Sumitomo Mitsui Financial Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 194Value: $5.5BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  "GDX",
  "HUM",
  "ARM",
  "MU",
  "ZS",
  "MMM",
  "ABBV",
  "APD",
  "JEF",
  null,
  "AXP",
  "GDXJ",
  "T",
  "BLK",
  "AVGO",
  "BSX",
  "COF",
  null,
  "EBAY",
  "RL",
  "FCX",
  null,
  null,
  null,
  null,
  "GIS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  "QCOM",
  null,
  null,
  null,
  "ISRG",
  "ITW",
  "AMAT",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "GE",
  null,
  null,
  "OMC",
  "ADM",
  "ANET",
  "VHT",
  null,
  null,
  null,
  "EEM",
  null,
  "IWF",
  "PEP",
  "IEMG",
  null,
  null,
  null,
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  null,
  null,
  "GLD",
  null,
  null,
  "IBM",
  null,
  "TXN",
  "TWLO",
  "VNQ",
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  "ULTA",
  "XLB",
  "IEF",
  "TSM",
  null,
  null,
  "SDY",
  "FSLR",
  null,
  null,
  "DHI",
  "AMZN",
  null,
  null,
  null,
  "VGT",
  "ESGV",
  null,
  null,
  "VT",
  "VOO",
  null,
  "WMT",
  null,
  null,
  "SCHD",
  "DVY",
  "JBHT",
  "ON",
  "OKTA",
  "SYY",
  null,
  "GWW",
  null,
  "KMB",
  "BK",
  null,
  "BMY",
  "CCL",
  "CSCO",
  "CME",
  "KO",
  "COST",
  "GLW",
  "CRWD",
  "EWJ",
  null,
  "USMV",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "TSLA",
  "NFLX",
  "JPM"
]

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: sumitomo-mitsui-financial-group
Manager Name: Sumitomo-Mitsui-Financial-Group

Data Enrichment

55% identified

106 identified88 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

194 positions • $5.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 10

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Ares Management Corp

ARES|03990B101

Shares:13.4M

Value:$2.0B

% of Portfolio:35.9% ($2.0B/$5.5B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.7M

Value:$974.7M

% of Portfolio:17.9% ($974.7M/$5.5B)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:9.2M

Value:$495.4M

% of Portfolio:9.1% ($495.4M/$5.5B)

464287614

IWF|464287614

Shares:691.0K

Value:$249.5M

% of Portfolio:4.6% ($249.5M/$5.5B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:331.1K

Value:$155.3M

% of Portfolio:2.8% ($155.3M/$5.5B)

CME GROUP INC.

CME|12572Q105

Shares:471.8K

Value:$125.2M

% of Portfolio:2.3% ($125.2M/$5.5B)

SPDR GOLD TRUST

GLD|78463V107

Shares:429.6K

Value:$123.8M

% of Portfolio:2.3% ($123.8M/$5.5B)

464287226

Shares:1.1M

Value:$112.0M

% of Portfolio:2.1% ($112.0M/$5.5B)

464287242

Shares:747.0K

Value:$81.2M

% of Portfolio:1.5% ($81.2M/$5.5B)

464287440

IEF|464287440

Shares:798.5K

Value:$76.2M

% of Portfolio:1.4% ($76.2M/$5.5B)

NVIDIA CORP

NVDA|67066G104

Shares:515.3K

Value:$55.9M

% of Portfolio:1.0% ($55.9M/$5.5B)

464288513

Shares:652.1K

Value:$51.4M

% of Portfolio:0.9% ($51.4M/$5.5B)

852234103

Shares:907.9K

Value:$49.3M

% of Portfolio:0.9% ($49.3M/$5.5B)

78468R408

Shares:1.9M

Value:$48.2M

% of Portfolio:0.9% ($48.2M/$5.5B)

464288646

Shares:861.6K

Value:$45.1M

% of Portfolio:0.8% ($45.1M/$5.5B)

Broadcom Inc.

AVGO|11135F101

Shares:267.4K

Value:$44.8M

% of Portfolio:0.8% ($44.8M/$5.5B)

Meta Platforms, Inc.

META|30303M102

Shares:70.6K

Value:$40.7M

% of Portfolio:0.7% ($40.7M/$5.5B)

464288588

Shares:424.2K

Value:$39.8M

% of Portfolio:0.7% ($39.8M/$5.5B)

MICROSOFT CORP

MSFT|594918104

Shares:104.4K

Value:$39.2M

% of Portfolio:0.7% ($39.2M/$5.5B)

Alphabet Inc.

GOOG|02079K107

Shares:242.7K

Value:$37.9M

% of Portfolio:0.7% ($37.9M/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Ares Management Corp(AREScusip03990B101)	13.4M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.0B	35.9% ($2.0B/$5.5B)	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	17.9% ($974.7M/$5.5B)	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	9.1% ($495.4M/$5.5B)	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	4.6% ($249.5M/$5.5B)	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	2.8% ($155.3M/$5.5B)	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	2.3% ($125.2M/$5.5B)	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	2.3% ($123.8M/$5.5B)	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	2.1% ($112.0M/$5.5B)	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	1.5% ($81.2M/$5.5B)	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	1.4% ($76.2M/$5.5B)	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	1.0% ($55.9M/$5.5B)	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	0.9% ($51.4M/$5.5B)	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	0.9% ($49.3M/$5.5B)	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	0.9% ($48.2M/$5.5B)	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	0.8% ($45.1M/$5.5B)	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	0.8% ($44.8M/$5.5B)	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	0.7% ($40.7M/$5.5B)	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	0.7% ($39.8M/$5.5B)	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	0.7% ($39.2M/$5.5B)	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	0.7% ($37.9M/$5.5B)	QoQ -9.97% (-$4.2M) YoY +34.42% (+$9.7M)