Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2025)

About Sumitomo Mitsui Financial Group

Sumitomo Mitsui Financial Group NYSE: SMFG has filed 13-F forms with the SEC as an investor. Sumitomo Mitsui Financial Group is itself a publicly traded company. For more information on Sumitomo Mitsui Financial Group stock, visit the Sumitomo Mitsui Financial Group stock profile here.

Investment Activity

Sumitomo Mitsui Financial Group has $5.46 billion in total holdings as of March 31, 2025.
Sumitomo Mitsui Financial Group owns shares of 183 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 2.79% of the portfolio was purchased this quarter.
About 24.82% of the portfolio was sold this quarter.
This quarter, Sumitomo Mitsui Financial Group has purchased 168 new stocks and bought additional shares in 76 stocks.
Sumitomo Mitsui Financial Group sold shares of 48 stocks and completely divested from 27 stocks this quarter.

Largest Holdings

Ares Management: $1,959,404,531
SPDR S&P 500 ETF Trust: $974,706,868
Jefferies Financial Group: $495,366,129
iShares Russell 1000 Growth ETF: $249,513,190
Invesco QQQ: $155,261,315

Largest New Holdings this Quarter

025816109 - American Express: $15,591,448 Holding
444859102 - Humana: $582,076 Holding
874039100 - Taiwan Semiconductor Manufacturing: $578,540 Holding
595112103 - Micron Technology: $468,732 Holding
042068205 - ARM HOLDINGS PLC: $379,025 Holding

Largest Purchases this Quarter

American Express: 57,950 shares (about $15.59M)
GE Aerospace: 68,016 shares (about $13.61M)
SPDR Gold Shares: 29,634 shares (about $8.54M)
iShares Core U.S. Aggregate Bond ETF: 85,060 shares (about $8.41M)
SPDR Bloomberg Short Term High Yield Bond ETF: 263,668 shares (about $6.63M)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 718,953 shares (about $369.48M)
Invesco QQQ: 765,757 shares (about $359.08M)
SPDR S&P 500 ETF Trust: 223,312 shares (about $124.92M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 971,779 shares (about $105.62M)
Financial Select Sector SPDR Fund: 1,231,267 shares (about $61.33M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ARES Ares Management	$1,959,404,531		0.0%	13,364,740	35.9%	Finance
SPY SPDR S&P 500 ETF Trust	$974,706,868	$124,918,500 ▼	-11.4%	1,742,446	17.9%	Finance
JEF Jefferies Financial Group	$495,366,129		0.0%	9,247,081	9.1%	Finance
IWF iShares Russell 1000 Growth ETF	$249,513,190		0.0%	691,000	4.6%	ETF
QQQ Invesco QQQ	$155,261,315	$359,078,836 ▼	-69.8%	331,104	2.8%	Finance
CME CME Group	$125,175,959		0.0%	471,846	2.3%	Finance
GLD SPDR Gold Shares	$123,780,622	$8,538,741 ▲	7.4%	429,585	2.3%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$112,023,240	$8,414,135 ▲	8.1%	1,132,463	2.1%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$81,193,821	$105,622,659 ▼	-56.5%	747,022	1.5%	Finance
IEF iShares 7-10 Year Treasury Bond ETF	$76,157,332	$4,291,269 ▲	6.0%	798,546	1.4%	ETF
NVDA NVIDIA	$55,852,344	$3,279,566 ▲	6.2%	515,289	1.0%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$51,442,118	$2,660,013 ▲	5.5%	652,074	0.9%	ETF
BLOCK INC	$49,327,837	$18,146 ▼	0.0%	907,930	0.9%	CL A
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$48,218,687	$6,633,887 ▲	16.0%	1,916,482	0.9%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$45,122,149	$1,720,983 ▲	4.0%	861,603	0.8%	Manufacturing
AVGO Broadcom	$44,768,571	$3,309,313 ▲	8.0%	267,355	0.8%	Computer and Technology
META Meta Platforms	$40,666,823	$4,110,601 ▲	11.2%	70,558	0.7%	Computer and Technology
MBB iShares MBS ETF	$39,780,351	$1,261,810 ▲	3.3%	424,188	0.7%	ETF
MSFT Microsoft	$39,202,012	$6,324,637 ▲	19.2%	104,398	0.7%	Computer and Technology
GOOG Alphabet	$37,918,115	$3,374,412 ▲	9.8%	242,707	0.7%	Computer and Technology
AMZN Amazon.com	$37,243,205	$4,038,839 ▲	12.2%	195,749	0.7%	Retail/Wholesale
ARISTA NETWORKS INC	$35,808,822	$5,059,789 ▲	16.5%	462,130	0.7%	COM SHS
TLT iShares 20+ Year Treasury Bond ETF	$32,137,595	$344,913 ▼	-1.1%	353,044	0.6%	ETF
JPM JPMorgan Chase & Co.	$30,432,151	$5,362,821 ▲	21.4%	124,099	0.6%	Finance
UNH UnitedHealth Group	$27,479,456	$4,353,575 ▲	18.8%	52,490	0.5%	Medical
PFF iShares Preferred and Income Securities ETF	$25,778,168	$1,655,794 ▲	6.9%	838,860	0.5%	ETF
INTU Intuit	$24,744,411	$3,838,051 ▲	18.4%	40,301	0.5%	Computer and Technology
BSX Boston Scientific	$20,745,165	$5,531,452 ▲	36.4%	205,642	0.4%	Medical
BAB Invesco Taxable Municipal Bond ETF	$19,768,733	$294,014 ▼	-1.5%	740,957	0.4%	ETF
AMGN Amgen	$19,204,877	$1,799,201 ▲	10.3%	61,643	0.4%	Medical
BLACKROCK INC	$18,640,924	$2,221,389 ▲	13.5%	19,695	0.3%	COM
GWW W.W. Grainger	$18,454,640	$1,816,619 ▲	10.9%	18,682	0.3%	Industrials
APD Air Products and Chemicals	$17,699,919	$1,640,345 ▲	10.2%	60,016	0.3%	Basic Materials
DHI D.R. Horton	$16,509,865	$2,003,569 ▲	13.8%	129,866	0.3%	Construction
KO Coca-Cola	$16,208,036	$875,555 ▲	5.7%	226,306	0.3%	Consumer Staples
AXP American Express	$15,591,448	$15,591,448 ▲	New Holding	57,950	0.3%	Finance
GOVT iShares U.S. Treasury Bond ETF	$15,301,210	$535,296 ▲	3.6%	665,849	0.3%	ETF
GE GE Aerospace	$13,646,427	$13,613,402 ▲	41,221.8%	68,181	0.2%	Industrials
FSLR First Solar	$12,852,747	$1,979,388 ▲	18.2%	101,659	0.2%	Energy
IYR iShares U.S. Real Estate ETF	$12,153,931	$692,751 ▲	6.0%	126,934	0.2%	ETF
SHV iShares Short Treasury Bond ETF	$10,792,936	$1,738,640 ▲	19.2%	97,709	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$9,679,327	$1,350,402 ▲	16.2%	116,999	0.2%	Manufacturing
XLP Consumer Staples Select Sector SPDR Fund	$9,613,866	$341,217 ▼	-3.4%	117,716	0.2%	ETF
COST Costco Wholesale	$9,237,047	$2,179,262 ▲	30.9%	9,770	0.2%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$8,806,362	$369,477,146 ▼	-97.7%	17,136	0.2%	ETF
VGT Vanguard Information Technology ETF	$8,667,232	$488,142 ▲	6.0%	15,980	0.2%	ETF
QCOM QUALCOMM	$8,459,303	$583,718 ▲	7.4%	55,070	0.2%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$8,080,851	$1,106,581 ▲	15.9%	102,367	0.1%	ETF
ULTA Ulta Beauty	$7,535,329	$2,173,949 ▲	40.5%	20,558	0.1%	Retail/Wholesale
XLU Utilities Select Sector SPDR Fund	$7,184,654	$79,875 ▼	-1.1%	91,118	0.1%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$6,964,818	$24,519 ▲	0.4%	91,751	0.1%	Manufacturing
IGV iShares Expanded Tech-Software Sector ETF	$6,918,254	$43,371,230 ▼	-86.2%	77,707	0.1%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$5,961,312	$648,144 ▲	12.2%	94,624	0.1%	Manufacturing
INDA iShares MSCI India ETF	$5,506,775	$1,249,640 ▲	29.4%	106,990	0.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$5,371,615	$2,625,805 ▲	95.6%	53,356	0.1%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$5,208,044	$143,897 ▼	-2.7%	210,426	0.1%	ETF
SCHD Schwab US Dividend Equity ETF	$5,022,259	$467,911 ▲	10.3%	179,623	0.1%	ETF
TIP iShares TIPS Bond ETF	$4,703,106	$233,956 ▲	5.2%	42,336	0.1%	ETF
HD Home Depot	$4,481,440	$138,167 ▲	3.2%	12,228	0.1%	Retail/Wholesale
TXN Texas Instruments	$4,365,632	$188,685 ▲	4.5%	24,294	0.1%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$4,256,522	$287,186 ▲	7.2%	36,031	0.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,133,459	$35,729 ▲	0.9%	50,556	0.1%	ETF
IYE iShares U.S. Energy ETF	$4,007,252	$238,070 ▼	-5.6%	81,283	0.1%	ETF
SOXX iShares Semiconductor ETF	$3,856,920	$35,752 ▲	0.9%	20,497	0.1%	ETF
PG Procter & Gamble	$3,826,440	$419,233 ▲	12.3%	22,453	0.1%	Consumer Staples
PEP PepsiCo	$3,394,941	$215,764 ▼	-6.0%	22,642	0.1%	Consumer Staples
SKYY First Trust Cloud Computing ETF	$3,248,665	$256,393 ▲	8.6%	31,778	0.1%	Manufacturing
PFE Pfizer	$2,859,746	$206,546 ▲	7.8%	112,855	0.1%	Medical
RL Ralph Lauren	$2,583,320	$376,362 ▲	17.1%	11,703	0.0%	Consumer Discretionary
SDY SPDR S&P Dividend ETF	$2,567,066	$56,579 ▼	-2.2%	18,920	0.0%	ETF
T AT&T	$2,457,164	$107,181 ▼	-4.2%	86,887	0.0%	Computer and Technology
BMY Bristol-Myers Squibb	$2,412,642	$60,746 ▼	-2.5%	39,558	0.0%	Medical
REET iShares Global REIT ETF	$2,353,390	$188,622 ▲	8.7%	97,007	0.0%	ETF
WCLD WisdomTree Cloud Computing Fund	$2,352,008	$158,161 ▲	7.2%	72,481	0.0%	Manufacturing
CSCO Cisco Systems	$2,057,165	$90,590 ▲	4.6%	33,336	0.0%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$2,003,164	$111,085 ▲	5.9%	45,839	0.0%	Finance
PIMCO ETF TR	$1,671,858	$36,063 ▼	-2.1%	18,080	0.0%	ACTIVE BD ETF
IHI iShares U.S. Medical Devices ETF	$1,560,125	$140,423 ▲	9.9%	25,920	0.0%	ETF
SYY Sysco	$1,545,224	$1,276 ▼	-0.1%	20,592	0.0%	Consumer Staples
BK Bank of New York Mellon	$1,464,538	$434,363 ▲	42.2%	17,462	0.0%	Finance
VCR Vanguard Consumer Discretionary ETF	$1,376,907	$454,412 ▲	49.3%	4,230	0.0%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$1,376,334	$56,166 ▼	-3.9%	15,193	0.0%	ETF
OMC Omnicom Group	$1,249,702	$567,436 ▲	83.2%	15,073	0.0%	Business Services
GIS General Mills	$1,203,035	$267,022 ▼	-18.2%	20,121	0.0%	Consumer Staples
PAVE Global X U.S. Infrastructure Development ETF	$1,101,356	$40,430 ▼	-3.5%	29,175	0.0%	ETF
VNQ Vanguard Real Estate ETF	$1,063,573	$4,889 ▲	0.5%	11,747	0.0%	ETF
VHT Vanguard Health Care ETF	$1,055,214	$418,009 ▼	-28.4%	3,986	0.0%	ETF
XLC Communication Services Select Sector SPDR Fund	$1,042,914	$32,793 ▲	3.2%	10,813	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,033,579	$107,778 ▲	11.6%	19,151	0.0%	ETF
XBI SPDR S&P Biotech ETF	$943,112	$6,407 ▼	-0.7%	11,629	0.0%	ETF
GDX VanEck Gold Miners ETF	$864,972	$31,949 ▲	3.8%	18,816	0.0%	ETF
DVY iShares Select Dividend ETF	$858,382	$9,669 ▼	-1.1%	6,392	0.0%	ETF
IBB iShares Biotechnology ETF	$775,202	$81,472 ▼	-9.5%	6,061	0.0%	Finance
VZ Verizon Communications	$763,137	$14,243 ▼	-1.8%	16,824	0.0%	Computer and Technology
MDLZ Mondelez International	$741,397	$572,043 ▼	-43.6%	10,927	0.0%	Consumer Staples
ITW Illinois Tool Works	$622,753	$14,633 ▲	2.4%	2,511	0.0%	Industrials
KMB Kimberly-Clark	$596,186	$91,874 ▼	-13.4%	4,192	0.0%	Consumer Staples
HUM Humana	$582,076	$582,076 ▲	New Holding	2,200	0.0%	Medical
TSM Taiwan Semiconductor Manufacturing	$578,540	$578,540 ▲	New Holding	3,501	0.0%	Computer and Technology
PROSHARES TR	$534,840		0.0%	12,000	0.0%	SHORT S&P 500 NE

Showing largest 100 holdings. View all holdings.

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Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2025)

About Sumitomo Mitsui Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2025)

About Sumitomo Mitsui Financial Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSumitomo Mitsui Financial Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools