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SUMITOMO MITSUI FINANCIAL GROUP, INC.
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $5,568,696,605
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ARES MANAGEMENT CORPORATION · CL A COM STK · 03990B101 · shares: $1,552,581,846
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $639,907,580
- JEFFERIES FINL GROUP INC · COM · 47233W109 · shares: $391,740,512
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $281,478,786
- SPDR GOLD TR · GOLD SHS · 78463V107 · shares: $244,186,230
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $126,938,858
- CME GROUP INC · COM · 12572Q105 · shares: $123,614,150
- ISHARES TR · IBOXX INV CP ETF · 464287242 · shares: $112,643,845
- NVIDIA CORPORATION · COM · 67066G104 · shares: $107,382,677
- ISHARES TR · ISHARES SEMICDTR · 464287523 · shares: $98,879,104
Reported holdings
247 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 13,364,740 shares | $1,552,581,846 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 685,700 shares | $522,935,391 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 | — | 8,566,379 shares | $391,740,512 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 332,440 shares | $245,929,139 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 641,178 shares | $244,186,230 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 1,342,700 shares | $126,938,858 |
| CME GROUP INC | COM | 12572Q105 | — | 471,846 shares | $123,614,150 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 153,380 shares | $116,972,189 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 470,193 shares | $107,382,677 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 471,434 shares | $95,979,248 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 912,406 shares | $93,229,645 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 250,466 shares | $85,343,785 |
| BROADCOM INC | COM | 11135F101 | — | 236,682 shares | $83,120,352 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 875,831 shares | $78,220,467 |
| POLESTAR AUTOMOTIVE HLDG UK | SPONSORED ADS | 731105409 | — | 10,341,261 shares | $67,631,847 |
| BLOCK INC | CL A | 852234103 | — | 907,930 shares | $66,760,093 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 111,300 shares | $63,289,632 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 | — | 819,589 shares | $63,280,467 |
| MICROSOFT CORP | COM | 594918104 | — | 121,196 shares | $62,161,428 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 1,220,000 shares | $59,414,000 |
| META PLATFORMS INC | CL A | 30303M102 | — | 78,586 shares | $56,988,995 |
| AMAZON COM INC | COM | 023135106 | — | 226,364 shares | $56,398,591 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | 78468R408 | — | 2,239,936 shares | $54,318,448 |
| NVIDIA CORPORATION | COM | 67066G104 | CALL | 234,591 shares | $53,575,893 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 1,038,440 shares | $53,199,281 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 151,005 shares | $49,956,984 |
| AMPHENOL CORP | CL A | 032095101 | — | 545,059 shares | $45,948,474 |
| ISHARES TR | MBS ETF | 464288588 | — | 479,752 shares | $42,995,374 |
| GE AEROSPACE | COM NEW | 369604301 | — | 133,983 shares | $41,841,551 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 1,369,579 shares | $40,402,581 |
| AMGEN INC | COM | 031162100 | — | 85,661 shares | $36,106,968 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 62,587 shares | $35,589,472 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 48,055 shares | $35,549,647 |
| NEWMONT CORP | COM | 651639106 | — | 283,229 shares | $32,667,633 |
| WW GRAINGER INC | COM | 384802104 | — | 25,796 shares | $32,135,625 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 249,524 shares | $31,357,681 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 102,307 shares | $31,111,559 |
| BLACKROCK INC | COM | 09290D101 | — | 27,501 shares | $29,104,033 |
| COCA COLA CO | COM | 191216100 | — | 326,272 shares | $28,085,494 |
| D R HORTON INC | COM | 23331A109 | — | 195,623 shares | $26,731,883 |
| FIRST SOLAR INC | COM | 336433107 | — | 129,768 shares | $22,730,163 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 290,314 shares | $22,580,623 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 474,844 shares | $20,726,941 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 190,000 shares | $19,414,200 |
| INTUIT | COM | 461202103 | — | 69,141 shares | $19,062,865 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 46138G805 | — | 649,822 shares | $16,440,497 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 711,127 shares | $15,552,347 |
| QUALCOMM INC | COM | 747525103 | — | 74,266 shares | $13,667,915 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | — | 125,583 shares | $11,935,408 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | PUT | 16,000 shares | $11,836,320 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 16,381 shares | $11,480,788 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 | — | 102,628 shares | $11,321,921 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 138,959 shares | $11,283,471 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 20,524 shares | $11,209,593 |
| MICROSOFT CORP | COM | 594918104 | CALL | 21,060 shares | $10,801,674 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 156,919 shares | $10,480,620 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 90,612 shares | $9,341,191 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 10,045 shares | $9,144,365 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 108,975 shares | $8,783,385 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 109,005 shares | $8,420,636 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 80,868 shares | $8,413,507 |
| CISCO SYS INC | COM | 17275R102 | — | 74,385 shares | $8,006,058 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | CALL | 10,500 shares | $7,767,585 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 75,934 shares | $7,645,035 |
| TEXAS INSTRS INC | COM | 882508104 | — | 23,663 shares | $6,627,770 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 153,845 shares | $6,067,647 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | — | 86,855 shares | $5,949,568 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | — | 123,557 shares | $5,768,876 |
| RALPH LAUREN CORP | CL A | 751212101 | — | 16,189 shares | $5,748,228 |
| SSGA ACTIVE TR | SST BRIDGEWATER | 78470P630 | — | 195,060 shares | $5,572,864 |
| PFIZER INC | COM | 717081103 | — | 193,349 shares | $5,514,313 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 44,322 shares | $5,027,888 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 46,857 shares | $4,988,865 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 59,357 shares | $4,648,247 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ETF | 301505707 | — | 55,734 shares | $4,484,358 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 27,941 shares | $4,041,107 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 | — | 60,346 shares | $3,910,421 |
| AMAZON COM INC | COM | 023135106 | CALL | 13,786 shares | $3,434,782 |
| PEPSICO INC | COM | 713448108 | — | 26,507 shares | $3,358,967 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 100,152 shares | $3,257,945 |
| LAM RESEARCH CORP | COM NEW | 512807306 | CALL | 9,875 shares | $3,244,036 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 22,322 shares | $3,242,940 |
| HOME DEPOT INC | COM | 437076102 | — | 10,961 shares | $3,118,295 |
| FIRST TR EXCHANGE-TRADED FD | CLOUD COMPUTING | 33734X192 | — | 18,475 shares | $3,029,715 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | CALL | 4,932 shares | $3,017,200 |
| APPLE INC | COM | 037833100 | CALL | 8,880 shares | $2,957,218 |
| TESLA INC | COM | 88160R101 | CALL | 8,101 shares | $2,874,316 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 31,913 shares | $2,801,961 |
| META PLATFORMS INC | CL A | 30303M102 | CALL | 3,839 shares | $2,783,966 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | — | 52,541 shares | $2,755,250 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 | CALL | 100,000 shares | $2,735,000 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 | — | 100,000 shares | $2,735,000 |
| MICRON TECHNOLOGY INC | COM | 595112103 | CALL | 2,525 shares | $2,689,403 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 | — | 103,501 shares | $2,668,256 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | — | 29,125 shares | $2,645,715 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 42,184 shares | $2,632,282 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | — | 69,066 shares | $2,433,195 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 15,022 shares | $2,200,423 |
| CISCO SYS INC | COM | 17275R102 | CALL | 20,000 shares | $2,152,600 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | PUT | 7,145 shares | $2,069,610 |