Sumitomo Mitsui Financial Group, Inc. reported 91 positions worth $3.41B for the quarter ended Jun 30, 2026, up 1.8% on the prior quarter. It opened 29 new positions, added to 32, trimmed 25 and exited 22. Its largest holding is Ares Management Corp at 43.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLD Spdr Gold Trust | +27.8K | +4.7% | $10.23M | 6.67% |
| APH Amphenol Corp | +65.2K | +14.4% | $5.74M | 1.34% |
| BSX Boston Scientific Corp | +77.8K | +23.2% | $3.32M | 0.516% |
| GE General Electric Co | +4,318 | +3.5% | $1.61M | 1.4% |
| MRVL Marvell Technology, Inc. | +5,217 | – | $1.55M | 0.046% |
| INTU Intuit Inc. | +5,506 | +9.9% | $1.44M | 0.467% |
| NVDA Nvidia Corp | +6,934 | +1.5% | $1.39M | 2.79% |
| NEM NEWMONT Corp | +13.8K | +5.5% | $1.29M | 0.728% |
| META Meta Platforms, Inc. | +2,146 | +2.7% | $1.21M | 1.36% |
| AMZN Amazon Com Inc | +3,948 | +1.8% | $940.97K | 1.59% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JEF Jefferies Financial Group Inc. | -2.82M | -30.5% | $140.83M | 9.42% |
| UBER Uber Technologies, Inc | -7,096 | -99.9% | $512.69K | <0.01% |
| COIN Coinbase Global, Inc. | -2,800 | -100.0% | $488.91K | Exited |
| FSLR First Solar, Inc. | -1,838 | -1.4% | $433.69K | 0.89% |
| GWW W.W. Grainger, Inc. | -316 | -1.3% | $429.89K | 0.972% |
| MSFT Microsoft Corp | -1,035 | -0.8% | $386.08K | 1.38% |
| AAPL Apple Inc. | -1,326 | -76.4% | $383.69K | <0.01% |
| PG PROCTER & GAMBLE Co | -2,542 | -9.7% | $372.76K | 0.101% |
| MU Micron Technology Inc | -943 | -100.0% | $318.58K | Exited |
| COST Costco Wholesale Corp | -261 | -2.4% | $244.16K | 0.287% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MRVL Marvell Technology, Inc. | +5,217 | $1.55M | 0.046% |
| SNDK Sandisk Corp | +254 | $577.53K | 0.017% |
| SNOW Snowflake Inc. | +2,100 | $534.45K | 0.016% |
| PANW Palo Alto Networks Inc | +1,442 | $491.75K | 0.014% |
| NOW ServiceNow, Inc. | +4,650 | $461.65K | 0.014% |
| OKTA Okta, Inc. | +3,000 | $409.35K | 0.012% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +530 | $253.11K | <0.01% |
| CDNS Cadence Design Systems Inc | +570 | $213.93K | <0.01% |
| COHR Coherent Corp. | +530 | $209.07K | <0.01% |
| DELL Dell Technologies Inc. | +480 | $207.10K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| COIN Coinbase Global, Inc. | -2,800 | $488.91K | 0.015% |
| MU Micron Technology Inc | -943 | $318.58K | <0.01% |
| LULU lululemon athletica inc. | -1,400 | $214.34K | <0.01% |
| ADBE Adobe Inc. | -850 | $206.62K | <0.01% |
| LMT Lockheed Martin Corp | -330 | $199.45K | <0.01% |
| CHTR Charter Communications, Inc. | -700 | $151.12K | <0.01% |
| COF Capital One Financial Corp | -700 | $127.70K | <0.01% |
| XOM ExxonMobil Holdings Corp | -700 | $118.76K | <0.01% |
| AMAT Applied Materials Inc | -300 | $102.54K | <0.01% |
| ARM Arm Holdings Plc | -677 | $102.42K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | ARES Ares Management Corp | Financial Services | 13.36M | $1.49B | 43.6% | 0 | 0.0% | Unchanged | 5.97% |
| 2 | JEF Jefferies Financial Group Inc. | Financial Services | 6.43M | $321.34M | 9.42% | -2.82M | -30.5% | Reduced | 3.01% |
| 3 | GLD Spdr Gold Trust | Financial Services | 617.8K | $227.59M | 6.67% | +27.8K | +4.7% | Added | 0.17% |
| 4 | PSNY Polestar Automotive Holding UK PLC | Consumer Discretionary | 10.34M | $194.21M | 5.69% | 0 | 0.0% | Unchanged | 11.3% |
| 5 | CME Cme Group Inc. | Financial Services | 471.8K | $104.20M | 3.05% | 0 | 0.0% | Unchanged | 0.13% |
| 6 | NVDA Nvidia Corp | Technology | 475.4K | $95.13M | 2.79% | +6,934 | +1.5% | Added | 0% |
| 7 | GOOG Alphabet Inc. | Technology | 256.1K | $90.50M | 2.65% | +1,407 | +0.6% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 237.5K | $89.72M | 2.63% | +618 | +0.3% | Added | 0% |
| 9 | ANET Arista Networks, Inc. | Technology | 490.8K | $83.38M | 2.44% | +520 | +0.1% | Added | 0.04% |
| 10 | XYZ Block, Inc. | Technology | 909.3K | $69.11M | 2.03% | +1,390 | +0.2% | Added | 0.15% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 227.1K | $54.12M | 1.59% | +3,948 | +1.8% | Added | 0% |
| 12 | GE General Electric Co | Industrials | 127.9K | $47.79M | 1.4% | +4,318 | +3.5% | Added | 0.01% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 146.0K | $47.78M | 1.4% | +2,720 | +1.9% | Added | 0.01% |
| 14 | MSFT Microsoft Corp | Technology | 126.0K | $46.98M | 1.38% | -1,035 | -0.8% | Reduced | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 82.4K | $46.43M | 1.36% | +2,146 | +2.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Sumitomo Mitsui Financial.
As of its Q2 2026 13F filing, Sumitomo Mitsui Financial Group, Inc.’s five largest positions were Ares Management Corp (ARES) at 43.6%, Jefferies Financial Group Inc. (JEF) at 9.4%, Spdr Gold Trust (GLD) at 6.7%, Polestar Automotive Holding UK PLC (PSNY) at 5.7%, Cme Group Inc. (CME) at 3.1% of the reported portfolio.
Sumitomo Mitsui Financial Group, Inc. reported a 13F portfolio worth $3.41B across 91 positions for Q2 2026. That is up 1.8% from the previous quarter.
Its largest purchases by value were Spdr Gold Trust ($10.23M), Amphenol Corp ($5.74M), Boston Scientific Corp ($3.32M). It opened 29 new positions.
Its largest sales by value were Jefferies Financial Group Inc. ($140.83M), Uber Technologies, Inc ($512.69K), Coinbase Global, Inc. ($488.91K). It exited 22 positions entirely.
From the Form 13F-HR reports Sumitomo Mitsui Financial Group, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.