13F Insight
DOSSIER · 13F-HR · Q1 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SUMITOMO MITSUI FINANCIAL's holding co. based in New York, NY — $4.9B in tracked AUM across 203 positions as of Q1 2026.

SM
SUMITOMO MITSUI FINANCIAL·New York, NY·Holding Co.
CIK 0001022837 · last filed Mar 31, 2026
Total AUM
$4.9B
▲ 1.6%
vs prior
Holdings
203
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ARES
ARES MANAGEMENT CORPORATION
$1.5B13.4M29.5%
02
SPY
STATE STR SPDR S&P 500 ETF T
$492M756K10.0%
03
JEF
JEFFERIES FINL GROUP INC
$382M9.2M7.7%
04
GLD
SPDR GOLD TR
$254M590K5.1%
05
PSNY
POLESTAR AUTOMOTIVE HLDG UK
$190M10.3M3.9%
06
CME
CME GROUP INC
$139M472K2.8%
07
AGG
ISHARES TR
$134M1.4M2.7%
08
QQQ
INVESCO QQQ TR
$110M190K2.2%
09
LQD
ISHARES TR
$91M835K1.8%
10
NVDA
NVIDIA CORPORATION
$82M469K1.7%

Filing history

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