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CIK: 0001022837
Total reported value
$5.3B
$5.3B
227 檔
79.5%
During the Q2 2025 filing period, Sumitomo Mitsui Financial Group, Inc. (CIK: 0001022837) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.3B across 227 reported positions.
In Q2 2025, Sumitomo Mitsui Financial Group, Inc. displayed an active expansion posture, initiating 56 new positions and adding to 68 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management CORP - A | Stock-Financials | 37.70% | -1.32% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.48% | +0.91% | -34.50% | |
| 3 | JEF | Jefferies Financial Group In | Stock-Financials | 8.24% | -1.63% | — | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 7.90% | -0.06% | +492.21% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.92% | +3.29% | -1.72% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 2.37% | -0.82% | +11.24% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.27% | — | — | |
| 8 | CME | Cme Group Inc | Stock-Financials | 2.12% | -0.84% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.94% | -0.21% | +6.15% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +0.14% | -4.12% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.27% | -0.08% | +1.95% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.22% | -5.96% | |
| 13 | XYZ | Block Inc | Stock-Financials | 1.00% | +0.20% | +0.00% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.87% | -0.01% | +2.80% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.86% | -0.07% | -0.08% | |
| 16 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.84% | -0.02% | +5.59% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.06% | -2.47% | |
| 18 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.79% | — | — | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 0.78% | +0.38% | +1.87% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.77% | -0.08% | +4.53% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.09% | +5.74% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.24% | +5.07% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.66% | -0.07% | +2.30% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | +0.06% | +1.56% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 0.55% | -0.19% | +6.65% | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.52% | -0.04% | +1.52% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-Other | 0.42% | -0.04% | -0.33% | |
| 28 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.41% | -0.10% | +14.51% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.39% | +0.03% | +28.06% | |
| 30 | GE | General Electric | Stock-Industrials | 0.37% | +0.21% | +30.48% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | — | NEW | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.35% | -0.03% | +4.79% | |
| 33 | GWW | Ww Grainger Inc | Stock-Industrials | 0.33% | +0.08% | +3.96% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.32% | -0.01% | +14.08% | |
| 35 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.31% | +0.06% | +13.83% | |
| 36 | FSLR | First Solar Inc | Stock-Tech | 0.31% | +0.06% | +11.31% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.30% | — | +9.63% | |
| 38 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.29% | -0.04% | -8.01% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | — | +3.95% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.25% | -0.02% | +0.15% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.22% | -0.11% | +27.53% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.20% | -0.01% | +1.11% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.17% | +4.34% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.16% | +0.01% | +0.86% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.03% | -0.85% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.15% | -0.01% | -0.55% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | -4.03% | |
| 48 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.15% | -0.04% | -3.81% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.14% | +0.07% | -1.09% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.12% | -0.02% | -9.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +6.4% | +492.21% | Add |
| 2 | XLK | Ss Technology Select Sector | +2.3% | NEW | New buy |
| 3 | ARES | Ares Management CORP - A | +1.8% | — | Unchanged |
| 4 | EWY | Ishares Msci South Korea ETF | +0.8% | NEW | New buy |
| 5 | AVGO | Broadcom Inc | +0.3% | -5.96% | Trim |
| 6 | NVDA | Nvidia CORP | +0.3% | -4.12% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.1% | +2.80% | Add |
| 8 | ANET | Arista Networks Inc | +0.1% | +1.87% | Add |
| 9 | GE | General Electric | +0.1% | +30.48% | Add |
| 10 | GLD | Spdr Gold Shares | +0.1% | +11.24% | Add |
| 11 | XYZ | Block Inc | +0.1% | +0.00% | Add |
| 12 | MSFT | Microsoft CORP | +0.1% | -2.47% | Trim |
| 13 | INTU | Intuit Inc | +0.1% | +6.65% | Add |
| 14 | AXP | American Express Co | +0.1% | +28.06% | Add |
| 15 | VOO | Vanguard S&P 500 ETF | +0.1% | +102.06% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.72% | Trim |
| 17 | FSLR | First Solar Inc | +0.1% | +11.31% | Add |
| 18 | AMZN | Amazon.com Inc | +0.1% | +5.74% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +5.07% | Add |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +1.56% | Add |
| 21 | SDY | Ss Spdr S&p Dividend ETF | 0% | +105.26% | Add |
| 22 | BSX | Boston Scientific CORP | 0% | +14.51% | Add |
| 23 | ✓ | 0% | NEW | New buy | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +27.53% | Add |
| 25 | VGT | Vanguard Info Tech ETF | 0% | +4.34% | Add |
| 26 | ARM | Arm Holdings plc | 0% | +56.44% | Add |
| 27 | BLK | Blackrock Inc | 0% | +4.79% | Add |
| 28 | DHI | Dr Horton Inc | 0% | +13.83% | Add |
| 29 | ULTA | Ulta Beauty Inc | 0% | -3.81% | Trim |
| 30 | INDA | Ishares Msci India ETF | 0% | +11.58% | Add |
| 31 | CIBR | First Trust Nasdaq Cybersecu | 0% | -0.84% | Trim |
| 32 | CSCO | Cisco Systems Inc | 0% | +37.74% | Add |
| 33 | MU | Micron Technology, Inc. | 0% | +975.00% | Add |
| 34 | TTAN | Servicetitan Inc-a | 0% | NEW | New buy |
| 35 | ALGN | Align Technology Inc | 0% | NEW | New buy |
| 36 | ZS | Zscaler, Inc. | 0% | -16.84% | Trim |
| 37 | HCA | Hca Healthcare Inc | 0% | NEW | New buy |
| 38 | B | Barrick Mining CORP | 0% | NEW | New buy |
| 39 | OMC | Omnicom Group | 0% | +50.32% | Add |
| 40 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 41 | MA | Mastercard Inc - A | 0% | NEW | New buy |
| 42 | NFLX | Netflix Inc | 0% | +101.00% | Add |
| 43 | FXI | Ishares China Large-cap ETF | 0% | NEW | New buy |
| 44 | KLAC | Kla CORP | 0% | NEW | New buy |
| 45 | MU | Micron Technology, Inc. | 0% | +181.25% | Add |
| 46 | IBB | Ishares Biotechnology ETF | 0% | +23.69% | Add |
| 47 | TIP | Ishares Tips Bond ETF | — | +20.02% | Add |
| 48 | TXN | Texas Instruments Inc | — | +0.86% | Add |
| 49 | RL | Ralph Lauren CORP | — | +0.23% | Add |
| 50 | BNY | Bank Of New York Mellon CORP | — | +12.62% | Add |
According to official SEC Form 13F filings, Sumitomo Mitsui Financial Group, Inc. reported a total U.S. public equity portfolio value of $5.3B across 227 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ARES, SPY, JEF) accounted for 79.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLK
市值: $139.3M
Top Position Liquidated / Trimmed
IWF
前期市值: $249.5M
During Q2 2025, Sumitomo Mitsui Financial Group, Inc.'s top holdings by market value included ARES (37.7%)、SPY (11.5%)、JEF (8.2%). The largest single position, ARES, represented 37.7% of total portfolio value.
In Q2 2025, Sumitomo Mitsui Financial Group, Inc. made 193 total portfolio adjustments, initiating 56 new buys, adding to 68 positions, trimming 49 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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