Latest SUMITOMO MITSUI FINANCIAL GROUP, INC. Stock Portfolio

SUMITOMO MITSUI FINANCIAL GROUP, INC. Performance:

2025 Q4: 1.15%YTD: 1.5%2024: 28.38%

Performance for 2025 Q4 is 1.15%, and YTD is 1.5%, and 2024 is 28.38%.

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

On 2026-02-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUMITOMO MITSUI FINANCIAL GROUP, INC. reported an equity portfolio of $5.6 Billions as of 31 Dec, 2025.

The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, JEF, SPY. The fund has invested 38.2% of it's portfolio in ARES MANAGEMENT CORPORATION and 10.1% of portfolio in JEFFERIES FINL GROUP INC.

The fund managers got completely rid off HCA HEALTHCARE INC (HCA), SNOWFLAKE INC COM (SNOW) and INTUITIVE SURGICAL INC COM (ISRG) stocks. They significantly reduced their stock positions in ZSCALER INC (ZS), ADOBE INC (ADBE) and AIR PRODS & CHEMS INC (APD). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in SELECT SECTOR SPDR TR (XLB), NEWMONT CORP (NEM) and SSGA ACTIVE TR (EMTL). The fund showed a lot of confidence in some stocks as they added substantially to SALESFORCE INC (CRM), APPLE INC (AAPL) and ELI LILLY & CO (LLY).

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 1.15% in the last quarter. In trailing 12 months, it's portfolio return was 1.5%.

Performance
S&P 500

New Buys

Ticker	$ Bought
select sector spdr tr	67,761,100
newmont corp	18,971,900
ssga active tr	6,593,060
micron technology inc	657,917
vertiv holdings co	490,235
alphabet inc	390,382
taiwan semiconductor mfg ltd	370,132
roku inc	300,348

New stocks bought by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Additions

Ticker	% Inc.
salesforce inc	393
apple inc	350
eli lilly & co	248
walmart inc	141
barrick mng corp	120
select sector spdr tr	100
ishares tr	55.46
palantir technologies inc	44.96

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

Reductions

Ticker	% Reduced
zscaler inc	-93.07
adobe inc	-90.00
air prods & chems inc	-88.36
pimco etf tr	-87.8
netflix inc	-81.98
mastercard incorporated	-66.1
tesla inc	-60.29
ishares tr	-50.95

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

Sold off

Ticker	$ Sold
uber technologies inc	-110,622
okta inc	-72,554
chipotle mexican grill inc	-27,930
ebay inc.	-54,702
snowflake inc com	-135,150
hca healthcare inc	-147,322
intuitive surgical inc com	-131,766
wynn resorts ltd	-26,486

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

Sector Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 52.4% of it's holdings in Financial Services sector.

Sector	%
Financial Services	52.4
Others	31.5
Technology	7.4
Communication Services	2.3
Healthcare	1.7
Consumer Cyclical	1.6

Market Cap. Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 67.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	57.2
UNALLOCATED	31.5
MEGA-CAP	10.5

Stocks belong to which Index?

About 17.8% of the stocks held by SUMITOMO MITSUI FINANCIAL GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	81.3
S&P 500	17.8

Top 5 Winners (%)		%
BIL	spdr series trust	6141.4 %
CELH	celsius hldgs inc	698.6 %
XLB	select sector spdr tr	78.8 %
XLB	select sector spdr tr	77.5 %
XLB	select sector spdr tr	73.2 %

Top 5 Winners ($)		$
BIL	spdr series trust	70.2 M
ARES	ares management corporation	23.3 M
GLD	spdr gold tr	21.7 M
GOOG	alphabet inc	17.6 M
SPY	spdr s&p 500 etf tr	16.3 M

Top 5 Losers (%)		%
BIL	spdr series trust	-98.2 %
	arm holdings plc	-18.5 %
KMB	kimberly-clark corp	-16.8 %
HD	home depot inc	-15.0 %
DHI	d r horton inc	-14.7 %

Top 5 Losers ($)		$
BIL	spdr series trust	-61.5 M
JEF	jefferies finl group inc	-31.9 M
ANET	arista networks inc	-6.6 M
SQ	block inc	-6.5 M
META	meta platforms inc	-5.4 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 163 stocks in it's portfolio. About 72.5% of the portfolio is in top 10 stocks. BIL 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: 12 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.01	2,307	631,564	added	350

AAXJ	ishares tr	1.01	710,528	57,289,900	added	3.69

AAXJ	ishares tr	0.99	1,054,260	55,749,200	added	5.27

AAXJ	ishares tr	0.76	453,542	43,186,300	added	2.99

AAXJ	ishares tr	0.63	1,150,600	35,622,700	added	11.76

AAXJ	ishares tr	0.21	108,790	11,983,200	added	11.64

AAXJ	ishares tr	0.09	43,826	5,230,630	added	2.09

AAXJ	ishares tr	0.03	16,141	1,554,060	added	6.78

AAXJ	ishares tr	0.02	21,315	1,324,730	reduced	-1.2

AAXJ	ishares tr	0.00	1,958	172,079	reduced	-1.61

ACWF	ishares tr	0.05	104,810	2,615,010	added	0.49

ACWF	ishares tr	0.00	5,625	296,429	unchanged	0.00

ACWF	ishares tr	0.00	1,130	49,449	unchanged	0.00

ADBE	adobe inc	0.00	80.00	28,253	reduced	-90.00

AFK	vaneck etf trust	0.03	22,652	1,942,860	added	16.15

AFK	vaneck etf trust	0.01	5,430	617,825	added	2.11

AFL	aflac inc	0.00	852	93,686	reduced	-26.04

AGNG	global x fds	0.01	17,595	840,865	reduced	-15.02

AGT	ishares tr	0.01	16,831	373,312	unchanged	0.00

ALB	albemarle corp	0.00	1,810	261,690	new