Q3 2025 · 13F-HR
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF)holdings as filed
Filed 2025-11-12 · accession 0001193125-25-275787
$5.70B
Reported value
171
Positions
2025-09-30
Period end
The Brief · SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) · Q3 2025
AI · grounded in 13F
SUMITOMO MITSUI FINANCIAL GROUP, INC. established a new position in ARES valued at $2.14B. The fund also initiated new stakes in JEF for $604.9M and SPY for $590.5M. Additional new positions include QQQ, GLD, and IVV.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $2.14B | 37.5% | 13,364,740 | Common | SOLE |
| 47233W109 | JEF | JEFFERIES FINL GROUP INC | $604.9M | 10.6% | 9,247,081 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $590.5M | 10.4% | 886,372 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $189.9M | 3.33% | 316,381 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $183.0M | 3.21% | 514,882 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $140.6M | 2.46% | 210,000 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $132.0M | 2.31% | 1,316,435 | Common | NONE |
| 12572Q105 | CME | CME GROUP INC | $127.5M | 2.24% | 471,846 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $87.7M | 1.54% | 470,626 | Common | SOLE |
| 464287242 | LQD | ISHARES TR | $86.6M | 1.52% | 776,946 | Common | NONE |
| 464287440 | IEF | ISHARES TR | $78.6M | 1.38% | 814,564 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $74.3M | 1.30% | 225,305 | Common | NONE |
| 852234103 | XYZ | BLOCK INC | $65.7M | 1.15% | 908,502 | Common | SOLE |
| 040413205 | ANET | ARISTA NETWORKS INC | $64.0M | 1.12% | 439,168 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $63.7M | 1.12% | 261,679 | Common | NONE |
| 78468R408 | SJNK | SPDR SERIES TRUST | $60.0M | 1.05% | 2,343,356 | Common | NONE |
| 464288513 | HYG | ISHARES TR | $55.6M | 0.98% | 685,256 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $53.4M | 0.94% | 103,065 | Common | SOLE |
| 464288646 | IGSB | ISHARES TR | $53.1M | 0.93% | 1,001,455 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $51.7M | 0.91% | 70,383 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $43.8M | 0.77% | 199,347 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $41.9M | 0.73% | 440,388 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $40.2M | 0.70% | 127,377 | Common | SOLE |
| 464288687 | PFF | ISHARES TR | $32.6M | 0.57% | 1,029,518 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $32.5M | 0.57% | 94,034 | Common | SOLE |
| 461202103 | INTU | INTUIT | $31.8M | 0.56% | 46,637 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $29.1M | 0.51% | 96,773 | Common | NONE |
| 464287432 | TLT | ISHARES TR | $29.0M | 0.51% | 324,495 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $27.5M | 0.48% | 82,863 | Common | NONE |
| 23331A109 | DHI | D R HORTON INC | $27.3M | 0.48% | 160,846 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $25.9M | 0.45% | 265,781 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $24.2M | 0.42% | 20,757 | Common | NONE |
| 336433107 | FSLR | FIRST SOLAR INC | $23.1M | 0.41% | 104,792 | Common | NONE |
| 489398107 | KW | KENNEDY-WILSON HOLDINGS INC | $21.6M | 0.38% | 2,765,866 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $21.4M | 0.37% | 75,779 | Common | NONE |
| 384802104 | GWW | GRAINGER W W INC | $21.3M | 0.37% | 22,330 | Common | NONE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $19.4M | 0.34% | 71,164 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $18.7M | 0.33% | 25,068 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $18.1M | 0.32% | 273,151 | Common | SOLE |
| 46138G805 | BAB | INVESCO EXCH TRADED FD TR II | $17.5M | 0.31% | 642,085 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $16.0M | 0.28% | 691,289 | Common | NONE |
| 464287739 | IYR | ISHARES TR | $12.3M | 0.22% | 126,333 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $11.4M | 0.20% | 113,466 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $10.8M | 0.19% | 97,449 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $10.2M | 0.18% | 16,709 | Common | NONE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $10.0M | 0.18% | 18,350 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $9.8M | 0.17% | 125,251 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $9.6M | 0.17% | 115,787 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $9.2M | 0.16% | 9,925 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $8.8M | 0.15% | 52,711 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $7.2M | 0.13% | 90,172 | Common | NONE |
| 46429B598 | INDA | ISHARES TR | $7.2M | 0.13% | 138,129 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $7.2M | 0.13% | 82,343 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $6.6M | 0.12% | 86,615 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $6.6M | 0.12% | 59,115 | Common | NONE |
| 464287515 | IGV | ISHARES TR | $6.1M | 0.11% | 53,114 | Common | NONE |
| 92206C813 | VCLT | VANGUARD SCOTTSDALE FDS | $5.9M | 0.10% | 76,204 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $5.3M | 0.09% | 38,149 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $5.1M | 0.09% | 42,927 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $4.7M | 0.08% | 25,507 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $4.4M | 0.08% | 10,955 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $4.2M | 0.07% | 163,004 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $4.1M | 0.07% | 26,993 | Common | NONE |
| 464287523 | SOXX | ISHARES TR | $4.0M | 0.07% | 14,789 | Common | NONE |
| 464287796 | IYE | ISHARES TR | $3.7M | 0.07% | 78,414 | Common | NONE |
| 751212101 | RL | RALPH LAUREN CORP | $3.7M | 0.06% | 11,762 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $3.7M | 0.06% | 43,486 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $3.6M | 0.06% | 52,429 | Common | NONE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $3.5M | 0.06% | 127,091 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $3.3M | 0.06% | 23,498 | Common | NONE |
| 46434V647 | REET | ISHARES TR | $2.7M | 0.05% | 104,303 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $2.5M | 0.04% | 46,546 | Common | NONE |
| 33734X192 | SKYY | FIRST TR EXCHANGE TRADED FD | $2.4M | 0.04% | 17,836 | Common | NONE |
| 00206R102 | T | AT&T INC | $2.4M | 0.04% | 83,463 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $2.3M | 0.04% | 20,843 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $2.0M | 0.04% | 44,503 | Common | NONE |
| 681919106 | OMC | OMNICOM GROUP INC | $1.9M | 0.03% | 23,122 | Common | NONE |
| 97717Y691 | WCLD | WISDOMTREE TR | $1.8M | 0.03% | 50,291 | Common | NONE |
| 72201R775 | BOND | PIMCO ETF TR | $1.7M | 0.03% | 18,030 | Common | NONE |
| 92189F106 | GDX | VANECK ETF TRUST | $1.5M | 0.03% | 19,503 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $1.5M | 0.03% | 17,697 | Common | NONE |
| 464288281 | EMB | ISHARES TR | $1.4M | 0.03% | 15,116 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $1.3M | 0.02% | 20,302 | Common | NONE |
| 464288810 | IHI | ISHARES TR | $1.3M | 0.02% | 21,574 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1.2M | 0.02% | 13,542 | Common | NONE |
| 595112903 | MU | MICRON TECHNOLOGY INC | $1.2M | 0.02% | 29,700 | CALL | SOLE |
| 78464A870 | XBI | SPDR SERIES TRUST | $1.1M | 0.02% | 11,402 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $1.0M | 0.02% | 3,930 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $1.0M | 0.02% | 6,927 | Common | NONE |
| 37954Y673 | PAVE | GLOBAL X FDS | $986,179 | 0.02% | 20,705 | Common | NONE |
| 98980G102 | ZS | ZSCALER INC | $921,578 | 0.02% | 3,104 | Common | SOLE |
| 370334104 | GIS | GENERAL MLS INC | $867,174 | 0.02% | 17,199 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $817,217 | 0.01% | 5,751 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $784,793 | 0.01% | 6,630 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $735,152 | 0.01% | 16,727 | Common | NONE |
| 15118V907 | CELH | CELSIUS HLDGS INC | $687,376 | 0.01% | 100,000 | CALL | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $669,558 | 0.01% | 555 | Common | SOLE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $621,514 | 0.01% | 9,949 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $613,636 | 0.01% | 1,549 | Common | NONE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $572,773 | 0.01% | 100,000 | Common | SOLE |
| 92189F791 | GDXJ | VANECK ETF TRUST | $526,642 | 0.01% | 5,318 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $520,487 | 0.01% | 4,186 | Common | NONE |
| 464287184 | FXI | ISHARES TR | $519,886 | 0.01% | 12,637 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $451,897 | 0.01% | 1,733 | Common | NONE |
| 74349Y753 | SH | PROSHARES TR | $443,520 | 0.01% | 12,000 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $400,662 | 0.01% | 904 | Common | SOLE |
| 46435G342 | REM | ISHARES TR | $369,525 | 0.01% | 16,831 | Common | NONE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $302,471 | 0.01% | 2,195 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $287,536 | 0.01% | 800 | Common | SOLE |
| 46434V886 | HEWJ | ISHARES TR | $277,116 | 0.00% | 5,625 | Common | NONE |
| 46434G822 | EWJ | ISHARES INC | $254,988 | 0.00% | 3,179 | Common | NONE |
| 33733E500 | QCLN | FIRST TR EXCHANGE-TRADED FD | $245,844 | 0.00% | 5,859 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $210,034 | 0.00% | 430 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $202,506 | 0.00% | 1,115 | Common | SOLE |
| 464288851 | IEO | ISHARES TR | $184,314 | 0.00% | 1,990 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $170,824 | 0.00% | 706 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $167,601 | 0.00% | 295 | Common | SOLE |
| 042068905 | ARM | ARM HOLDINGS PLC | $155,913 | 0.00% | 9,000 | CALL | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $147,322 | 0.00% | 350 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC COM | $135,150 | 0.00% | 600 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC COM | $131,766 | 0.00% | 300 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $130,268 | 0.00% | 512 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $128,275 | 0.00% | 1,152 | Common | SOLE |
| 316092386 | FCPI | FIDELITY COVINGTON TRUST | $119,577 | 0.00% | 2,387 | Common | NONE |
| 97717X578 | XSOE | WISDOMTREE TR | $116,021 | 0.00% | 3,058 | Common | NONE |
| 46090E953 | QQQ | INVESCO QQQ TR | $111,464 | 0.00% | 5,000 | PUT | NONE |
| 921910733 | ESGV | VANGUARD WORLD FD | $111,125 | 0.00% | 938 | Common | NONE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $110,622 | 0.00% | 1,111 | Common | SOLE |
| 042068955 | ARM | ARM HOLDINGS PLC | $110,338 | 0.00% | 9,100 | PUT | SOLE |
| 46435U549 | EAGG | ISHARES TR | $105,474 | 0.00% | 2,196 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $104,226 | 0.00% | 221 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $88,715 | 0.00% | 496 | Common | SOLE |
| 482480100 | KLAC | KLA CORP | $85,130 | 0.00% | 80 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $82,390 | 0.00% | 1,000 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $79,167 | 0.00% | 323 | Common | SOLE |
| 855244909 | SBUX | STARBUCKS CORP | $78,200 | 0.00% | 17,000 | CALL | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $74,374 | 0.00% | 532 | Common | SOLE |
| 46090E903 | QQQ | INVESCO QQQ TR | $73,459 | 0.00% | 2,600 | CALL | NONE |
| 679295105 | OKTA | OKTA INC | $72,554 | 0.00% | 773 | Common | SOLE |
| 595112953 | MU | MICRON TECHNOLOGY INC | $64,125 | 0.00% | 15,000 | PUT | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $58,071 | 0.00% | 650 | Common | NONE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $57,182 | 0.00% | 684 | Common | SOLE |
| 46120E952 | ISRG | INTUITIVE SURGICAL INC | $55,134 | 0.00% | 1,000 | PUT | SOLE |
| 278642103 | EBAY | EBAY INC. | $54,702 | 0.00% | 600 | Common | SOLE |
| 81369Y100 | XLB | SELECT SECTOR SPDR TR | $53,145 | 0.00% | 593 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $52,150 | 0.00% | 106 | Common | SOLE |
| 67066G954 | NVDA | NVIDIA CORPORATION | $51,145 | 0.00% | 14,000 | PUT | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $47,950 | 0.00% | 66 | Common | SOLE |
| 46434V639 | HEZU | ISHARES TR | $47,645 | 0.00% | 1,130 | Common | NONE |
| 301505889 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | $42,302 | 0.00% | 911 | Common | NONE |
| 37950E408 | CHIQ | GLOBAL X FDS | $39,478 | 0.00% | 1,632 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $34,148 | 0.00% | 359 | Common | NONE |
| 007903957 | AMD | ADVANCED MICRO DEVICES INC | $33,675 | 0.00% | 1,500 | PUT | SOLE |
| 06849F108 | B | BARRICK MNG CORP COM | $33,140 | 0.00% | 1,000 | Common | SOLE |
| 82509L957 | — | SHOPIFY INC | $31,875 | 0.00% | 5,000 | PUT | SOLE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $29,898 | 0.00% | 555 | Common | NONE |
| 169656105 | CMG | CHIPOTLE MEXICAN GRILL INC | $27,930 | 0.00% | 700 | Common | SOLE |
| 983134107 | WYNN | WYNN RESORTS LTD | $26,486 | 0.00% | 200 | Common | SOLE |
| 98980G952 | ZS | ZSCALER INC | $25,900 | 0.00% | 7,000 | PUT | SOLE |
| 169656905 | CMG | CHIPOTLE MEXICAN GRILL INC | $15,006 | 0.00% | 10,500 | CALL | SOLE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $14,402 | 0.00% | 196 | Common | NONE |
| 007903907 | AMD | ADVANCED MICRO DEVICES INC | $13,980 | 0.00% | 800 | CALL | SOLE |
| 11135F951 | AVGO | BROADCOM INC | $13,615 | 0.00% | 1,400 | PUT | SOLE |
| 46625H950 | JPM | JPMORGAN CHASE & CO. | $13,054 | 0.00% | 5,500 | PUT | SOLE |
| 46429B309 | EIDO | ISHARES TR | $11,285 | 0.00% | 643 | Common | NONE |
| 46434G772 | EWT | ISHARES INC | $7,253 | 0.00% | 114 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $4,545 | 0.00% | 15 | Common | SOLE |
| 02079K957 | GOOGL | ALPHABET INC | $4,450 | 0.00% | 1,000 | PUT | NONE |
| 931142103 | WMT | WALMART INC | $3,505 | 0.00% | 34 | Common | SOLE |
| 001055952 | AFL | AFLAC INC | $725 | 0.00% | 500 | PUT | SOLE |
| 06849F958 | — | BARRICK MNG CORP | $60 | 0.00% | 3,000 | PUT | 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.