SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK

1022837

Location

TOKYO, M0

Portfolio Value

Mid $5,317,037,613

Diversification

Diversified

Reports for

Sumitomo Mitsui Banking Corporation SMBC Trust Bank Ltd.

Files via

Sumitomo Mitsui DS Asset Management Company, Ltd TT International Asset Management LTD

Filing Date

Global Rank

#844 / 8,798 ▲ 7 · as of Jun 2026

Top Industry

Asset Management 46.5%

Period ended 3 months ago

Filed Aug 13, 2026 · 57d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

123 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.0%

−6.6 pts

Top 5

62.6%

−3.3 pts

Top 10

76.8%

−0.4 pts

HHI

1,185

Diversified−335

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.9%	$2,066,393,295	28
Financial Services	38.0%	$2,022,782,555	14
Technology	10.7%	$570,080,610	38
Consumer Cyclical	5.6%	$298,445,694	8
Communication Services	2.7%	$144,311,233	6
Industrials	1.6%	$84,623,774	9
Healthcare	1.0%	$55,056,488	9
Consumer Defensive	0.9%	$50,442,795	9
Basic Materials	0.5%	$24,839,730	1
Utilities	0.0%	$61,439	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+2,440,991	2,556,731	$133,683,807
EDV	Vanguard World Funds Extended Duration ETF	+228,111	263,878	$32,959,466
QQQ	Invesco Qqq Trust, Series 1	+196,940	378,706	$278,879,098
—		+93,146	2,061,130	$51,590,083
BSX	Boston Scientific Corp	+77,768	412,532	$17,606,865
APH	Amphenol Corp /De/	+32,577	259,128	$91,378,897
AGNG	Global X Funds Global X Aging Population ETF	+30,897	43,808	$1,857,296
FNDA	Schwab Fundamental U.S. Small Company ETF	+27,996	101,369	$3,214,410
GLD	Spdr Gold Trust	+27,763	617,825	$227,594,373
BDBT	Bluemonte Core Bond ETF	+14,136	15,012	$1,213,880
NEM	NEWMONT Corp /DE/	+13,788	265,950	$24,839,730
SPY	Spdr S&P 500 ETF Trust	+11,256	767,224	$572,939,866
NVDA	Nvidia Corp	+6,934	475,444	$95,131,589
NFLX	Netflix Inc	+5,519	9,079	$648,240
INTU	Intuit Inc.	+5,506	61,068	$15,938,748
GE	General Electric Co	+4,318	127,866	$47,787,360
AFK	VanEck Africa Index ETF	+4,285	40,049	$2,810,339
AMZN	Amazon Com Inc	+3,948	227,087	$54,123,915
CSCO	Cisco Systems, Inc.	+3,746	72,272	$8,489,069
QCOM	Qualcomm Inc/De	+3,417	76,418	$14,121,281
JPM	Jpmorgan Chase & Co	+2,720	145,973	$47,781,341
BNY	Bank of New York Mellon Corp	+2,495	28,820	$4,167,660
META	Meta Platforms, Inc.	+2,146	82,420	$46,426,361
RL	Ralph Lauren Corp	+1,851	15,695	$6,300,129
TXN	Texas Instruments Inc	+1,790	22,589	$6,733,103
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JEF	Jefferies Financial Group Inc.	−2,817,744	6,429,337	$321,338,263
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−171,543	8,734,658	$657,856,034
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−29,038	190,113	$9,391,927
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−28,154	194,734	$5,699,864
BAB	Invesco Taxable Municipal Bond ETF	−21,105	640,101	$17,284,504
BNDW	Vanguard Total World Bond ETF	−9,826	161,590	$12,973,517
PFE	Pfizer Inc	−9,756	173,691	$4,182,479
UBER	Uber Technologies, Inc	−7,096	4	$288
T	At&T Inc.	−6,954	77,817	$1,610,811
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−6,004	30,436	$1,028,021
—		−5,378	84,549	$6,362,312
PG	PROCTER & GAMBLE Co	−2,542	23,579	$3,457,624
GIS	General Mills Inc	−2,436	10,551	$367,174
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−2,260	3,616	$221,733
BKF	iShares MSCI BIC ETF	−2,259	116,554	$8,011,411
BMY	Bristol Myers Squibb Co	−2,227	44,119	$2,542,136
FSLR	First Solar, Inc.	−1,838	128,656	$30,357,669
OMC	Omnicom Group Inc.	−1,556	23,795	$1,732,989
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,376	31,827	$4,894,171
AAPL	Apple Inc.	−1,326	409	$118,348
KMB	Kimberly Clark Corp	−1,056	6,795	$745,887
MSFT	Microsoft Corp	−1,035	125,950	$46,981,868
VZ	Verizon Communications Inc	−977	24,230	$1,025,898
ZM	Zoom Communications, Inc.	−919	349	$30,122
ORCL	Oracle Corp	−807	15	$2,198
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	5,217	$1,554,092
SNDK	Sandisk Corp	254	$577,527
SNOW	Snowflake Inc.	2,100	$534,450
PANW	Palo Alto Networks Inc	1,442	$491,750
NOW	ServiceNow, Inc.	4,650	$461,652
OKTA	Okta, Inc.	3,000	$409,350
TSM	Taiwan Semiconductor Manufacturing Co Ltd	530	$253,112
CDNS	Cadence Design Systems Inc	570	$213,932
COHR	Coherent Corp.	530	$209,069
DELL	Dell Technologies Inc.	480	$207,100
SMCI	Super Micro Computer, Inc.	5,150	$151,049
LITE	Lumentum Holdings Inc.	150	$128,709
GLW	Corning Inc /Ny	350	$89,400
DAL	Delta Air Lines, Inc.	900	$84,294
AFL	Aflac Inc	652	$76,447
V	Visa Inc.	194	$66,559
MS	Morgan Stanley	300	$62,712
BAC	Bank Of America Corp /De/	1,100	$62,678
UNH	Unitedhealth Group Inc	150	$62,344
CVS	CVS HEALTH Corp	600	$62,070
NEE	Nextera Energy Inc	700	$61,439
GS	Goldman Sachs Group Inc	60	$60,682
HUM	Humana Inc	150	$59,583
TSLA	Tesla, Inc.	120	$50,472
INTC	Intel Corp	350	$48,870
No positions match the current search.

Sold Out

Positions the filer fully exited

24 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	128,000	$59,288,320
COIN	Coinbase Global, Inc.	2,800	$488,908
MU	Micron Technology Inc	943	$318,583
LULU	lululemon athletica inc.	1,400	$214,340
ADBE	Adobe Inc.	850	$206,618
LMT	Lockheed Martin Corp	330	$199,448
CHTR	Charter Communications, Inc. /Mo/	700	$151,116
COF	Capital One Financial Corp	700	$127,701
XOM	ExxonMobil Holdings Corp	700	$118,762
AMAT	Applied Materials Inc /De	300	$102,537
ARM	Arm Holdings PLC /Uk	677	$102,416
JNJ	Johnson & Johnson	305	$74,554
TGT	Target Corp	600	$72,720
CAT	Caterpillar Inc	100	$70,846
ALGN	Align Technology Inc	400	$68,572
TMUS	T-Mobile US, Inc.	300	$63,009
WMT	Walmart Inc.	500	$62,140
GM	General Motors Co	800	$59,600
UPS	United Parcel Service Inc	600	$59,028
UNP	Union Pacific Corp	200	$48,524
IBM	International Business Machines Corp	195	$47,266
CCL	Carnival Corp Ltd.	1,226	$31,728
ZS	Zscaler, Inc.	100	$14,029
—		2,765,866	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

123 tracked positions · $5,317,037,613 total · filing declares 229 positions · $5,271,324,116 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 123 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ARES	Ares Management Corp Financial Services	Held	13,364,740	0	$1,487,629,209	+2.0%	27.98%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	8,734,658	-171,543	$657,856,034	—	12.37%
SPY	Spdr S&P 500 ETF Trust	Added	767,224	+11,256	$572,939,866	+16.5%	10.78%
JEF	Jefferies Financial Group Inc. Financial Services	Reduced	6,429,337	-2,817,744	$321,338,263	−15.8%	6.04%
QQQ	Invesco Qqq Trust, Series 1 PUT CALL + SHARES	Added	394,206	+204,440	$290,293,298	+165.0%	5.46%
GLD	Spdr Gold Trust	Added	617,825	+27,763	$227,594,373	−10.4%	4.28%
PSNY	Polestar Automotive Holding UK PLC Consumer Cyclical	Held	10,341,261	0	$194,208,881	+2.0%	3.65%
		Added	2,556,731	+2,440,991	$133,683,807	+1314.6%	2.51%
CME	Cme Group Inc. Financial Services	Held	471,846	0	$104,197,752	−25.2%	1.96%
NVDA	Nvidia Corp Technology	Added	475,444	+6,934	$95,131,589	+16.4%	1.79%
APH	Amphenol Corp /De/ Technology	Added	259,128	+32,577	$91,378,897	+59.6%	1.72%
GOOGL	Alphabet Inc. Communication Services	Added	256,453	+326	$90,613,774	+23.3%	1.70%
AVGO	Broadcom Inc. PUT CALL + SHARES Technology	Added	239,514	+618	$90,476,413	+22.4%	1.70%
ANET	Arista Networks, Inc. PUT CALL + SHARES Technology	Added	495,822	+5,520	$84,230,241	+39.9%	1.58%
XYZ	Block, Inc. Technology	Added	909,320	+1,390	$69,108,320	+26.5%	1.30%
AMZN	Amazon Com Inc Consumer Cyclical	Added	227,087	+3,948	$54,123,915	+16.5%	1.02%
		Added	2,061,130	+93,146	$51,590,083	+4.9%	0.97%
GE	General Electric Co PUT CALL + SHARES Industrials	Added	130,266	+6,718	$48,684,312	+38.9%	0.92%
META	Meta Platforms, Inc. PUT + SHARES Communication Services	Added	86,420	+6,146	$48,679,521	+6.0%	0.92%
JPM	Jpmorgan Chase & Co Financial Services	Added	145,973	+2,720	$47,781,341	+13.4%	0.90%
MSFT	Microsoft Corp Technology	Reduced	125,950	-1,035	$46,981,868	−0.1%	0.88%
GWW	W.W. Grainger, Inc. Industrials	Reduced	24,381	-316	$33,167,912	+23.1%	0.62%
EDV	Vanguard World Funds Extended Duration ETF	Added	263,878	+228,111	$32,959,466	+641.2%	0.62%
AXP	American Express Co Financial Services	Added	96,529	+611	$32,650,934	+12.5%	0.61%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	186,534	+9	$30,382,657	+18.7%	0.57%
FSLR	First Solar, Inc. Technology	Reduced	128,656	-1,838	$30,357,669	+17.9%	0.57%
AMGN	Amgen Inc Healthcare	Added	83,520	+1,474	$30,244,262	+4.8%	0.57%
KO	Coca Cola Co Consumer Defensive	Added	312,741	+1,447	$25,416,460	+7.4%	0.48%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	265,950	+13,788	$24,839,730	−9.0%	0.47%
BLK	BlackRock, Inc. Financial Services	Added	25,223	+92	$24,253,427	+0.4%	0.46%
BSX	Boston Scientific Corp Healthcare	Added	412,532	+77,768	$17,606,865	−16.2%	0.33%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	640,101	-21,105	$17,284,504	−3.6%	0.33%
INTU	Intuit Inc. Technology	Added	61,068	+5,506	$15,938,748	−33.7%	0.30%
QCOM	Qualcomm Inc/De PUT CALL + SHARES Technology	Added	79,418	+417	$14,675,651	+44.3%	0.28%
BNDW	Vanguard Total World Bond ETF	Reduced	161,590	-9,826	$12,973,517	−6.0%	0.24%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	16,547	-541	$11,364,645	+11.3%	0.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	10,478	-261	$9,801,854	−8.4%	0.18%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	21,048	+397	$9,492,227	−12.1%	0.18%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	190,113	-29,038	$9,391,927	−12.9%	0.18%
CSCO	Cisco Systems, Inc. Technology	Added	72,272	+3,746	$8,489,069	+59.7%	0.16%
		Reduced	84,211	-296	$8,406,771	+36.4%	0.16%
BKF	iShares MSCI BIC ETF	Reduced	116,554	-2,259	$8,011,411	+17.2%	0.15%
TXN	Texas Instruments Inc PUT CALL + SHARES Technology	Reduced	25,089	-710	$7,478,278	+49.3%	0.14%
		Reduced	84,549	-5,378	$6,362,312	−5.3%	0.12%
RL	Ralph Lauren Corp Consumer Cyclical	Added	15,695	+1,851	$6,300,129	+32.3%	0.12%
CELH	Celsius Holdings, Inc. CALL + SHARES Consumer Defensive	Held	200,000	0	$5,856,000	−17.5%	0.11%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	194,734	-28,154	$5,699,864	−11.4%	0.11%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	31,827	-1,376	$4,894,171	+4.8%	0.09%
PFE	Pfizer Inc Healthcare	Reduced	173,691	-9,756	$4,182,479	−18.8%	0.08%
BNY	Bank of New York Mellon Corp Financial Services	Added	28,820	+2,495	$4,167,660	+33.5%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.