← Back to Discover
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) |
|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 548 shares | $152,284 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 200 shares | $151,654 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 400 shares | $146,832 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | — | 3,058 shares | $143,267 |
| WALMART INC | COM | 931142103 | — | 1,320 shares | $137,174 |
| CATERPILLAR INC | COM | 149123101 | — | 163 shares | $132,159 |
| QUALCOMM INC | COM | 747525103 | — | 710 shares | $130,668 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 938 shares | $127,258 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | CALL | 470 shares | $124,179 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 2,852 shares | $120,255 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 625 shares | $116,506 |
| INTUIT | COM | 461202103 | — | 400 shares | $110,284 |
| AMPHENOL CORP | CL A | 032095101 | — | 1,260 shares | $106,218 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 230 shares | $104,526 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 2,196 shares | $99,369 |
| BLOCK INC | CL A | 852234103 | CALL | 1,337 shares | $98,310 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 480 shares | $89,784 |
| ALPHABET INC | CAP STK CL C | 02079K107 | CALL | 260 shares | $88,592 |
| ANALOG DEVICES INC | COM | 032654105 | — | 220 shares | $87,276 |
| GE VERNOVA INC | COM | 36828A101 | — | 90 shares | $85,544 |
| ISHARES TR | MSCI INDONIA ETF | 46429B309 | — | 6,762 shares | $79,318 |
| ARM HOLDINGS PLC | SPONSORED ADS | 042068205 | — | 234 shares | $67,780 |
| ISHARES INC | MSCI BRAZIL ETF | 464286400 | — | 1,799 shares | $67,013 |
| ISHARES INC | MSCI THAILND ETF | 464286624 | — | 922 shares | $65,056 |
| CORNING INC | COM | 219350105 | — | 420 shares | $64,579 |
| STARBUCKS CORP | COM | 855244109 | — | 680 shares | $63,893 |
| EXCHANGE TRADED CONCEPTS TRU | EMQQ EME MAR ETF | 301505889 | — | 2,058 shares | $63,386 |
| NETFLIX INC. | COM | 64110L106 | CALL | 900 shares | $62,622 |
| ELI LILLY & CO | COM | 532457108 | — | 52 shares | $60,168 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 400 shares | $59,620 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 1,186 shares | $57,758 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 139 shares | $55,226 |
| ISHARES TR | CUR HD EURZN ETF | 46434V639 | — | 1,130 shares | $54,737 |
| AFLAC INC | COM | 001055102 | — | 447 shares | $49,966 |
| GLOBAL X FDS | MSCI CHINA CNSMR | 37950E408 | — | 2,999 shares | $47,294 |
| ADOBE INC | COM | 00724F101 | — | 190 shares | $45,589 |
| ISHARES INC | MSCI TAIWAN ETF | 46434G772 | — | 403 shares | $45,499 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 817 shares | $43,628 |
| FIDELITY COVINGTON TRUST | STOCK FOR INFL | 316092386 | — | 705 shares | $39,441 |
| ISHARES INC | MSCI SINGPOR ETF | 46434G780 | — | 1,093 shares | $36,353 |
| ISHARES INC | MSCI MLY ETF NEW | 46434G814 | — | 1,298 shares | $35,539 |
| KLA CORP | COM NEW | 482480100 | — | 180 shares | $35,087 |
| ISHARES INC | MSCI PAC JP ETF | 464286665 | — | 553 shares | $30,432 |
| VISA INC | COM CL A | 92826C839 | — | 38 shares | $13,655 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 11 shares | $10,014 |
| CARNIVAL CORP LTD | COMMON SHARES | G2004J103 | — | 24 shares | $589 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 4 shares | $274 |