13F Insight
DOSSIER · 13F-HR · Q3 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC.

$5.6B in tracked AUM across 247 positions as of Q3 2026.

SM
CIK 0001022837 · last filed Sep 30, 2026
Total AUM
$5.6B
as of Q3 2026
Holdings
247
—
positions
Whale Score
75
75
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
ARES
ARES MANAGEMENT CORPORATION
$1.6B13.4M27.9%02
SPY
STATE STR SPDR S&P 500 ETF T
$640M839K11.5%03
JEF
JEFFERIES FINL GROUP INC
$392M8.6M7.0%04
QQQ
INVESCO QQQ TR
$301M407K5.4%05
GLD
SPDR GOLD TR
$244M641K4.4%06
NVDA
NVIDIA CORPORATION
$161M705K2.9%07
AGG
ISHARES TR
$127M1.3M2.3%08
CME
CME GROUP INC
$124M472K2.2%09
LQD
ISHARES TR
$113M1.1M2.0%10
SOXX
ISHARES TR
$99M174K1.8%

Filing history

2026Q3Sep 30
$5.6B▲ 4.4%
247 positionsView →2026Q2Jun 30
$5.3B▲ 7.0%
249 positionsView →2026Q1Mar 31
$5.0B▼ 13.2%
219 positionsView →2025Q4Dec 31
$5.7B▼ 1.0%
217 positionsView →2025Q3Sep 30
$5.8B▼ 7.5%
206 positionsLocked2025Q2Jun 30
$6.3B▲ 13.7%
239 positionsLocked2025Q1Mar 31
$5.5B▼ 27.4%
194 positionsLocked2024Q4Dec 31
$7.6B▲ 67.5%
183 positionsLocked2024Q3Sep 30
$4.5B▲ 36.6%
178 positionsLocked2024Q2Jun 30
$3.3B▲ 2.8%
198 positionsLocked2024Q1Mar 31
$3.2B▲ 2.4%
173 positionsLocked2023Q4Dec 31
$3.2B▲ 1.6%
166 positionsLocked
Showing 12 of 32