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 Japanese financial services holding company and the parent organization of Sumitomo Mitsui Banking Corporation (SMBC). The group provides a broad range of financial products and services to individuals, businesses, institutional clients and public-sector organizations. 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 $5.27 billion in total holdings as of June 30, 2026.
Sumitomo Mitsui Financial Group owns shares of 180 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 15.91% of the portfolio was purchased this quarter.
About 7.05% of the portfolio was sold this quarter.
This quarter, Sumitomo Mitsui Financial Group has purchased 167 new stocks and bought additional shares in 66 stocks.
Sumitomo Mitsui Financial Group sold shares of 63 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

Ares Management: $1,487,629,209
SPDR S&P 500 ETF Trust: $572,939,866
Jefferies Financial Group: $321,338,263
Invesco QQQ: $290,293,298
SPDR Gold Shares: $227,594,374

Largest New Holdings this Quarter

573874104 - Marvell Technology: $1,554,092 Holding
833445109 - Snowflake: $1,501,550 Holding
86800U302 - SUPER MICRO COMPUTER INC: $1,280,255 Holding
24703L202 - Dell Technologies: $1,242,605 Holding
37954Y715 - Global X Robotics & Artificial Intelligence ETF: $1,193,137 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 627,956 shares (about $468.94M)
Invesco QQQ: 204,440 shares (about $150.55M)
Materials Select Sector SPDR Fund: 2,440,000 shares (about $124.03M)
Vanguard Information Technology ETF: 227,572 shares (about $27.20M)
SPDR Gold Shares: 27,763 shares (about $10.23M)

Largest Sales this Quarter

Jefferies Financial Group: 2,817,744 shares (about $140.83M)
iShares Semiconductor ETF: 171,656 shares (about $109.99M)
ISHARES TR: 36,718 shares (about $4.05M)
ISHARES TR: 31,398 shares (about $3.16M)
Micron Technology: 2,443 shares (about $2.82M)

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	$1,487,629,209		0.0%	13,364,740	28.2%	Finance
SPY SPDR S&P 500 ETF Trust	$572,939,866	$468,938,702 ▲	450.9%	767,224	10.9%	ETF
JEF Jefferies Financial Group	$321,338,263	$140,830,845 ▼	-30.5%	6,429,337	6.1%	Finance
QQQ Invesco QQQ	$290,293,298	$150,549,616 ▲	107.7%	394,206	5.5%	ETF
GLD SPDR Gold Shares	$227,594,374	$10,227,334 ▲	4.7%	617,825	4.3%	ETF
POLESTAR AUTOMOTIVE HLDG UK	$194,208,882		0.0%	10,341,261	3.7%	SPONSORED ADS
AGG iShares Core U.S. Aggregate Bond ETF	$132,241,140	$1,775,800 ▼	-1.3%	1,336,039	2.5%	ETF
XLB Materials Select Sector SPDR Fund	$124,085,484	$124,025,200 ▲	205,733.6%	2,441,186	2.4%	ETF
CME CME Group	$104,197,697		0.0%	471,846	2.0%	Finance
NVDA NVIDIA	$95,131,590	$1,387,424 ▲	1.5%	475,444	1.8%	Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$93,713,489	$2,635,895 ▲	2.9%	859,205	1.8%	ETF
GOOG Alphabet	$90,504,419	$249,804 ▲	0.3%	256,147	1.7%	Communication Services
AVGO Broadcom	$90,476,414	$233,450 ▲	0.3%	239,514	1.7%	Technology
ARISTA NETWORKS INC	$84,230,241	$937,738 ▲	1.1%	495,822	1.6%	COM SHS
IEF iShares 7-10 Year Treasury Bond ETF	$82,969,287	$2,093,307 ▲	2.6%	877,332	1.6%	ETF
BLOCK INC	$69,108,320	$105,640 ▲	0.2%	909,320	1.3%	CL A
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$62,414,426	$291,331 ▲	0.5%	780,473	1.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$54,484,021	$5,084 ▼	0.0%	1,039,573	1.0%	ETF
AMZN Amazon.com	$54,123,916	$940,966 ▲	1.8%	227,087	1.0%	Consumer Discretionary
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$51,590,084	$2,331,444 ▲	4.7%	2,061,130	1.0%	ETF
GE GE Aerospace	$48,684,312	$2,510,718 ▲	5.4%	130,266	0.9%	Industrials
META Meta Platforms	$48,679,522	$3,461,980 ▲	7.7%	86,420	0.9%	Communication Services
JPM JPMorgan Chase & Co.	$47,781,342	$890,338 ▲	1.9%	145,973	0.9%	Finance
MSFT Microsoft	$46,981,869	$386,076 ▼	-0.8%	125,950	0.9%	Technology
APH Amphenol	$45,689,449	$5,743,977 ▲	14.4%	259,128	0.9%	Technology
MBB iShares MBS ETF	$44,507,010	$82,989 ▼	-0.2%	470,874	0.8%	ETF
PFF iShares Preferred and Income Securities ETF	$39,925,405	$299,869 ▲	0.8%	1,309,459	0.8%	ETF
GWW W.W. Grainger	$33,167,912	$429,886 ▼	-1.3%	24,381	0.6%	Industrials
AXP American Express	$32,650,934	$206,671 ▲	0.6%	96,529	0.6%	Finance
VGT Vanguard Information Technology ETF	$30,658,673	$27,199,406 ▲	786.3%	256,515	0.6%	ETF
DHI D.R. Horton	$30,382,658	$1,466 ▲	0.0%	186,534	0.6%	Consumer Discretionary
FSLR First Solar	$30,357,670	$433,694 ▼	-1.4%	128,656	0.6%	Technology
AMGN Amgen	$30,244,262	$533,765 ▲	1.8%	83,520	0.6%	Healthcare
KO CocaCola	$25,416,462	$117,598 ▲	0.5%	312,741	0.5%	Consumer Staples
TLT iShares 20+ Year Treasury Bond ETF	$25,268,085	$279,396 ▼	-1.1%	292,387	0.5%	ETF
NEM Newmont	$24,839,730	$1,287,799 ▲	5.5%	265,950	0.5%	Materials
BLACKROCK INC	$24,253,428	$88,464 ▲	0.4%	25,223	0.5%	COM
SOXX iShares Semiconductor ETF	$22,609,217	$109,990,301 ▼	-82.9%	35,285	0.4%	ETF
BSX Boston Scientific	$17,606,866	$3,319,138 ▲	23.2%	412,532	0.3%	Healthcare
BAB Invesco Taxable Municipal Bond ETF	$17,122,122	$566,458 ▼	-3.2%	637,933	0.3%	ETF
ISHARES TR	$16,438,508	$4,051,831 ▼	-19.8%	148,967	0.3%	TRUST ISHARE 0-1
INTU Intuit	$15,938,748	$1,437,066 ▲	9.9%	61,068	0.3%	Technology
GOVT iShares U.S. Treasury Bond ETF	$15,453,770	$162,428 ▲	1.1%	678,839	0.3%	ETF
QCOM Qualcomm	$14,675,652	$77,057 ▲	0.5%	79,418	0.3%	Technology
IYR iShares U.S. Real Estate ETF	$12,087,484	$801,845 ▼	-6.2%	118,215	0.2%	ETF
VOO Vanguard S&P 500 ETF	$11,364,645	$371,564 ▼	-3.2%	16,547	0.2%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$11,258,759	$1,207,756 ▲	12.0%	137,118	0.2%	ETF
COST Costco Wholesale	$9,801,855	$244,158 ▼	-2.4%	10,478	0.2%	Consumer Staples
XLP Consumer Staples Select Sector SPDR Fund	$9,598,323	$82,322 ▲	0.9%	115,545	0.2%	ETF
ULTA Ulta Beauty	$9,492,227	$179,039 ▲	1.9%	21,048	0.2%	Consumer Discretionary
CSCO Cisco Systems	$8,489,069	$440,005 ▲	5.5%	72,272	0.2%	Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$8,337,349	$503,816 ▼	-5.7%	105,496	0.2%	ETF
TIP iShares TIPS Bond ETF	$7,859,372	$471,972 ▲	6.4%	71,821	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$7,642,834	$252,022 ▼	-3.2%	111,721	0.1%	ETF
XLU Utilities Select Sector SPDR Fund	$7,606,148	$1,642,306 ▼	-17.8%	167,758	0.1%	ETF
TXN Texas Instruments	$7,478,278	$211,630 ▼	-2.8%	25,089	0.1%	Technology
ISHARES TR	$6,862,473	$3,160,837 ▼	-31.5%	68,168	0.1%	0-3 MTH TREASURY
VCLT Vanguard Long-Term Corporate Bond ETF	$6,362,312	$404,694 ▼	-6.0%	84,549	0.1%	ETF
INDA iShares MSCI India ETF	$6,355,657	$151,006 ▲	2.4%	128,918	0.1%	ETF
RL Ralph Lauren	$6,300,130	$743,010 ▲	13.4%	15,695	0.1%	Consumer Discretionary
CIBR First Trust Nasdaq Cybersecurity ETF	$5,877,448	$49,687 ▼	-0.8%	65,414	0.1%	ETF
CELH Celsius	$5,856,000		0.0%	200,000	0.1%	Consumer Staples
SSGA ACTIVE TR	$5,699,864	$824,068 ▼	-12.6%	194,734	0.1%	SST BRIDGEWATER
IEI iShares 3-7 Year Treasury Bond ETF	$5,187,062	$57,551 ▼	-1.1%	44,164	0.1%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,636,169	$285,225 ▼	-5.8%	56,094	0.1%	ETF
PFE Pfizer	$4,182,479	$234,924 ▼	-5.3%	173,691	0.1%	Healthcare
BANK OF NY MELLON CORP	$4,167,660	$360,802 ▲	9.5%	28,820	0.1%	COM
HD Home Depot	$3,883,359	$91,697 ▼	-2.3%	11,011	0.1%	Consumer Discretionary
IGV iShares Expanded Tech-Software Sector ETF	$3,764,361	$211,843 ▼	-5.3%	41,563	0.1%	ETF
SDY SPDR S&P Dividend ETF	$3,571,360	$19,327 ▼	-0.5%	23,468	0.1%	ETF
PEP PepsiCo	$3,495,893	$202,017 ▲	6.1%	25,819	0.1%	Consumer Staples
PG Procter & Gamble	$3,457,625	$372,759 ▼	-9.7%	23,579	0.1%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$3,214,411	$887,753 ▲	38.2%	101,369	0.1%	ETF
IYE iShares U.S. Energy ETF	$3,208,144	$166,261 ▼	-4.9%	56,691	0.1%	ETF
REET iShares Global REIT ETF	$2,766,530	$31,266 ▼	-1.1%	100,164	0.1%	ETF
BMY Bristol Myers Squibb	$2,542,137	$128,320 ▼	-4.8%	44,119	0.0%	Healthcare
SKYY First Trust Cloud Computing ETF	$2,529,324	$34,582 ▲	1.4%	18,797	0.0%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$2,421,898	$210,721 ▲	9.5%	25,113	0.0%	ETF
GDX VanEck Gold Miners ETF	$2,258,596	$92,879 ▲	4.3%	29,935	0.0%	ETF
IHI iShares U.S. Medical Devices ETF	$1,772,238	$339,101 ▲	23.7%	35,868	0.0%	ETF
OMC Omnicom Group	$1,732,990	$113,323 ▼	-6.1%	23,795	0.0%	Communication Services
VT Vanguard Total World Stock ETF	$1,647,190	$54,932 ▲	3.4%	10,495	0.0%	ETF
T AT&T	$1,610,812	$143,948 ▼	-8.2%	77,817	0.0%	Communication Services
MRVL Marvell Technology	$1,554,092	$1,554,092 ▲	New Holding	5,217	0.0%	Technology
VNQ Vanguard Real Estate ETF	$1,523,883	$76,758 ▲	5.3%	15,803	0.0%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,511,333	$15,077 ▼	-1.0%	18,244	0.0%	ETF
SNOW Snowflake	$1,501,550	$1,501,550 ▲	New Holding	5,900	0.0%	Technology
XBI SPDR S&P Biotech ETF	$1,322,812	$197,654 ▼	-13.0%	8,359	0.0%	ETF
SUPER MICRO COMPUTER INC	$1,280,255	$1,280,255 ▲	New Holding	43,650	0.0%	COM NEW
IBM International Business Machines	$1,265,445	$1,210,609 ▲	2,207.7%	4,500	0.0%	Technology
DELL Dell Technologies	$1,242,605	$1,242,605 ▲	New Holding	2,880	0.0%	Technology
BOTZ Global X Robotics & Artificial Intelligence ETF	$1,193,137	$1,193,137 ▲	New Holding	31,448	0.0%	ETF
PANW Palo Alto Networks	$1,173,791	$1,173,791 ▲	New Holding	3,442	0.0%	Technology
ROBO ROBO Global Robotics & Automation ETF	$1,172,600	$1,172,600 ▲	New Holding	13,689	0.0%	ETF
MU Micron Technology	$1,154,290	$2,819,930 ▼	-71.0%	1,000	0.0%	Technology
VHT Vanguard Health Care ETF	$1,138,032	$116,614 ▲	11.4%	3,806	0.0%	ETF
VCR Vanguard Consumer Discretionary ETF	$1,038,722	$59,095 ▲	6.0%	2,619	0.0%	ETF
VZ Verizon Communications	$1,025,898	$507,106 ▼	-33.1%	24,230	0.0%	Communication Services
XLC Communication Services Select Sector SPDR Fund	$1,024,484	$37,174 ▼	-3.5%	9,563	0.0%	ETF
CDNS Cadence Design Systems	$964,572	$964,572 ▲	New Holding	2,570	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

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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