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Latest SUMITOMO MITSUI FINANCIAL GROUP, INC. Stock Portfolio

$5.27Billion | No. of Holdings #174

SUMITOMO MITSUI FINANCIAL GROUP, INC. Performance

2026 Q2+4.52%
YTD-13.21%
2025+1.50%

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

On 2026-08-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, SUMITOMO MITSUI FINANCIAL GROUP, INC. reported an equity portfolio of $5.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC. are ARES, SPY, JEF. The fund has invested 28.2% of it's portfolio in ARES MANAGEMENT CORPORATION and 10.9% of portfolio in STATE STR SPDR S&P 500 ETF T . <br><br> The fund managers got completely rid off SPDR DOW JONES INDL AVERAGE (DIA), KENNEDY-WILSON HOLDINGS INC COM (KW) and COINBASE GLOBAL INC (COIN) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), ORACLE CORP (ORCL) and ELI LILLY & CO (LLY). SUMITOMO MITSUI FINANCIAL GROUP, INC. opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), GLOBAL X FDS (AGNG) and EXCHANGE TRADED CONCEPTS TRU (BITQ). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), VANGUARD WORLD FD (VAW) and ISHARES TR (AMPS).
SUMITOMO MITSUI FINANCIAL GROUP, INC. Equity Portfolio Value
Last Reported on: 13 Aug, 2026
$5.27Billion
  as of Aug 13, 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 4.52% in the last quarter. In trailing 12 months, it's portfolio return was -10.62%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc1,554,090
global x fds1,193,140
exchange traded concepts tru1,172,600
sandisk corp577,527
snowflake inc534,450
palo alto networks inc491,751
servicenow inc461,652
okta inc409,350
New stocks bought by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Additions

Ticker% Inc.
select sector spdr tr205,734
vanguard world fd786
select sector spdr tr 761
ishares tr 647
ishares inc631
ishares inc557
salesforce inc351
lam research corp203
Additions to existing portfolio by SUMITOMO MITSUI FINANCIAL GROUP, INC.

Reductions

Ticker% Reduced
uber technologies inc-99.94
oracle corp-98.18
eli lilly & co-87.5
ishares tr-82.95
boeing co-82.5
apple inc-76.43
zoom communications inc-72.48
alphabet inc-55.46
SUMITOMO MITSUI FINANCIAL GROUP, INC. reduced stake in above stock

Sold off

Ticker$ Sold
kennedy-wilson holdings inc com-29,926,700
spdr dow jones indl average-59,288,300
coinbase global inc-488,908
lululemon athletica inc-214,340
carnival corp-31,729
general mtrs co-59,600
charter communications inc-151,116
exxon mobil corp-118,762
SUMITOMO MITSUI FINANCIAL GROUP, INC. got rid off the above stocks

Sector Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 42.6% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
Sector%
Others42.6
Financial Services38.4
Technology9.8
Communication Services2.7
Consumer Cyclical2
Industrials1.6
Healthcare1.1

Market Cap. Distribution

SUMITOMO MITSUI FINANCIAL GROUP, INC. has about 57.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
  • MEGA-CAP
Category%
LARGE-CAP44.6
UNALLOCATED42.6
MEGA-CAP12.8

Stocks belong to which Index?

About 20.8% of the stocks held by SUMITOMO MITSUI FINANCIAL GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others78.8
S&P 50020.8
Top 5 Winners (%)%
CRWD
crowdstrike hldgs inc
81.2 %
IJR
ishares tr
55.6 %
LRCX
lam research corp
50.8 %
TXN
texas instrs inc
50.3 %
CSCO
cisco sys inc
49.4 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
73.5 M
JEF
jefferies finl group inc
68.3 M
QQQ
invesco qqq tr
44.6 M
IJR
ishares tr
37.8 M
ARES
ares management corporation
29.5 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.9 %
INTU
intuit
-38.5 %
BSX
boston scientific corp
-29.9 %
T
at&t inc
-27.4 %
CME
cme group inc
-25.2 %
Top 5 Losers ($)$
VAW
vanguard world fd
-82.5 M
GLD
spdr gold tr
-37.4 M
CME
cme group inc
-35.2 M
INTU
intuit
-10.0 M
BSX
boston scientific corp
-7.5 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 174 stocks in it's portfolio. About 67.1% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for SUMITOMO MITSUI FINANCIAL GROUP, INC. last quarter.

$5.24BTotal Value
194Positions
13 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of SUMITOMO MITSUI FINANCIAL GROUP, INC., last reported on 13 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
1.18%780,473
$62.41M
1.18%
increased 0.47 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
1.03%1,039,570
$54.48M
1.03%
decreased 0.01 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.84%470,874
$44.51M
0.84%
decreased 0.19 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.76%1,309,460
$39.93M
0.76%
increased 0.76 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.31%148,967
$16.44M
0.31%
decreased 19.77 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.1%44,164
$5.19M
0.1%
decreased 1.1 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.05%25,113
$2.42M
0.05%
increased 9.53 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.03%35,868
$1.77M
0.03%
increased 23.66 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0%2,069
$227.0K
0%
increased 32.46 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0%2,759
$114.2K
0%
decreased 33.37 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.05%100,164
$2.77M
0.05%
decreased 1.12 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0.01%5,625
$362.9K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Tr over time
0%1,130
$56.7K
0%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Inc over time
0%421
$30.4K
0%
increased 557.81 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Ishares Inc over time
0%841
$29.0K
0%
increased 631.3 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Vaneck Etf Trust over time
0.04%29,935
$2.26M
0.04%
increased 4.29 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Vaneck Etf Trust over time
0.01%4,034
$396.3K
0.01%
decreased 0.25 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
SUMITOMO MITSUI FINANCIAL GROUP, INC.'s holding in Global X Fds over time
0.02%31,448
$1.19M
0.02%
new position