SUMITOMO MITSUI FINANCIAL GROUP, INC.
Top Portfolio Positions
87 positions ·
$3,981,238,779 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARES |
Ares Management Corp
Financial Services
|
13,364,740 | $1,458,093,134 | 36.62% | |
| SPY |
Spdr S&P 500 ETF Trust
|
755,968 | $491,636,229 | 12.35% | |
| JEF |
Jefferies Financial Group Inc.
Financial Services
|
9,247,081 | $381,627,032 | 9.59% | |
| GLD |
Spdr Gold Trust
|
590,062 | $253,897,777 | 6.38% | |
| PSNY |
Polestar Automotive Holding UK PLC
Consumer Cyclical
|
10,341,261 | $190,486,027 | 4.78% | |
| CME |
Cme Group Inc.
Financial Services
|
471,846 | $139,359,716 | 3.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
189,766 | $109,529,139 | 2.75% | |
| NVDA |
Nvidia Corp
Technology
|
468,510 | $81,708,144 | 2.05% | |
| AVGO |
Broadcom Inc.
Technology
|
238,896 | $73,940,700 | 1.86% | |
| ANET |
Arista Networks, Inc.
Technology
|
490,302 | $60,199,279 | 1.51% |
Portfolio Trend
25 quarters · across all stocks
Holdings in XYZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,639,227 | 907,930 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $59,115,778 | 908,216 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $65,657,439 | 908,502 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $61,677,042 | 907,950 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $49,327,836 | 907,930 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $77,193,356 | 908,264 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $60,949,340 | 907,930 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $58,552,405 | 907,930 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $76,792,719 | 907,930 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $70,228,385 | 907,930 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $40,184,981 | 907,930 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $60,440,900 | 907,930 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $62,329,394 | 907,930 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $57,054,321 | 907,930 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $49,927,070 | 907,930 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $55,801,377 | 907,930 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $123,115,308 | 907,930 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $146,639,774 | 907,930 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $227,186,761 | 947,243 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $221,825,330 | 909,866 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $206,145,506 | 907,930 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $199,137,335 | 914,985 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $156,247,286 | 961,226 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $103,852,087 | 989,633 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $54,624,063 | 1,042,842 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||