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Latest SUMITOMO MITSUI FINANCIAL GROUP, INC. Stock Portfolio

$4.94Billion– No. of Holdings #166

SUMITOMO MITSUI FINANCIAL GROUP, INC. Performance:
2026 Q1: -16.96%YTD: -16.96%2025: 1.5%
Performance for 2026 Q1 is -16.96%, and YTD is -16.96%, and 2025 is 1.5%.

About SUMITOMO MITSUI FINANCIAL GROUP, INC. and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUMITOMO MITSUI FINANCIAL GROUP, INC. reported an equity portfolio of $4.9 Billions as of 31 Mar, 2026.

The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, SPY, JEF. The fund has invested 29.5% of it's portfolio in ARES MANAGEMENT CORPORATION and 10% of portfolio in STATE STR SPDR S&P 500 ETF T .

The fund managers got completely rid off ISHARES TR (IJR), SELECT SECTOR SPDR TR (XLB) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), ELI LILLY & CO (LLY) and JOHNSON & JOHNSON (JNJ). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in POLESTAR AUTOMOTIVE HLDG UK (PSNY), SPDR DOW JONES INDL AVERAGE (DIA) and AMPHENOL CORP (APH). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), ISHARES TR (IJR) and INVESCO EXCH TRADED FD TR II (CGW).
SUMITOMO MITSUI FINANCIAL GROUP, INC. Equity Portfolio Value
Last Reported on: 14 May, 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that SUMITOMO MITSUI FINANCIAL GROUP, INC. made a return of -16.96% in the last quarter. In trailing 12 months, it's portfolio return was -5.27%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
polestar automotive hldg uk190,486,000
spdr dow jones indl average59,288,300
amphenol corp28,624,700
uber technologies inc510,703
coinbase global inc488,908
merck & co inc240,580
lockheed martin corp199,449
ishares tr176,303
New stocks bought by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Additions

Ticker% Inc.
select sector spdr tr 2,300
ishares tr1,557
invesco exch traded fd tr ii1,006
adobe inc962
walmart inc509
vanguard intl equity index f 362
netflix inc.256
crowdstrike hldgs inc241
Additions to existing portfolio by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Reductions

Ticker% Reduced
ishares tr -97.21
eli lilly & co-96.52
johnson & johnson-80.23
shopify inc-72.12
fidelity covington trust-70.47
salesforce inc-68.63
micron technology inc-57.81
caterpillar inc-54.55
SUMITOMO MITSUI FINANCIAL GROUP, INC. reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr-67,761,100
ishares tr-71,061,800
unitedhealth group inc -33,756,600
air prods & chems inc -2,046,810
vertiv holdings co-490,235
roku inc-300,348
barrick mng corp-96,844
corning inc-169,100
SUMITOMO MITSUI FINANCIAL GROUP, INC. got rid off the above stocks

Sector Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 42.1% of it's holdings in Financial Services sector.

  • Financial Services
  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
Sector%
Financial Services42.1
Others39.9
Technology8.5
Communication Services2.6
Consumer Cyclical1.9
Industrials1.3
Healthcare1.2

Market Cap. Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 59.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
Category%
LARGE-CAP48.1
UNALLOCATED39.9
MEGA-CAP11

Stocks belong to which Index?

About 21.3% of the stocks held by SUMITOMO MITSUI FINANCIAL GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others78.8
S&P 50020.2
RUSSELL 20001.1
Top 5 Winners (%)%
BIL
spdr series trust
4817.1 %
AAXJ
ishares tr
37.8 %
arm holdings plc
35.1 %
IJR
ishares tr
32.7 %
XLB
select sector spdr tr
25.4 %
Top 5 Winners ($)$
BIL
spdr series trust
55.4 M
GLD
spdr gold tr
19.3 M
CME
cme group inc
10.5 M
KW
kennedy-wilson holdings inc com
3.2 M
IJR
ishares tr
3.0 M
Top 5 Losers (%)%
BIL
spdr series trust
-98.1 %
JEF
jefferies finl group inc
-33.4 %
ARES
ares management corporation
-32.5 %
INTU
intuit
-32.4 %
BSX
boston scientific corp
-31.9 %
Top 5 Losers ($)$
ARES
ares management corporation
-702.0 M
JEF
jefferies finl group inc
-191.4 M
BIL
spdr series trust
-63.9 M
SPY
state str spdr s&p 500 etf t
-27.0 M
MSFT
microsoft corp
-13.4 M

SUMITOMO MITSUI FINANCIAL GROUP, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC.

SUMITOMO MITSUI FINANCIAL GROUP, INC. has 166 stocks in it's portfolio. About 67.4% of the portfolio is in top 10 stocks. ARES proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for SUMITOMO MITSUI FINANCIAL GROUP, INC. last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions