Latest SUMITOMO MITSUI FINANCIAL GROUP, INC. Stock Portfolio

SUMITOMO MITSUI FINANCIAL GROUP, INC. Performance:

2025 Q3: 2.3%YTD: 0.73%2024: 30.96%

Performance for 2025 Q3 is 2.3%, and YTD is 0.73%, and 2024 is 30.96%.

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

In it's latest 13F Holdings report, SUMITOMO MITSUI FINANCIAL GROUP, INC. reported an equity portfolio of $5.7 Billions as of 30 Sep, 2025.

The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, JEF, SPY. The fund has invested 37.5% of it's portfolio in ARES MANAGEMENT CORPORATION and 10.6% of portfolio in JEFFERIES FINL GROUP INC.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), ISHARES INC (ACWV) and SERVICETITAN INC stocks. They significantly reduced their stock positions in BARRICK MNG CORP COM, ISHARES TR (IJR) and KLA CORP (KLAC). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in ISHARES TR (IJR), CELSIUS HLDGS INC (CELH) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to UBER TECHNOLOGIES INC (UBER), ZSCALER INC (ZS) and KENNEDY-WILSON HOLDINGS INC (KW).

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 2.3% in the last quarter. In trailing 12 months, it's portfolio return was 7.8%.

New Buys

Ticker	$ Bought
ishares tr	140,553,000
celsius hldgs inc	572,773
johnson & johnson	202,506
intuitive surgical inc com	131,766
aflac inc	128,275
caterpillar inc	104,226
palantir technologies inc	88,715
salesforce inc	79,167

New stocks bought by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Additions

Ticker	% Inc.
uber technologies inc	22,120
zscaler inc	1,350
kennedy-wilson holdings inc	915
crowdstrike hldgs inc	388
ishares tr	335
okta inc	240
eli lilly & co	88.57
adobe inc	77.78

Additions to existing portfolio by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Reductions

Ticker	% Reduced
barrick mng corp com	-94.72
ishares tr	-82.44
kla corp	-77.14
marvell technology inc	-74.09
hca healthcare inc	-66.63
snowflake inc com	-64.87
mastercard incorporated	-54.62
zoom communications inc	-53.91

SUMITOMO MITSUI FINANCIAL GROUP, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares inc	-48,810,400
select sector spdr tr	-139,276,000
servicetitan inc	-545,653
align technology inc	-527,856
conocophillips	-198,374
target corp	-208,383
shopify inc	-190,364
paypal hldgs inc	-107,514

SUMITOMO MITSUI FINANCIAL GROUP, INC. got rid off the above stocks

Sector Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 51.9% of it's holdings in Financial Services sector.

Sector	%
Financial Services	51.9
Others	32.8
Technology	7.4
Communication Services	2.1
Consumer Cyclical	1.6
Healthcare	1.5

Market Cap. Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 66.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	57.8
UNALLOCATED	32.8
MEGA-CAP	8.6

Stocks belong to which Index?

About 16.9% of the stocks held by SUMITOMO MITSUI FINANCIAL GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.3
S&P 500	16.9

Top 5 Winners (%)		%
ANET	arista networks inc	42.4 %
GOOG	alphabet inc	36.0 %
FSLR	first solar inc	33.2 %
TSLA	tesla inc	30.4 %
WYNN	wynn resorts ltd	29.8 %

Top 5 Winners ($)		$
JEF	jefferies finl group inc	99.2 M
SPY	spdr s&p 500 etf tr	55.2 M
IJR	ishares tr	36.3 M
GLD	spdr gold tr	24.2 M
ANET	arista networks inc	20.4 M

Top 5 Losers (%)		%
INTU	intuit	-12.4 %
TXN	texas instrs inc	-11.1 %
BSX	boston scientific corp	-8.2 %
ARES	ares management corporation	-7.7 %
GWW	grainger w w inc	-7.4 %

Top 5 Losers ($)		$
ARES	ares management corporation	-177.9 M
INTU	intuit	-4.5 M
CME	cme group inc	-2.6 M
BSX	boston scientific corp	-2.3 M
GWW	grainger w w inc	-1.7 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 150 stocks in it's portfolio. About 75% of the portfolio is in top 10 stocks. ARES proved to be the most loss making stock for the portfolio. JEF was the most profitable stock for SUMITOMO MITSUI FINANCIAL GROUP, INC. last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.00	512	130,268	reduced	-47.54

AAXJ	ishares tr	0.98	685,256	55,635,900	added	5.17

AAXJ	ishares tr	0.93	1,001,460	53,107,200	added	11.19

AAXJ	ishares tr	0.74	440,388	41,902,900	added	1.48

AAXJ	ishares tr	0.57	1,029,520	32,553,400	added	23.14

AAXJ	ishares tr	0.19	97,449	10,767,100	reduced	-21.8

AAXJ	ishares tr	0.09	42,927	5,130,210	added	12.32

AAXJ	ishares tr	0.03	15,116	1,438,890	added	5.74

AAXJ	ishares tr	0.02	21,574	1,296,170	reduced	-10.67

AAXJ	ishares tr	0.00	1,990	184,314	reduced	-0.75

ACWF	ishares tr	0.05	104,303	2,665,980	added	3.42

ACWF	ishares tr	0.00	5,625	277,116	unchanged	0.00

ACWF	ishares tr	0.00	1,130	47,645	unchanged	0.00

ACWV	ishares inc	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.00	800	287,536	added	77.78

ADI	analog devices inc	0.00	0.00	0.00	sold off	-100

ADSK	autodesk inc	0.00	0.00	0.00	sold off	-100

AFK	vaneck etf trust	0.03	19,503	1,490,030	added	0.54

AFK	vaneck etf trust	0.01	5,318	526,642	added	1.39

AFL	aflac inc	0.00	1,152	128,275	new