Sumitomo Mitsui Financial Group, Inc.
Sumitomo Mitsui Financial Group, Inc. reported 175 US-listed holdings worth $5.24 billion in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Ares Management Corp. (28.4%), SPDR S&P 500 (10.9%) and Jefferies Financial Group Inc. (6.1%). Against the quarter before, it opened 33 positions, added to 64, trimmed 60 and sold out of 25.
Reported holdings$5.24B+6.5% on Q1 2026
Positions175+8 on Q1 2026
The largest ten67.5%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Added toHeldTrimmed
The 14 largest of its 175 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 33Added 64Held 18Trimmed 60Sold out 25
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 33
- Marvell Technology, Inc. MRVL$1.6 million
- Global X FDS BOTZ$1.2 million
- Exchange Traded Concepts Tru ROBO$1.2 million
- Sandisk Corp. SNDK$577,527
- Snowflake Inc. SNOW$534,450
- Palo Alto Networks Inc. PANW$491,751
- ServiceNow, Inc. NOW$461,652
- Okta, Inc. OKTA$409,350
and 25 more in the table below
Added to 64
- Invesco QQQ Trust QQQ+196,940 shares · +108%
- Select Sector SPDR Trust XLB+2.4 million shares · +205734%
- Vanguard World FD VGT+227,572 shares · +786%
- SPDR Gold Trust GLD+27,763 shares · +5%
- SPDR S&P 500 SPY+11,256 shares · +1%
- Amphenol Corp. APH+32,577 shares · +14%
- Boston Scientific Corp. BSX+77,768 shares · +23%
- iShares Trust LQD+24,167 shares · +3%
and 56 more in the table below
Trimmed 60
- Jefferies Financial Group Inc. JEF-2.8 million shares · -30%
- iShares Trust SOXX-171,656 shares · -83%
- iShares SHV-36,718 shares · -20%
- iShares Trust SGOV-31,398 shares · -32%
- iShares Trust AGG-17,941 shares · -1%
- Select Sector SPDR Trust XLU-36,222 shares · -18%
- Ssga Active Trust ALLW-28,154 shares · -13%
- iShares Trust IYR-7,842 shares · -6%
and 52 more in the table below
Sold out of 25
- SPDR Dow Jones Indl Average DIA$59.3 million last quarter
- Kennedy-Wilson Holdings Inc. KW$29.9 million last quarter
- Coinbase Global, Inc. COIN$488,908 last quarter
- Micron Technology Inc. MU$318,583 last quarter
- lululemon athletica Inc. LULU$214,340 last quarter
- Adobe Inc. ADBE$206,618 last quarter
- Lockheed Martin Corp. LMT$199,449 last quarter
- Charter Communications, Inc. CHTR$151,116 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Ares Management Corp. ARES | 13,364,740 | $1.49 billion | 28.39% | no change |
| SPDR S&P 500 SPY | 767,224 | $572.9 million | 10.93% | +11,256 |
| Jefferies Financial Group Inc. JEF | 6,429,337 | $321.3 million | 6.13% | -2,817,744 |
| Invesco QQQ Trust QQQ | 378,706 | $278.9 million | 5.32% | +196,940 |
| SPDR Gold Trust GLD | 617,825 | $227.6 million | 4.34% | +27,763 |
| Polestar Automotive Hldg UK PSNY | 10,341,261 | $194.2 million | 3.71% | no change |
| iShares Trust AGG | 1,336,039 | $132.2 million | 2.52% | -17,941 |
| Select Sector SPDR Trust XLB | 2,441,186 | $124.1 million | 2.37% | +2,440,000 |
| CME Group Inc. CME | 471,846 | $104.2 million | 1.99% | no change |
| NVIDIA Corp. NVDA | 475,444 | $95.1 million | 1.82% | +6,934 |
| iShares Trust LQD | 859,205 | $93.7 million | 1.79% | +24,167 |
| Alphabet Inc. GOOG | 256,147 | $90.5 million | 1.73% | +1,407 |
| Broadcom Inc. AVGO | 237,514 | $89.7 million | 1.71% | +618 |
| Arista Networks, Inc. ANET | 490,822 | $83.4 million | 1.59% | +520 |
| iShares Trust IEF | 877,332 | $83.0 million | 1.58% | +22,135 |
| Block, Inc. XYZ | 909,320 | $69.1 million | 1.32% | +1,390 |
| iShares Trust HYG | 780,473 | $62.4 million | 1.19% | +3,643 |
| iShares Trust IGSB | 1,039,573 | $54.5 million | 1.04% | -97 |
| Amazon.com Inc. AMZN | 227,087 | $54.1 million | 1.03% | +3,948 |
| SPDR Ser Trust SJNK | 2,061,130 | $51.6 million | 0.98% | +93,146 |
| General Electric Co. GE | 127,866 | $47.8 million | 0.91% | +4,318 |
| JPMorgan Chase & Co. JPM | 145,973 | $47.8 million | 0.91% | +2,720 |
| Microsoft Corp. MSFT | 125,950 | $47.0 million | 0.90% | -1,035 |
| Meta Platforms, Inc. META | 82,420 | $46.4 million | 0.89% | +2,146 |
| Amphenol Corp. APH | 259,128 | $45.7 million | 0.87% | +32,577 |
| iShares Trust MBB | 470,874 | $44.5 million | 0.85% | -878 |
| iShares Trust PFF | 1,309,459 | $39.9 million | 0.76% | +9,835 |
| W.W. Grainger, Inc. GWW | 24,381 | $33.2 million | 0.63% | -316 |
| American Express Co. AXP | 96,529 | $32.7 million | 0.62% | +611 |
| Vanguard World FD VGT | 256,515 | $30.7 million | 0.59% | +227,572 |
| D.R. Horton, Inc. DHI | 186,534 | $30.4 million | 0.58% | +9 |
| First Solar, Inc. FSLR | 128,656 | $30.4 million | 0.58% | -1,838 |
| Amgen Inc. AMGN | 83,520 | $30.2 million | 0.58% | +1,474 |
| Coca-Cola Co. KO | 312,741 | $25.4 million | 0.49% | +1,447 |
| iShares Trust TLT | 292,387 | $25.3 million | 0.48% | -3,233 |
| Newmont Corp. NEM | 265,950 | $24.8 million | 0.47% | +13,788 |
| BlackRock, Inc. BLK | 25,223 | $24.3 million | 0.46% | +92 |
| iShares Trust SOXX | 35,285 | $22.6 million | 0.43% | -171,656 |
| Boston Scientific Corp. BSX | 412,532 | $17.6 million | 0.34% | +77,768 |
| Invesco Exch Traded FD Trust II BAB | 637,933 | $17.1 million | 0.33% | -21,105 |
| iShares SHV | 148,967 | $16.4 million | 0.31% | -36,718 |
| Intuit Inc. INTU | 61,068 | $15.9 million | 0.30% | +5,506 |
| iShares Trust GOVT | 678,839 | $15.5 million | 0.29% | +7,135 |
| Qualcomm Inc. QCOM | 76,418 | $14.1 million | 0.27% | +3,417 |
| iShares Trust IYR | 118,215 | $12.1 million | 0.23% | -7,842 |
| Vanguard S&P 500 VOO | 16,547 | $11.4 million | 0.22% | -541 |
| iShares Trust SHY | 137,118 | $11.3 million | 0.21% | +14,709 |
| Costco Wholesale Corp. COST | 10,478 | $9.8 million | 0.19% | -261 |
| Select Sector SPDR Trust XLP | 115,545 | $9.6 million | 0.18% | +991 |
| Ulta Beauty, Inc. ULTA | 21,048 | $9.5 million | 0.18% | +397 |
| Cisco Systems, Inc. CSCO | 72,272 | $8.5 million | 0.16% | +3,746 |
| Vanguard Short-Term Corp. BD Idx VCSH | 105,496 | $8.3 million | 0.16% | -6,375 |
| iShares Barclays Tips Bond TIP | 71,821 | $7.9 million | 0.15% | +4,313 |
| iShares Trust EEM | 111,721 | $7.6 million | 0.15% | -3,684 |
| Select Sector SPDR Trust XLU | 167,758 | $7.6 million | 0.15% | -36,222 |
| iShares Trust SGOV | 68,168 | $6.9 million | 0.13% | -31,398 |
| Texas Instruments Inc. TXN | 22,589 | $6.7 million | 0.13% | +1,790 |
| Vanguard Scottsdale FDS VCLT | 84,549 | $6.4 million | 0.12% | -5,378 |
| iShares Trust INDA | 128,918 | $6.4 million | 0.12% | +3,063 |
| Ralph Lauren Corp. RL | 15,695 | $6.3 million | 0.12% | +1,851 |
| First Trust Exchange Traded FD CIBR | 65,414 | $5.9 million | 0.11% | -553 |
| Ssga Active Trust ALLW | 194,734 | $5.7 million | 0.11% | -28,154 |
| iShares Trust IEI | 44,164 | $5.2 million | 0.10% | -490 |
| Vanguard Intermediate-Term Corp. VCIT | 56,094 | $4.6 million | 0.09% | -3,451 |
| Pfizer Inc. PFE | 173,691 | $4.2 million | 0.08% | -9,756 |
| Bank of New York Mellon Corp. BNY | 28,820 | $4.2 million | 0.08% | +2,495 |
| Home Depot, Inc. HD | 11,011 | $3.9 million | 0.07% | -260 |
| iShares Trust IGV | 41,563 | $3.8 million | 0.07% | -2,339 |
| SPDR S&P Dividend ETF SDY | 23,468 | $3.6 million | 0.07% | -127 |
| PepsiCo Inc. PEP | 25,819 | $3.5 million | 0.07% | +1,492 |
| Procter & Gamble Co. PG | 23,579 | $3.5 million | 0.07% | -2,542 |
| Schwab Strategic Trust SCHD | 101,369 | $3.2 million | 0.06% | +27,996 |
| iShares Trust IYE | 56,691 | $3.2 million | 0.06% | -2,938 |
| Celsius Holdings, Inc. CELH | 100,000 | $2.9 million | 0.06% | no change |
| iShares Trust REET | 100,164 | $2.8 million | 0.05% | -1,132 |
| Bristol-Myers Squibb Co. BMY | 44,119 | $2.5 million | 0.05% | -2,227 |
| First Trust Exchange Traded FD SKYY | 18,797 | $2.5 million | 0.05% | +257 |
| iShares Trust EMB | 25,113 | $2.4 million | 0.05% | +2,185 |
| Vaneck ETF Trust GDX | 29,935 | $2.3 million | 0.04% | +1,231 |
| iShares Trust IHI | 35,868 | $1.8 million | 0.03% | +6,863 |
| Omnicom Group Inc. OMC | 23,795 | $1.7 million | 0.03% | -1,556 |
| Vanguard Intl Equity Index F VT | 10,495 | $1.6 million | 0.03% | +350 |
| AT&T Inc. T | 77,817 | $1.6 million | 0.03% | -6,954 |
| Marvell Technology, Inc. MRVL | 5,217 | $1.6 million | 0.03% | new |
| Vanguard Real Estate ETF VNQ | 15,803 | $1.5 million | 0.03% | +796 |
| iShares Core MSCI Emerging Mark IEMG | 18,244 | $1.5 million | 0.03% | -182 |
| SPDR Ser Trust XBI | 8,359 | $1.3 million | 0.03% | -1,249 |
| Global X FDS BOTZ | 31,448 | $1.2 million | 0.02% | new |
| Exchange Traded Concepts Tru ROBO | 13,689 | $1.2 million | 0.02% | new |
| Vanguard World FD VHT | 3,806 | $1.1 million | 0.02% | +390 |
| Vanguard World FD VCR | 2,619 | $1.0 million | 0.02% | +149 |
| Verizon Communications Inc. VZ | 24,230 | $1.0 million | 0.02% | -977 |
| Select Sector SPDR Trust XLC | 9,563 | $1.0 million | 0.02% | -347 |
| Sysco Corp. SYY | 10,536 | $880,599 | 0.02% | -28 |
| Wisdomtree Trust WCLD | 27,378 | $877,626 | 0.02% | -6,004 |
| iShares Trust IBB | 4,601 | $875,064 | 0.02% | -337 |
| Kimberly Clark Corp. KMB | 6,795 | $745,887 | 0.01% | -1,056 |
| iShares Select Dividend ETF DVY | 4,701 | $734,766 | 0.01% | -126 |
| Lam Research Corp. LRCX | 1,518 | $657,795 | 0.01% | +1,018 |
| Netflix Inc. NFLX | 9,079 | $648,241 | 0.01% | +5,519 |
| Select Sector SPDR Trust XLE | 12,172 | $646,455 | 0.01% | +6,983 |
| Global X Infrastr Development ETF (pave) PAVE | 10,577 | $622,668 | 0.01% | -772 |
| Sandisk Corp. SNDK | 254 | $577,527 | 0.01% | new |
| Snowflake Inc. SNOW | 2,100 | $534,450 | 0.01% | new |
| Palo Alto Networks Inc. PANW | 1,442 | $491,751 | 0.01% | new |
| ServiceNow, Inc. NOW | 4,650 | $461,652 | 0.01% | new |
| iShares ETFs REM | 20,442 | $450,542 | 0.01% | +3,611 |
| CrowdStrike Holdings, Inc. CRWD | 589 | $449,489 | 0.01% | -251 |
| iShares Trust FXI | 13,511 | $426,812 | 0.01% | -1,489 |
| Mondelez International, Inc. MDLZ | 7,284 | $421,307 | 0.01% | +294 |
| Okta, Inc. OKTA | 3,000 | $409,350 | 0.01% | new |
| Vaneck ETF Trust GDXJ | 4,034 | $396,341 | 0.01% | -10 |
| ProShares Trust Short S&P 500 Ne SH | 12,000 | $396,240 | 0.01% | no change |
| General Mills Inc. GIS | 10,551 | $367,175 | 0.01% | -2,436 |
| iShares Trust HEWJ | 5,625 | $362,925 | 0.01% | no change |
| Salesforce, Inc. CRM | 2,255 | $353,268 | 0.01% | +1,755 |
| Illinois Tool Works Inc. ITW | 1,256 | $339,710 | 0.01% | -133 |
| iShares Inc. EWJ | 3,179 | $296,505 | 0.01% | no change |
| Merck & Co., Inc. MRK | 2,300 | $295,550 | 0.01% | +300 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 530 | $253,112 | 0.00% | new |
| iShares ETFs IEO | 2,069 | $227,011 | 0.00% | +507 |
| First Trust Exchange-Traded FD QCLN | 3,616 | $221,733 | 0.00% | -2,260 |
| Cadence Design Systems Inc. CDNS | 570 | $213,932 | 0.00% | new |
| Coherent Corp. COHR | 530 | $209,069 | 0.00% | new |
| Dell Technologies Inc. DELL | 480 | $207,101 | 0.00% | new |
| PIMCO ETF Trust BOND | 2,100 | $193,641 | 0.00% | -100 |
| iShares Russell 2000 ETF IWM | 562 | $168,853 | 0.00% | -72 |
| Invesco S&P 500 Low Volatility ETF SPLV | 2,168 | $162,383 | 0.00% | no change |
| Vaneck ETF Trust EMLC | 6,080 | $155,405 | 0.00% | +3,064 |
| Super Micro Computer, Inc. SMCI | 5,150 | $151,050 | 0.00% | new |
| Wisdomtree Trust XSOE | 3,058 | $150,392 | 0.00% | no change |
| Lumentum Holdings Inc. LITE | 150 | $128,709 | 0.00% | new |
| Vanguard World FD ESGV | 938 | $124,097 | 0.00% | no change |
| Apple Inc. AAPL | 409 | $118,348 | 0.00% | -1,326 |
| Select Sector SPDR Trust XLI | 620 | $114,843 | 0.00% | +548 |
| iShares Trust IDV | 2,759 | $114,209 | 0.00% | -1,382 |
| Alphabet Inc. GOOGL | 306 | $109,355 | 0.00% | -381 |
| iShares Trust EAGG | 2,196 | $104,112 | 0.00% | no change |
| Shopify Inc. SHOP | 900 | $102,762 | 0.00% | +573 |
| Corning Inc. GLW | 350 | $89,401 | 0.00% | new |
| Delta Air Lines, Inc. DAL | 900 | $84,294 | 0.00% | new |
| iShares Trust MSCI Indonia ETF EIDO | 6,762 | $76,478 | 0.00% | +5,857 |
| Aflac Inc. AFL | 652 | $76,447 | 0.00% | new |
| PIMCO ETF Trust PYLD | 2,528 | $67,043 | 0.00% | no change |
| Visa Inc. V | 194 | $66,559 | 0.00% | new |
| Palantir Technologies Inc. PLTR | 559 | $65,219 | 0.00% | -555 |
| Morgan Stanley MS | 300 | $62,712 | 0.00% | new |
| Bank of America Corp. BAC | 1,100 | $62,678 | 0.00% | new |
| UnitedHealth Group Inc. UNH | 150 | $62,345 | 0.00% | new |
| CVS Health Corp. CVS | 600 | $62,070 | 0.00% | new |
| NextEra Energy Inc. NEE | 700 | $61,439 | 0.00% | new |
| Goldman Sachs Group Inc. GS | 60 | $60,682 | 0.00% | new |
| Humana Inc. HUM | 150 | $59,583 | 0.00% | new |
| iShares Trust HEZU | 1,130 | $56,673 | 0.00% | no change |
| Tesla, Inc. TSLA | 120 | $50,472 | 0.00% | new |
| Intel Corp. INTC | 350 | $48,871 | 0.00% | new |
| Financial Select Sector SPDR ETF XLF | 817 | $43,799 | 0.00% | no change |
| Exchange Traded Concepts Tru EMQQ | 1,323 | $41,282 | 0.00% | +447 |
| Robinhood Markets, Inc. HOOD | 400 | $40,112 | 0.00% | new |
| Fidelity Stocks for Inflation ETF FCPI | 705 | $38,468 | 0.00% | no change |
| GE Vernova Inc. GEV | 30 | $35,246 | 0.00% | new |
| Twilio Inc. TWLO | 150 | $30,950 | 0.00% | new |
| iShares Inc. THD | 421 | $30,443 | 0.00% | +357 |
| Zoom Video Communications in ZM | 349 | $30,122 | 0.00% | -919 |
| iShares Inc. EWZ | 841 | $29,015 | 0.00% | +726 |
| iShares Inc. EWT | 259 | $28,130 | 0.00% | +145 |
| Global X FDS CHIQ | 1,492 | $23,589 | 0.00% | -70 |
| Global X FDS SHLD | 291 | $17,376 | 0.00% | new |
| iShares Inc. EWM | 554 | $14,930 | 0.00% | new |
| Vertiv Holdings Co. VRT | 28 | $9,375 | 0.00% | new |
| Boeing Co. BA | 35 | $7,576 | 0.00% | -165 |
| McDonald's Corp. MCD | 15 | $4,055 | 0.00% | no change |
| Oracle Corp. ORCL | 15 | $2,198 | 0.00% | -807 |
| Eli Lilly & Co. LLY | 1 | $1,199 | 0.00% | -7 |
| Uber Technologies, Inc. UBER | 4 | $289 | 0.00% | -7,096 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read more
Change is shares against its 13F for the quarter before; the 25 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Invesco QQQ Trust QQQ | Puts | 10,000 | $7.4 million |
| Invesco QQQ Trust QQQ | Calls | 5,500 | $4.1 million |
| Celsius Holdings, Inc. CELH | Calls | 100,000 | $2.9 million |
| Meta Platforms, Inc. META | Puts | 4,000 | $2.3 million |
| Micron Technology Inc. MU | Calls | 1,000 | $1.2 million |
| General Electric Co. GE | Puts | 2,100 | $784,833 |
| International Business Machines Corp. IBM | Puts | 2,500 | $703,025 |
| Snowflake Inc. SNOW | Puts | 2,600 | $661,700 |
| Deere & Co. DE | Puts | 1,000 | $634,330 |
| Texas Instruments Inc. TXN | Puts | 2,000 | $596,140 |
| Arista Networks, Inc. ANET | Puts | 3,500 | $594,580 |
| Super Micro Computer, Inc. SMCI | Calls | 20,000 | $586,600 |
| Advanced Micro Devices Inc. AMD | Puts | 1,000 | $580,910 |
| Broadcom Inc. AVGO | Calls | 1,500 | $566,625 |
| Cadence Design Systems Inc. CDNS | Puts | 1,500 | $562,980 |
| International Business Machines Corp. IBM | Calls | 2,000 | $562,420 |
| Intel Corp. INTC | Puts | 4,000 | $558,520 |
| Super Micro Computer, Inc. SMCI | Puts | 18,500 | $542,605 |
| Dell Technologies Inc. DELL | Calls | 1,200 | $517,752 |
| Dell Technologies Inc. DELL | Puts | 1,200 | $517,752 |
| Palo Alto Networks Inc. PANW | Puts | 1,500 | $511,530 |
| GE Vernova Inc. GEV | Puts | 400 | $469,944 |
| Caterpillar Inc. CAT | Puts | 400 | $425,960 |
| Qualcomm Inc. QCOM | Puts | 2,000 | $369,580 |
| Deere & Co. DE | Calls | 500 | $317,165 |
| Snowflake Inc. SNOW | Calls | 1,200 | $305,400 |
| Advanced Micro Devices Inc. AMD | Calls | 500 | $290,455 |
| Intel Corp. INTC | Calls | 2,000 | $279,260 |
| Arista Networks, Inc. ANET | Calls | 1,500 | $254,820 |
| Robinhood Markets, Inc. HOOD | Puts | 2,500 | $250,700 |
| GE Vernova Inc. GEV | Calls | 200 | $234,972 |
| Caterpillar Inc. CAT | Calls | 200 | $212,980 |
| Broadcom Inc. AVGO | Puts | 500 | $188,875 |
| Cadence Design Systems Inc. CDNS | Calls | 500 | $187,660 |
| Qualcomm Inc. QCOM | Calls | 1,000 | $184,790 |
| Palo Alto Networks Inc. PANW | Calls | 500 | $170,510 |
| Texas Instruments Inc. TXN | Calls | 500 | $149,035 |
| General Electric Co. GE | Calls | 300 | $112,119 |
| Robinhood Markets, Inc. HOOD | Calls | 1,000 | $100,280 |
39 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.