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CIK: 0001022837
Total reported value
$5.3B
$5.3B
178 檔
68.3%
In Q4 2025, Sumitomo Mitsui Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $5.3B, distributed across 178 disclosed stock positions.
In Q4 2025, Sumitomo Mitsui Financial Group, Inc. displayed an active expansion posture, initiating 30 new positions and adding to 77 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management CORP - A | Stock-Financials | 38.24% | -1.32% | — | |
| 2 | JEF | Jefferies Financial Group In | Stock-Financials | 10.14% | -1.63% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.15% | +0.91% | -14.99% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 3.84% | -0.82% | +6.20% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.39% | -0.21% | +2.67% | |
| 6 | CME | Cme Group Inc | Stock-Financials | 2.28% | -0.84% | — | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | +3.29% | -43.54% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.60% | -0.06% | +5.35% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.14% | -2.72% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.42% | -0.08% | +2.24% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.22% | -0.87% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | +0.24% | -7.90% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.26% | — | -50.95% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.20% | — | — | |
| 15 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.14% | +0.01% | -17.35% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.07% | +0.38% | +5.34% | |
| 17 | XYZ | Block Inc | Stock-Financials | 1.05% | +0.20% | -0.03% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.01% | -0.07% | +3.69% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.99% | -0.08% | +5.27% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.06% | +5.27% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.01% | +7.07% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | +0.09% | +5.34% | |
| 23 | MBB | Ishares Mbs ETF | ETF-Other | 0.76% | -0.07% | +2.99% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.06% | +3.75% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.63% | -0.04% | +11.76% | |
| 26 | GE | General Electric | Stock-Industrials | 0.60% | +0.21% | +13.72% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | — | NEW | |
| 28 | AXP | American Express Co | Stock-Financials | 0.57% | +0.03% | +4.84% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.52% | -0.19% | -4.73% | |
| 30 | FSLR | First Solar Inc | Stock-Tech | 0.52% | +0.06% | +7.00% | |
| 31 | ✓ | Stock-Other | 0.47% | -0.61% | EXIT | ||
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.46% | -0.04% | -7.53% | |
| 33 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.46% | -0.10% | +1.54% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | -0.01% | +3.09% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.43% | -0.03% | +10.09% | |
| 36 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.43% | +0.06% | +5.23% | |
| 37 | GWW | Ww Grainger Inc | Stock-Industrials | 0.40% | +0.08% | +0.83% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.17% | +8.66% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | — | +5.51% | |
| 40 | NEM | Newmont CORP | Stock-Materials | 0.34% | -0.08% | — | |
| 41 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.30% | -0.04% | -1.46% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.29% | -0.02% | +3.15% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.23% | -0.07% | +11.87% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.21% | -0.11% | +11.64% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.21% | -0.01% | +0.65% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.19% | +0.07% | +22.13% | |
| 47 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.19% | -0.04% | -2.08% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | +3.53% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.18% | +0.01% | +7.22% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.17% | -0.01% | -1.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XBI | Ss Spdr S&p Biotech ETF | +1.1% | -17.35% | Trim |
| 2 | ARES | Ares Management CORP - A | +0.8% | — | Unchanged |
| 3 | GLD | Spdr Gold Shares | +0.6% | +6.20% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.90% | Trim |
| 5 | FSLR | First Solar Inc | +0.1% | +7.00% | Add |
| 6 | ✓ | +0.1% | — | Unchanged | |
| 7 | GE | General Electric | +0.1% | +13.72% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +5.34% | Add |
| 9 | AXP | American Express Co | +0.1% | +4.84% | Add |
| 10 | AMGN | Amgen Inc | +0.1% | +3.09% | Add |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +5.35% | Add |
| 12 | AGG | Ishares Core U.s. Aggregate | +0.1% | +2.67% | Add |
| 13 | CELH | Celsius Holdings Inc | +0.1% | — | Unchanged |
| 14 | AVGO | Broadcom Inc | +0.1% | -0.87% | Trim |
| 15 | PFF | Ishares Preferred & Income S | +0.1% | +11.76% | Add |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +5.27% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +3.75% | Add |
| 18 | QCOM | Qualcomm Inc | +0.1% | +22.13% | Add |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +168.92% | Add |
| 20 | KO | Coca-cola Co/the | 0% | +5.51% | Add |
| 21 | IEF | Ishares 7-10 Year Treasury B | 0% | +2.24% | Add |
| 22 | CME | Cme Group Inc | 0% | — | Unchanged |
| 23 | VGT | Vanguard Info Tech ETF | 0% | +8.66% | Add |
| 24 | CSCO | Cisco Systems Inc | 0% | +32.23% | Add |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +3.69% | Add |
| 26 | EEM | Ishares Msci Emerging Market | 0% | +55.46% | Add |
| 27 | GWW | Ww Grainger Inc | 0% | +0.83% | Add |
| 28 | SGOV | Ishares 0-3 Month Treasury B | 0% | +11.87% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | +8.75% | Add |
| 30 | MBB | Ishares Mbs ETF | 0% | +2.99% | Add |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +11.64% | Add |
| 32 | RL | Ralph Lauren CORP | 0% | +4.19% | Add |
| 33 | VCIT | Vanguard Int-term Corporate | 0% | +16.47% | Add |
| 34 | INDA | Ishares Msci India ETF | 0% | +8.51% | Add |
| 35 | ULTA | Ulta Beauty Inc | 0% | -2.08% | Trim |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +11.62% | Add |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +7.22% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +3.53% | Add |
| 39 | PFE | Pfizer Inc | 0% | +16.69% | Add |
| 40 | TIP | Ishares Tips Bond ETF | 0% | +9.82% | Add |
| 41 | AAPL | Apple Inc | 0% | +350.59% | Add |
| 42 | ✓ | Invesco QQQ Tr Put Option 06/2 | 0% | +514.00% | Add |
| 43 | GOVT | Ishares US Treasury Bond ETF | 0% | +3.15% | Add |
| 44 | BNY | Bank Of New York Mellon CORP | 0% | +12.22% | Add |
| 45 | CRM | Salesforce Inc | 0% | +393.50% | Add |
| 46 | BLK | Blackrock Inc | 0% | +10.09% | Add |
| 47 | BSX | Boston Scientific CORP | 0% | +1.54% | Add |
| 48 | XLC | Ss Comm Select Sector Spdr | 0% | +18.67% | Add |
| 49 | VCLT | Vanguard Long-term CORP Bond | 0% | +4.70% | Add |
| 50 | VZ | Verizon Communications Inc | 0% | +25.47% | 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 178 disclosed positions in Q4 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 68.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLK
市值: $67.8M
Top Position Liquidated / Trimmed
MU
前期市值: $1.2M
During Q4 2025, Sumitomo Mitsui Financial Group, Inc.'s top holdings by market value included ARES (38.2%)、JEF (10.1%)、SPY (9.2%). The largest single position, ARES, represented 38.2% of total portfolio value.
In Q4 2025, Sumitomo Mitsui Financial Group, Inc. made 179 total portfolio adjustments, initiating 30 new buys, adding to 77 positions, trimming 49 holdings, and fully liquidating 23 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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