.90M
5.14%
Sole
0.00
Shared
0.00
None
590.06K
POLESTAR AUTOMOTIVE HLDG UK
DFNDShares10.34M
TypeSH
Market value$190.49M
3.86%
Sole
0.00
Shared
10.34M
None
0.00
CME GROUP INC
DFNDShares471.85K
TypeSH
Market value$139.36M
2.82%
Sole
471.85K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares1.35M
TypeSH
Market value$134.41M
2.72%
Sole
0.00
Shared
0.00
None
1.35M
INVESCO QQQ TR
DFNDShares189.77K
TypeSH
Market value$109.53M
2.22%
Sole
130K
Shared
0.00
None
59.77K
ISHARES TR
DFNDShares835.04K
TypeSH
Market value$91.01M
1.84%
Sole
0.00
Shared
0.00
None
835.04K
NVIDIA CORPORATION
DFNDShares468.51K
TypeSH
Market value$81.71M
1.66%
Sole
0.00
Shared
0.00
None
468.51K
ISHARES TR
DFNDShares855.20K
TypeSH
Market value$81.62M
1.65%
Sole
0.00
Shared
0.00
None
855.20K
BROADCOM INC
DFNDShares238.90K
TypeSH
Market value$73.94M
1.50%
Sole
2.94K
Shared
0.00
None
235.95K
ALPHABET INC
DFNDShares255.44K
TypeSH
Market value$73.28M
1.48%
Sole
0.00
Shared
0.00
None
255.44K
ISHARES TR
DFNDShares206.94K
TypeSH
Market value$68.01M
1.38%
Sole
186K
Shared
0.00
None
20.94K
ISHARES TR
DFNDShares776.83K
TypeSH
Market value$61.80M
1.25%
Sole
0.00
Shared
0.00
None
776.83K
ARISTA NETWORKS INC
DFNDShares490.30K
TypeSH
Market value$60.20M
1.22%
Sole
0.00
Shared
0.00
None
490.30K
SPDR DOW JONES INDL AVERAGE
DFNDShares128K
TypeSH
Market value$59.29M
1.20%
Sole
128K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares1.04M
TypeSH
Market value$54.65M
1.11%
Sole
0.00
Shared
0.00
None
1.04M
BLOCK INC
DFNDShares907.93K
TypeSH
Market value$54.64M
1.11%
Sole
907.93K
Shared
0.00
None
0.00
SPDR SERIES TRUST
DFNDShares1.97M
TypeSH
Market value$49.16M
1.00%
Sole
0.00
Shared
0.00
None
1.97M
MICROSOFT CORP
DFNDShares126.98K
TypeSH
Market value$47.01M
0.95%
Sole
979.00
Shared
0.00
None
126.01K
AMAZON COM INC
DFNDShares223.14K
TypeSH
Market value$46.47M
0.94%
Sole
0.00
Shared
0.00
None
223.14K
META PLATFORMS INC
DFNDShares80.27K
TypeSH
Market value$45.93M
0.93%
Sole
347.00
Shared
0.00
None
79.93K
ISHARES TR
DFNDShares471.75K
TypeSH
Market value$44.79M
0.91%
Sole
0.00
Shared
0.00
None
471.75K
JPMORGAN CHASE & CO
DFNDShares143.25K
TypeSH
Market value$42.14M
0.85%
Sole
0.00
Shared
0.00
None
143.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARES MANAGEMENT CORPORATIONDFND | CL A COM STK | 13.36M | SH | $1.46B 29.54% | 13.36M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 755.97K | SH | $491.61M 9.96% | 616.70K | 0.00 | 139.27K |
JEFFERIES FINL GROUP INCDFND | COM | 9.25M | SH | $381.63M 7.73% | 9.25M | 0.00 | 0.00 |
SPDR GOLD TRDFND | GOLD SHS | 590.06K | SH | $253.90M 5.14% | 0.00 | 0.00 | 590.06K |
POLESTAR AUTOMOTIVE HLDG UKDFND | SPONSORED ADS | 10.34M | SH | $190.49M 3.86% | 0.00 | 10.34M | 0.00 |
CME GROUP INCDFND | COM | 471.85K | SH | $139.36M 2.82% | 471.85K | 0.00 | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 1.35M | SH | $134.41M 2.72% | 0.00 | 0.00 | 1.35M |
INVESCO QQQ TRDFND | UNIT SER 1 | 189.77K | SH | $109.53M 2.22% | 130K | 0.00 | 59.77K |
ISHARES TRDFND | IBOXX INV CP ETF | 835.04K | SH | $91.01M 1.84% | 0.00 | 0.00 | 835.04K |
NVIDIA CORPORATIONDFND | COM | 468.51K | SH | $81.71M 1.66% | 0.00 | 0.00 | 468.51K |
ISHARES TRDFND | 7-10 YR TRSY BD | 855.20K | SH | $81.62M 1.65% | 0.00 | 0.00 | 855.20K |
BROADCOM INCDFND | COM | 238.90K | SH | $73.94M 1.50% | 2.94K | 0.00 | 235.95K |
ALPHABET INCDFND | CAP STK CL C | 255.44K | SH | $73.28M 1.48% | 0.00 | 0.00 | 255.44K |
ISHARES TRDFND | ISHARES SEMICDTR | 206.94K | SH | $68.01M 1.38% | 186K | 0.00 | 20.94K |
ISHARES TRDFND | IBOXX HI YD ETF | 776.83K | SH | $61.80M 1.25% | 0.00 | 0.00 | 776.83K |
ARISTA NETWORKS INCDFND | COM SHS | 490.30K | SH | $60.20M 1.22% | 0.00 | 0.00 | 490.30K |
SPDR DOW JONES INDL AVERAGEDFND | UT SER 1 | 128K | SH | $59.29M 1.20% | 128K | 0.00 | 0.00 |
ISHARES TRDFND | ISHS 1-5YR INVS | 1.04M | SH | $54.65M 1.11% | 0.00 | 0.00 | 1.04M |
BLOCK INCDFND | CL A | 907.93K | SH | $54.64M 1.11% | 907.93K | 0.00 | 0.00 |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 1.97M | SH | $49.16M 1.00% | 0.00 | 0.00 | 1.97M |
MICROSOFT CORPDFND | COM | 126.98K | SH | $47.01M 0.95% | 979.00 | 0.00 | 126.01K |
AMAZON COM INCDFND | COM | 223.14K | SH | $46.47M 0.94% | 0.00 | 0.00 | 223.14K |
META PLATFORMS INCDFND | CL A | 80.27K | SH | $45.93M 0.93% | 347.00 | 0.00 | 79.93K |
ISHARES TRDFND | MBS ETF | 471.75K | SH | $44.79M 0.91% | 0.00 | 0.00 | 471.75K |
JPMORGAN CHASE & CODFND | COM | 143.25K | SH | $42.14M 0.85% | 0.00 | 0.00 | 143.25K |
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