Sumitomo Mitsui Financial Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Sumitomo Mitsui Financial Group, Inc. disclosed 172 stock positions valued at approximately $5.24B as of quarter-end June 30, 2026. The largest holdings include ARES MANAGEMENT CORPORATION, STATE STR SPDR S&P 500 ETF T, and JEFFERIES FINL GROUP INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 172
- Portfolio Value
- $5.24B
Holdings by Sector
Sumitomo Mitsui Financial Group, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARES MANAGEMENT CORPORATION | ARES | Financial Services | 28.41% | 13,364,740 | - | - | $1,487,629,209 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 10.94% | 767,224 | -466,176 | -37.80% | $572,939,866 |
| JEFFERIES FINL GROUP INC | JEF | Financial Services | 6.14% | 6,429,337 | -2,817,744 | -30.47% | $321,338,263 |
| INVESCO QQQ TR | QQQ | Other | 5.33% | 378,706 | -83,734 | -18.11% | $278,879,098 |
| SPDR GOLD TR | GLD | Other | 4.35% | 617,825 | +27,763 | +4.71% | $227,594,374 |
| POLESTAR AUTOMOTIVE HLDG UK | PLSAY | Other | 3.71% | 10,341,261 | - | - | $194,208,882 |
| ISHARES TR | AGG | Other | 2.53% | 1,336,039 | -17,941 | -1.33% | $132,241,140 |
| SELECT SECTOR SPDR TR | XLB | Other | 2.37% | 2,441,186 | - | - | $124,085,484 |
| CME GROUP INC | CME | Financial Services | 1.99% | 471,846 | - | - | $104,197,697 |
| NVIDIA CORPORATION | NVDA | Technology | 1.82% | 475,444 | +6,934 | +1.48% | $95,131,590 |
| ISHARES TR | LQD | Other | 1.79% | 859,205 | +24,167 | +2.89% | $93,713,489 |
| ALPHABET INC | GOOG | Communication Services | 1.73% | 256,147 | +1,512 | +0.59% | $90,504,419 |
| BROADCOM INC | AVGO | Technology | 1.71% | 237,514 | +1,562 | +0.66% | $89,720,914 |
| ARISTA NETWORKS INC | ANET | Other | 1.59% | 490,822 | +520 | +0.11% | $83,380,841 |
| ISHARES TR | IEF | Other | 1.58% | 877,332 | +22,135 | +2.59% | $82,969,287 |
| BLOCK INC | SQ | Technology | 1.32% | 909,320 | +1,390 | +0.15% | $69,108,320 |
| ISHARES TR | HYG | Other | 1.19% | 780,473 | +3,643 | +0.47% | $62,414,426 |
| ISHARES TR | IGSB | Other | 1.04% | 1,039,573 | -97 | -0.01% | $54,484,021 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.03% | 227,087 | +3,948 | +1.77% | $54,123,916 |
| SPDR SERIES TRUST | SJNK | Other | 0.99% | 2,061,130 | +93,146 | +4.73% | $51,590,084 |
| GE AEROSPACE | GE | Industrials | 0.91% | 127,866 | +4,318 | +3.49% | $47,787,360 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.91% | 145,973 | +2,720 | +1.90% | $47,781,342 |
| MICROSOFT CORP | MSFT | Technology | 0.90% | 125,950 | -1,035 | -0.82% | $46,981,869 |
| META PLATFORMS INC | META | Communication Services | 0.89% | 82,420 | +2,146 | +2.67% | $46,426,362 |
| AMPHENOL CORP | APH | Technology | 0.87% | 259,128 | +32,577 | +14.38% | $45,689,449 |
| ISHARES TR | MBB | Other | 0.85% | 470,874 | -878 | -0.19% | $44,507,010 |
| ISHARES TR | PFF | Other | 0.76% | 1,309,459 | +9,835 | +0.76% | $39,925,405 |
| WW GRAINGER INC | GWW | Industrials | 0.63% | 24,381 | -316 | -1.28% | $33,167,912 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.62% | 96,529 | +611 | +0.64% | $32,650,934 |
| VANGUARD WORLD FD | VGT | Other | 0.59% | 256,515 | +227,572 | +786.28% | $30,658,673 |
Showing 30 of 172 holdings in the latest reporting period.
Sumitomo Mitsui Financial Group, Inc. Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 10,000 | $7,364,000 |
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | CALL | 5,500 | $4,050,200 |
| Q2 2026 | CELH | Celsius Holdings, Inc. | CALL | 100,000 | $2,928,000 |
| Q2 2026 | META | Meta Platforms, Inc. | PUT | 4,000 | $2,253,160 |
| Q2 2026 | MU | Micron Technology, Inc. | CALL | 1,000 | $1,154,290 |
| Q2 2026 | GE | GE Aerospace | PUT | 2,100 | $784,833 |
| Q2 2026 | IBM | International Business Machines | PUT | 2,500 | $703,025 |
| Q2 2026 | SNOW | Snowflake Inc. | PUT | 2,600 | $661,700 |
| Q2 2026 | DE | Deere & Company | PUT | 1,000 | $634,330 |
| Q2 2026 | TXN | Texas Instruments Incorporated | PUT | 2,000 | $596,140 |
| Q2 2026 | ANET | Arista Networks | PUT | 3,500 | $594,580 |
| Q2 2026 | SMCI | Super Micro | CALL | 20,000 | $586,600 |
| Q2 2026 | AMD | Advanced Micro Devices, Inc. | PUT | 1,000 | $580,910 |
| Q2 2026 | AVGO | Broadcom Inc. | CALL | 1,500 | $566,625 |
| Q2 2026 | CDNS | Cadence Design Systems, Inc. | PUT | 1,500 | $562,980 |
| Q2 2026 | IBM | International Business Machines | CALL | 2,000 | $562,420 |
| Q2 2026 | INTC | Intel Corporation | PUT | 4,000 | $558,520 |
| Q2 2026 | SMCI | Super Micro | PUT | 18,500 | $542,605 |
| Q2 2026 | DELL | Dell Technologies Inc. | CALL | 1,200 | $517,752 |
| Q2 2026 | PANW | Palo Alto Networks, Inc. | PUT | 1,500 | $511,530 |
| Q2 2026 | GEV | GE Vernova Inc. | PUT | 400 | $469,944 |
| Q2 2026 | CAT | Caterpillar, Inc. | PUT | 400 | $425,960 |
| Q2 2026 | QCOM | QUALCOMM Incorporated | PUT | 2,000 | $369,580 |
| Q2 2026 | DE | Deere & Company | CALL | 500 | $317,165 |
| Q2 2026 | SNOW | Snowflake Inc. | CALL | 1,200 | $305,400 |
| Q2 2026 | AMD | Advanced Micro Devices, Inc. | CALL | 500 | $290,455 |
| Q2 2026 | INTC | Intel Corporation | CALL | 2,000 | $279,260 |
| Q2 2026 | ANET | Arista Networks | CALL | 1,500 | $254,820 |
| Q2 2026 | HOOD | Robinhood Markets, Inc. | PUT | 2,500 | $250,700 |
| Q2 2026 | GEV | GE Vernova Inc. | CALL | 200 | $234,972 |
Showing 30 of 38 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.