13F COMBINATION REPORT
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0000950123-25-007705
Total Value
$6.14B
Positions
239
Other Managers
4
Confidential Omitted
No
Holdings (239)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $2.31B | 37.70% |
| 2 | SPDR S&P 500 ETF TR | SPY | 986,700 | $609.6M | 9.93% |
| 3 | JEFFERIES FINL GROUP INC | 47233W109 | 9,247,081 | $505.7M | 8.24% |
| 4 | ISHARES TR | 464287242 | 3,680,000 | $403.4M | 6.57% |
| 5 | SPDR GOLD TR | GLD | 477,869 | $145.7M | 2.37% |
| 6 | INVESCO QQQ TR | IVZ | 260,000 | $143.4M | 2.34% |
| 7 | SELECT SECTOR SPDR TR | 81369Y803 | 550,000 | $139.3M | 2.27% |
| 8 | CME GROUP INC | CME | 471,846 | $130.1M | 2.12% |
| 9 | ISHARES TR | 464287226 | 1,202,110 | $119.2M | 1.94% |
| 10 | SPDR S&P 500 ETF TR | SPY | 154,546 | $95.5M | 1.56% |
| 11 | ISHARES TR | 464287242 | 743,974 | $81.5M | 1.33% |
| 12 | NVIDIA CORPORATION | NVDA | 494,069 | $78.1M | 1.27% |
| 13 | ISHARES TR | 464287440 | 814,133 | $78.0M | 1.27% |
| 14 | BROADCOM INC | AVGO | 251,423 | $69.3M | 1.13% |
| 15 | BLOCK INC | BSQKZ | 907,930 | $61.7M | 1.00% |
| 16 | META PLATFORMS INC | META | 72,300 | $53.4M | 0.87% |
| 17 | ISHARES TR | 464288513 | 651,552 | $52.5M | 0.86% |
| 18 | SPDR SERIES TRUST | 78468R408 | 2,023,706 | $51.6M | 0.84% |
| 19 | MICROSOFT CORP | MSFT | 101,516 | $50.5M | 0.82% |
| 20 | ISHARES INC | 464286772 | 680,000 | $48.8M | 0.79% |
| 21 | ARISTA NETWORKS INC | ANET | 469,954 | $48.1M | 0.78% |
| 22 | ISHARES TR | 464288646 | 900,636 | $47.5M | 0.77% |
| 23 | AMAZON COM INC | AMZN | 205,272 | $45.0M | 0.73% |
| 24 | ALPHABET INC | GOOG | 251,862 | $44.7M | 0.73% |
| 25 | ISHARES TR | 464288588 | 433,948 | $40.7M | 0.66% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 126,034 | $36.5M | 0.60% |
| 27 | INVESCO QQQ TR | IVZ | 65,412 | $36.1M | 0.59% |
| 28 | INTUIT | INTU | 42,982 | $33.9M | 0.55% |
| 29 | ISHARES TR | 464287432 | 358,426 | $31.6M | 0.52% |
| 30 | ISHARES TR | 464288687 | 836,063 | $25.7M | 0.42% |
| 31 | BOSTON SCIENTIFIC CORP | BSX | 235,481 | $25.3M | 0.41% |
| 32 | AMERICAN EXPRESS CO | AXP | 74,212 | $23.7M | 0.39% |
| 33 | GE AEROSPACE | 369604301 | 88,965 | $22.9M | 0.37% |
| 34 | UNITEDHEALTH GROUP INC | UNH | 70,910 | $22.1M | 0.36% |
| 35 | BLACKROCK INC | BLK | 20,638 | $21.7M | 0.35% |
| 36 | GRAINGER W W INC | 384802104 | 19,422 | $20.2M | 0.33% |
| 37 | AMGEN INC | AMGN | 70,322 | $19.6M | 0.32% |
| 38 | D R HORTON INC | 23331A109 | 147,826 | $19.1M | 0.31% |
| 39 | FIRST SOLAR INC | FSLR | 113,153 | $18.7M | 0.31% |
| 40 | AIR PRODS & CHEMS INC | AIIR | 65,794 | $18.6M | 0.30% |
| 41 | INVESCO EXCH TRADED FD TR II | IVZ | 681,581 | $18.1M | 0.29% |
| 42 | COCA COLA CO | KO | 235,119 | $16.6M | 0.27% |
| 43 | ISHARES TR | 46429B267 | 666,851 | $15.3M | 0.25% |
| 44 | ISHARES TR | 464288679 | 124,612 | $13.8M | 0.22% |
| 45 | ISHARES TR | 464287739 | 128,337 | $12.2M | 0.20% |
| 46 | VANGUARD WORLD FD | 92204A702 | 16,674 | $11.1M | 0.18% |
| 47 | ISHARES TR | 464287457 | 118,005 | $9.8M | 0.16% |
| 48 | COSTCO WHSL CORP NEW | 22160K105 | 9,687 | $9.6M | 0.16% |
| 49 | SELECT SECTOR SPDR TR | 81369Y308 | 117,071 | $9.5M | 0.15% |
| 50 | VANGUARD INDEX FDS | 922908363 | 16,445 | $9.3M | 0.15% |
| 51 | ULTA BEAUTY INC | ULTA | 19,775 | $9.3M | 0.15% |
| 52 | QUALCOMM INC | QCOM | 53,858 | $8.6M | 0.14% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C409 | 92,355 | $7.3M | 0.12% |
| 54 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 93,825 | $7.1M | 0.12% |
| 55 | SELECT SECTOR SPDR TR | 81369Y886 | 85,676 | $7.0M | 0.11% |
| 56 | ISHARES TR | 464287515 | 61,128 | $6.7M | 0.11% |
| 57 | ISHARES TR | 46429B598 | 119,378 | $6.6M | 0.11% |
| 58 | VANGUARD SCOTTSDALE FDS | 92206C813 | 81,693 | $6.2M | 0.10% |
| 59 | NVIDIA CORPORATION | NVDA | 319,454 | $5.7M | 0.09% |
| 60 | ISHARES TR | 464287176 | 50,811 | $5.6M | 0.09% |
| 61 | SPDR SERIES TRUST | 78464A763 | 38,836 | $5.3M | 0.09% |
| 62 | TEXAS INSTRS INC | 882508104 | 24,492 | $5.1M | 0.08% |
| 63 | ISHARES TR | 464288661 | 38,219 | $4.6M | 0.07% |
| 64 | HOME DEPOT INC | HD | 11,632 | $4.3M | 0.07% |
| 65 | ISHARES TR | 464287523 | 16,785 | $4.0M | 0.07% |
| 66 | PROCTER AND GAMBLE CO | 742718109 | 23,726 | $3.8M | 0.06% |
| 67 | SCHWAB STRATEGIC TR | 808524797 | 142,223 | $3.8M | 0.06% |
| 68 | ISHARES TR | 464287796 | 82,709 | $3.7M | 0.06% |
| 69 | VANGUARD SCOTTSDALE FDS | 92206C870 | 44,499 | $3.7M | 0.06% |
| 70 | RALPH LAUREN CORP | RL | 11,730 | $3.2M | 0.05% |
| 71 | CISCO SYS INC | CSCO | 45,917 | $3.2M | 0.05% |
| 72 | PFIZER INC | PFE | 124,200 | $3.0M | 0.05% |
| 73 | PEPSICO INC | PEP | 20,200 | $2.7M | 0.04% |
| 74 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 21,922 | $2.7M | 0.04% |
| 75 | ISHARES TR | 46436E718 | 26,060 | $2.6M | 0.04% |
| 76 | ISHARES TR | 46434V647 | 100,850 | $2.5M | 0.04% |
| 77 | AT&T INC | T-PC | 84,642 | $2.4M | 0.04% |
| 78 | ISHARES TR | 464287234 | 47,876 | $2.3M | 0.04% |
| 79 | WISDOMTREE TR | WT | 58,506 | $2.1M | 0.03% |
| 80 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 43,454 | $2.0M | 0.03% |
| 81 | KENNEDY-WILSON HOLDINGS INC | KW | 272,238 | $2.0M | 0.03% |
| 82 | BANK NEW YORK MELLON CORP | 064058100 | 19,666 | $1.8M | 0.03% |
| 83 | PIMCO ETF TR | 72201R775 | 18,030 | $1.7M | 0.03% |
| 84 | OMNICOM GROUP INC | OMC | 22,658 | $1.6M | 0.03% |
| 85 | ISHARES TR | 464288810 | 24,150 | $1.5M | 0.02% |
| 86 | SYSCO CORP | SYY | 17,808 | $1.3M | 0.02% |
| 87 | ISHARES TR | 464288281 | 14,295 | $1.3M | 0.02% |
| 88 | ISHARES INC | 46434G103 | 19,513 | $1.2M | 0.02% |
| 89 | VANGUARD INDEX FDS | 922908553 | 12,525 | $1.1M | 0.02% |
| 90 | VANGUARD WORLD FD | 92204A504 | 4,336 | $1.1M | 0.02% |
| 91 | SPDR SERIES TRUST | 78464A870 | 12,310 | $1.0M | 0.02% |
| 92 | VANECK ETF TRUST | 92189F106 | 19,398 | $1.0M | 0.02% |
| 93 | ARM HOLDINGS PLC | 042068905 | 35,200 | $991,332 | 0.02% |
| 94 | GLOBAL X FDS | 37954Y673 | 22,672 | $988,046 | 0.02% |
| 95 | ISHARES TR | 464287556 | 7,497 | $948,445 | 0.02% |
| 96 | GENERAL MLS INC | 370334104 | 17,152 | $888,645 | 0.01% |
| 97 | SELECT SECTOR SPDR TR | 81369Y852 | 7,824 | $849,139 | 0.01% |
| 98 | VERIZON COMMUNICATIONS INC | VZ | 16,688 | $722,090 | 0.01% |
| 99 | VANGUARD WORLD FD | 92204A108 | 1,989 | $720,654 | 0.01% |
| 100 | ISHARES TR | 464287168 | 5,069 | $673,214 | 0.01% |
| 101 | MONDELEZ INTL INC | 609207105 | 9,126 | $615,457 | 0.01% |
| 102 | MICRON TECHNOLOGY INC | MU | 43,000 | $593,508 | 0.01% |
| 103 | ALPHABET INC | GOOG | 3,143 | $560,303 | 0.01% |
| 104 | SERVICETITAN INC | TTAN | 5,091 | $545,653 | 0.01% |
| 105 | KIMBERLY-CLARK CORP | KMB | 4,206 | $542,238 | 0.01% |
| 106 | ILLINOIS TOOL WKS INC | 452308109 | 2,175 | $537,769 | 0.01% |
| 107 | NETFLIX INC | NFLX | 402 | $531,894 | 0.01% |
| 108 | ALIGN TECHNOLOGY INC | ALGN | 2,800 | $527,856 | 0.01% |
| 109 | ZSCALER INC | ZS | 7,511 | $523,971 | 0.01% |
| 110 | PROSHARES TR | 74349Y753 | 12,000 | $476,160 | 0.01% |
| 111 | MICRON TECHNOLOGY INC | MU | 45,000 | $398,021 | 0.01% |
| 112 | HCA HEALTHCARE INC | HCA | 1,049 | $397,886 | 0.01% |
| 113 | BARRICK MNG CORP | 06849F108 | 18,950 | $387,717 | 0.01% |
| 114 | AMAZON COM INC | AMZN | 1,711 | $382,066 | 0.01% |
| 115 | SNOWFLAKE INC | SNOW | 1,708 | $380,218 | 0.01% |
| 116 | MASTERCARD INCORPORATED | MA | 650 | $357,708 | 0.01% |
| 117 | VANECK ETF TRUST | 92189F791 | 5,245 | $354,510 | 0.01% |
| 118 | ISHARES TR | 464287184 | 8,918 | $327,826 | 0.01% |
| 119 | KLA CORP | KLAC | 350 | $311,455 | 0.01% |
| 120 | ADVANCED MICRO DEVICES INC | AMD | 9,400 | $305,629 | 0.00% |
| 121 | AUTODESK INC | ADSK | 1,000 | $305,130 | 0.00% |
| 122 | ISHARES TR | 46435G342 | 14,223 | $304,088 | 0.00% |
| 123 | INTERNATIONAL BUSINESS MACHS | INTR | 1,030 | $298,391 | 0.00% |
| 124 | MARVELL TECHNOLOGY INC | MRVL | 3,860 | $297,838 | 0.00% |
| 125 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,195 | $282,101 | 0.00% |
| 126 | MARVELL TECHNOLOGY INC | MRVL | 25,000 | $265,750 | 0.00% |
| 127 | TESLA INC | TSLA | 781 | $252,755 | 0.00% |
| 128 | ISHARES TR | 46434V886 | 5,625 | $251,944 | 0.00% |
| 129 | TESLA INC | TSLA | 15,227 | $248,563 | 0.00% |
| 130 | ISHARES INC | 46434G822 | 3,179 | $238,330 | 0.00% |
| 131 | TESLA INC | TSLA | 6,000 | $233,175 | 0.00% |
| 132 | CHARTER COMMUNICATIONS INC N | 16119P108 | 550 | $220,534 | 0.00% |
| 133 | TARGET CORP | TGT | 2,100 | $208,383 | 0.00% |
| 134 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 6,284 | $205,424 | 0.00% |
| 135 | ADVANCED MICRO DEVICES INC | AMD | 22,000 | $205,250 | 0.00% |
| 136 | FIDELITY COVINGTON TRUST | 316092386 | 4,345 | $202,759 | 0.00% |
| 137 | CONOCOPHILLIPS | COP | 2,200 | $198,374 | 0.00% |
| 138 | APPLE INC | AAPL | 976 | $196,254 | 0.00% |
| 139 | SHOPIFY INC | SHOP | 20,000 | $190,500 | 0.00% |
| 140 | SHOPIFY INC | SHOP | 1,675 | $190,364 | 0.00% |
| 141 | ISHARES TR | 464288851 | 2,005 | $177,683 | 0.00% |
| 142 | ADOBE INC | ADBE | 450 | $173,624 | 0.00% |
| 143 | BROADCOM INC | AVGO | 11,000 | $173,534 | 0.00% |
| 144 | ISHARES TR | 464287655 | 799 | $172,416 | 0.00% |
| 145 | META PLATFORMS INC | META | 235 | $172,403 | 0.00% |
| 146 | BROADCOM INC | AVGO | 5,800 | $166,033 | 0.00% |
| 147 | MARVELL TECHNOLOGY INC | MRVL | 10,000 | $165,890 | 0.00% |
| 148 | MICROSOFT CORP | MSFT | 305 | $151,262 | 0.00% |
| 149 | ADVANCED MICRO DEVICES INC | AMD | 1,040 | $149,562 | 0.00% |
| 150 | HUMANA INC | HUM | 610 | $147,547 | 0.00% |
| 151 | ORACLE CORP | ORCL-PD | 680 | $142,963 | 0.00% |
| 152 | KLA CORP | KLAC | 2,100 | $142,726 | 0.00% |
| 153 | LAM RESEARCH CORP | LRCX | 25,000 | $135,323 | 0.00% |
| 154 | ARM HOLDINGS PLC | 042068955 | 13,500 | $133,623 | 0.00% |
| 155 | ALPHABET INC | GOOG | 720 | $128,542 | 0.00% |
| 156 | AMAZON COM INC | AMZN | 14,776 | $124,939 | 0.00% |
| 157 | LAM RESEARCH CORP | LRCX | 8,000 | $120,891 | 0.00% |
| 158 | INVESCO QQQ TR | IVZ | 12,000 | $119,940 | 0.00% |
| 159 | ARISTA NETWORKS INC | ANET | 18,000 | $119,198 | 0.00% |
| 160 | TEXAS INSTRS INC | 882508954 | 11,000 | $116,680 | 0.00% |
| 161 | ZOOM COMMUNICATIONS INC | ZM | 1,484 | $116,316 | 0.00% |
| 162 | PAYPAL HLDGS INC | PYPL | 1,460 | $107,514 | 0.00% |
| 163 | ISHARES TR | 46435U549 | 2,196 | $104,398 | 0.00% |
| 164 | PALANTIR TECHNOLOGIES INC | PLTR | 10,000 | $103,750 | 0.00% |
| 165 | VANGUARD WORLD FD | 921910733 | 938 | $102,880 | 0.00% |
| 166 | QUALCOMM INC | QCOM | 613 | $97,185 | 0.00% |
| 167 | FREEPORT-MCMORAN INC | FCX | 45,000 | $94,305 | 0.00% |
| 168 | CAPITAL ONE FINL CORP | 14040H955 | 10,000 | $93,935 | 0.00% |
| 169 | ANALOG DEVICES INC | ADI | 9,000 | $91,800 | 0.00% |
| 170 | TEXAS INSTRS INC | 882508904 | 3,900 | $89,614 | 0.00% |
| 171 | ANALOG DEVICES INC | ADI | 2,200 | $88,258 | 0.00% |
| 172 | CARNIVAL CORP | CUKPF | 45,000 | $86,864 | 0.00% |
| 173 | CAPITAL ONE FINL CORP | 14040H105 | 400 | $84,404 | 0.00% |
| 174 | WISDOMTREE TR | WT | 2,351 | $81,062 | 0.00% |
| 175 | ARISTA NETWORKS INC | ANET | 800 | $79,512 | 0.00% |
| 176 | FREEPORT-MCMORAN INC | FCX | 10,600 | $79,327 | 0.00% |
| 177 | CONOCOPHILLIPS | COP | 10,000 | $78,500 | 0.00% |
| 178 | VERTIV HOLDINGS CO | VRT | 595 | $75,660 | 0.00% |
| 179 | META PLATFORMS INC | META | 3,070 | $75,398 | 0.00% |
| 180 | ARISTA NETWORKS INC | ANET | 5,000 | $74,709 | 0.00% |
| 181 | NVIDIA CORPORATION | NVDA | 10,000 | $73,446 | 0.00% |
| 182 | DOCUSIGN INC | DOCU | 911 | $69,664 | 0.00% |
| 183 | CAPITAL ONE FINL CORP | 14040H905 | 2,000 | $69,593 | 0.00% |
| 184 | WORKDAY INC | WDAY | 290 | $68,837 | 0.00% |
| 185 | ZSCALER INC | ZS | 214 | $67,478 | 0.00% |
| 186 | CARNIVAL CORP | CUKPF | 12,400 | $65,444 | 0.00% |
| 187 | UBER TECHNOLOGIES INC | UBER | 7,399 | $63,879 | 0.00% |
| 188 | SELECT SECTOR SPDR TR | 81369Y506 | 710 | $60,215 | 0.00% |
| 189 | MORGAN STANLEY | MS-PQ | 8,000 | $53,400 | 0.00% |
| 190 | APPLIED MATLS INC | 038222905 | 1,500 | $53,226 | 0.00% |
| 191 | SELECT SECTOR SPDR TR | 81369Y100 | 593 | $52,071 | 0.00% |
| 192 | OCCIDENTAL PETE CORP | 674599105 | 1,200 | $51,120 | 0.00% |
| 193 | KLA CORP | KLAC | 300 | $51,051 | 0.00% |
| 194 | APPLIED MATLS INC | 038222955 | 8,000 | $50,405 | 0.00% |
| 195 | ZOOM COMMUNICATIONS INC | ZM | 10,549 | $48,791 | 0.00% |
| 196 | PALANTIR TECHNOLOGIES INC | PLTR | 4,000 | $47,574 | 0.00% |
| 197 | ZSCALER INC | ZS | 7,000 | $47,116 | 0.00% |
| 198 | MORGAN STANLEY | MS-PQ | 2,500 | $46,696 | 0.00% |
| 199 | ISHARES TR | 46434V639 | 1,130 | $46,364 | 0.00% |
| 200 | CROWDSTRIKE HLDGS INC | CRWD | 88 | $43,941 | 0.00% |
| 201 | CROWDSTRIKE HLDGS INC | CRWD | 1,007 | $41,871 | 0.00% |
| 202 | FREEPORT-MCMORAN INC | FCX | 900 | $39,483 | 0.00% |
| 203 | SHOPIFY INC | SHOP | 2,500 | $38,000 | 0.00% |
| 204 | SELECT SECTOR SPDR TR | 81369Y605 | 720 | $37,706 | 0.00% |
| 205 | APPLIED MATLS INC | 038222105 | 200 | $36,642 | 0.00% |
| 206 | GOLDMAN SACHS GROUP INC | GSCE | 1,400 | $35,424 | 0.00% |
| 207 | GOLDMAN SACHS GROUP INC | GSCE | 300 | $34,271 | 0.00% |
| 208 | DISNEY WALT CO | 254687906 | 1,500 | $33,712 | 0.00% |
| 209 | ISHARES TR | 46429B697 | 359 | $33,689 | 0.00% |
| 210 | EXCHANGE TRADED CONCEPTS TRU | 301505889 | 789 | $32,878 | 0.00% |
| 211 | GLOBAL X FDS | 37950E408 | 1,547 | $32,657 | 0.00% |
| 212 | COSTCO WHSL CORP NEW | 22160K955 | 1,100 | $32,607 | 0.00% |
| 213 | EBAY INC. | EBAY | 411 | $30,315 | 0.00% |
| 214 | MORGAN STANLEY | MS-PQ | 200 | $28,138 | 0.00% |
| 215 | CONOCOPHILLIPS | COP | 3,200 | $27,157 | 0.00% |
| 216 | ELI LILLY & CO | LLY | 35 | $27,141 | 0.00% |
| 217 | INTUITIVE SURGICAL INC | ISRG | 1,000 | $24,026 | 0.00% |
| 218 | MICROSOFT CORP | MSFT | 1,320 | $24,019 | 0.00% |
| 219 | OKTA INC | OKTA | 227 | $22,344 | 0.00% |
| 220 | WYNN RESORTS LTD | WYNN | 161 | $15,243 | 0.00% |
| 221 | INVESCO EXCH TRADED FD TR II | IVZ | 196 | $14,273 | 0.00% |
| 222 | APPLE INC | AAPL | 1,000 | $14,175 | 0.00% |
| 223 | MASTERCARD INCORPORATED | MA | 700 | $14,158 | 0.00% |
| 224 | OKTA INC | OKTA | 6,567 | $13,864 | 0.00% |
| 225 | ALBEMARLE CORP | ALB-PA | 1,810 | $12,652 | 0.00% |
| 226 | QUALCOMM INC | QCOM | 1,320 | $12,343 | 0.00% |
| 227 | ISHARES TR | 46429B309 | 643 | $11,336 | 0.00% |
| 228 | BLOCK INC | BSQKZ | 2,700 | $10,893 | 0.00% |
| 229 | PALO ALTO NETWORKS INC | PANW | 450 | $10,117 | 0.00% |
| 230 | COCA COLA CO | KO | 115 | $8,088 | 0.00% |
| 231 | ALPHABET INC | GOOG | 1,725 | $7,773 | 0.00% |
| 232 | BARRICK MNG CORP CALL | 06849F908 | 41,993 | $7,492 | 0.00% |
| 233 | ANALOG DEVICES INC | ADI | 31 | $7,346 | 0.00% |
| 234 | MCDONALDS CORP | MCD | 23 | $6,706 | 0.00% |
| 235 | ISHARES INC | 46434G772 | 114 | $6,544 | 0.00% |
| 236 | TEXAS INSTRS INC | 882508104 | 11 | $2,278 | 0.00% |
| 237 | BLOCK INC | BSQKZ | 20 | $1,333 | 0.00% |
| 238 | UBER TECHNOLOGIES INC | UBER | 5 | $458 | 0.00% |
| 239 | APPLE INC | AAPL | 1,200 | $1 | 0.00% |