Institutional Manager · CIK 0001022837
SUMITOMO MITSUI FINANCIAL GROUP, INC.
TOKYO, M0 · File #028-17794
Latest AUM
$5.65B
Positions
195
Top-10 Concentration
73.1%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025195 pos · $5.65B
- 13F COMBINATION REPORTQ/E Sep 2025183 pos · $5.70B
- 13F COMBINATION REPORTQ/E Jun 2025239 pos · $6.14B
- 13F COMBINATION REPORTQ/E Mar 2025194 pos · $5.46B
- 13F COMBINATION REPORT (Amended)Q/E Mar 20251 pos · $569.2M
- 13F COMBINATION REPORTQ/E Dec 2024183 pos · $7.51B
- 13F COMBINATION REPORTQ/E Sep 2024174 pos · $3.88B
- 13F COMBINATION REPORTQ/E Jun 2024192 pos · $3.22B
- 13F COMBINATION REPORTQ/E Mar 2024173 pos · $3.23B
- 13F COMBINATION REPORTQ/E Dec 2023185 pos · $3.11B
- 13F COMBINATION REPORTQ/E Sep 2023185 pos · $3.14B
- 13F COMBINATION REPORTQ/E Jun 2023175 pos · $3.19B
- 13F HOLDINGS REPORTQ/E Mar 2023170 pos · $2.64B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | ARES-PB | 13,364,740 | $2.16B | 39.64% |
| 2 | JEFFERIES FINL GROUP INC | 47233W109 | 9,247,081 | $573.0M | 10.52% |
| 3 | SPDR S&P 500 ETF TR | SPY | 616,700 | $423.7M | 7.77% |
| 4 | SPDR GOLD TR | GLD | 546,779 | $216.7M | 3.98% |
| 5 | ISHARES TR | 464287226 | 1,351,604 | $135.0M | 2.48% |
| 6 | CME GROUP INC | CME | 471,846 | $128.9M | 2.36% |
| 7 | SPDR S&P 500 ETF TR | SPY | 136,812 | $93.3M | 1.71% |
| 8 | ISHARES TR | 464287242 | 818,495 | $90.2M | 1.65% |
| 9 | NVIDIA CORPORATION | NVDA | 442,411 | $82.5M | 1.51% |
| 10 | INVESCO QQQ TR | IVZ | 130,000 | $80.5M | 1.48% |
| 11 | ISHARES TR | 464287440 | 832,849 | $80.1M | 1.47% |
| 12 | BROADCOM INC | AVGO | 222,180 | $76.9M | 1.41% |
| 13 | ALPHABET INC | GOOG | 240,853 | $75.6M | 1.39% |
| 14 | ISHARES TR | 464287200 | 103,000 | $71.1M | 1.30% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 466,000 | $67.8M | 1.24% |
| 16 | SPDR SERIES TRUST | 78464A870 | 9,424 | $64.4M | 1.18% |
| 17 | ARISTA NETWORKS INC | ANET | 460,530 | $60.3M | 1.11% |
| 18 | BLOCK INC | BSQKZ | 907,930 | $59.1M | 1.08% |
| 19 | ISHARES TR | 464288513 | 710,528 | $57.3M | 1.05% |
| 20 | ISHARES TR | 464288646 | 1,054,258 | $55.7M | 1.02% |