Sumitomo Mitsui Financial Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

SUMITOMO MITSUI FINANCIAL GROUP, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 194 holdings worth $5.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 194
Total Value: 5459766703
Accession Number: 0000950123-25-005053
Form Type: 13F-HR
CIK: 0001022837
Manager Name: Sumitomo Mitsui Financial Group, Inc.

Data Enrichment

55% identified

106 identified88 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

194 positions • $5,459,766.703K total value

194 positions

Manager:

SEC FilingSEC DataHachi Filing

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Ares Management Corp

ARES|03990B101

13364740(+0.0%)

Value:

$2.0T(-17.2%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

1742446(-11.4%)

Value:

$974.7B(-15.7%)

Jefferies Financial Group Inc.

JEF|47233W109

9247081(+0.0%)

Value:

$495.4B(-31.7%)

464287614

IWF|464287614

691000(+0.0%)

Value:

$249.5B(-10.9%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

331104(-69.8%)

Value:

$155.3B(-72.5%)

CME GROUP INC.

CME|12572Q105

471846(+0.0%)

Value:

$125.2B(+14.2%)

SPDR GOLD TRUST

GLD|78463V107

429585(+7.4%)

Value:

$123.8B(+27.8%)

464287226

1132463(+8.1%)

Value:

$112.0B(+10.4%)

464287242

747022(-56.5%)

Value:

$81.2B(-55.9%)

464287440

IEF|464287440

798546(+6.0%)

Value:

$76.2B(+9.3%)

NVIDIA CORP

NVDA|67066G104

515289(+6.2%)

Value:

$55.9B(-14.3%)

464288513

652074(+5.5%)

Value:

$51.4B(+5.8%)

852234103

907930(-0.0%)

Value:

$49.3B(-36.1%)

78468R408

1916482(+15.9%)

Value:

$48.2B(+15.5%)

464288646

861603(+4.0%)

Value:

$45.1B(+5.3%)

Broadcom Inc.

AVGO|11135F101

267355(+8.0%)

Value:

$44.8B(-22.0%)

Meta Platforms, Inc.

META|30303M102

70558(+11.2%)

Value:

$40.7B(+9.5%)

464288588

424188(+3.3%)

Value:

$39.8B(+5.6%)

MICROSOFT CORP

MSFT|594918104

104398(+19.2%)

Value:

$39.2B(+6.2%)

Alphabet Inc.

GOOG|02079K107

242707(+9.8%)

Value:

$37.9B(-10.0%)

Instrument	Shares		Other Manager	Value
Ares Management Corp(AREScusip03990B101)	13.4M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.0B	QoQ -17.18% (-$406.6M) YoY +10.24% (+$182.2M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	1.7M	QoQ -11.36% (-223.3K) YoY +1958.77% (+1.7M)	All Managers (Combined)	$974.7M	QoQ -15.68% (-$181.3M) YoY +2101.73% (+$930.4M)
Jefferies Financial Group Inc.(JEFcusip47233W109)	9.2M	QoQ 0.00% (-0) YoY NEW(+9.2M)	All Managers (Combined)	$495.4M	QoQ -31.67% (-$229.6M) YoY NEW(+$495.4M)
(IWFcusip464287614)	691.0K	QoQ 0.00% (-0) YoY NEW(+691.0K)	All Managers (Combined)	$249.5M	QoQ -10.88% (-$30.5M) YoY NEW(+$249.5M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	331.1K	QoQ -69.81% (-765.8K) YoY +847.31% (+296.2K)	All Managers (Combined)	$155.3M	QoQ -72.53% (-$410.0M) YoY +900.45% (+$139.7M)
Cme Group Inc.(CMEcusip12572Q105)	471.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$125.2M	QoQ +14.23% (+$15.6M) YoY +23.22% (+$23.6M)
Spdr Gold Trust(GLDcusip78463V107)	429.6K	QoQ +7.40% (+29.6K) YoY +53.69% (+150.1K)	All Managers (Combined)	$123.8M	QoQ +27.81% (+$26.9M) YoY +115.26% (+$66.3M)
(cusip464287226)✕	1.1M	QoQ +8.12% (+85.1K) YoY +51.78% (+386.3K)	All Managers (Combined)	$112.0M	QoQ +10.37% (+$10.5M) YoY +53.29% (+$38.9M)
(cusip464287242)✕	747.0K	QoQ -56.53% (-971.8K) YoY +16.75% (+107.2K)	All Managers (Combined)	$81.2M	QoQ -55.85% (-$102.7M) YoY +16.51% (+$11.5M)
(IEFcusip464287440)	798.5K	QoQ +5.97% (+45.0K) YoY +26.97% (+169.6K)	All Managers (Combined)	$76.2M	QoQ +9.31% (+$6.5M) YoY +27.92% (+$16.6M)
Nvidia Corp(NVDAcusip67066G104)	515.3K	QoQ +6.23% (-30.3K) YoY +811.09% (+458.7K)	All Managers (Combined)	$55.9M	QoQ -14.29% (-$9.3M) YoY +9.29% (+$4.7M)
(cusip464288513)✕	652.1K	QoQ +5.45% (+33.7K) YoY +15.16% (+85.8K)	All Managers (Combined)	$51.4M	QoQ +5.77% (+$2.8M) YoY +16.87% (+$7.4M)
(cusip852234103)✕	907.9K	QoQ -0.03% (-334) YoY 0.00% (-0)	All Managers (Combined)	$49.3M	QoQ -36.09% (-$27.9M) YoY -35.76% (-$27.5M)
(cusip78468R408)✕	1.9M	QoQ +15.95% (+263.7K) YoY +179.36% (+1.2M)	All Managers (Combined)	$48.2M	QoQ +15.49% (+$6.5M) YoY +178.69% (+$30.9M)
(cusip464288646)✕	861.6K	QoQ +3.96% (+32.9K) YoY +4.48% (+37.0K)	All Managers (Combined)	$45.1M	QoQ +5.31% (+$2.3M) YoY +6.70% (+$2.8M)
Broadcom Inc.(AVGOcusip11135F101)	267.4K	QoQ +7.98% (-19.8K) YoY +1067.94% (+244.5K)	All Managers (Combined)	$44.8M	QoQ -22.03% (-$12.7M) YoY +47.55% (+$14.4M)
Meta Platforms, Inc.(METAcusip30303M102)	70.6K	QoQ +11.24% (+7.1K) YoY +27.80% (+15.4K)	All Managers (Combined)	$40.7M	QoQ +9.49% (+$3.5M) YoY +51.69% (+$13.9M)
(cusip464288588)✕	424.2K	QoQ +3.27% (+13.5K) YoY +19.58% (+69.5K)	All Managers (Combined)	$39.8M	QoQ +5.64% (+$2.1M) YoY +21.34% (+$7.0M)
Microsoft Corp(MSFTcusip594918104)	104.4K	QoQ +19.23% (+16.8K) YoY +39.83% (+29.7K)	All Managers (Combined)	$39.2M	QoQ +6.22% (+$2.3M) YoY +24.81% (+$7.8M)
Alphabet Inc.(GOOGcusip02079K107)	242.7K	QoQ +9.76% (-21.6K) YoY +31.01% (+57.5K)	All Managers (Combined)	$37.9M	QoQ -9.97% (-$4.2M) YoY +34.42% (+$9.7M)