Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2026)

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 $4.94 billion in total holdings as of March 31, 2026.
Sumitomo Mitsui Financial Group owns shares of 168 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 9.88% of the portfolio was purchased this quarter.
About 14.15% of the portfolio was sold this quarter.
This quarter, Sumitomo Mitsui Financial Group has purchased 179 new stocks and bought additional shares in 80 stocks.
Sumitomo Mitsui Financial Group sold shares of 47 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

Ares Management: $1,458,093,134
SPDR S&P 500 ETF Trust: $401,064,678
Jefferies Financial Group: $381,627,033
SPDR Gold Shares: $253,897,778
POLESTAR AUTOMOTIVE HLDG UK: $190,486,028

Largest New Holdings this Quarter

731105409 - POLESTAR AUTOMOTIVE HLDG UK: $190,486,028 Holding
78467X109 - SPDR Dow Jones Industrial Average ETF Trust: $59,288,320 Holding
032095101 - Amphenol: $28,624,719 Holding
90353T100 - Uber Technologies: $1,409,828 Holding
14040H105 - Capital One Financial: $1,222,281 Holding

Largest Purchases this Quarter

POLESTAR AUTOMOTIVE HLDG UK: 10,341,261 shares (about $190.49M)
iShares Semiconductor ETF: 194,458 shares (about $63.91M)
SPDR Dow Jones Industrial Average ETF Trust: 128,000 shares (about $59.29M)
Amphenol: 226,551 shares (about $28.62M)
SPDR Gold Shares: 43,283 shares (about $18.62M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 614,244 shares (about $399.36M)
SPDR S&P 500 ETF Trust: 136,812 shares (about $88.97M)
SPDR Bloomberg Short Term High Yield Bond ETF: 577,238 shares (about $14.42M)
iShares 0-3 Month Treasury Bond ETF: 27,367 shares (about $2.75M)
SPDR S&P Dividend ETF: 14,434 shares (about $2.11M)

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	$1,458,093,134		0.0%	13,364,740	29.5%	Finance
SPY SPDR S&P 500 ETF Trust	$401,064,678	$88,974,316 â–¼	-18.2%	616,700	8.1%	Finance
JEF Jefferies Financial Group	$381,627,033		0.0%	9,247,081	7.7%	Finance
GLD SPDR Gold Shares	$253,897,778	$18,624,242 â–²	7.9%	590,062	5.1%	Finance
POLESTAR AUTOMOTIVE HLDG UK	$190,486,028	$190,486,028 â–²	New Holding	10,341,261	3.9%	SPONSORED ADS
CME CME Group	$139,359,642		0.0%	471,846	2.8%	Finance
AGG iShares Core U.S. Aggregate Bond ETF	$134,409,595	$235,866 â–²	0.2%	1,353,980	2.7%	Finance
QQQ Invesco QQQ	$109,529,140	$6,429,785 â–²	6.2%	189,766	2.2%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$91,010,792	$1,803,022 â–²	2.0%	835,038	1.8%	Finance
SPY SPDR S&P 500 ETF Trust	$90,547,876	$399,363,023 â–¼	-81.5%	139,268	1.8%	Finance
NVDA NVIDIA	$81,708,144	$1,863,290 â–²	2.3%	468,510	1.7%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$81,620,002	$2,132,893 â–²	2.7%	855,197	1.7%	ETF
AVGO Broadcom	$73,940,701	$4,813,500 â–²	7.0%	238,896	1.5%	Computer and Technology
GOOG Alphabet	$73,275,518	$4,136,808 â–²	6.0%	255,440	1.5%	Computer and Technology
SOXX iShares Semiconductor ETF	$68,013,229	$63,910,566 â–²	1,557.8%	206,941	1.4%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$61,804,595	$5,274,987 â–²	9.3%	776,830	1.3%	ETF
ARISTA NETWORKS INC	$60,199,280	$3,399,778 â–²	6.0%	490,302	1.2%	COM SHS
DIA SPDR Dow Jones Industrial Average ETF Trust	$59,288,320	$59,288,320 â–²	New Holding	128,000	1.2%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$54,645,055	$766,745 â–¼	-1.4%	1,039,670	1.1%	Manufacturing
BLOCK INC	$54,639,227	$17,211 â–¼	0.0%	907,930	1.1%	CL A
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$49,160,240	$14,419,405 â–¼	-22.7%	1,967,984	1.0%	ETF
MSFT Microsoft	$47,006,037	$6,845,184 â–²	17.0%	126,985	1.0%	Computer and Technology
AMZN Amazon.com	$46,473,160	$2,739,584 â–²	6.3%	223,139	0.9%	Retail/Wholesale
META Meta Platforms	$45,927,164	$2,813,735 â–²	6.5%	80,274	0.9%	Computer and Technology
MBB iShares MBS ETF	$44,792,852	$1,729,039 â–²	4.0%	471,752	0.9%	ETF
JPM JPMorgan Chase & Co.	$42,139,302	$3,264,588 â–²	8.4%	143,253	0.9%	Finance
PFF iShares Preferred and Income Securities ETF	$39,404,600	$4,518,317 â–²	13.0%	1,299,624	0.8%	ETF
GE GE Aerospace	$35,059,216	$3,830,327 â–²	12.3%	123,548	0.7%	Aerospace
KW Kennedy-Wilson	$29,926,670		0.0%	2,765,866	0.6%	Finance
AXP American Express	$29,013,277	$2,736,537 â–²	10.4%	95,918	0.6%	Finance
AMGN Amgen	$28,867,885	$1,380,308 â–²	5.0%	82,046	0.6%	Medical
APH Amphenol	$28,624,719	$28,624,719 â–²	New Holding	226,551	0.6%	Computer and Technology
NEM Newmont	$27,296,537	$6,728,604 â–²	32.7%	252,162	0.6%	Basic Materials
GWW W.W. Grainger	$26,939,735	$2,380,147 â–²	9.7%	24,697	0.5%	Industrials
FSLR First Solar	$25,741,246	$3,623,469 â–²	16.4%	130,494	0.5%	Energy
TLT iShares 20+ Year Treasury Bond ETF	$25,627,298	$385,164 â–¼	-1.5%	295,620	0.5%	ETF
DHI D.R. Horton	$25,594,961	$2,369,789 â–²	10.2%	186,525	0.5%	Construction
BLACKROCK INC	$24,168,734	$2,192,699 â–²	10.0%	25,131	0.5%	COM
INTU Intuit	$24,023,898	$4,813,254 â–²	25.1%	55,562	0.5%	Computer and Technology
KO CocaCola	$23,673,909	$1,755,234 â–²	8.0%	311,294	0.5%	Consumer Staples
BSX Boston Scientific	$21,006,441	$4,071,785 â–²	24.0%	334,764	0.4%	Medical
SHV iShares Short Treasury Bond ETF	$20,497,767	$8,488,439 â–²	70.7%	185,685	0.4%	ETF
VGT Vanguard Information Technology ETF	$20,194,110	$1,188,915 â–²	6.3%	28,943	0.4%	ETF
BAB Invesco Taxable Municipal Bond ETF	$17,767,664	$709,857 â–²	4.2%	659,038	0.4%	ETF
GOVT iShares U.S. Treasury Bond ETF	$15,388,739	$947,626 â–¼	-5.8%	671,704	0.3%	ETF
IYR iShares U.S. Real Estate ETF	$11,919,950	$103,449 â–¼	-0.9%	126,057	0.2%	ETF
ULTA Ulta Beauty	$10,794,484	$1,401,908 â–²	14.9%	20,651	0.2%	Retail/Wholesale
COST Costco Wholesale	$10,700,662	$134,518 â–²	1.3%	10,739	0.2%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$10,214,181	$126,123 â–¼	-1.2%	17,088	0.2%	ETF
QCOM Qualcomm	$10,173,749	$1,883,279 â–²	22.7%	79,001	0.2%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$10,107,311	$143,259 â–¼	-1.4%	122,409	0.2%	Manufacturing
SGOV iShares 0-3 Month Treasury Bond ETF	$10,022,314	$2,754,762 â–¼	-21.6%	99,566	0.2%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$9,391,137	$680,844 â–¼	-6.8%	114,554	0.2%	ETF
XLU Utilities Select Sector SPDR Fund	$9,360,642	$801,193 â–¼	-7.9%	203,980	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$8,868,014	$889,251 â–²	11.1%	111,871	0.2%	ETF
TIP iShares TIPS Bond ETF	$7,450,183	$285,281 â–²	4.0%	67,508	0.2%	ETF
CELH Celsius	$7,096,000	$3,548,000 â–²	100.0%	200,000	0.1%	Consumer Staples
VCLT Vanguard Long-Term Corporate Bond ETF	$6,719,345	$757,586 â–²	12.7%	89,927	0.1%	Manufacturing
EEM iShares MSCI Emerging Markets ETF	$6,553,850	$2,444,582 â–²	59.5%	115,405	0.1%	Finance
SSGA ACTIVE TR	$6,430,319	$488,921 â–¼	-7.1%	222,888	0.1%	SST BRIDGEWATER
INDA iShares MSCI India ETF	$5,853,516	$1,117,449 â–¼	-16.0%	125,855	0.1%	ETF
CSCO Cisco Systems	$5,316,932	$62,305 â–¼	-1.2%	68,526	0.1%	Computer and Technology
IEI iShares 3-7 Year Treasury Bond ETF	$5,295,964	$98,201 â–²	1.9%	44,654	0.1%	ETF
PFE Pfizer	$5,151,192	$189,708 â–¼	-3.6%	183,447	0.1%	Medical
TXN Texas Instruments	$5,008,618	$1,178,818 â–²	30.8%	25,799	0.1%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,927,349	$736,227 â–²	17.6%	59,545	0.1%	ETF
RL Ralph Lauren	$4,762,198	$546,600 â–²	13.0%	13,844	0.1%	Consumer Discretionary
CIBR First Trust Nasdaq Cybersecurity ETF	$4,134,812	$615,016 â–¼	-12.9%	65,967	0.1%	Manufacturing
IYE iShares U.S. Energy ETF	$3,862,170	$949,982 â–¼	-19.7%	59,629	0.1%	ETF
PEP PepsiCo	$3,777,740	$96,590 â–¼	-2.5%	24,327	0.1%	Consumer Staples
PG Procter & Gamble	$3,772,918	$305,780 â–¼	-7.5%	26,121	0.1%	Consumer Staples
HD Home Depot	$3,706,919	$52,294 â–²	1.4%	11,271	0.1%	Retail/Wholesale
IGV iShares Expanded Tech-Software Sector ETF	$3,513,916	$39,300 â–²	1.1%	43,902	0.1%	ETF
SDY SPDR S&P Dividend ETF	$3,443,454	$2,106,498 â–¼	-38.0%	23,595	0.1%	ETF
BANK NEW YORK MELLON CORP	$3,122,935	$348,179 â–²	12.5%	26,325	0.1%	COM
BMY Bristol Myers Squibb	$2,810,885	$216,157 â–²	8.3%	46,346	0.1%	Medical
GDX VanEck Gold Miners ETF	$2,634,166	$555,392 â–²	26.7%	28,704	0.1%	ETF
REET iShares Global REIT ETF	$2,547,594	$88,377 â–¼	-3.4%	101,296	0.1%	ETF
T AT&T	$2,457,511	$13,364 â–¼	-0.5%	84,771	0.0%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$2,251,084	$1,149,795 â–¼	-33.8%	73,373	0.0%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,153,627	$637,503 â–²	42.0%	22,928	0.0%	ETF
SKYY First Trust Cloud Computing ETF	$2,027,534	$317,363 â–²	18.6%	18,540	0.0%	Manufacturing
OMC Omnicom Group	$1,909,184	$59,796 â–²	3.2%	25,351	0.0%	Business Services
VZ Verizon Communications	$1,817,591	$763,994 â–²	72.5%	36,207	0.0%	Computer and Technology
IHI iShares U.S. Medical Devices ETF	$1,547,417	$410,262 â–²	36.1%	29,005	0.0%	ETF
UBER Uber Technologies	$1,409,828	$1,409,828 â–²	New Holding	19,600	0.0%	Computer and Technology
VT Vanguard Total World Stock ETF	$1,403,256	$1,099,644 â–²	362.2%	10,145	0.0%	ETF
VNQ Vanguard Real Estate ETF	$1,331,121	$76,726 â–²	6.1%	15,007	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,285,214	$82,026 â–¼	-6.0%	18,426	0.0%	ETF
XBI SPDR S&P Biotech ETF	$1,227,230	$23,502 â–²	2.0%	9,608	0.0%	ETF
COF Capital One Financial	$1,222,281	$1,222,281 â–²	New Holding	6,700	0.0%	Finance
ADBE Adobe	$1,178,938	$1,159,492 â–²	5,962.5%	4,850	0.0%	Computer and Technology
MU Micron Technology	$1,163,183	$408,111 â–²	54.0%	3,443	0.0%	Computer and Technology
XLC Communication Services Select Sector SPDR Fund	$1,098,623	$226,376 â–²	26.0%	9,910	0.0%	ETF
COIN Coinbase Global	$977,816	$977,816 â–²	New Holding	5,600	0.0%	Finance
VHT Vanguard Health Care ETF	$930,279	$203,158 â–²	27.9%	3,416	0.0%	ETF
CRWD CrowdStrike	$913,559	$817,518 â–²	851.2%	2,340	0.0%	Computer and Technology
WCLD WisdomTree Cloud Computing Fund	$911,996	$99,827 â–²	12.3%	33,382	0.0%	Manufacturing
VCR Vanguard Consumer Discretionary ETF	$886,804	$245,217 â–²	38.2%	2,470	0.0%	ETF
IBB iShares Biotechnology ETF	$833,781	$6,247 â–²	0.8%	4,938	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2026)

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

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Sumitomo Mitsui Financial Group Top Holdings and 13F Report (2026)

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