13F COMBINATION REPORT
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001193125-26-047559
Total Value
$5.65B
Positions
195
Other Managers
4
Confidential Omitted
No
Holdings (195)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $2.16B | 38.24% |
| 2 | JEFFERIES FINL GROUP INC | 47233W109 | 9,247,081 | $573.0M | 10.14% |
| 3 | SPDR S&P 500 ETF TR | SPY | 616,700 | $423.7M | 7.50% |
| 4 | SPDR GOLD TR | GLD | 546,779 | $216.7M | 3.84% |
| 5 | ISHARES TR | 464287226 | 1,351,604 | $135.0M | 2.39% |
| 6 | CME GROUP INC | CME | 471,846 | $128.9M | 2.28% |
| 7 | SPDR S&P 500 ETF TR | SPY | 136,812 | $93.3M | 1.65% |
| 8 | ISHARES TR | 464287242 | 818,495 | $90.2M | 1.60% |
| 9 | NVIDIA CORPORATION | NVDA | 442,411 | $82.5M | 1.46% |
| 10 | INVESCO QQQ TR | IVZ | 130,000 | $80.5M | 1.43% |
| 11 | ISHARES TR | 464287440 | 832,849 | $80.1M | 1.42% |
| 12 | BROADCOM INC | AVGO | 222,180 | $76.9M | 1.36% |
| 13 | ALPHABET INC | GOOG | 240,853 | $75.6M | 1.34% |
| 14 | ISHARES TR | 464287200 | 103,000 | $71.1M | 1.26% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 466,000 | $67.8M | 1.20% |
| 16 | SPDR SERIES TRUST | 78464A870 | 9,424 | $64.4M | 1.14% |
| 17 | ARISTA NETWORKS INC | ANET | 460,530 | $60.3M | 1.07% |
| 18 | BLOCK INC | BSQKZ | 907,930 | $59.1M | 1.05% |
| 19 | ISHARES TR | 464288513 | 710,528 | $57.3M | 1.01% |
| 20 | ISHARES TR | 464288646 | 1,054,258 | $55.7M | 0.99% |
| 21 | MICROSOFT CORP | MSFT | 107,472 | $52.0M | 0.92% |
| 22 | META PLATFORMS INC | META | 74,941 | $49.5M | 0.88% |
| 23 | AMAZON COM INC | AMZN | 208,889 | $48.2M | 0.85% |
| 24 | ISHARES TR | 464288588 | 453,542 | $43.2M | 0.76% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 132,155 | $42.6M | 0.75% |
| 26 | ISHARES TR | 464288687 | 1,150,603 | $35.6M | 0.63% |
| 27 | GE AEROSPACE | 369604301 | 109,611 | $33.8M | 0.60% |
| 28 | UNITEDHEALTH GROUP INC | UNH | 101,910 | $33.6M | 0.60% |
| 29 | AMERICAN EXPRESS CO | AXP | 86,871 | $32.1M | 0.57% |
| 30 | INVESCO QQQ TR | IVZ | 48,626 | $29.9M | 0.53% |
| 31 | INTUIT | INTU | 44,430 | $29.4M | 0.52% |
| 32 | FIRST SOLAR INC | FSLR | 112,125 | $29.3M | 0.52% |
| 33 | KENNEDY-WILSON HOLDINGS INC COM | KW | 2,765,866 | $26.7M | 0.47% |
| 34 | ISHARES TR | 464287432 | 300,063 | $26.2M | 0.46% |
| 35 | BOSTON SCIENTIFIC CORP | BSX | 269,875 | $25.7M | 0.46% |
| 36 | AMGEN INC | AMGN | 78,123 | $25.6M | 0.45% |
| 37 | BLACKROCK INC | BLK | 22,851 | $24.5M | 0.43% |
| 38 | D R HORTON INC | 23331A109 | 169,255 | $24.4M | 0.43% |
| 39 | WW GRAINGER INC | 384802104 | 22,515 | $22.7M | 0.40% |
| 40 | VANGUARD WORLD FD | 92204A702 | 27,239 | $20.5M | 0.36% |
| 41 | COCA COLA CO | KO | 285,914 | $20.0M | 0.35% |
| 42 | NEWMONT CORP | NEMCL | 190,004 | $19.0M | 0.34% |
| 43 | INVESCO EXCH TRADED FD TR II | IVZ | 632,708 | $17.2M | 0.30% |
| 44 | ISHARES TR | 46429B267 | 713,067 | $16.4M | 0.29% |
| 45 | ISHARES TR | 46436E718 | 126,933 | $12.7M | 0.23% |
| 46 | ISHARES TR | 464288679 | 108,790 | $12.0M | 0.21% |
| 47 | ISHARES TR | 464287739 | 127,151 | $11.9M | 0.21% |
| 48 | ULTA BEAUTY INC | ULTA | 17,969 | $10.9M | 0.19% |
| 49 | QUALCOMM INC | QCOM | 63,527 | $10.9M | 0.19% |
| 50 | VANGUARD INDEX FDS | 922908363 | 17,299 | $10.8M | 0.19% |
| 51 | ISHARES TR | 464287457 | 124,144 | $10.3M | 0.18% |
| 52 | SELECT SECTOR SPDR TR | 81369Y308 | 122,859 | $9.5M | 0.17% |
| 53 | SELECT SECTOR SPDR TR | 81369Y886 | 221,439 | $9.5M | 0.17% |
| 54 | COSTCO WHSL CORP NEW | 22160K105 | 10,604 | $9.1M | 0.16% |
| 55 | ISHARES TR | 46429B598 | 149,881 | $8.1M | 0.14% |
| 56 | VANGUARD SCOTTSDALE FDS | 92206C409 | 100,653 | $8.0M | 0.14% |
| 57 | ISHARES TR | 464287176 | 64,923 | $7.1M | 0.13% |
| 58 | SSGA ACTIVE TR | 78470P630 | 239,835 | $6.6M | 0.12% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C813 | 79,788 | $6.1M | 0.11% |
| 60 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 75,779 | $5.4M | 0.10% |
| 61 | SPDR SERIES TRUST | 78464A763 | 38,029 | $5.3M | 0.09% |
| 62 | ISHARES TR | 464288661 | 43,826 | $5.2M | 0.09% |
| 63 | CISCO SYS INC | CSCO | 67,729 | $5.2M | 0.09% |
| 64 | PFIZER INC | PFE | 190,203 | $4.7M | 0.08% |
| 65 | ISHARES TR | 464287515 | 43,411 | $4.6M | 0.08% |
| 66 | CELSIUS HLDGS INC | CELH | 100,000 | $4.6M | 0.08% |
| 67 | RALPH LAUREN CORP | RL | 12,255 | $4.3M | 0.08% |
| 68 | VANGUARD SCOTTSDALE FDS | 92206C870 | 50,648 | $4.2M | 0.08% |
| 69 | PROCTER AND GAMBLE CO | 742718109 | 28,238 | $4.0M | 0.07% |
| 70 | ISHARES TR | 464287234 | 72,359 | $4.0M | 0.07% |
| 71 | HOME DEPOT INC | HD | 11,112 | $3.8M | 0.07% |
| 72 | ISHARES TR | 464287523 | 12,483 | $3.8M | 0.07% |
| 73 | PEPSICO INC | PEP | 24,949 | $3.6M | 0.06% |
| 74 | ISHARES TR | 464287796 | 74,296 | $3.5M | 0.06% |
| 75 | TEXAS INSTRS INC | 882508104 | 19,267 | $3.3M | 0.06% |
| 76 | SCHWAB STRATEGIC TR | 808524797 | 110,850 | $3.0M | 0.05% |
| 77 | NVIDIA CORPORATION | NVDA | 15,415 | $2.9M | 0.05% |
| 78 | BANK NEW YORK MELLON CORP | 064058100 | 23,390 | $2.7M | 0.05% |
| 79 | ISHARES TR | 46434V647 | 104,810 | $2.6M | 0.05% |
| 80 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 42,782 | $2.3M | 0.04% |
| 81 | AT&T INC | T-PC | 85,232 | $2.1M | 0.04% |
| 82 | AIR PRODS & CHEMS INC | AIIR | 8,286 | $2.0M | 0.04% |
| 83 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 15,638 | $2.0M | 0.04% |
| 84 | OMNICOM GROUP INC | OMC | 24,557 | $2.0M | 0.04% |
| 85 | VANECK ETF TRUST | 92189F106 | 22,652 | $1.9M | 0.03% |
| 86 | ISHARES TR | 464288281 | 16,141 | $1.6M | 0.03% |
| 87 | ISHARES TR | 464288810 | 21,315 | $1.3M | 0.02% |
| 88 | ISHARES INC | 46434G103 | 19,602 | $1.3M | 0.02% |
| 89 | VANGUARD INDEX FDS | 922908553 | 14,142 | $1.3M | 0.02% |
| 90 | SPDR SERIES TRUST | 78468R408 | 2,545,222 | $1.1M | 0.02% |
| 91 | WISDOMTREE TR | WT | 29,728 | $1.0M | 0.02% |
| 92 | SYSCO CORP | SYY | 13,454 | $991,425 | 0.02% |
| 93 | SELECT SECTOR SPDR TR | 81369Y852 | 7,868 | $926,221 | 0.02% |
| 94 | GLOBAL X FDS | 37954Y673 | 17,595 | $840,865 | 0.01% |
| 95 | ISHARES TR | 464287556 | 4,901 | $827,142 | 0.01% |
| 96 | ISHARES TR | 464287168 | 5,717 | $806,897 | 0.01% |
| 97 | GENERAL MLS INC | 370334104 | 16,889 | $785,339 | 0.01% |
| 98 | VANGUARD WORLD FD | 92204A504 | 2,670 | $768,560 | 0.01% |
| 99 | VANGUARD WORLD FD | 92204A108 | 1,787 | $703,935 | 0.01% |
| 100 | VERIZON COMMUNICATIONS INC | VZ | 17,238 | $702,104 | 0.01% |
| 101 | MICRON TECHNOLOGY INC | MU | 2,235 | $657,917 | 0.01% |
| 102 | APPLE INC | AAPL | 2,307 | $631,564 | 0.01% |
| 103 | VANECK ETF TRUST | 92189F791 | 5,430 | $617,825 | 0.01% |
| 104 | INVESCO QQQ TR | IVZ | 30,700 | $596,394 | 0.01% |
| 105 | KIMBERLY-CLARK CORP | KMB | 5,695 | $574,569 | 0.01% |
| 106 | CELSIUS HLDGS INC | CELH | 100,000 | $550,843 | 0.01% |
| 107 | MICROSOFT CORP | MSFT | 1,021 | $497,329 | 0.01% |
| 108 | VERTIV HOLDINGS CO | VRT | 2,960 | $490,235 | 0.01% |
| 109 | ISHARES TR | 464287184 | 12,667 | $485,019 | 0.01% |
| 110 | MONDELEZ INTL INC | 609207105 | 8,725 | $469,667 | 0.01% |
| 111 | PROSHARES TR | 74349Y753 | 12,000 | $432,360 | 0.01% |
| 112 | SALESFORCE INC | CRM | 1,594 | $424,371 | 0.01% |
| 113 | BROADCOM INC | AVGO | 1,164 | $406,690 | 0.01% |
| 114 | ALPHABET INC | GOOG | 1,245 | $390,382 | 0.01% |
| 115 | ISHARES TR | 46435G342 | 16,831 | $373,312 | 0.01% |
| 116 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,230 | $370,132 | 0.01% |
| 117 | ILLINOIS TOOL WKS INC | 452308109 | 1,373 | $338,170 | 0.01% |
| 118 | JOHNSON & JOHNSON | JNJ | 1,543 | $320,265 | 0.01% |
| 119 | VANGUARD INTL EQUITY INDEX F | 922042742 | 2,195 | $309,627 | 0.01% |
| 120 | ROKU INC | ROKU | 2,700 | $300,348 | 0.01% |
| 121 | ISHARES TR | 46434V886 | 5,625 | $296,429 | 0.01% |
| 122 | ARISTA NETWORKS INC | ANET | 2,082 | $279,300 | 0.00% |
| 123 | META PLATFORMS INC | META | 415 | $273,356 | 0.00% |
| 124 | ALBEMARLE CORP | ALB-PA | 1,810 | $261,690 | 0.00% |
| 125 | ISHARES INC | 46434G822 | 3,179 | $256,672 | 0.00% |
| 126 | AMAZON COM INC | AMZN | 1,096 | $254,349 | 0.00% |
| 127 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 5,641 | $251,546 | 0.00% |
| 128 | INVESCO QQQ TR | IVZ | 12,500 | $249,938 | 0.00% |
| 129 | ELI LILLY & CO | LLY | 230 | $248,108 | 0.00% |
| 130 | VISA INC | V | 600 | $212,766 | 0.00% |
| 131 | PIMCO ETF TR | 72201R775 | 2,200 | $204,776 | 0.00% |
| 132 | SHOPIFY INC | SHOP | 1,173 | $196,923 | 0.00% |
| 133 | LAM RESEARCH CORP | LRCX | 1,050 | $184,664 | 0.00% |
| 134 | MORGAN STANLEY | MS-PQ | 1,000 | $179,940 | 0.00% |
| 135 | GOLDMAN SACHS GROUP INC | GSCE | 200 | $178,436 | 0.00% |
| 136 | ISHARES TR | 464288851 | 1,958 | $172,079 | 0.00% |
| 137 | ASML HOLDING N V | ASMLF | 160 | $170,559 | 0.00% |
| 138 | CORNING INC | GLW | 1,900 | $169,100 | 0.00% |
| 139 | TESLA INC | TSLA | 359 | $165,011 | 0.00% |
| 140 | COCA COLA CO | KO | 2,300 | $161,368 | 0.00% |
| 141 | ISHARES TR | 464287655 | 634 | $156,072 | 0.00% |
| 142 | VERIZON COMMUNICATIONS INC | VZ | 3,750 | $151,800 | 0.00% |
| 143 | QUALCOMM INC | QCOM | 850 | $147,416 | 0.00% |
| 144 | GE AEROSPACE | 369604301 | 439 | $136,784 | 0.00% |
| 145 | PALANTIR TECHNOLOGIES INC | PLTR | 719 | $132,425 | 0.00% |
| 146 | LULULEMON ATHLETICA INC | LULU | 600 | $127,524 | 0.00% |
| 147 | CATERPILLAR INC | CAT | 220 | $127,294 | 0.00% |
| 148 | CISCO SYS INC | CSCO | 1,600 | $124,464 | 0.00% |
| 149 | WISDOMTREE TR | WT | 3,058 | $119,323 | 0.00% |
| 150 | FIDELITY COVINGTON TRUST | 316092386 | 2,387 | $118,109 | 0.00% |
| 151 | CROWDSTRIKE HLDGS INC | CRWD | 246 | $117,074 | 0.00% |
| 152 | SELECT SECTOR SPDR TR | 81369Y506 | 2,600 | $116,246 | 0.00% |
| 153 | UNITEDHEALTH GROUP INC | UNH | 350 | $115,129 | 0.00% |
| 154 | VANGUARD WORLD FD | 921910733 | 938 | $113,432 | 0.00% |
| 155 | INTERNATIONAL BUSINESS MACHS | INTR | 364 | $111,289 | 0.00% |
| 156 | ISHARES TR | 46435U549 | 2,196 | $105,079 | 0.00% |
| 157 | BARRICK MNG CORP | 06849F108 | 2,200 | $96,844 | 0.00% |
| 158 | NETFLIX INC | NFLX | 1,000 | $94,150 | 0.00% |
| 159 | AFLAC INC | AFL | 852 | $93,686 | 0.00% |
| 160 | ADVANCED MICRO DEVICES INC | AMD | 5,000 | $85,125 | 0.00% |
| 161 | ARM HOLDINGS PLC | 042068205 | 751 | $82,993 | 0.00% |
| 162 | TEXAS INSTRS INC | 882508104 | 460 | $80,817 | 0.00% |
| 163 | PIMCO ETF TR | 72201R585 | 2,528 | $67,447 | 0.00% |
| 164 | CADENCE DESIGN SYSTEM INC | CDNS | 200 | $63,542 | 0.00% |
| 165 | MARVELL TECHNOLOGY INC | MRVL | 700 | $60,032 | 0.00% |
| 166 | MASTERCARD INCORPORATED | MA | 100 | $57,790 | 0.00% |
| 167 | SELECT SECTOR SPDR TR | 81369Y100 | 1,186 | $53,785 | 0.00% |
| 168 | ALPHABET INC | GOOG | 166 | $52,189 | 0.00% |
| 169 | FREEPORT-MCMORAN INC | FCX | 1,000 | $51,480 | 0.00% |
| 170 | ISHARES TR | 46434V639 | 1,130 | $49,449 | 0.00% |
| 171 | ZSCALER INC | ZS | 215 | $49,024 | 0.00% |
| 172 | ARM HOLDINGS PLC | 042068955 | 1,800 | $44,190 | 0.00% |
| 173 | ZOOM COMMUNICATIONS INC | ZM | 468 | $40,402 | 0.00% |
| 174 | EXCHANGE TRADED CONCEPTS TRU | 301505889 | 936 | $37,777 | 0.00% |
| 175 | GLOBAL X FDS | 37950E408 | 1,682 | $35,768 | 0.00% |
| 176 | CARNIVAL CORP | CUKPF | 1,142 | $35,082 | 0.00% |
| 177 | FREEPORT-MCMORAN INC | FCX | 12,000 | $34,980 | 0.00% |
| 178 | QUALCOMM INC | QCOM | 4,000 | $34,100 | 0.00% |
| 179 | ISHARES TR | 46429B697 | 359 | $33,818 | 0.00% |
| 180 | MARVELL TECHNOLOGY INC | MRVL | 5,500 | $30,525 | 0.00% |
| 181 | SELECT SECTOR SPDR TR | 81369Y605 | 554 | $30,343 | 0.00% |
| 182 | ADOBE INC | ADBE | 80 | $28,253 | 0.00% |
| 183 | ADVANCED MICRO DEVICES INC | AMD | 1,000 | $19,825 | 0.00% |
| 184 | FREEPORT-MCMORAN INC | FCX | 7,500 | $18,863 | 0.00% |
| 185 | BLOCK INC | BSQKZ | 286 | $18,853 | 0.00% |
| 186 | MARVELL TECHNOLOGY INC | MRVL | 2,500 | $17,750 | 0.00% |
| 187 | INVESCO EXCH TRADED FD TR II | IVZ | 196 | $13,998 | 0.00% |
| 188 | ISHARES TR | 46429B309 | 643 | $12,024 | 0.00% |
| 189 | QUALCOMM INC | QCOM | 2,000 | $9,250 | 0.00% |
| 190 | WALMART INC | WMT | 82 | $9,227 | 0.00% |
| 191 | ISHARES INC | 46434G772 | 114 | $7,242 | 0.00% |
| 192 | ORACLE CORP | ORCL-PD | 1,400 | $5,005 | 0.00% |
| 193 | MCDONALDS CORP | MCD | 15 | $4,628 | 0.00% |
| 194 | SELECT SECTOR SPDR TR | 81369Y704 | 3 | $465 | 0.00% |
| 195 | MICRON TECHNOLOGY INC | MU | 15,000 | $282 | 0.00% |