13F COMBINATION REPORT
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001193125-25-275787
Total Value
$5.70B
Positions
183
Other Managers
4
Confidential Omitted
No
Holdings (183)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $2.14B | 37.46% |
| 2 | JEFFERIES FINL GROUP INC | 47233W109 | 9,247,081 | $604.9M | 10.61% |
| 3 | SPDR S&P 500 ETF TR | SPY | 739,700 | $492.8M | 8.64% |
| 4 | SPDR GOLD TR | GLD | 514,882 | $183.0M | 3.21% |
| 5 | INVESCO QQQ TR | IVZ | 260,000 | $156.1M | 2.74% |
| 6 | ISHARES TR | 464287200 | 210,000 | $140.6M | 2.46% |
| 7 | ISHARES TR | 464287226 | 1,316,435 | $132.0M | 2.31% |
| 8 | CME GROUP INC | CME | 471,846 | $127.5M | 2.24% |
| 9 | SPDR S&P 500 ETF TR | SPY | 146,672 | $97.7M | 1.71% |
| 10 | ISHARES TR | 464287242 | 776,946 | $86.6M | 1.52% |
| 11 | NVIDIA CORPORATION | NVDA | 447,707 | $83.5M | 1.46% |
| 12 | ISHARES TR | 464287440 | 814,564 | $78.6M | 1.38% |
| 13 | BROADCOM INC | AVGO | 225,305 | $74.3M | 1.30% |
| 14 | BLOCK INC | BSQKZ | 907,930 | $65.6M | 1.15% |
| 15 | ARISTA NETWORKS INC | ANET | 439,168 | $64.0M | 1.12% |
| 16 | SPDR SERIES TRUST | 78468R408 | 2,343,356 | $60.0M | 1.05% |
| 17 | ALPHABET INC | GOOG | 242,979 | $59.2M | 1.04% |
| 18 | ISHARES TR | 464288513 | 685,256 | $55.6M | 0.98% |
| 19 | MICROSOFT CORP | MSFT | 102,606 | $53.1M | 0.93% |
| 20 | ISHARES TR | 464288646 | 1,001,455 | $53.1M | 0.93% |
| 21 | META PLATFORMS INC | META | 70,317 | $51.6M | 0.91% |
| 22 | AMAZON COM INC | AMZN | 199,095 | $43.7M | 0.77% |
| 23 | ISHARES TR | 464288588 | 440,388 | $41.9M | 0.73% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 127,085 | $40.1M | 0.70% |
| 25 | INVESCO QQQ TR | IVZ | 56,181 | $33.7M | 0.59% |
| 26 | ISHARES TR | 464288687 | 1,029,518 | $32.6M | 0.57% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 93,744 | $32.4M | 0.57% |
| 28 | INTUIT | INTU | 46,637 | $31.8M | 0.56% |
| 29 | GE AEROSPACE | 369604301 | 96,773 | $29.1M | 0.51% |
| 30 | ISHARES TR | 464287432 | 324,495 | $29.0M | 0.51% |
| 31 | AMERICAN EXPRESS CO | AXP | 82,863 | $27.5M | 0.48% |
| 32 | D R HORTON INC | 23331A109 | 160,846 | $27.3M | 0.48% |
| 33 | BOSTON SCIENTIFIC CORP | BSX | 265,781 | $25.9M | 0.45% |
| 34 | BLACKROCK INC | BLK | 20,757 | $24.2M | 0.42% |
| 35 | FIRST SOLAR INC | FSLR | 104,792 | $23.1M | 0.41% |
| 36 | KENNEDY-WILSON HOLDINGS INC | KW | 2,765,866 | $21.6M | 0.38% |
| 37 | AMGEN INC | AMGN | 75,779 | $21.4M | 0.37% |
| 38 | GRAINGER W W INC | 384802104 | 22,330 | $21.3M | 0.37% |
| 39 | AIR PRODS & CHEMS INC | AIIR | 71,164 | $19.4M | 0.34% |
| 40 | VANGUARD WORLD FD | 92204A702 | 25,068 | $18.7M | 0.33% |
| 41 | COCA COLA CO | KO | 270,364 | $17.9M | 0.31% |
| 42 | INVESCO EXCH TRADED FD TR II | IVZ | 642,085 | $17.5M | 0.31% |
| 43 | ISHARES TR | 46429B267 | 691,289 | $16.0M | 0.28% |
| 44 | ISHARES TR | 464287739 | 126,333 | $12.3M | 0.22% |
| 45 | ISHARES TR | 46436E718 | 113,466 | $11.4M | 0.20% |
| 46 | ISHARES TR | 464288679 | 97,449 | $10.8M | 0.19% |
| 47 | VANGUARD INDEX FDS | 922908363 | 16,709 | $10.2M | 0.18% |
| 48 | ULTA BEAUTY INC | ULTA | 18,350 | $10.0M | 0.18% |
| 49 | SELECT SECTOR SPDR TR | 81369Y308 | 125,251 | $9.8M | 0.17% |
| 50 | ISHARES TR | 464287457 | 115,787 | $9.6M | 0.17% |
| 51 | COSTCO WHSL CORP NEW | 22160K105 | 9,925 | $9.2M | 0.16% |
| 52 | QUALCOMM INC | QCOM | 52,711 | $8.8M | 0.15% |
| 53 | VANGUARD SCOTTSDALE FDS | 92206C409 | 90,172 | $7.2M | 0.13% |
| 54 | ISHARES TR | 46429B598 | 138,129 | $7.2M | 0.13% |
| 55 | SELECT SECTOR SPDR TR | 81369Y886 | 82,343 | $7.2M | 0.13% |
| 56 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 86,615 | $6.6M | 0.12% |
| 57 | ISHARES TR | 464287176 | 59,115 | $6.6M | 0.12% |
| 58 | ISHARES TR | 464287515 | 53,114 | $6.1M | 0.11% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C813 | 76,204 | $5.9M | 0.10% |
| 60 | SPDR SERIES TRUST | 78464A763 | 38,149 | $5.3M | 0.09% |
| 61 | ISHARES TR | 464288661 | 42,927 | $5.1M | 0.09% |
| 62 | TEXAS INSTRS INC | 882508104 | 25,507 | $4.7M | 0.08% |
| 63 | ALPHABET INC | GOOG | 18,700 | $4.6M | 0.08% |
| 64 | HOME DEPOT INC | HD | 10,955 | $4.4M | 0.08% |
| 65 | NVIDIA CORPORATION | NVDA | 22,919 | $4.2M | 0.07% |
| 66 | PFIZER INC | PFE | 163,004 | $4.2M | 0.07% |
| 67 | PROCTER AND GAMBLE CO | 742718109 | 26,993 | $4.1M | 0.07% |
| 68 | ISHARES TR | 464287523 | 14,789 | $4.0M | 0.07% |
| 69 | ISHARES TR | 464287796 | 78,414 | $3.7M | 0.07% |
| 70 | RALPH LAUREN CORP | RL | 11,762 | $3.7M | 0.06% |
| 71 | VANGUARD SCOTTSDALE FDS | 92206C870 | 43,486 | $3.7M | 0.06% |
| 72 | CISCO SYS INC | CSCO | 52,429 | $3.6M | 0.06% |
| 73 | SCHWAB STRATEGIC TR | 808524797 | 127,091 | $3.5M | 0.06% |
| 74 | PEPSICO INC | PEP | 23,498 | $3.3M | 0.06% |
| 75 | ISHARES TR | 46434V647 | 104,303 | $2.7M | 0.05% |
| 76 | ISHARES TR | 464287234 | 46,546 | $2.5M | 0.04% |
| 77 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 17,836 | $2.4M | 0.04% |
| 78 | AT&T INC | T-PC | 83,463 | $2.4M | 0.04% |
| 79 | BANK NEW YORK MELLON CORP | 064058100 | 20,843 | $2.3M | 0.04% |
| 80 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 44,503 | $2.0M | 0.04% |
| 81 | OMNICOM GROUP INC | OMC | 23,122 | $1.9M | 0.03% |
| 82 | WISDOMTREE TR | WT | 50,291 | $1.8M | 0.03% |
| 83 | PIMCO ETF TR | 72201R775 | 18,030 | $1.7M | 0.03% |
| 84 | VANECK ETF TRUST | 92189F106 | 19,503 | $1.5M | 0.03% |
| 85 | SYSCO CORP | SYY | 17,697 | $1.5M | 0.03% |
| 86 | ISHARES TR | 464288281 | 15,116 | $1.4M | 0.03% |
| 87 | ISHARES INC | 46434G103 | 20,302 | $1.3M | 0.02% |
| 88 | ISHARES TR | 464288810 | 21,574 | $1.3M | 0.02% |
| 89 | VANGUARD INDEX FDS | 922908553 | 13,542 | $1.2M | 0.02% |
| 90 | MICRON TECHNOLOGY INC | MU | 29,700 | $1.2M | 0.02% |
| 91 | SPDR SERIES TRUST | 78464A870 | 11,402 | $1.1M | 0.02% |
| 92 | VANGUARD WORLD FD | 92204A504 | 3,930 | $1.0M | 0.02% |
| 93 | ISHARES TR | 464287556 | 6,927 | $1.0M | 0.02% |
| 94 | GLOBAL X FDS | 37954Y673 | 20,705 | $986,179 | 0.02% |
| 95 | ZSCALER INC | ZS | 3,104 | $921,578 | 0.02% |
| 96 | GENERAL MLS INC | 370334104 | 17,199 | $867,174 | 0.02% |
| 97 | ISHARES TR | 464287168 | 5,751 | $817,217 | 0.01% |
| 98 | SELECT SECTOR SPDR TR | 81369Y852 | 6,630 | $784,793 | 0.01% |
| 99 | VERIZON COMMUNICATIONS INC | VZ | 16,727 | $735,152 | 0.01% |
| 100 | CELSIUS HLDGS INC | CELH | 100,000 | $687,376 | 0.01% |
| 101 | NETFLIX INC | NFLX | 555 | $669,558 | 0.01% |
| 102 | MONDELEZ INTL INC | 609207105 | 9,949 | $621,514 | 0.01% |
| 103 | VANGUARD WORLD FD | 92204A108 | 1,549 | $613,636 | 0.01% |
| 104 | CELSIUS HLDGS INC | CELH | 100,000 | $572,773 | 0.01% |
| 105 | VANECK ETF TRUST | 92189F791 | 5,318 | $526,642 | 0.01% |
| 106 | KIMBERLY-CLARK CORP | KMB | 4,186 | $520,487 | 0.01% |
| 107 | ISHARES TR | 464287184 | 12,637 | $519,886 | 0.01% |
| 108 | ILLINOIS TOOL WKS INC | 452308109 | 1,733 | $451,897 | 0.01% |
| 109 | PROSHARES TR | 74349Y753 | 12,000 | $443,520 | 0.01% |
| 110 | TESLA INC | TSLA | 904 | $400,662 | 0.01% |
| 111 | ISHARES TR | 46435G342 | 16,831 | $369,525 | 0.01% |
| 112 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,195 | $302,471 | 0.01% |
| 113 | ADOBE INC | ADBE | 800 | $287,536 | 0.01% |
| 114 | ISHARES TR | 46434V886 | 5,625 | $277,116 | 0.00% |
| 115 | ISHARES INC | 46434G822 | 3,179 | $254,988 | 0.00% |
| 116 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 5,859 | $245,844 | 0.00% |
| 117 | MICROSOFT CORP | MSFT | 459 | $236,201 | 0.00% |
| 118 | CROWDSTRIKE HLDGS INC | CRWD | 430 | $210,034 | 0.00% |
| 119 | JOHNSON & JOHNSON | JNJ | 1,115 | $202,506 | 0.00% |
| 120 | ISHARES TR | 464288851 | 1,990 | $184,314 | 0.00% |
| 121 | COCA COLA CO | KO | 2,787 | $184,053 | 0.00% |
| 122 | ISHARES TR | 464287655 | 706 | $170,824 | 0.00% |
| 123 | MASTERCARD INCORPORATED | MA | 295 | $167,601 | 0.00% |
| 124 | ARM HOLDINGS PLC | 042068905 | 9,000 | $155,913 | 0.00% |
| 125 | HCA HEALTHCARE INC | HCA | 350 | $147,322 | 0.00% |
| 126 | SNOWFLAKE INC COM | SNOW | 600 | $135,150 | 0.00% |
| 127 | INTUITIVE SURGICAL INC COM | ISRG | 300 | $131,766 | 0.00% |
| 128 | APPLE INC | AAPL | 512 | $130,268 | 0.00% |
| 129 | AFLAC INC | AFL | 1,152 | $128,275 | 0.00% |
| 130 | INVESCO QQQ TR | IVZ | 200 | $119,746 | 0.00% |
| 131 | FIDELITY COVINGTON TRUST | 316092386 | 2,387 | $119,577 | 0.00% |
| 132 | WISDOMTREE TR | WT | 3,058 | $116,021 | 0.00% |
| 133 | INVESCO QQQ TR | IVZ | 5,000 | $111,464 | 0.00% |
| 134 | VANGUARD WORLD FD | 921910733 | 938 | $111,125 | 0.00% |
| 135 | UBER TECHNOLOGIES INC | UBER | 1,111 | $110,622 | 0.00% |
| 136 | ARM HOLDINGS PLC | 042068955 | 9,100 | $110,338 | 0.00% |
| 137 | ISHARES TR | 46435U549 | 2,196 | $105,474 | 0.00% |
| 138 | CATERPILLAR INC | CAT | 221 | $104,226 | 0.00% |
| 139 | UNITEDHEALTH GROUP INC | UNH | 290 | $100,102 | 0.00% |
| 140 | JPMORGAN CHASE & CO. | VYLD | 292 | $92,181 | 0.00% |
| 141 | PALANTIR TECHNOLOGIES INC | PLTR | 496 | $88,715 | 0.00% |
| 142 | KLA CORP | KLAC | 80 | $85,130 | 0.00% |
| 143 | MARVELL TECHNOLOGY INC | MRVL | 1,000 | $82,390 | 0.00% |
| 144 | SALESFORCE INC | CRM | 323 | $79,167 | 0.00% |
| 145 | STARBUCKS CORP | SBUX | 17,000 | $78,200 | 0.00% |
| 146 | ARM HOLDINGS PLC | 042068205 | 532 | $74,374 | 0.00% |
| 147 | INVESCO QQQ TR | IVZ | 2,600 | $73,459 | 0.00% |
| 148 | OKTA INC | OKTA | 773 | $72,554 | 0.00% |
| 149 | MICRON TECHNOLOGY INC | MU | 15,000 | $64,125 | 0.00% |
| 150 | SELECT SECTOR SPDR TR | 81369Y506 | 650 | $58,071 | 0.00% |
| 151 | ZOOM COMMUNICATIONS INC | ZM | 684 | $57,182 | 0.00% |
| 152 | AMAZON COM INC | AMZN | 252 | $55,987 | 0.00% |
| 153 | INTUITIVE SURGICAL INC | ISRG | 1,000 | $55,134 | 0.00% |
| 154 | EBAY INC. | EBAY | 600 | $54,702 | 0.00% |
| 155 | SELECT SECTOR SPDR TR | 81369Y100 | 593 | $53,145 | 0.00% |
| 156 | LOCKHEED MARTIN CORP | LMT | 106 | $52,150 | 0.00% |
| 157 | NVIDIA CORPORATION | NVDA | 14,000 | $51,145 | 0.00% |
| 158 | META PLATFORMS INC | META | 66 | $49,064 | 0.00% |
| 159 | ELI LILLY & CO | LLY | 66 | $47,950 | 0.00% |
| 160 | ISHARES TR | 46434V639 | 1,130 | $47,645 | 0.00% |
| 161 | BLOCK INC | BSQKZ | 572 | $43,123 | 0.00% |
| 162 | EXCHANGE TRADED CONCEPTS TRU | 301505889 | 911 | $42,302 | 0.00% |
| 163 | GLOBAL X FDS | 37950E408 | 1,632 | $39,478 | 0.00% |
| 164 | ISHARES TR | 46429B697 | 359 | $34,148 | 0.00% |
| 165 | ADVANCED MICRO DEVICES INC | AMD | 1,500 | $33,675 | 0.00% |
| 166 | BARRICK MNG CORP COM | 06849F108 | 1,000 | $33,140 | 0.00% |
| 167 | SHOPIFY INC | SHOP | 5,000 | $31,875 | 0.00% |
| 168 | SELECT SECTOR SPDR TR | 81369Y605 | 555 | $29,898 | 0.00% |
| 169 | CHIPOTLE MEXICAN GRILL INC | CMG | 700 | $27,930 | 0.00% |
| 170 | WYNN RESORTS LTD | WYNN | 200 | $26,486 | 0.00% |
| 171 | ZSCALER INC | ZS | 7,000 | $25,900 | 0.00% |
| 172 | CHIPOTLE MEXICAN GRILL INC | CMG | 10,500 | $15,006 | 0.00% |
| 173 | INVESCO EXCH TRADED FD TR II | IVZ | 196 | $14,402 | 0.00% |
| 174 | ADVANCED MICRO DEVICES INC | AMD | 800 | $13,980 | 0.00% |
| 175 | BROADCOM INC | AVGO | 1,400 | $13,615 | 0.00% |
| 176 | JPMORGAN CHASE & CO. | VYLD | 5,500 | $13,054 | 0.00% |
| 177 | ISHARES TR | 46429B309 | 643 | $11,285 | 0.00% |
| 178 | ISHARES INC | 46434G772 | 114 | $7,253 | 0.00% |
| 179 | MCDONALDS CORP | MCD | 15 | $4,545 | 0.00% |
| 180 | ALPHABET INC | GOOG | 1,000 | $4,450 | 0.00% |
| 181 | WALMART INC | WMT | 34 | $3,505 | 0.00% |
| 182 | AFLAC INC | AFL | 500 | $725 | 0.00% |
| 183 | BARRICK MNG CORP | 06849F958 | 3,000 | $60 | 0.00% |