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. Sumitomo Mitsui Financial Group, Inc., together with its subsidiaries, provides banking, leasing, securities, credit card, and consumer finance services in Japan, the Americas, Europe, the Middle East, Asia, and Oceania. 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 $6.14 billion in total holdings as of June 30, 2025.
Sumitomo Mitsui Financial Group owns shares of 227 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 11.21% of the portfolio was purchased this quarter.
About 10.76% of the portfolio was sold this quarter.
This quarter, Sumitomo Mitsui Financial Group has purchased 183 new stocks and bought additional shares in 78 stocks.
Sumitomo Mitsui Financial Group sold shares of 58 stocks and completely divested from 28 stocks this quarter.

Largest Holdings

Ares Management: $2,314,772,968
SPDR S&P 500 ETF Trust: $705,118,841
Jefferies Financial Group: $505,722,860
iShares iBoxx $ Investment Grade Corporate Bond ETF: $484,911,790
Invesco QQQ: $179,510,276

Largest New Holdings this Quarter

81369Y803 - Technology Select Sector SPDR Fund: $139,276,500 Holding
464286772 - iShares MSCI South Korea ETF: $48,810,400 Holding
489398107 - Kennedy-Wilson: $1,979,170 Holding
81764X103 - SERVICETITAN INC: $545,653 Holding
016255101 - Align Technology: $527,856 Holding

Largest Purchases this Quarter

iShares iBoxx $ Investment Grade Corporate Bond ETF: 3,676,952 shares (about $403.03M)
Technology Select Sector SPDR Fund: 550,000 shares (about $139.28M)
iShares MSCI South Korea ETF: 680,000 shares (about $48.81M)
SPDR Gold Shares: 48,284 shares (about $14.72M)
iShares Core U.S. Aggregate Bond ETF: 69,647 shares (about $6.91M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 601,200 shares (about $371.45M)
Broadcom: 15,932 shares (about $4.39M)
NVIDIA: 21,220 shares (about $3.35M)
Invesco QQQ: 5,692 shares (about $3.14M)
iShares 0-3 Month Treasury Bond ETF: 27,296 shares (about $2.75M)

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	$2,314,772,968		0.0%	13,364,740	37.7%	Finance
SPY SPDR S&P 500 ETF Trust	$705,118,841	$371,451,420 ▼	-34.5%	1,141,246	11.5%	Finance
JEF Jefferies Financial Group	$505,722,860		0.0%	9,247,081	8.2%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$484,911,790	$403,030,709 ▲	492.2%	4,423,974	7.9%	Finance
QQQ Invesco QQQ	$179,510,276	$3,139,935 ▼	-1.7%	325,412	2.9%	Finance
GLD SPDR Gold Shares	$145,668,807	$14,718,412 ▲	11.2%	477,869	2.4%	Finance
XLK Technology Select Sector SPDR Fund	$139,276,500	$139,276,500 ▲	New Holding	550,000	2.3%	ETF
CME CME Group	$130,050,126		0.0%	471,846	2.1%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$119,249,312	$6,908,982 ▲	6.2%	1,202,110	1.9%	Finance
NVDA NVIDIA	$78,057,961	$3,352,548 ▼	-4.1%	494,069	1.3%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$77,969,517	$1,492,767 ▲	2.0%	814,133	1.3%	ETF
AVGO Broadcom	$69,304,750	$4,391,656 ▼	-6.0%	251,423	1.1%	Computer and Technology
BLOCK INC	$61,677,018	$1,359 ▲	0.0%	907,950	1.0%	CL A
META Meta Platforms	$53,536,310	$1,459,175 ▲	2.8%	72,535	0.9%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$52,547,669	$42,099 ▼	-0.1%	651,552	0.9%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$51,564,029	$2,732,068 ▲	5.6%	2,023,706	0.8%	ETF
MSFT Microsoft	$50,646,336	$1,281,814 ▼	-2.5%	101,821	0.8%	Computer and Technology
EWY iShares MSCI South Korea ETF	$48,810,400	$48,810,400 ▲	New Holding	680,000	0.8%	ETF
ARISTA NETWORKS INC	$48,160,506	$882,279 ▲	1.9%	470,754	0.8%	COM SHS
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$47,517,555	$2,059,381 ▲	4.5%	900,636	0.8%	Manufacturing
AMZN Amazon.com	$45,416,690	$2,464,990 ▲	5.7%	206,983	0.7%	Retail/Wholesale
GOOG Alphabet	$45,238,103	$2,181,676 ▲	5.1%	255,005	0.7%	Computer and Technology
MBB iShares MBS ETF	$40,743,378	$916,366 ▲	2.3%	433,948	0.7%	ETF
JPM JPMorgan Chase & Co.	$36,538,517	$560,976 ▲	1.6%	126,034	0.6%	Finance
INTU Intuit	$33,853,913	$2,111,636 ▲	6.7%	42,982	0.6%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$31,631,095	$474,962 ▲	1.5%	358,426	0.5%	ETF
PFF iShares Preferred and Income Securities ETF	$25,650,413	$85,812 ▼	-0.3%	836,063	0.4%	ETF
BSX Boston Scientific	$25,293,014	$3,205,007 ▲	14.5%	235,481	0.4%	Medical
AXP American Express	$23,672,144	$5,187,253 ▲	28.1%	74,212	0.4%	Finance
GE GE Aerospace	$22,898,701	$5,349,594 ▲	30.5%	88,965	0.4%	Aerospace
UNH UnitedHealth Group	$22,121,793	$5,746,487 ▲	35.1%	70,910	0.4%	Medical
BLACKROCK INC	$21,654,422	$989,443 ▲	4.8%	20,638	0.4%	COM
GWW W.W. Grainger	$20,203,541	$769,778 ▲	4.0%	19,422	0.3%	Industrials
AMGN Amgen	$19,634,606	$2,423,264 ▲	14.1%	70,322	0.3%	Medical
DHI D.R. Horton	$19,057,728	$2,315,403 ▲	13.8%	147,826	0.3%	Construction
FSLR First Solar	$18,731,348	$1,902,717 ▲	11.3%	113,153	0.3%	Energy
APD Air Products and Chemicals	$18,557,856	$1,629,743 ▲	9.6%	65,794	0.3%	Basic Materials
BAB Invesco Taxable Municipal Bond ETF	$18,082,344	$1,575,245 ▼	-8.0%	681,581	0.3%	ETF
KO CocaCola	$16,642,757	$631,654 ▲	3.9%	235,234	0.3%	Consumer Staples
GOVT iShares U.S. Treasury Bond ETF	$15,324,236	$23,026 ▲	0.2%	666,851	0.2%	ETF
SHV iShares Short Treasury Bond ETF	$13,759,657	$2,970,629 ▲	27.5%	124,612	0.2%	ETF
IYR iShares U.S. Real Estate ETF	$12,162,497	$132,962 ▲	1.1%	128,337	0.2%	ETF
VGT Vanguard Information Technology ETF	$11,059,531	$460,316 ▲	4.3%	16,674	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$9,777,894	$83,357 ▲	0.9%	118,005	0.2%	Manufacturing
COST Costco Wholesale	$9,589,549	$82,165 ▼	-0.8%	9,687	0.2%	Retail/Wholesale
XLP Consumer Staples Select Sector SPDR Fund	$9,479,239	$52,226 ▼	-0.5%	117,071	0.2%	ETF
VOO Vanguard S&P 500 ETF	$9,341,253	$392,509 ▼	-4.0%	16,445	0.2%	ETF
ULTA Ulta Beauty	$9,251,141	$366,303 ▼	-3.8%	19,775	0.2%	Retail/Wholesale
QCOM QUALCOMM	$8,674,610	$95,392 ▼	-1.1%	54,471	0.1%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$7,342,223	$795,954 ▼	-9.8%	92,355	0.1%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$7,091,294	$60,388 ▼	-0.8%	93,825	0.1%	Manufacturing
XLU Utilities Select Sector SPDR Fund	$6,996,302	$444,394 ▼	-6.0%	85,676	0.1%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$6,700,545	$1,817,307 ▼	-21.3%	61,128	0.1%	ETF
INDA iShares MSCI India ETF	$6,639,804	$689,021 ▲	11.6%	119,378	0.1%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$6,200,499	$763,402 ▼	-11.0%	81,693	0.1%	Manufacturing
NVIDIA CORPORATION	$5,688,343	$2,873,143 ▲	102.1%	319,454	0.1%	Call
TIP iShares TIPS Bond ETF	$5,591,242	$932,589 ▲	20.0%	50,811	0.1%	ETF
SDY SPDR S&P Dividend ETF	$5,271,210	$2,703,199 ▲	105.3%	38,836	0.1%	ETF
TXN Texas Instruments	$5,087,307	$43,393 ▲	0.9%	24,503	0.1%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$4,551,501	$260,569 ▲	6.1%	38,219	0.1%	ETF
HD Home Depot	$4,264,756	$218,517 ▼	-4.9%	11,632	0.1%	Retail/Wholesale
SOXX iShares Semiconductor ETF	$4,006,580	$886,055 ▼	-18.1%	16,785	0.1%	ETF
PG Procter & Gamble	$3,780,026	$202,814 ▲	5.7%	23,726	0.1%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$3,768,910	$991,100 ▼	-20.8%	142,223	0.1%	ETF
IYE iShares U.S. Energy ETF	$3,740,101	$64,484 ▲	1.8%	82,709	0.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$3,689,857	$502,246 ▼	-12.0%	44,499	0.1%	ETF
RL Ralph Lauren	$3,217,304	$7,406 ▲	0.2%	11,730	0.1%	Consumer Discretionary
CSCO Cisco Systems	$3,185,721	$872,870 ▲	37.7%	45,917	0.1%	Computer and Technology
PFE Pfizer	$3,010,608	$275,003 ▲	10.1%	124,200	0.0%	Medical
PEP PepsiCo	$2,667,208	$322,442 ▼	-10.8%	20,200	0.0%	Consumer Staples
SKYY First Trust Cloud Computing ETF	$2,666,592	$1,198,884 ▼	-31.0%	21,922	0.0%	Manufacturing
SGOV iShares 0-3 Month Treasury Bond ETF	$2,623,981	$2,748,434 ▼	-51.2%	26,060	0.0%	ETF
REET iShares Global REIT ETF	$2,490,995	$94,922 ▲	4.0%	100,850	0.0%	ETF
T AT&T	$2,449,539	$64,970 ▼	-2.6%	84,642	0.0%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$2,309,538	$98,265 ▲	4.4%	47,876	0.0%	Finance
WCLD WisdomTree Cloud Computing Fund	$2,114,407	$505,057 ▼	-19.3%	58,506	0.0%	Manufacturing
BMY Bristol Myers Squibb	$2,011,486	$180,346 ▲	9.8%	43,454	0.0%	Medical
KW Kennedy-Wilson	$1,979,170	$1,979,170 ▲	New Holding	272,238	0.0%	Finance
BK Bank of New York Mellon	$1,791,769	$200,806 ▲	12.6%	19,666	0.0%	Finance
PIMCO ETF TR	$1,662,005	$4,609 ▼	-0.3%	18,030	0.0%	ACTIVE BD ETF
OMC Omnicom Group	$1,630,017	$545,665 ▲	50.3%	22,658	0.0%	Business Services
IHI iShares U.S. Medical Devices ETF	$1,512,756	$110,873 ▼	-6.8%	24,150	0.0%	ETF
SYY Sysco	$1,348,778	$210,860 ▼	-13.5%	17,808	0.0%	Consumer Staples
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$1,324,003	$83,173 ▼	-5.9%	14,295	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,171,365	$21,731 ▲	1.9%	19,513	0.0%	ETF
VNQ Vanguard Real Estate ETF	$1,115,477	$69,289 ▲	6.6%	12,525	0.0%	ETF
VHT Vanguard Health Care ETF	$1,076,802	$86,919 ▲	8.8%	4,336	0.0%	ETF
XBI SPDR S&P Biotech ETF	$1,020,868	$56,475 ▲	5.9%	12,310	0.0%	ETF
GDX VanEck Gold Miners ETF	$1,009,860	$30,299 ▲	3.1%	19,398	0.0%	ETF
ARM HOLDINGS PLC	$991,332	$357,668 ▲	56.4%	35,200	0.0%	Call
PAVE Global X U.S. Infrastructure Development ETF	$988,046	$283,401 ▼	-22.3%	22,672	0.0%	ETF
IBB iShares Biotechnology ETF	$948,445	$181,668 ▲	23.7%	7,497	0.0%	Finance
GIS General Mills	$888,645	$153,824 ▼	-14.8%	17,152	0.0%	Consumer Staples
XLC Communication Services Select Sector SPDR Fund	$849,139	$324,396 ▼	-27.6%	7,824	0.0%	ETF
VZ Verizon Communications	$722,090	$5,885 ▼	-0.8%	16,688	0.0%	Computer and Technology
VCR Vanguard Consumer Discretionary ETF	$720,654	$811,959 ▼	-53.0%	1,989	0.0%	ETF
DVY iShares Select Dividend ETF	$673,214	$175,708 ▼	-20.7%	5,069	0.0%	ETF
MDLZ Mondelez International	$615,457	$121,459 ▼	-16.5%	9,126	0.0%	Consumer Staples
MICRON TECHNOLOGY INC	$593,508	$538,298 ▲	975.0%	43,000	0.0%	Call
SERVICETITAN INC	$545,653	$545,653 ▲	New Holding	5,091	0.0%	SHS CL A

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

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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