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. (SMFG) is a Japan-based financial holding company whose principal subsidiary is Sumitomo Mitsui Banking Corporation (SMBC). The group provides banking and other financial services to individuals, businesses and institutions. 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 $5.57 billion in total holdings as of September 30, 2026.
Sumitomo Mitsui Financial Group owns shares of 183 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 7.19% of the portfolio was purchased this quarter.
About 1.86% of the portfolio was sold this quarter.
This quarter, Sumitomo Mitsui Financial Group has purchased 183 new stocks and bought additional shares in 94 stocks.
Sumitomo Mitsui Financial Group sold shares of 53 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Ares Management: $1,552,581,846
SPDR S&P 500 ETF Trust: $639,907,580
Jefferies Financial Group: $391,740,512
Invesco QQQ: $301,082,691
SPDR Gold Shares: $244,186,230

Largest New Holdings this Quarter

33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund: $1,436,008 Holding
06849F108 - BARRICK MNG CORP: $1,281,918 Holding
038222105 - Applied Materials: $1,226,289 Holding
00724F101 - Adobe: $1,125,319 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $1,057,529 Holding

Largest Purchases this Quarter

Jefferies Financial Group: 2,137,042 shares (about $97.73M)
iShares Semiconductor ETF: 138,602 shares (about $78.81M)
SPDR S&P 500 ETF Trust: 71,856 shares (about $54.80M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 243,201 shares (about $24.85M)
Amphenol: 287,191 shares (about $24.21M)

Largest Sales this Quarter

Materials Select Sector SPDR Fund: 1,220,000 shares (about $59.41M)
ISHARES TR: 46,339 shares (about $5.11M)
ARISTA NETWORKS INC: 24,388 shares (about $4.97M)
Meta Platforms: 6,765 shares (about $4.91M)
Advanced Micro Devices: 4,209 shares (about $2.57M)

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	$1,552,581,846		0.0%	13,364,740	27.9%	Finance
SPY SPDR S&P 500 ETF Trust	$639,907,580	$54,799,541 ▲	9.4%	839,080	11.5%	ETF
JEF Jefferies Financial Group	$391,740,512	$97,726,931 ▲	33.2%	8,566,379	7.0%	Finance
QQQ Invesco QQQ	$301,082,691	$9,460,919 ▲	3.2%	406,995	5.4%	ETF
GLD SPDR Gold Shares	$244,186,230	$8,893,757 ▲	3.8%	641,178	4.4%	ETF
NVDA NVIDIA	$160,958,570	$21,022,379 ▲	15.0%	704,784	2.9%	Technology
AGG iShares Core U.S. Aggregate Bond ETF	$126,938,858	$629,731 ▲	0.5%	1,342,700	2.3%	ETF
CME CME Group	$123,614,150		0.0%	471,846	2.2%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$112,643,845	$24,850,278 ▲	28.3%	1,102,406	2.0%	ETF
SOXX iShares Semiconductor ETF	$98,879,104	$78,814,642 ▲	392.8%	173,887	1.8%	ETF
ARISTA NETWORKS INC	$95,979,248	$4,965,153 ▼	-4.9%	471,434	1.7%	COM SHS
GOOG Alphabet	$85,432,377	$1,935,744 ▼	-2.2%	250,726	1.5%	Communication Services
AVGO Broadcom	$84,522,302	$407,380 ▲	0.5%	240,674	1.5%	Technology
IEF iShares 7-10 Year Treasury Bond ETF	$78,220,467	$134,054 ▼	-0.2%	875,831	1.4%	ETF
MSFT Microsoft	$72,963,102	$1,381,753 ▼	-1.9%	142,256	1.3%	Technology
POLESTAR AUTOMOTIVE HLDG UK	$67,631,847		0.0%	10,341,261	1.2%	SPONSORED ADS
BLOCK INC	$66,858,403	$102,207 ▼	-0.2%	909,267	1.2%	CL A
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$63,280,467	$3,020,146 ▲	5.0%	819,589	1.1%	ETF
AMZN Amazon.com	$59,833,373	$180,135 ▼	-0.3%	240,150	1.1%	Consumer Discretionary
META Meta Platforms	$59,772,961	$4,905,843 ▼	-7.6%	82,425	1.1%	Communication Services
XLB Materials Select Sector SPDR Fund	$59,471,758	$59,414,000 ▼	-50.0%	1,221,186	1.1%	ETF
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$54,318,448	$4,336,046 ▲	8.7%	2,239,936	1.0%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$53,199,281	$58,044 ▼	-0.1%	1,038,440	1.0%	ETF
JPM JPMorgan Chase & Co.	$50,142,249	$1,850,001 ▲	3.8%	151,565	0.9%	Finance
APH Amphenol	$46,054,692	$24,210,201 ▲	110.8%	546,319	0.8%	Technology
MBB iShares MBS ETF	$42,995,374	$795,646 ▲	1.9%	479,752	0.8%	ETF
GE GE Aerospace	$41,841,551	$1,160,782 ▲	2.9%	133,983	0.8%	Industrials
PFF iShares Preferred and Income Securities ETF	$40,402,581	$1,773,540 ▲	4.6%	1,369,579	0.7%	ETF
AMGN Amgen	$36,106,968	$902,453 ▲	2.6%	85,661	0.6%	Healthcare
NEM Newmont	$32,667,633	$1,992,960 ▲	6.5%	283,229	0.6%	Materials
GWW W.W. Grainger	$32,135,625	$1,762,750 ▲	5.8%	25,796	0.6%	Industrials
VGT Vanguard Information Technology ETF	$31,357,681	$878,559 ▼	-2.7%	249,524	0.6%	ETF
AXP American Express	$31,111,559	$1,757,090 ▲	6.0%	102,307	0.6%	Finance
BLACKROCK INC	$29,104,033	$2,410,785 ▲	9.0%	27,501	0.5%	COM
KO Coca-Cola	$28,408,294	$1,487,548 ▲	5.5%	330,022	0.5%	Consumer Staples
DHI D.R. Horton	$26,731,883	$1,242,012 ▲	4.9%	195,623	0.5%	Consumer Discretionary
FSLR First Solar	$22,730,163	$194,778 ▲	0.9%	129,768	0.4%	Technology
TLT iShares 20+ Year Treasury Bond ETF	$22,580,623	$161,238 ▼	-0.7%	290,314	0.4%	ETF
BSX Boston Scientific	$20,726,941	$2,719,919 ▲	15.1%	474,844	0.4%	Healthcare
INTU Intuit	$20,248,418	$3,411,360 ▲	20.3%	73,441	0.4%	Technology
BAB Invesco Taxable Municipal Bond ETF	$16,440,497	$300,792 ▲	1.9%	649,822	0.3%	ETF
GOVT iShares U.S. Treasury Bond ETF	$15,552,347	$706,139 ▲	4.8%	711,127	0.3%	ETF
QCOM Qualcomm	$13,798,583	$817,506 ▼	-5.6%	74,976	0.2%	Technology
IYR iShares U.S. Real Estate ETF	$11,935,408	$700,255 ▲	6.2%	125,583	0.2%	ETF
VOO Vanguard S&P 500 ETF	$11,480,788	$116,343 ▼	-1.0%	16,381	0.2%	ETF
ISHARES TR	$11,321,921	$5,112,118 ▼	-31.1%	102,628	0.2%	TRUST ISHARE 0-1
SHY iShares 1-3 Year Treasury Bond ETF	$11,283,471	$149,489 ▲	1.3%	138,959	0.2%	ETF
ULTA Ulta Beauty	$11,209,593	$286,193 ▼	-2.5%	20,524	0.2%	Consumer Discretionary
CSCO Cisco Systems	$10,486,714	$2,708,078 ▲	34.8%	97,433	0.2%	Technology
EEM iShares MSCI Emerging Markets ETF	$10,480,620	$3,018,774 ▲	40.5%	156,919	0.2%	ETF
CIBR First Trust Nasdaq Cybersecurity ETF	$9,341,191	$2,597,662 ▲	38.5%	90,612	0.2%	ETF
COST Costco Wholesale	$9,154,379	$384,163 ▼	-4.0%	10,056	0.2%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$8,783,385	$529,542 ▼	-5.7%	108,975	0.2%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$8,420,636	$271,070 ▲	3.3%	109,005	0.2%	ETF
TIP iShares TIPS Bond ETF	$8,413,507	$941,250 ▲	12.6%	80,868	0.2%	ETF
ISHARES TR	$7,645,035	$781,881 ▲	11.4%	75,934	0.1%	0-3 MTH TREASURY
TXN Texas Instruments	$6,795,824	$231,354 ▼	-3.3%	24,263	0.1%	Technology
XLU Utilities Select Sector SPDR Fund	$6,067,647	$548,729 ▼	-8.3%	153,845	0.1%	ETF
VCLT Vanguard Long-Term Corporate Bond ETF	$5,949,568	$157,961 ▲	2.7%	86,855	0.1%	ETF
INDA iShares MSCI India ETF	$5,768,876	$250,305 ▼	-4.2%	123,557	0.1%	ETF
RL Ralph Lauren	$5,748,228	$175,405 ▲	3.1%	16,189	0.1%	Consumer Discretionary
SSGA ACTIVE TR	$5,572,864	$9,314 ▲	0.2%	195,060	0.1%	SST BRIDGEWATER
PFE Pfizer	$5,514,313	$560,646 ▲	11.3%	193,349	0.1%	Healthcare
CELH Celsius	$5,470,000		0.0%	200,000	0.1%	Consumer Staples
IEI iShares 3-7 Year Treasury Bond ETF	$5,027,888	$17,924 ▲	0.4%	44,322	0.1%	ETF
IGV iShares Expanded Tech-Software Sector ETF	$4,988,865	$563,652 ▲	12.7%	46,857	0.1%	ETF
AAPL Apple	$4,981,314	$1,434,983 ▲	40.5%	14,958	0.1%	Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,648,247	$255,526 ▲	5.8%	59,357	0.1%	ETF
ROBO ROBO Global Robotics & Automation ETF	$4,484,358	$3,382,941 ▲	307.1%	55,734	0.1%	ETF
BANK OF NY MELLON CORP	$4,041,107	$127,130 ▼	-3.0%	27,941	0.1%	COM
IYE iShares U.S. Energy ETF	$3,910,421	$236,844 ▲	6.4%	60,346	0.1%	ETF
LAM RESEARCH CORP	$3,805,460	$3,093,250 ▲	434.3%	11,584	0.1%	COM NEW
TSLA Tesla	$3,415,756	$2,366,228 ▼	-40.9%	9,627	0.1%	Consumer Discretionary
PEP PepsiCo	$3,358,967	$87,183 ▲	2.7%	26,507	0.1%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$3,257,945	$39,589 ▼	-1.2%	100,152	0.1%	ETF
PG Procter & Gamble	$3,242,940	$182,617 ▼	-5.3%	22,322	0.1%	Consumer Staples
HD Home Depot	$3,118,295	$14,225 ▼	-0.5%	10,961	0.1%	Consumer Discretionary
SKYY First Trust Cloud Computing ETF	$3,029,715	$52,805 ▼	-1.7%	18,475	0.1%	ETF
AMD Advanced Micro Devices	$3,017,200	$2,574,898 ▼	-46.0%	4,932	0.1%	Technology
GDX VanEck Gold Miners ETF	$2,801,961	$173,668 ▲	6.6%	31,913	0.1%	ETF
ARM HOLDINGS PLC	$2,758,711	$2,427,052 ▲	731.8%	9,524	0.0%	SPONSORED ADS
PAVE Global X U.S. Infrastructure Development ETF	$2,755,250	$2,200,592 ▲	396.7%	52,541	0.0%	ETF
MU Micron Technology	$2,689,403	$1,081,087 ▲	67.2%	2,525	0.0%	Technology
REET iShares Global REIT ETF	$2,668,256	$86,028 ▲	3.3%	103,501	0.0%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,645,715	$364,450 ▲	16.0%	29,125	0.0%	ETF
BMY Bristol Myers Squibb	$2,632,282	$120,744 ▼	-4.4%	42,184	0.0%	Healthcare
BOTZ Global X Robotics & Artificial Intelligence ETF	$2,433,195	$1,325,282 ▲	119.6%	69,066	0.0%	ETF
SDY SPDR S&P Dividend ETF	$2,200,423	$1,237,170 ▼	-36.0%	15,022	0.0%	ETF
T AT&T	$1,834,685	$64,050 ▼	-3.4%	75,192	0.0%	Communication Services
IHI iShares U.S. Medical Devices ETF	$1,817,104	$17,544 ▼	-1.0%	35,525	0.0%	ETF
VHT Vanguard Health Care ETF	$1,709,361	$506,360 ▲	42.1%	5,408	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,510,306	$29,623 ▲	2.0%	18,609	0.0%	ETF
OMC Omnicom Group	$1,502,420	$249,606 ▼	-14.2%	20,405	0.0%	Communication Services
NOW ServiceNow	$1,499,572	$876,425 ▲	140.6%	11,190	0.0%	Technology
V Visa	$1,450,975	$447,007 ▲	44.5%	4,038	0.0%	Finance
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$1,436,008	$1,436,008 ▲	New Holding	8,108	0.0%	ETF
VNQ Vanguard Real Estate ETF	$1,416,423		0.0%	15,803	0.0%	ETF
XBI SPDR S&P Biotech ETF	$1,328,454	$10,407 ▲	0.8%	8,425	0.0%	ETF
VT Vanguard Total World Stock ETF	$1,310,155	$346,481 ▼	-20.9%	8,300	0.0%	ETF
GLW Corning	$1,294,659	$1,240,843 ▲	2,305.7%	8,420	0.0%	Technology

Showing largest 100 holdings. View all holdings.

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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

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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