13F COMBINATION REPORT
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000950123-25-005053
Total Value
$5.46B
Positions
194
Other Managers
4
Confidential Omitted
No
Holdings (194)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $1.96B | 35.89% |
| 2 | SPDR S&P 500 ETF TR | SPY | 1,586,700 | $887.6M | 16.26% |
| 3 | JEFFERIES FINL GROUP INC | 47233W109 | 9,247,081 | $495.4M | 9.07% |
| 4 | ISHARES TR | 464287614 | 691,000 | $249.5M | 4.57% |
| 5 | CME GROUP INC | CME | 471,846 | $125.2M | 2.29% |
| 6 | SPDR GOLD TR | GLD | 429,585 | $123.8M | 2.27% |
| 7 | INVESCO QQQ TR | IVZ | 260,000 | $121.9M | 2.23% |
| 8 | ISHARES TR | 464287226 | 1,132,463 | $112.0M | 2.05% |
| 9 | SPDR S&P 500 ETF TR | SPY | 155,746 | $87.1M | 1.60% |
| 10 | ISHARES TR | 464287242 | 747,022 | $81.2M | 1.49% |
| 11 | ISHARES TR | 464287440 | 798,546 | $76.2M | 1.39% |
| 12 | NVIDIA CORPORATION | NVDA | 511,163 | $55.4M | 1.01% |
| 13 | ISHARES TR | 464288513 | 652,074 | $51.4M | 0.94% |
| 14 | BLOCK INC | BSQKZ | 907,930 | $49.3M | 0.90% |
| 15 | SPDR SER TR | 78468R408 | 1,916,482 | $48.2M | 0.88% |
| 16 | ISHARES TR | 464288646 | 861,603 | $45.1M | 0.83% |
| 17 | BROADCOM INC | AVGO | 264,205 | $44.2M | 0.81% |
| 18 | META PLATFORMS INC | META | 70,522 | $40.6M | 0.74% |
| 19 | ISHARES TR | 464288588 | 424,188 | $39.8M | 0.73% |
| 20 | ALPHABET INC | GOOG | 242,707 | $37.9M | 0.69% |
| 21 | MICROSOFT CORP | MSFT | 100,865 | $37.9M | 0.69% |
| 22 | AMAZON COM INC | AMZN | 195,749 | $37.2M | 0.68% |
| 23 | ARISTA NETWORKS INC | ANET | 455,630 | $35.3M | 0.65% |
| 24 | INVESCO QQQ TR | IVZ | 69,707 | $32.7M | 0.60% |
| 25 | ISHARES TR | 464287432 | 353,044 | $32.1M | 0.59% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 120,289 | $29.5M | 0.54% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 50,910 | $26.7M | 0.49% |
| 28 | ISHARES TR | 464288687 | 838,860 | $25.8M | 0.47% |
| 29 | INTUIT | INTU | 40,301 | $24.7M | 0.45% |
| 30 | BOSTON SCIENTIFIC CORP | BSX | 205,642 | $20.7M | 0.38% |
| 31 | INVESCO EXCH TRADED FD TR II | IVZ | 740,957 | $19.8M | 0.36% |
| 32 | AMGEN INC | AMGN | 61,643 | $19.2M | 0.35% |
| 33 | BLACKROCK INC | BLK | 19,695 | $18.6M | 0.34% |
| 34 | GRAINGER W W INC | 384802104 | 18,682 | $18.5M | 0.34% |
| 35 | AIR PRODS & CHEMS INC | AIIR | 60,016 | $17.7M | 0.32% |
| 36 | D R HORTON INC | 23331A109 | 129,866 | $16.5M | 0.30% |
| 37 | COCA COLA CO | KO | 226,306 | $16.2M | 0.30% |
| 38 | AMERICAN EXPRESS CO | AXP | 57,950 | $15.6M | 0.29% |
| 39 | ISHARES TR | 46429B267 | 665,849 | $15.3M | 0.28% |
| 40 | GE AEROSPACE | 369604301 | 68,181 | $13.6M | 0.25% |
| 41 | FIRST SOLAR INC | FSLR | 101,659 | $12.9M | 0.24% |
| 42 | ISHARES TR | 464287739 | 126,934 | $12.2M | 0.22% |
| 43 | ISHARES TR | 464288679 | 97,709 | $10.8M | 0.20% |
| 44 | ISHARES TR | 464287457 | 116,999 | $9.7M | 0.18% |
| 45 | SELECT SECTOR SPDR TR | 81369Y308 | 117,716 | $9.6M | 0.18% |
| 46 | COSTCO WHSL CORP NEW | 22160K105 | 9,570 | $9.1M | 0.17% |
| 47 | VANGUARD INDEX FDS | 922908363 | 17,136 | $8.8M | 0.16% |
| 48 | VANGUARD WORLD FD | 92204A702 | 15,980 | $8.7M | 0.16% |
| 49 | QUALCOMM INC | QCOM | 55,070 | $8.5M | 0.15% |
| 50 | VANGUARD SCOTTSDALE FDS | 92206C409 | 102,367 | $8.1M | 0.15% |
| 51 | ULTA BEAUTY INC | ULTA | 20,558 | $7.5M | 0.14% |
| 52 | SELECT SECTOR SPDR TR | 81369Y886 | 91,118 | $7.2M | 0.13% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C813 | 91,751 | $7.0M | 0.13% |
| 54 | ISHARES TR | 464287515 | 77,707 | $6.9M | 0.13% |
| 55 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 94,624 | $6.0M | 0.11% |
| 56 | ISHARES TR | 46429B598 | 106,990 | $5.5M | 0.10% |
| 57 | ISHARES TR | 46436E718 | 53,356 | $5.4M | 0.10% |
| 58 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 210,426 | $5.2M | 0.10% |
| 59 | SCHWAB STRATEGIC TR | 808524797 | 179,623 | $5.0M | 0.09% |
| 60 | ISHARES TR | 464287176 | 42,336 | $4.7M | 0.09% |
| 61 | HOME DEPOT INC | HD | 12,228 | $4.5M | 0.08% |
| 62 | TEXAS INSTRS INC | 882508104 | 24,294 | $4.4M | 0.08% |
| 63 | ISHARES TR | 464288661 | 36,031 | $4.3M | 0.08% |
| 64 | VANGUARD SCOTTSDALE FDS | 92206C870 | 50,556 | $4.1M | 0.08% |
| 65 | ISHARES TR | 464287796 | 81,283 | $4.0M | 0.07% |
| 66 | ISHARES TR | 464287523 | 20,497 | $3.9M | 0.07% |
| 67 | PROCTER AND GAMBLE CO | 742718109 | 22,453 | $3.8M | 0.07% |
| 68 | PEPSICO INC | PEP | 22,642 | $3.4M | 0.06% |
| 69 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 31,778 | $3.2M | 0.06% |
| 70 | PFIZER INC | PFE | 112,855 | $2.9M | 0.05% |
| 71 | RALPH LAUREN CORP | RL | 11,703 | $2.6M | 0.05% |
| 72 | SPDR SER TR | 78464A763 | 18,920 | $2.6M | 0.05% |
| 73 | AT&T INC | T-PC | 86,887 | $2.5M | 0.05% |
| 74 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 39,558 | $2.4M | 0.04% |
| 75 | ISHARES TR | 46434V647 | 97,007 | $2.4M | 0.04% |
| 76 | WISDOMTREE TR | WT | 72,481 | $2.4M | 0.04% |
| 77 | CISCO SYS INC | CSCO | 33,336 | $2.1M | 0.04% |
| 78 | ISHARES TR | 464287234 | 45,839 | $2.0M | 0.04% |
| 79 | PIMCO ETF TR | 72201R775 | 18,080 | $1.7M | 0.03% |
| 80 | ISHARES TR | 464288810 | 25,920 | $1.6M | 0.03% |
| 81 | SYSCO CORP | SYY | 20,592 | $1.5M | 0.03% |
| 82 | BANK NEW YORK MELLON CORP | 064058100 | 17,462 | $1.5M | 0.03% |
| 83 | VANGUARD WORLD FD | 92204A108 | 4,230 | $1.4M | 0.03% |
| 84 | ISHARES TR | 464288281 | 15,193 | $1.4M | 0.03% |
| 85 | MICROSOFT CORP | MSFT | 3,533 | $1.3M | 0.02% |
| 86 | OMNICOM GROUP INC | OMC | 15,073 | $1.2M | 0.02% |
| 87 | GENERAL MLS INC | 370334104 | 20,121 | $1.2M | 0.02% |
| 88 | GLOBAL X FDS | 37954Y673 | 29,175 | $1.1M | 0.02% |
| 89 | VANGUARD INDEX FDS | 922908553 | 11,747 | $1.1M | 0.02% |
| 90 | VANGUARD WORLD FD | 92204A504 | 3,986 | $1.1M | 0.02% |
| 91 | SELECT SECTOR SPDR TR | 81369Y852 | 10,813 | $1.0M | 0.02% |
| 92 | ISHARES INC | 46434G103 | 19,151 | $1.0M | 0.02% |
| 93 | SPDR SER TR | 78464A870 | 11,629 | $943,112 | 0.02% |
| 94 | JPMORGAN CHASE & CO. | VYLD | 3,810 | $925,259 | 0.02% |
| 95 | VANECK ETF TRUST | 92189F106 | 18,816 | $864,972 | 0.02% |
| 96 | ISHARES TR | 464287168 | 6,392 | $858,382 | 0.02% |
| 97 | UNITEDHEALTH GROUP INC | UNH | 1,580 | $815,343 | 0.01% |
| 98 | ISHARES TR | 464287556 | 6,061 | $775,202 | 0.01% |
| 99 | VERIZON COMMUNICATIONS INC | VZ | 16,824 | $763,137 | 0.01% |
| 100 | MONDELEZ INTL INC | 609207105 | 10,927 | $741,397 | 0.01% |
| 101 | INVESCO QQQ TR | IVZ | 1,397 | $655,109 | 0.01% |
| 102 | ILLINOIS TOOL WKS INC | 452308109 | 2,511 | $622,753 | 0.01% |
| 103 | KIMBERLY-CLARK CORP | KMB | 4,192 | $596,186 | 0.01% |
| 104 | HUMANA INC | HUM | 2,200 | $582,076 | 0.01% |
| 105 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,501 | $578,540 | 0.01% |
| 106 | PROSHARES TR | 74349Y753 | 12,000 | $534,840 | 0.01% |
| 107 | BROADCOM INC | AVGO | 3,150 | $532,728 | 0.01% |
| 108 | ARISTA NETWORKS INC | ANET | 6,500 | $506,610 | 0.01% |
| 109 | MICRON TECHNOLOGY INC | MU | 5,300 | $468,732 | 0.01% |
| 110 | NVIDIA CORPORATION | NVDA | 4,126 | $452,498 | 0.01% |
| 111 | APPLIED MATLS INC | 038222105 | 3,000 | $435,180 | 0.01% |
| 112 | TWILIO INC | TWLO | 4,000 | $395,920 | 0.01% |
| 113 | ARM HOLDINGS PLC | 042068205 | 3,516 | $379,025 | 0.01% |
| 114 | LAM RESEARCH CORP | LRCX | 4,750 | $344,898 | 0.01% |
| 115 | WALMART INC | WMT | 4,000 | $340,600 | 0.01% |
| 116 | ISHARES TR | 46435G342 | 14,223 | $319,093 | 0.01% |
| 117 | VANECK ETF TRUST | 92189F791 | 4,857 | $277,820 | 0.01% |
| 118 | CORNING INC | GLW | 5,900 | $270,574 | 0.00% |
| 119 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,195 | $254,510 | 0.00% |
| 120 | ABBVIE INC | ABBV | 1,230 | $252,507 | 0.00% |
| 121 | ISHARES TR | 46434V886 | 5,625 | $235,884 | 0.00% |
| 122 | DISNEY WALT CO | 254687106 | 2,400 | $235,368 | 0.00% |
| 123 | FIDELITY COVINGTON TRUST | 316092386 | 5,095 | $220,639 | 0.00% |
| 124 | ISHARES INC | 46434G822 | 3,179 | $217,952 | 0.00% |
| 125 | NETFLIX INC | NFLX | 200 | $186,770 | 0.00% |
| 126 | COSTCO WHSL CORP NEW | 22160K105 | 200 | $185,932 | 0.00% |
| 127 | ISHARES TR | 464288851 | 1,955 | $184,904 | 0.00% |
| 128 | ISHARES TR | 464287655 | 901 | $179,740 | 0.00% |
| 129 | TAIWAN SEMICONDUCTOR MFG LTD | 874039950 | 10,000 | $169,293 | 0.00% |
| 130 | INTERNATIONAL BUSINESS MACHS | INTR | 660 | $161,040 | 0.00% |
| 131 | PALANTIR TECHNOLOGIES INC | PLTR | 1,800 | $154,530 | 0.00% |
| 132 | FREEPORT-MCMORAN INC | FCX | 4,000 | $153,680 | 0.00% |
| 133 | SELECT SECTOR SPDR TR | 81369Y506 | 1,625 | $151,856 | 0.00% |
| 134 | ARISTA NETWORKS INC | ANET | 15,000 | $142,463 | 0.00% |
| 135 | BROADCOM INC | AVGO | 7,500 | $134,231 | 0.00% |
| 136 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 4,633 | $132,596 | 0.00% |
| 137 | MICRON TECHNOLOGY INC | MU | 16,000 | $131,347 | 0.00% |
| 138 | INVESCO QQQ TR | IVZ | 5,000 | $126,674 | 0.00% |
| 139 | CAPITAL ONE FINL CORP | 14040H105 | 700 | $121,471 | 0.00% |
| 140 | UNITEDHEALTH GROUP INC | UNH | 7,500 | $114,846 | 0.00% |
| 141 | JPMORGAN CHASE & CO. | VYLD | 7,000 | $110,046 | 0.00% |
| 142 | ARM HOLDINGS PLC | 042068955 | 4,000 | $109,472 | 0.00% |
| 143 | APPLIED MATLS INC | 038222955 | 8,000 | $106,737 | 0.00% |
| 144 | CROWDSTRIKE HLDGS INC | CRWD | 297 | $106,062 | 0.00% |
| 145 | ISHARES TR | 46435U549 | 2,196 | $104,266 | 0.00% |
| 146 | 3M CO | MMM | 700 | $101,388 | 0.00% |
| 147 | CROWDSTRIKE HLDGS INC | CRWD | 3,000 | $101,082 | 0.00% |
| 148 | VANGUARD WORLD FD | 921910733 | 938 | $90,508 | 0.00% |
| 149 | LAM RESEARCH CORP | LRCX | 8,000 | $87,283 | 0.00% |
| 150 | ZSCALER INC | ZS | 9,032 | $85,698 | 0.00% |
| 151 | ZSCALER INC | ZS | 371 | $76,849 | 0.00% |
| 152 | WISDOMTREE TR | WT | 2,351 | $72,575 | 0.00% |
| 153 | CAPITAL ONE FINL CORP | 14040H955 | 5,000 | $71,909 | 0.00% |
| 154 | NVIDIA CORPORATION | NVDA | 158,100 | $63,046 | 0.00% |
| 155 | CORNING INC | GLW | 20,000 | $61,252 | 0.00% |
| 156 | APPLE INC | AAPL | 275 | $59,923 | 0.00% |
| 157 | OKTA INC | OKTA | 495 | $53,455 | 0.00% |
| 158 | SELECT SECTOR SPDR TR | 81369Y100 | 593 | $50,986 | 0.00% |
| 159 | TWILIO INC | TWLO | 4,000 | $46,706 | 0.00% |
| 160 | ISHARES TR | 46434V639 | 1,130 | $44,036 | 0.00% |
| 161 | WALMART INC | WMT | 10,000 | $40,750 | 0.00% |
| 162 | OKTA INC | OKTA | 6,567 | $40,474 | 0.00% |
| 163 | SELECT SECTOR SPDR TR | 81369Y605 | 720 | $35,863 | 0.00% |
| 164 | ISHARES TR | 46429B697 | 364 | $34,070 | 0.00% |
| 165 | AMAZON COM INC | AMZN | 18,736 | $27,007 | 0.00% |
| 166 | BARRICK GOLD CORP | 067901908 | 65,682 | $26,741 | 0.00% |
| 167 | META PLATFORMS INC | META | 36 | $20,763 | 0.00% |
| 168 | ABBVIE INC | ABBV | 9,000 | $20,025 | 0.00% |
| 169 | INTUITIVE SURGICAL INC | ISRG | 40 | $19,674 | 0.00% |
| 170 | COSTCO WHSL CORP NEW | 22160K955 | 500 | $19,324 | 0.00% |
| 171 | CAPITAL ONE FINL CORP | 14040H905 | 2,000 | $17,098 | 0.00% |
| 172 | CROWDSTRIKE HLDGS INC | CRWD | 1,935 | $16,515 | 0.00% |
| 173 | INVESCO EXCH TRADED FD TR II | IVZ | 196 | $14,645 | 0.00% |
| 174 | APPLIED MATLS INC | 038222905 | 4,000 | $13,100 | 0.00% |
| 175 | ARCHER DANIELS MIDLAND CO | ADM | 234 | $11,234 | 0.00% |
| 176 | ON SEMICONDUCTOR CORP | ON | 271 | $11,095 | 0.00% |
| 177 | EBAY INC. | EBAY | 161 | $10,813 | 0.00% |
| 178 | META PLATFORMS INC | META | 2,770 | $9,556 | 0.00% |
| 179 | ARISTA NETWORKS INC | ANET | 6,000 | $9,150 | 0.00% |
| 180 | BROADCOM INC | AVGO | 2,500 | $9,125 | 0.00% |
| 181 | LAM RESEARCH CORP | LRCX | 5,000 | $8,641 | 0.00% |
| 182 | UBER TECHNOLOGIES INC | UBER | 3,700 | $8,087 | 0.00% |
| 183 | MICRON TECHNOLOGY INC | MU | 4,000 | $7,220 | 0.00% |
| 184 | CORNING INC | GLW | 6,000 | $6,840 | 0.00% |
| 185 | HUNT J B TRANS SVCS INC | 445658107 | 37 | $5,474 | 0.00% |
| 186 | APPLE INC | AAPL | 5,200 | $5,122 | 0.00% |
| 187 | CARNIVAL CORP | CUKPF | 250 | $4,968 | 0.00% |
| 188 | ALPHABET INC | GOOG | 1,725 | $4,570 | 0.00% |
| 189 | GLOBAL X FDS | 37950E408 | 200 | $4,466 | 0.00% |
| 190 | EXCHANGE TRADED CONCEPTS TRU | 301505889 | 110 | $4,198 | 0.00% |
| 191 | TESLA INC | TSLA | 9 | $2,372 | 0.00% |
| 192 | ARM HOLDINGS PLC | 042068905 | 22,500 | $1,682 | 0.00% |
| 193 | GOLDMAN SACHS GROUP INC | GSCE | 2,000 | $640 | 0.00% |
| 194 | QUALCOMM INC | QCOM | 3,736 | $16 | 0.00% |