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CIK: 0001022837
Total reported value
$5.3B
$5.3B
167 檔
52.7%
The Q1 2026 SEC filing reveals that Sumitomo Mitsui Financial Group, Inc. held a total portfolio value of $5.3B, covering 167 public equity positions.
Sumitomo Mitsui Financial Group, Inc. executed strategic sector rebalancing during Q1 2026, establishing 23 new positions while fully exiting 34 holdings and trimming 45 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARES | Ares Management CORP - A | Stock-Financials | 29.54% | -1.32% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.96% | +0.91% | +0.33% | |
| 3 | JEF | Jefferies Financial Group In | Stock-Financials | 7.73% | -1.63% | — | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 5.14% | -0.82% | +7.92% | |
| 5 | PSNY | Polestar Automotive-cl A Ads | Stock-Other | 3.86% | -0.18% | — | |
| 6 | CME | Cme Group Inc | Stock-Financials | 2.82% | -0.84% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.72% | -0.21% | +0.18% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.22% | +3.29% | +6.24% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.84% | -0.06% | +2.02% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.66% | +0.14% | +2.33% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.65% | -0.08% | +2.68% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.22% | +6.96% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.24% | +5.98% | |
| 14 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.38% | -0.95% | +1557.78% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.25% | -0.07% | +9.33% | |
| 16 | ANET | Arista Networks Inc | Stock-Tech | 1.22% | +0.38% | +5.99% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.20% | -1.20% | EXIT | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.11% | -0.08% | -1.38% | |
| 19 | XYZ | Block Inc | Stock-Financials | 1.11% | +0.20% | -0.03% | |
| 20 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 1.00% | -0.02% | -22.68% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.95% | -0.06% | +17.04% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | +0.09% | +6.26% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.01% | +6.53% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.91% | -0.07% | +4.02% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | +0.06% | +8.40% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-Other | 0.80% | -0.04% | +12.95% | |
| 27 | GE | General Electric | Stock-Industrials | 0.71% | +0.21% | +12.27% | |
| 28 | ✓ | Stock-Other | 0.61% | -0.61% | EXIT | ||
| 29 | AXP | American Express Co | Stock-Financials | 0.59% | +0.03% | +10.41% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.58% | -0.01% | +5.02% | |
| 31 | APH | Amphenol Corp-cl A | Stock-Tech | 0.58% | +0.29% | — | |
| 32 | NEM | Newmont CORP | Stock-Materials | 0.55% | -0.08% | +32.71% | |
| 33 | GWW | Ww Grainger Inc | Stock-Industrials | 0.55% | +0.08% | +9.69% | |
| 34 | FSLR | First Solar Inc | Stock-Tech | 0.52% | +0.06% | +16.38% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.52% | -0.04% | -1.48% | |
| 36 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.52% | +0.06% | +10.20% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.49% | -0.03% | +9.98% | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.49% | -0.19% | +25.06% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.48% | — | +8.01% | |
| 40 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.43% | -0.10% | +24.04% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.42% | -0.11% | +70.68% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.17% | +6.26% | |
| 43 | BAB | Invesco Taxable Municipal Bo | ETF-Other | 0.36% | -0.04% | +4.16% | |
| 44 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.31% | -0.02% | -5.80% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.24% | -0.01% | -0.86% | |
| 46 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.22% | -0.04% | +14.93% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.03% | +1.27% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | +0.01% | -1.22% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.21% | +0.07% | +22.72% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.20% | +0.01% | -1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | +1.3% | +1557.78% | Add |
| 2 | GLD | Spdr Gold Shares | +1.3% | +7.92% | Add |
| 3 | SJNK | Ss Spdr Bb St Hi Yield ETF | +1% | -22.68% | Trim |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.8% | +0.33% | Add |
| 5 | CME | Cme Group Inc | +0.5% | — | Unchanged |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.3% | +0.18% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +6.24% | Add |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +9.33% | Add |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +2.02% | Add |
| 10 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +2.68% | Add |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +70.68% | Add |
| 12 | NEM | Newmont CORP | +0.2% | +32.71% | Add |
| 13 | PFF | Ishares Preferred & Income S | +0.2% | +12.95% | Add |
| 14 | GWW | Ww Grainger Inc | +0.2% | +9.69% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | +2.33% | Add |
| 16 | MBB | Ishares Mbs ETF | +0.2% | +4.02% | Add |
| 17 | ANET | Arista Networks Inc | +0.2% | +5.99% | Add |
| 18 | ✓ | +0.1% | — | Unchanged | |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +5.98% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +6.96% | Add |
| 21 | AMGN | Amgen Inc | +0.1% | +5.02% | Add |
| 22 | KO | Coca-cola Co/the | +0.1% | +8.01% | Add |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | -1.38% | Trim |
| 24 | GE | General Electric | +0.1% | +12.27% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +8.40% | Add |
| 26 | DHI | Dr Horton Inc | +0.1% | +10.20% | Add |
| 27 | AMZN | Amazon.com Inc | +0.1% | +6.26% | Add |
| 28 | XYZ | Block Inc | +0.1% | -0.03% | Trim |
| 29 | EEM | Ishares Msci Emerging Market | +0.1% | +59.49% | Add |
| 30 | CELH | Celsius Holdings Inc | +0.1% | +100.00% | Add |
| 31 | COST | Costco Wholesale CORP | +0.1% | +1.27% | Add |
| 32 | BAB | Invesco Taxable Municipal Bo | +0.1% | +4.16% | Add |
| 33 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | -1.48% | Trim |
| 34 | BLK | Blackrock Inc | +0.1% | +9.98% | Add |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +6.53% | Add |
| 36 | VGT | Vanguard Info Tech ETF | +0.1% | +6.26% | Add |
| 37 | TXN | Texas Instruments Inc | 0% | +30.78% | Add |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +11.15% | Add |
| 39 | VCLT | Vanguard Long-term CORP Bond | 0% | +12.71% | Add |
| 40 | ULTA | Ulta Beauty Inc | 0% | +14.93% | Add |
| 41 | IYR | Ishares US Real Estate ETF | 0% | -0.86% | Trim |
| 42 | MSFT | Microsoft CORP | 0% | +17.04% | Add |
| 43 | AXP | American Express Co | 0% | +10.41% | Add |
| 44 | ADBE | Adobe Inc | 0% | +5962.50% | Add |
| 45 | VT | Vanguard Tot World Stk ETF | 0% | +362.19% | Add |
| 46 | GOVT | Ishares US Treasury Bond ETF | 0% | -5.80% | Trim |
| 47 | VZ | Verizon Communications Inc | 0% | +72.51% | Add |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 0% | +851.22% | Add |
| 49 | GDX | Vaneck Gold Miners ETF | 0% | +26.72% | Add |
| 50 | VCIT | Vanguard Int-term Corporate | 0% | +17.57% | 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 167 disclosed positions in Q1 2026.
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 52.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
PSNY
市值: $190.5M
Top Position Liquidated / Trimmed
IVV
前期市值: $71.1M
During Q1 2026, Sumitomo Mitsui Financial Group, Inc.'s top holdings by market value included ARES (29.5%)、SPY (10.0%)、JEF (7.7%). The largest single position, ARES, represented 29.5% of total portfolio value.
In Q1 2026, Sumitomo Mitsui Financial Group, Inc. made 183 total portfolio adjustments, initiating 23 new buys, adding to 81 positions, trimming 45 holdings, and fully liquidating 34 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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