13F Insight
DOSSIER · 13F-HR · Q2 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC.

$5.3B in tracked AUM across 229 positions as of Q2 2026.

SM
CIK 0001022837 · last filed Jun 30, 2026
Total AUM
$5.3B
as of Q2 2026
Holdings
229
—
positions
Whale Score
73
73
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ARES
ARES MANAGEMENT CORPORATION
$1.5B13.4M28.2%02
SPY
STATE STR SPDR S&P 500 ETF T
$573M767K10.9%03
JEF
JEFFERIES FINL GROUP INC
$321M6.4M6.1%04
QQQ
INVESCO QQQ TR
$290M394K5.5%05
GLD
SPDR GOLD TR
$228M618K4.3%06
PSNY
POLESTAR AUTOMOTIVE HLDG UK
$194M10.3M3.7%07
AGG
ISHARES TR
$132M1.3M2.5%08
XLB
SELECT SECTOR SPDR TR
$124M2.4M2.4%09
CME
CME GROUP INC
$104M472K2.0%10
NVDA
NVIDIA CORPORATION
$95M475K1.8%

Filing history

2026Q2Jun 30
$5.3B▲ 6.8%
229 positionsView →2026Q1Mar 31
$4.9B▼ 12.6%
203 positionsView →2025Q4Dec 31
$5.6B▼ 1.0%
195 positionsView →2025Q3Sep 30
$5.7B▼ 7.1%
183 positionsView →2025Q2Jun 30
$6.1B▲ 12.5%
239 positionsLocked2025Q1Mar 31
$5.5B▼ 27.3%
194 positionsLocked2024Q4Dec 31
$7.5B▲ 68.6%
183 positionsLocked2024Q3Sep 30
$4.5B▲ 38.5%
175 positionsLocked2024Q2Jun 30
$3.2B▼ 0.4%
192 positionsLocked2024Q1Mar 31
$3.2B▲ 2.4%
173 positionsLocked2023Q4Dec 31
$3.2B▲ 1.6%
166 positionsLocked2023Q3Sep 30
$3.1B▼ 1.2%
185 positionsLocked
Showing 12 of 31