Q1 2025 · 13F-HR
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF)holdings as filed
Filed 2025-05-14 · accession 0000950123-25-005053
$5.46B
Reported value
183
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $1.96B | 35.9% | 13,364,740 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $974.7M | 17.9% | 1,742,446 | Common | SOLE |
| 47233W109 | JEF | JEFFERIES FINL GROUP INC | $495.4M | 9.07% | 9,247,081 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $249.5M | 4.57% | 691,000 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $155.3M | 2.84% | 331,104 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $125.2M | 2.29% | 471,846 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $123.8M | 2.27% | 429,585 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $112.0M | 2.05% | 1,132,463 | Common | NONE |
| 464287242 | LQD | ISHARES TR | $81.2M | 1.49% | 747,022 | Common | NONE |
| 464287440 | IEF | ISHARES TR | $76.2M | 1.39% | 798,546 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $55.9M | 1.02% | 515,289 | Common | SOLE |
| 464288513 | HYG | ISHARES TR | $51.4M | 0.94% | 652,074 | Common | NONE |
| 852234103 | XYZ | BLOCK INC | $49.3M | 0.90% | 907,930 | Common | SOLE |
| 78468R408 | SJNK | SPDR SER TR | $48.2M | 0.88% | 1,916,482 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $45.1M | 0.83% | 861,603 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $44.8M | 0.82% | 267,355 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $40.7M | 0.74% | 70,558 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $39.8M | 0.73% | 424,188 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $39.2M | 0.72% | 104,398 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $37.9M | 0.69% | 242,707 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $37.2M | 0.68% | 195,749 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $35.8M | 0.66% | 462,130 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $32.1M | 0.59% | 353,044 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $30.4M | 0.56% | 124,099 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $27.5M | 0.50% | 52,490 | Common | SOLE |
| 464288687 | PFF | ISHARES TR | $25.8M | 0.47% | 838,860 | Common | NONE |
| 461202103 | INTU | INTUIT | $24.7M | 0.45% | 40,301 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $20.7M | 0.38% | 205,642 | Common | NONE |
| 46138G805 | BAB | INVESCO EXCH TRADED FD TR II | $19.8M | 0.36% | 740,957 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $19.2M | 0.35% | 61,643 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $18.6M | 0.34% | 19,695 | Common | NONE |
| 384802104 | GWW | GRAINGER W W INC | $18.5M | 0.34% | 18,682 | Common | NONE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $17.7M | 0.32% | 60,016 | Common | NONE |
| 23331A109 | DHI | D R HORTON INC | $16.5M | 0.30% | 129,866 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $16.2M | 0.30% | 226,306 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $15.6M | 0.29% | 57,950 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $15.3M | 0.28% | 665,849 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $13.6M | 0.25% | 68,181 | Common | NONE |
| 336433107 | FSLR | FIRST SOLAR INC | $12.9M | 0.24% | 101,659 | Common | NONE |
| 464287739 | IYR | ISHARES TR | $12.2M | 0.22% | 126,934 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $10.8M | 0.20% | 97,709 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $9.7M | 0.18% | 116,999 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $9.6M | 0.18% | 117,716 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $9.2M | 0.17% | 9,770 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $8.8M | 0.16% | 17,136 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $8.7M | 0.16% | 15,980 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $8.5M | 0.15% | 55,070 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $8.1M | 0.15% | 102,367 | Common | NONE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $7.5M | 0.14% | 20,558 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $7.2M | 0.13% | 91,118 | Common | NONE |
| 92206C813 | VCLT | VANGUARD SCOTTSDALE FDS | $7.0M | 0.13% | 91,751 | Common | NONE |
| 464287515 | IGV | ISHARES TR | $6.9M | 0.13% | 77,707 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $6.0M | 0.11% | 94,624 | Common | NONE |
| 46429B598 | INDA | ISHARES TR | $5.5M | 0.10% | 106,990 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $5.4M | 0.10% | 53,356 | Common | NONE |
| 33740F888 | UCON | FIRST TR EXCHNG TRADED FD VI | $5.2M | 0.10% | 210,426 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $5.0M | 0.09% | 179,623 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $4.7M | 0.09% | 42,336 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $4.5M | 0.08% | 12,228 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $4.4M | 0.08% | 24,294 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $4.3M | 0.08% | 36,031 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $4.1M | 0.08% | 50,556 | Common | NONE |
| 464287796 | IYE | ISHARES TR | $4.0M | 0.07% | 81,283 | Common | NONE |
| 464287523 | SOXX | ISHARES TR | $3.9M | 0.07% | 20,497 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $3.8M | 0.07% | 22,453 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $3.4M | 0.06% | 22,642 | Common | NONE |
| 33734X192 | SKYY | FIRST TR EXCHANGE TRADED FD | $3.2M | 0.06% | 31,778 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $2.9M | 0.05% | 112,855 | Common | NONE |
| 751212101 | RL | RALPH LAUREN CORP | $2.6M | 0.05% | 11,703 | Common | NONE |
| 78464A763 | SDY | SPDR SER TR | $2.6M | 0.05% | 18,920 | Common | NONE |
| 00206R102 | T | AT&T INC | $2.5M | 0.05% | 86,887 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $2.4M | 0.04% | 39,558 | Common | NONE |
| 46434V647 | REET | ISHARES TR | $2.4M | 0.04% | 97,007 | Common | NONE |
| 97717Y691 | WCLD | WISDOMTREE TR | $2.4M | 0.04% | 72,481 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $2.1M | 0.04% | 33,336 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $2.0M | 0.04% | 45,839 | Common | NONE |
| 72201R775 | BOND | PIMCO ETF TR | $1.7M | 0.03% | 18,080 | Common | NONE |
| 464288810 | IHI | ISHARES TR | $1.6M | 0.03% | 25,920 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $1.5M | 0.03% | 20,592 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $1.5M | 0.03% | 17,462 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $1.4M | 0.03% | 4,230 | Common | NONE |
| 464288281 | EMB | ISHARES TR | $1.4M | 0.03% | 15,193 | Common | NONE |
| 681919106 | OMC | OMNICOM GROUP INC | $1.2M | 0.02% | 15,073 | Common | NONE |
| 370334104 | GIS | GENERAL MLS INC | $1.2M | 0.02% | 20,121 | Common | NONE |
| 37954Y673 | PAVE | GLOBAL X FDS | $1.1M | 0.02% | 29,175 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1.1M | 0.02% | 11,747 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $1.1M | 0.02% | 3,986 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $1.0M | 0.02% | 10,813 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $1.0M | 0.02% | 19,151 | Common | NONE |
| 78464A870 | XBI | SPDR SER TR | $943,112 | 0.02% | 11,629 | Common | NONE |
| 92189F106 | GDX | VANECK ETF TRUST | $864,972 | 0.02% | 18,816 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $858,382 | 0.02% | 6,392 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $775,202 | 0.01% | 6,061 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $763,137 | 0.01% | 16,824 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $741,397 | 0.01% | 10,927 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $622,753 | 0.01% | 2,511 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $596,186 | 0.01% | 4,192 | Common | NONE |
| 444859102 | HUM | HUMANA INC | $582,076 | 0.01% | 2,200 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $578,540 | 0.01% | 3,501 | Common | NONE |
| 74349Y753 | SH | PROSHARES TR | $534,840 | 0.01% | 12,000 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $468,732 | 0.01% | 5,300 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $435,180 | 0.01% | 3,000 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $395,920 | 0.01% | 4,000 | Common | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $379,025 | 0.01% | 3,516 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $344,898 | 0.01% | 4,750 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $340,600 | 0.01% | 4,000 | Common | SOLE |
| 46435G342 | REM | ISHARES TR | $319,093 | 0.01% | 14,223 | Common | NONE |
| 92189F791 | GDXJ | VANECK ETF TRUST | $277,820 | 0.01% | 4,857 | Common | NONE |
| 219350105 | GLW | CORNING INC | $270,574 | 0.00% | 5,900 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $254,510 | 0.00% | 2,195 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $252,507 | 0.00% | 1,230 | Common | SOLE |
| 46434V886 | HEWJ | ISHARES TR | $235,884 | 0.00% | 5,625 | Common | NONE |
| 254687106 | DIS | DISNEY WALT CO | $235,368 | 0.00% | 2,400 | Common | SOLE |
| 316092386 | FCPI | FIDELITY COVINGTON TRUST | $220,639 | 0.00% | 5,095 | Common | NONE |
| 46434G822 | EWJ | ISHARES INC | $217,952 | 0.00% | 3,179 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $186,770 | 0.00% | 200 | Common | SOLE |
| 464288851 | IEO | ISHARES TR | $184,904 | 0.00% | 1,955 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $179,740 | 0.00% | 901 | Common | NONE |
| 874039950 | — | TAIWAN SEMICONDUCTOR MFG LTD | $169,293 | 0.00% | 10,000 | PUT | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $161,040 | 0.00% | 660 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $154,530 | 0.00% | 1,800 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $153,680 | 0.00% | 4,000 | Common | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $151,856 | 0.00% | 1,625 | Common | NONE |
| 040413955 | — | ARISTA NETWORKS INC | $142,463 | 0.00% | 15,000 | PUT | SOLE |
| 11135F951 | — | BROADCOM INC | $134,231 | 0.00% | 7,500 | PUT | SOLE |
| 33733E500 | QCLN | FIRST TR EXCHANGE-TRADED FD | $132,596 | 0.00% | 4,633 | Common | NONE |
| 595112953 | — | MICRON TECHNOLOGY INC | $131,347 | 0.00% | 16,000 | PUT | SOLE |
| 46090E953 | — | INVESCO QQQ TR | $126,674 | 0.00% | 5,000 | PUT | NONE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $121,471 | 0.00% | 700 | Common | SOLE |
| 91324P952 | — | UNITEDHEALTH GROUP INC | $114,846 | 0.00% | 7,500 | PUT | SOLE |
| 46625H950 | — | JPMORGAN CHASE & CO. | $110,046 | 0.00% | 7,000 | PUT | SOLE |
| 042068955 | — | ARM HOLDINGS PLC | $109,472 | 0.00% | 4,000 | PUT | SOLE |
| 038222955 | — | APPLIED MATLS INC | $106,737 | 0.00% | 8,000 | PUT | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $106,062 | 0.00% | 297 | Common | SOLE |
| 46435U549 | EAGG | ISHARES TR | $104,266 | 0.00% | 2,196 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $101,388 | 0.00% | 700 | Common | SOLE |
| 22788C955 | — | CROWDSTRIKE HLDGS INC | $101,082 | 0.00% | 3,000 | PUT | SOLE |
| 921910733 | ESGV | VANGUARD WORLD FD | $90,508 | 0.00% | 938 | Common | NONE |
| 512807956 | — | LAM RESEARCH CORP | $87,283 | 0.00% | 8,000 | PUT | SOLE |
| 98980G902 | — | ZSCALER INC | $85,698 | 0.00% | 9,032 | CALL | SOLE |
| 98980G102 | ZS | ZSCALER INC | $76,849 | 0.00% | 371 | Common | SOLE |
| 97717X578 | XSOE | WISDOMTREE TR | $72,575 | 0.00% | 2,351 | Common | NONE |
| 14040H955 | — | CAPITAL ONE FINL CORP | $71,909 | 0.00% | 5,000 | PUT | SOLE |
| 67066G904 | — | NVIDIA CORPORATION | $63,046 | 0.00% | 158,100 | CALL | SOLE |
| 219350955 | — | CORNING INC | $61,252 | 0.00% | 20,000 | PUT | SOLE |
| 037833100 | AAPL | APPLE INC | $59,923 | 0.00% | 275 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $53,455 | 0.00% | 495 | Common | SOLE |
| 81369Y100 | XLB | SELECT SECTOR SPDR TR | $50,986 | 0.00% | 593 | Common | NONE |
| 90138F952 | — | TWILIO INC | $46,706 | 0.00% | 4,000 | PUT | SOLE |
| 46434V639 | HEZU | ISHARES TR | $44,036 | 0.00% | 1,130 | Common | NONE |
| 931142953 | — | WALMART INC | $40,750 | 0.00% | 10,000 | PUT | SOLE |
| 679295905 | — | OKTA INC | $40,474 | 0.00% | 6,567 | CALL | SOLE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $35,863 | 0.00% | 720 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $34,070 | 0.00% | 364 | Common | NONE |
| 023135906 | — | AMAZON COM INC | $27,007 | 0.00% | 18,736 | CALL | SOLE |
| 067901908 | — | BARRICK GOLD CORP | $26,741 | 0.00% | 65,682 | CALL | SOLE |
| 00287Y959 | — | ABBVIE INC | $20,025 | 0.00% | 9,000 | PUT | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $19,674 | 0.00% | 40 | Common | SOLE |
| 22160K955 | — | COSTCO WHSL CORP NEW | $19,324 | 0.00% | 500 | PUT | SOLE |
| 14040H905 | — | CAPITAL ONE FINL CORP | $17,098 | 0.00% | 2,000 | CALL | SOLE |
| 22788C905 | — | CROWDSTRIKE HLDGS INC | $16,515 | 0.00% | 1,935 | CALL | SOLE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $14,645 | 0.00% | 196 | Common | NONE |
| 038222905 | — | APPLIED MATLS INC | $13,100 | 0.00% | 4,000 | CALL | SOLE |
| 039483102 | ADM | ARCHER DANIELS MIDLAND CO | $11,234 | 0.00% | 234 | Common | NONE |
| 682189105 | ON | ON SEMICONDUCTOR CORP | $11,095 | 0.00% | 271 | Common | SOLE |
| 278642103 | EBAY | EBAY INC. | $10,813 | 0.00% | 161 | Common | SOLE |
| 30303M902 | — | META PLATFORMS INC | $9,556 | 0.00% | 2,770 | CALL | SOLE |
| 040413905 | — | ARISTA NETWORKS INC | $9,150 | 0.00% | 6,000 | CALL | SOLE |
| 11135F901 | — | BROADCOM INC | $9,125 | 0.00% | 2,500 | CALL | SOLE |
| 512807906 | — | LAM RESEARCH CORP | $8,641 | 0.00% | 5,000 | CALL | SOLE |
| 90353T900 | — | UBER TECHNOLOGIES INC | $8,087 | 0.00% | 3,700 | CALL | SOLE |
| 595112903 | — | MICRON TECHNOLOGY INC | $7,220 | 0.00% | 4,000 | CALL | SOLE |
| 219350905 | — | CORNING INC | $6,840 | 0.00% | 6,000 | CALL | SOLE |
| 445658107 | JBHT | HUNT J B TRANS SVCS INC | $5,474 | 0.00% | 37 | Common | NONE |
| 037833900 | — | APPLE INC | $5,122 | 0.00% | 5,200 | CALL | SOLE |
| 143658300 | CCL1EUR | CARNIVAL CORP | $4,968 | 0.00% | 250 | Common | SOLE |
| 02079K907 | — | ALPHABET INC | $4,570 | 0.00% | 1,725 | CALL | NONE |
| 37950E408 | CHIQ | GLOBAL X FDS | $4,466 | 0.00% | 200 | Common | NONE |
| 301505889 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | $4,198 | 0.00% | 110 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $2,372 | 0.00% | 9 | Common | SOLE |
| 042068905 | — | ARM HOLDINGS PLC | $1,682 | 0.00% | 22,500 | CALL | SOLE |
| 38141G904 | — | GOLDMAN SACHS GROUP INC | $640 | 0.00% | 2,000 | CALL | SOLE |
| 747525903 | — | QUALCOMM INC | $16 | 0.00% | 3,736 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.