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CIK: 0001022837
Total reported value
$5.3B
$5.3B
171 檔
70.3%
According to the latest 13F quarterly dataset, Sumitomo Mitsui Financial Group, Inc. managed an equity portfolio of $5.3B at the end of Q3 2025, spanning 171 distinct U.S. exchange-listed positions.
Sumitomo Mitsui Financial Group, Inc. executed strategic sector rebalancing during Q3 2025, establishing 33 new positions while fully exiting 42 holdings and trimming 52 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management CORP - A | Stock-Financials | 37.46% | -1.32% | — | |
| 2 | JEF | Jefferies Financial Group In | Stock-Financials | 10.61% | -1.63% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.35% | +0.91% | -22.33% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.33% | +3.29% | -2.78% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 3.21% | -0.82% | +7.75% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.46% | — | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.31% | -0.21% | +9.51% | |
| 8 | CME | Cme Group Inc | Stock-Financials | 2.24% | -0.84% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.14% | -4.74% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.52% | -0.06% | -82.44% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.38% | -0.08% | +0.05% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.22% | -10.39% | |
| 13 | XYZ | Block Inc | Stock-Financials | 1.15% | +0.20% | +0.06% | |
| 14 | ANET | Arista Networks Inc | Stock-Tech | 1.12% | +0.38% | -6.71% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | +0.24% | +2.62% | |
| 16 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.05% | -0.02% | +15.80% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.98% | -0.07% | +5.17% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.06% | +1.22% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.93% | -0.08% | +11.19% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.01% | -2.97% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.09% | -3.69% | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 0.73% | -0.07% | +1.48% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.06% | +1.07% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 0.57% | -0.04% | +23.14% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | — | NEW | |
| 26 | INTU | Intuit Inc | Stock-Tech | 0.56% | -0.19% | +8.50% | |
| 27 | GE | General Electric | Stock-Industrials | 0.51% | +0.21% | +8.78% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.51% | -0.04% | -9.47% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.48% | +0.03% | +11.66% | |
| 30 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.48% | +0.06% | +8.81% | |
| 31 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.45% | -0.10% | +12.87% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.42% | -0.03% | +0.58% | |
| 33 | FSLR | First Solar Inc | Stock-Tech | 0.41% | +0.06% | -7.39% | |
| 34 | ✓ | Stock-Other | 0.38% | -0.61% | EXIT | ||
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.01% | +7.76% | |
| 36 | GWW | Ww Grainger Inc | Stock-Industrials | 0.37% | +0.08% | +14.97% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.34% | — | +8.16% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.17% | +50.34% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | — | +16.12% | |
| 40 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.31% | -0.04% | -5.79% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.28% | -0.02% | +3.66% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.22% | -0.01% | -1.56% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.20% | -0.07% | +335.40% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.19% | -0.11% | -21.80% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | +0.01% | +1.61% | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.18% | -0.04% | -7.21% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.17% | -0.01% | +6.99% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.17% | +0.01% | -1.88% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.03% | +2.46% | |
| 50 | QCOM | Qualcomm Inc | Stock-Tech | 0.15% | +0.07% | -3.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ARES | Ares Management CORP - A | +1.6% | — | Unchanged |
| 2 | JEF | Jefferies Financial Group In | +1.5% | — | Unchanged |
| 3 | GLD | Spdr Gold Shares | +0.9% | +7.75% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | -4.74% | Trim |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -2.78% | Trim |
| 6 | AVGO | Broadcom Inc | +0.5% | -10.39% | Trim |
| 7 | ANET | Arista Networks Inc | +0.5% | -6.71% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.4% | +2.62% | Add |
| 9 | AGG | Ishares Core U.s. Aggregate | +0.3% | +9.51% | Add |
| 10 | GE | General Electric | +0.3% | +8.78% | Add |
| 11 | XYZ | Block Inc | +0.3% | +0.06% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | +1.22% | Trim |
| 13 | AXP | American Express Co | +0.2% | +11.66% | Add |
| 14 | DHI | Dr Horton Inc | +0.2% | +8.81% | Add |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.2% | +15.80% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.2% | -2.97% | Trim |
| 17 | FSLR | First Solar Inc | +0.2% | -7.39% | Add |
| 18 | VGT | Vanguard Info Tech ETF | +0.2% | +50.34% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +1.07% | Add |
| 20 | INTU | Intuit Inc | +0.1% | +8.50% | Add |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +11.19% | Add |
| 22 | PFF | Ishares Preferred & Income S | +0.1% | +23.14% | Add |
| 23 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +335.40% | Add |
| 24 | AMZN | Amazon.com Inc | +0.1% | -3.69% | Add |
| 25 | BLK | Blackrock Inc | +0.1% | +0.58% | Add |
| 26 | BSX | Boston Scientific CORP | +0.1% | +12.87% | Add |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | +32.61% | Add |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +5.17% | Add |
| 29 | SDY | Ss Spdr S&p Dividend ETF | 0% | -1.77% | Add |
| 30 | ULTA | Ulta Beauty Inc | 0% | -7.21% | Trim |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | -82.44% | Add |
| 32 | GWW | Ww Grainger Inc | 0% | +14.97% | Add |
| 33 | TIP | Ishares Tips Bond ETF | 0% | +16.34% | Add |
| 34 | INDA | Ishares Msci India ETF | 0% | +15.71% | Add |
| 35 | AMGN | Amgen Inc | 0% | +7.76% | Add |
| 36 | KO | Coca-cola Co/the | 0% | +16.12% | Add |
| 37 | APD | Air Products & Chemicals Inc | 0% | +8.16% | Add |
| 38 | CSCO | Cisco Systems Inc | 0% | +14.18% | Add |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | +1.61% | Trim |
| 40 | PFE | Pfizer Inc | 0% | +31.24% | Add |
| 41 | MU | Micron Technology, Inc. | 0% | -30.93% | Add |
| 42 | ZS | Zscaler Inc | 0% | +1350.47% | Add |
| 43 | RL | Ralph Lauren CORP | 0% | +0.27% | Add |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +12.32% | Add |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | +5.98% | Add |
| 46 | OMC | Omnicom Group | 0% | +2.05% | Add |
| 47 | GDX | Vaneck Gold Miners ETF | 0% | +0.54% | Add |
| 48 | CIBR | First Trust Nasdaq Cybersecu | 0% | -7.68% | Trim |
| 49 | NFLX | Netflix Inc | 0% | +38.06% | Add |
| 50 | TSLA | Tesla Inc | 0% | +15.75% | 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 171 disclosed positions in Q3 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, JEF, SPY) accounted for 70.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IVV
市值: $140.6M
Top Position Liquidated / Trimmed
IWF
前期市值: $249.5M
During Q3 2025, Sumitomo Mitsui Financial Group, Inc.'s top holdings by market value included ARES (37.5%)、JEF (10.6%)、SPY (10.3%). The largest single position, ARES, represented 37.5% of total portfolio value.
In Q3 2025, Sumitomo Mitsui Financial Group, Inc. made 191 total portfolio adjustments, initiating 33 new buys, adding to 64 positions, trimming 52 holdings, and fully liquidating 42 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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