Filed: 8/13/2026ACC: 0001193125-26-347838
📋 What this filing means
SUMITOMO MITSUI FINANCIAL GROUP, INC. filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $5.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$5.27B
Total AUM (reported)
53.76M
Total Shares
Allocation by class
CL A COM STK$1.49B28.2%
COM$1.12B21.2%
TR UNIT$572.94M10.9%
UNIT SER 1$290.29M5.5%
GOLD SHS$227.59M4.3%
SPONSORED ADS$194.46M3.7%
CL A$171.18M3.2%
Portfolio Concentration
Top 3$2.38B45.2%
4–10$1.17B22.2%
11–25$971.43M18.4%
Rest$750.23M14.2%
Top 3 weight
45.2%
Top 10 weight
67.3%
Voting Authority Distribution
Total shares with voting rights: 53.76M
Sole
Full voting authority
24.92M
shares
% of voting shares46.4%
Shared
Joint voting authority
10.34M
shares
% of voting shares19.2%
None
No voting authority
18.50M
shares
% of voting shares34.4%
Investment Discretion (by position count)
Sole0
Shared0
Other180
Dominant voting typeSole · 46.4% of voting shares
Institutional Holdings180
Rows:
ARES MANAGEMENT CORPORATION
DFNDShares13.36M
TypeSH
Market value$1.49B
28.22%
Sole
13.36M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
DFNDShares767.22K
TypeSH
Market value$572.94M
10.87%
Sole
616.70K
Shared
0.00
None
150.52K
JEFFERIES FINL GROUP INC
DFNDShares6.43M
TypeSH
Market value$321.34M
6.10%
Sole
6.43M
Shared
0.00
None
0.00
INVESCO QQQ TR
DFNDShares394.21K
TypeSH
Market value$290.29M
5.51%
Sole
332.44K
Shared
0.00
None
61.77K
SPDR GOLD TR
DFNDShares617.83K
TypeSH
Market value$227.59M
4.32%
Sole
0.00
Shared
0.00
None
617.83K
POLESTAR AUTOMOTIVE HLDG UK
DFNDShares10.34M
TypeSH
Market value$194.21M
3.68%
Sole
0.00
Shared
10.34M
None
0.00
ISHARES TR
DFNDShares1.34M
TypeSH
Market value$132.24M
2.51%
Sole
0.00
Shared
0.00
None
1.34M
SELECT SECTOR SPDR TR
DFNDShares2.44M
TypeSH
Market value$124.09M
2.35%
Sole
2.44M
Shared
0.00
None
1.19K
CME GROUP INC
DFNDShares471.85K
TypeSH
Market value$104.20M
1.98%
Sole
471.85K
Shared
0.00
None
0.00
NVIDIA CORPORATION
DFNDShares475.44K
TypeSH
Market value$95.13M
1.80%
Sole
3.16K
Shared
0.00
None
472.28K
ISHARES TR
DFNDShares859.21K
TypeSH
Market value$93.71M
1.78%
Sole
0.00
Shared
0.00
None
859.21K
ALPHABET INC
DFNDShares256.15K
TypeSH
Market value$90.50M
1.72%
Sole
0.00
Shared
0.00
None
256.15K
BROADCOM INC
DFNDShares239.51K
TypeSH
Market value$90.48M
1.72%
Sole
2K
Shared
0.00
None
237.51K
ARISTA NETWORKS INC
DFNDShares495.82K
TypeSH
Market value$84.23M
1.60%
Sole
5.75K
Shared
0.00
None
490.07K
ISHARES TR
DFNDShares877.33K
TypeSH
Market value$82.97M
1.57%
Sole
0.00
Shared
0.00
None
877.33K
BLOCK INC
DFNDShares909.32K
TypeSH
Market value$69.11M
1.31%
Sole
909.32K
Shared
0.00
None
0.00
ISHARES TR
DFNDShares780.47K
TypeSH
Market value$62.41M
1.18%
Sole
0.00
Shared
0.00
None
780.47K
ISHARES TR
DFNDShares1.04M
TypeSH
Market value$54.48M
1.03%
Sole
0.00
Shared
0.00
None
1.04M
AMAZON COM INC
DFNDShares227.09K
TypeSH
Market value$54.12M
1.03%
Sole
0.00
Shared
0.00
None
227.09K
SPDR SERIES TRUST
DFNDShares2.06M
TypeSH
Market value$51.59M
0.98%
Sole
0.00
Shared
0.00
None
2.06M
GE AEROSPACE
DFNDShares130.27K
TypeSH
Market value$48.68M
0.92%
Sole
2.40K
Shared
0.00
None
127.87K
META PLATFORMS INC
DFNDShares86.42K
TypeSH
Market value$48.68M
0.92%
Sole
4.07K
Shared
0.00
None
82.35K
JPMORGAN CHASE & CO
DFNDShares145.97K
TypeSH
Market value$47.78M
0.91%
Sole
122.00
Shared
0.00
None
145.85K
MICROSOFT CORP
DFNDShares125.95K
TypeSH
Market value$46.98M
0.89%
Sole
2.12K
Shared
0.00
None
123.83K
AMPHENOL CORP
DFNDShares259.13K
TypeSH
Market value$45.69M
0.87%
Sole
0.00
Shared
0.00
None
259.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARES MANAGEMENT CORPORATIONDFND | CL A COM STK | 13.36M | SH | $1.49B 28.22% | 13.36M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 767.22K | SH | $572.94M 10.87% | 616.70K | 0.00 | 150.52K |
JEFFERIES FINL GROUP INCDFND | COM | 6.43M | SH | $321.34M 6.10% | 6.43M | 0.00 | 0.00 |
INVESCO QQQ TRDFND | UNIT SER 1 | 394.21K | SH | $290.29M 5.51% | 332.44K | 0.00 | 61.77K |
SPDR GOLD TRDFND | GOLD SHS | 617.83K | SH | $227.59M 4.32% | 0.00 | 0.00 | 617.83K |
POLESTAR AUTOMOTIVE HLDG UKDFND | SPONSORED ADS | 10.34M | SH | $194.21M 3.68% | 0.00 | 10.34M | 0.00 |
ISHARES TRDFND | CORE US AGGBD ET | 1.34M | SH | $132.24M 2.51% | 0.00 | 0.00 | 1.34M |
SELECT SECTOR SPDR TRDFND | ST STR MATER ETF | 2.44M | SH | $124.09M 2.35% | 2.44M | 0.00 | 1.19K |
CME GROUP INCDFND | COM | 471.85K | SH | $104.20M 1.98% | 471.85K | 0.00 | 0.00 |
NVIDIA CORPORATIONDFND | COM | 475.44K | SH | $95.13M 1.80% | 3.16K | 0.00 | 472.28K |
ISHARES TRDFND | IBOXX INV CP ETF | 859.21K | SH | $93.71M 1.78% | 0.00 | 0.00 | 859.21K |
ALPHABET INCDFND | CAP STK CL C | 256.15K | SH | $90.50M 1.72% | 0.00 | 0.00 | 256.15K |
BROADCOM INCDFND | COM | 239.51K | SH | $90.48M 1.72% | 2K | 0.00 | 237.51K |
ARISTA NETWORKS INCDFND | COM SHS | 495.82K | SH | $84.23M 1.60% | 5.75K | 0.00 | 490.07K |
ISHARES TRDFND | 7-10 YR TRSY BD | 877.33K | SH | $82.97M 1.57% | 0.00 | 0.00 | 877.33K |
BLOCK INCDFND | CL A | 909.32K | SH | $69.11M 1.31% | 909.32K | 0.00 | 0.00 |
ISHARES TRDFND | IBOXX HI YD ETF | 780.47K | SH | $62.41M 1.18% | 0.00 | 0.00 | 780.47K |
ISHARES TRDFND | ISHS 1-5YR INVS | 1.04M | SH | $54.48M 1.03% | 0.00 | 0.00 | 1.04M |
AMAZON COM INCDFND | COM | 227.09K | SH | $54.12M 1.03% | 0.00 | 0.00 | 227.09K |
SPDR SERIES TRUSTDFND | ST TERM HIGH ETF | 2.06M | SH | $51.59M 0.98% | 0.00 | 0.00 | 2.06M |
GE AEROSPACEDFND | COM NEW | 130.27K | SH | $48.68M 0.92% | 2.40K | 0.00 | 127.87K |
META PLATFORMS INCDFND | CL A | 86.42K | SH | $48.68M 0.92% | 4.07K | 0.00 | 82.35K |
JPMORGAN CHASE & CODFND | COM | 145.97K | SH | $47.78M 0.91% | 122.00 | 0.00 | 145.85K |
MICROSOFT CORPDFND | COM | 125.95K | SH | $46.98M 0.89% | 2.12K | 0.00 | 123.83K |
AMPHENOL CORPDFND | CL A | 259.13K | SH | $45.69M 0.87% | 0.00 | 0.00 | 259.13K |
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