Sumitomo Mitsui Financial Group, Inc. Portfolio Stock Holdings
Sumitomo Mitsui Financial Group, Inc. disclosed 166 stock positions valued at approximately $4.9 billion in its latest SEC 13F filing. The largest holdings include ARES MANAGEMENT CORPORATION, SPDR S&P 500 ETF TR, and JEFFERIES FINL GROUP INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 166
- Portfolio Value
- $4.9B
Holdings by Sector
Sumitomo Mitsui Financial Group, Inc. Portfolio Holdings in Q1 2026
163 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARES MANAGEMENT CORPORATION | ARES | Financial Services | 29.66% | 13,364,740 | - | - | $1,458,093,134 |
| SPDR S&P 500 ETF TR | SPY | Other | 10.00% | 755,968 | -477,432 | -38.71% | $491,612,554 |
| JEFFERIES FINL GROUP INC | JEF | Financial Services | 7.76% | 9,247,081 | - | - | $381,627,033 |
| SPDR GOLD TR | GLD | Other | 5.16% | 590,062 | +43,283 | +7.92% | $253,897,778 |
| CME GROUP INC | CME | Financial Services | 2.83% | 471,846 | - | - | $139,359,642 |
| ISHARES TR | AGG | Other | 2.73% | 1,353,980 | +2,376 | +0.18% | $134,409,595 |
| INVESCO QQQ TR | QQQ | Other | 2.13% | 181,766 | - | - | $104,911,700 |
| ISHARES TR | LQD | Other | 1.85% | 835,038 | +16,543 | +2.02% | $91,010,792 |
| NVIDIA CORPORATION | NVDA | Technology | 1.66% | 468,510 | +10,684 | +2.33% | $81,708,144 |
| ISHARES TR | IEF | Other | 1.66% | 855,197 | +22,348 | +2.68% | $81,620,002 |
| BROADCOM INC | AVGO | Technology | 1.49% | 236,896 | -221,236 | -48.29% | $73,321,681 |
| ALPHABET INC | GOOG | Communication Services | 1.49% | 254,740 | +31 | +0.01% | $73,074,716 |
| ISHARES TR | SOXX | Other | 1.38% | 206,941 | +194,458 | +1557.78% | $68,013,229 |
| ISHARES TR | HYG | Other | 1.26% | 776,830 | +66,302 | +9.33% | $61,804,595 |
| ARISTA NETWORKS INC | ANET | Other | 1.22% | 490,302 | +27,690 | +5.99% | $60,199,280 |
| SPDR DOW JONES INDL AVERAGE | DIA | Other | 1.21% | 128,000 | +128,000 | +100.00% | $59,288,320 |
| ISHARES TR | IGSB | Other | 1.11% | 1,039,670 | -14,588 | -1.38% | $54,645,055 |
| BLOCK INC | SQ | Technology | 1.11% | 907,930 | -286 | -0.03% | $54,639,227 |
| SPDR SERIES TRUST | SJNK | Other | 1.00% | 1,967,984 | -577,238 | -22.68% | $49,160,240 |
| MICROSOFT CORP | MSFT | Technology | 0.96% | 126,985 | +18,492 | +17.04% | $47,006,037 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.95% | 223,139 | +13,154 | +6.26% | $46,473,160 |
| META PLATFORMS INC | META | Communication Services | 0.93% | 80,274 | +4,918 | +6.53% | $45,927,164 |
| ISHARES TR | MBB | Other | 0.91% | 471,752 | +18,210 | +4.02% | $44,792,852 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.86% | 143,253 | +11,098 | +8.40% | $42,139,302 |
| ISHARES TR | PFF | Other | 0.80% | 1,299,624 | +149,021 | +12.95% | $39,404,600 |
| GE AEROSPACE | GE | Industrials | 0.71% | 123,548 | +13,498 | +12.27% | $35,059,216 |
| KENNEDY-WILSON HOLDINGS INC COM | KW | Real Estate | 0.61% | 2,765,866 | - | - | $29,926,670 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.59% | 95,918 | +9,047 | +10.41% | $29,013,277 |
| AMGEN INC | AMGN | Healthcare | 0.59% | 82,046 | +3,923 | +5.02% | $28,867,885 |
| AMPHENOL CORP | APH | Technology | 0.58% | 226,551 | +226,551 | +100.00% | $28,624,719 |
| NEWMONT CORP | NEM | Basic Materials | 0.56% | 252,162 | +62,158 | +32.71% | $27,296,537 |
| WW GRAINGER INC | GWW | Industrials | 0.55% | 24,697 | +2,182 | +9.69% | $26,939,735 |
| FIRST SOLAR INC | FSLR | Technology | 0.52% | 130,494 | +18,369 | +16.38% | $25,741,246 |
| ISHARES TR | TLT | Other | 0.52% | 295,620 | -4,443 | -1.48% | $25,627,298 |
| D R HORTON INC | DHI | Consumer Cyclical | 0.52% | 186,525 | +17,270 | +10.20% | $25,594,961 |
| BLACKROCK INC | BLK | Other | 0.49% | 25,131 | +2,280 | +9.98% | $24,168,734 |
| INTUIT | INTU | Technology | 0.49% | 55,562 | +11,132 | +25.06% | $24,023,898 |
| COCA COLA CO | KO | Consumer Defensive | 0.48% | 311,294 | +20,943 | +7.21% | $23,673,909 |
| BOSTON SCIENTIFIC CORP | BSX | Healthcare | 0.43% | 334,764 | +64,889 | +24.04% | $21,006,441 |
| ISHARES TR | SHV | Other | 0.42% | 185,685 | +76,895 | +70.68% | $20,497,767 |
| VANGUARD WORLD FD | VGT | Other | 0.41% | 28,943 | +1,704 | +6.26% | $20,194,110 |
| INVESCO EXCH TRADED FD TR II | BAB | Other | 0.36% | 659,038 | +26,330 | +4.16% | $17,767,664 |
| ISHARES TR | GOVT | Other | 0.31% | 671,704 | -41,363 | -5.80% | $15,388,739 |
| ISHARES TR | IYR | Other | 0.24% | 126,057 | -1,094 | -0.86% | $11,919,950 |
| ULTA BEAUTY INC | ULTA | Consumer Cyclical | 0.22% | 20,651 | +2,682 | +14.93% | $10,794,484 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.22% | 10,739 | +135 | +1.27% | $10,700,662 |
| VANGUARD INDEX FDS | VOO | Other | 0.21% | 17,088 | -211 | -1.22% | $10,214,181 |
| ISHARES TR | SHY | Other | 0.21% | 122,409 | -1,735 | -1.40% | $10,107,311 |
| ISHARES TR | SGOV | Other | 0.20% | 99,566 | -27,367 | -21.56% | $10,022,314 |
| QUALCOMM INC | QCOM | Technology | 0.19% | 73,001 | +8,624 | +13.40% | $9,401,069 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.19% | 114,554 | -8,305 | -6.76% | $9,391,137 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.19% | 203,980 | -17,459 | -7.88% | $9,360,642 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.18% | 111,871 | +11,218 | +11.15% | $8,868,014 |
| ISHARES TR | TIP | Other | 0.15% | 67,508 | +2,585 | +3.98% | $7,450,183 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.14% | 89,927 | +10,139 | +12.71% | $6,719,345 |
| ISHARES TR | EEM | Other | 0.13% | 115,405 | +43,046 | +59.49% | $6,553,850 |
| ISHARES TR | INDA | Other | 0.12% | 125,855 | -24,026 | -16.03% | $5,853,516 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 68,526 | -803 | -1.16% | $5,316,932 |
| ISHARES TR | IEI | Other | 0.11% | 44,654 | +828 | +1.89% | $5,295,964 |
| PFIZER INC | PFE | Healthcare | 0.10% | 183,447 | -6,756 | -3.55% | $5,151,192 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.10% | 59,545 | +8,897 | +17.57% | $4,927,349 |
| RALPH LAUREN CORP | RL | Consumer Cyclical | 0.10% | 13,844 | +1,589 | +12.97% | $4,762,198 |
| FIRST TR EXCHANGE TRADED FD | CIBR | Other | 0.08% | 65,967 | -9,812 | -12.95% | $4,134,812 |
| TEXAS INSTRS INC | TXN | Technology | 0.08% | 20,799 | +1,240 | +6.34% | $4,037,918 |
| ISHARES TR | IYE | Other | 0.08% | 59,629 | -14,667 | -19.74% | $3,862,170 |
| PEPSICO INC | PEP | Consumer Defensive | 0.08% | 24,327 | -622 | -2.49% | $3,777,740 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 26,121 | -2,117 | -7.50% | $3,772,918 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.08% | 11,271 | +159 | +1.43% | $3,706,919 |
| ISHARES TR | IGV | Other | 0.07% | 43,902 | +491 | +1.13% | $3,513,916 |
| SPDR SERIES TRUST | SDY | Other | 0.07% | 23,595 | -14,434 | -37.96% | $3,443,454 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.06% | 26,325 | +2,935 | +12.55% | $3,122,935 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.06% | 46,346 | +3,564 | +8.33% | $2,810,885 |
| VANECK ETF TRUST | GDX | Other | 0.05% | 28,704 | +6,052 | +26.72% | $2,634,166 |
| ISHARES TR | REET | Other | 0.05% | 101,296 | -3,514 | -3.35% | $2,547,594 |
| AT&T INC | T | Communication Services | 0.05% | 84,771 | -461 | -0.54% | $2,457,511 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.05% | 73,373 | -37,477 | -33.81% | $2,251,084 |
| ISHARES TR | EMB | Other | 0.04% | 22,928 | +6,787 | +42.05% | $2,153,627 |
| FIRST TR EXCHANGE TRADED FD | SKYY | Other | 0.04% | 18,540 | +2,902 | +18.56% | $2,027,534 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.04% | 25,351 | +794 | +3.23% | $1,909,184 |
| ISHARES TR | IHI | Other | 0.03% | 29,005 | +7,690 | +36.08% | $1,547,417 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.03% | 10,145 | +7,950 | +362.19% | $1,403,256 |
| VANGUARD INDEX FDS | VNQ | Other | 0.03% | 15,007 | +865 | +6.12% | $1,331,121 |
| ISHARES INC | IEMG | Other | 0.03% | 18,426 | -1,176 | -6.00% | $1,285,214 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.03% | 25,207 | +4,100 | +19.42% | $1,265,391 |
| SPDR SERIES TRUST | XBI | Other | 0.02% | 9,608 | +184 | +1.95% | $1,227,230 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.02% | 9,910 | +2,042 | +25.95% | $1,098,623 |
| VANGUARD WORLD FD | VHT | Other | 0.02% | 3,416 | +746 | +27.94% | $930,279 |
| WISDOMTREE TR | WCLD | Other | 0.02% | 33,382 | +3,654 | +12.29% | $911,996 |
| VANGUARD WORLD FD | VCR | Other | 0.02% | 2,470 | +683 | +38.22% | $886,804 |
| ISHARES TR | IBB | Other | 0.02% | 4,938 | +37 | +0.75% | $833,781 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.02% | 7,851 | +2,156 | +37.86% | $757,386 |
| SYSCO CORP | SYY | Consumer Defensive | 0.02% | 10,564 | -2,890 | -21.48% | $753,530 |
| ISHARES TR | DVY | Other | 0.01% | 4,827 | -890 | -15.57% | $730,856 |
| GLOBAL X FDS | PAVE | Other | 0.01% | 11,349 | -6,246 | -35.50% | $576,756 |
| ISHARES TR | FXI | Other | 0.01% | 15,000 | +2,333 | +18.42% | $538,500 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.01% | 7,100 | +7,100 | +100.00% | $510,703 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.01% | 2,800 | +2,800 | +100.00% | $488,908 |
| VANECK ETF TRUST | GDXJ | Other | 0.01% | 4,044 | -1,386 | -25.52% | $485,442 |
| GENERAL MILLS INC | GIS | Consumer Defensive | 0.01% | 12,987 | -3,902 | -23.10% | $483,376 |
| APPLE INC | AAPL | Technology | 0.01% | 1,735 | -572 | -24.79% | $440,326 |
Sumitomo Mitsui Financial Group, Inc. Options Holdings in Q1 2026
21 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 8,000 | $4,617,440 |
| Q1 2026 | CELH | Celsius Holdings, Inc. | CALL | 100,000 | $3,548,000 |
| Q1 2026 | MU | Micron Technology, Inc. | PUT | 2,500 | $844,600 |
| Q1 2026 | COF | Capital One Financial Corporati | PUT | 4,500 | $820,935 |
| Q1 2026 | UBER | Uber Technologies, Inc. | PUT | 10,000 | $719,300 |
| Q1 2026 | TXN | Texas Instruments Incorporated | PUT | 3,500 | $679,490 |
| Q1 2026 | ADBE | Adobe Inc. | PUT | 2,700 | $656,316 |
| Q1 2026 | CRWD | CrowdStrike Holdings, Inc. | PUT | 1,500 | $585,615 |
| Q1 2026 | QCOM | QUALCOMM Incorporated | PUT | 4,500 | $579,510 |
| Q1 2026 | VZ | Verizon Communications Inc. | PUT | 7,000 | $351,400 |
| Q1 2026 | LULU | lululemon athletica inc. | PUT | 2,100 | $321,510 |
| Q1 2026 | ADBE | Adobe Inc. | CALL | 1,300 | $316,004 |
| Q1 2026 | AVGO | Broadcom Inc. | CALL | 1,000 | $309,510 |
| Q1 2026 | TXN | Texas Instruments Incorporated | CALL | 1,500 | $291,210 |
| Q1 2026 | COF | Capital One Financial Corporati | CALL | 1,500 | $273,645 |
| Q1 2026 | GOOG | Alphabet Inc. | PUT | 700 | $200,802 |
| Q1 2026 | VZ | Verizon Communications Inc. | CALL | 4,000 | $200,800 |
| Q1 2026 | QCOM | QUALCOMM Incorporated | CALL | 1,500 | $193,170 |
| Q1 2026 | UBER | Uber Technologies, Inc. | CALL | 2,500 | $179,825 |
| Q1 2026 | ORCL | Oracle Corporation | PUT | 1,000 | $147,110 |
| Q1 2026 | ARM | Arm Holdings plc | PUT | 700 | $105,896 |
Notional value represents the total exposure of the options position.