MondegarAI
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF)

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
View analyzed profile →PRO

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

CUSIPTickerIssuerValue% port.SharesClassVoting
03990B101ARESARES MANAGEMENT CORPORATION$2.14B37.5%13,364,740CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$604.9M10.6%9,247,081CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$590.5M10.4%886,372CommonSOLE
46090E103QQQINVESCO QQQ TR$189.9M3.33%316,381CommonSOLE
78463V107GLDSPDR GOLD TR$183.0M3.21%514,882CommonNONE
464287200IVVISHARES TR$140.6M2.46%210,000CommonSOLE
464287226AGGISHARES TR$132.0M2.31%1,316,435CommonNONE
12572Q105CMECME GROUP INC$127.5M2.24%471,846CommonSOLE
67066G104NVDANVIDIA CORPORATION$87.7M1.54%470,626CommonSOLE
464287242LQDISHARES TR$86.6M1.52%776,946CommonNONE
464287440IEFISHARES TR$78.6M1.38%814,564CommonNONE
11135F101AVGOBROADCOM INC$74.3M1.30%225,305CommonNONE
852234103XYZBLOCK INC$65.7M1.15%908,502CommonSOLE
040413205ANETARISTA NETWORKS INC$64.0M1.12%439,168CommonNONE
02079K107GOOGALPHABET INC$63.7M1.12%261,679CommonNONE
78468R408SJNKSPDR SERIES TRUST$60.0M1.05%2,343,356CommonNONE
464288513HYGISHARES TR$55.6M0.98%685,256CommonNONE
594918104MSFTMICROSOFT CORP$53.4M0.94%103,065CommonSOLE
464288646IGSBISHARES TR$53.1M0.93%1,001,455CommonNONE
30303M102METAMETA PLATFORMS INC$51.7M0.91%70,383CommonSOLE
023135106AMZNAMAZON COM INC$43.8M0.77%199,347CommonSOLE
464288588MBBISHARES TR$41.9M0.73%440,388CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$40.2M0.70%127,377CommonSOLE
464288687PFFISHARES TR$32.6M0.57%1,029,518CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$32.5M0.57%94,034CommonSOLE
461202103INTUINTUIT$31.8M0.56%46,637CommonNONE
369604301GEGE AEROSPACE$29.1M0.51%96,773CommonNONE
464287432TLTISHARES TR$29.0M0.51%324,495CommonNONE
025816109AXPAMERICAN EXPRESS CO$27.5M0.48%82,863CommonNONE
23331A109DHID R HORTON INC$27.3M0.48%160,846CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$25.9M0.45%265,781CommonNONE
09290D101BLKBLACKROCK INC$24.2M0.42%20,757CommonNONE
336433107FSLRFIRST SOLAR INC$23.1M0.41%104,792CommonNONE
489398107KWKENNEDY-WILSON HOLDINGS INC$21.6M0.38%2,765,866CommonSOLE
031162100AMGNAMGEN INC$21.4M0.37%75,779CommonNONE
384802104GWWGRAINGER W W INC$21.3M0.37%22,330CommonNONE
009158106APDAIR PRODS & CHEMS INC$19.4M0.34%71,164CommonNONE
92204A702VGTVANGUARD WORLD FD$18.7M0.33%25,068CommonNONE
191216100KOCOCA COLA CO$18.1M0.32%273,151CommonSOLE
46138G805BABINVESCO EXCH TRADED FD TR II$17.5M0.31%642,085CommonNONE
46429B267GOVTISHARES TR$16.0M0.28%691,289CommonNONE
464287739IYRISHARES TR$12.3M0.22%126,333CommonNONE
46436E718SGOVISHARES TR$11.4M0.20%113,466CommonNONE
464288679SHVISHARES TR$10.8M0.19%97,449CommonNONE
922908363VOOVANGUARD INDEX FDS$10.2M0.18%16,709CommonNONE
90384S303ULTAULTA BEAUTY INC$10.0M0.18%18,350CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$9.8M0.17%125,251CommonNONE
464287457SHYISHARES TR$9.6M0.17%115,787CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$9.2M0.16%9,925CommonNONE
747525103QCOMQUALCOMM INC$8.8M0.15%52,711CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$7.2M0.13%90,172CommonNONE
46429B598INDAISHARES TR$7.2M0.13%138,129CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$7.2M0.13%82,343CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$6.6M0.12%86,615CommonNONE
464287176TIPISHARES TR$6.6M0.12%59,115CommonNONE
464287515IGVISHARES TR$6.1M0.11%53,114CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$5.9M0.10%76,204CommonNONE
78464A763SDYSPDR SERIES TRUST$5.3M0.09%38,149CommonNONE
464288661IEIISHARES TR$5.1M0.09%42,927CommonNONE
882508104TXNTEXAS INSTRS INC$4.7M0.08%25,507CommonNONE
437076102HDHOME DEPOT INC$4.4M0.08%10,955CommonNONE
717081103PFEPFIZER INC$4.2M0.07%163,004CommonNONE
742718109PGPROCTER AND GAMBLE CO$4.1M0.07%26,993CommonNONE
464287523SOXXISHARES TR$4.0M0.07%14,789CommonNONE
464287796IYEISHARES TR$3.7M0.07%78,414CommonNONE
751212101RLRALPH LAUREN CORP$3.7M0.06%11,762CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.7M0.06%43,486CommonNONE
17275R102CSCOCISCO SYS INC$3.6M0.06%52,429CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.5M0.06%127,091CommonNONE
713448108PEPPEPSICO INC$3.3M0.06%23,498CommonNONE
46434V647REETISHARES TR$2.7M0.05%104,303CommonNONE
464287234EEMISHARES TR$2.5M0.04%46,546CommonNONE
33734X192SKYYFIRST TR EXCHANGE TRADED FD$2.4M0.04%17,836CommonNONE
00206R102TAT&T INC$2.4M0.04%83,463CommonNONE
064058100BKBANK NEW YORK MELLON CORP$2.3M0.04%20,843CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$2.0M0.04%44,503CommonNONE
681919106OMCOMNICOM GROUP INC$1.9M0.03%23,122CommonNONE
97717Y691WCLDWISDOMTREE TR$1.8M0.03%50,291CommonNONE
72201R775BONDPIMCO ETF TR$1.7M0.03%18,030CommonNONE
92189F106GDXVANECK ETF TRUST$1.5M0.03%19,503CommonNONE
871829107SYYSYSCO CORP$1.5M0.03%17,697CommonNONE
464288281EMBISHARES TR$1.4M0.03%15,116CommonNONE
46434G103IEMGISHARES INC$1.3M0.02%20,302CommonNONE
464288810IHIISHARES TR$1.3M0.02%21,574CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.02%13,542CommonNONE
595112903MUMICRON TECHNOLOGY INC$1.2M0.02%29,700CALLSOLE
78464A870XBISPDR SERIES TRUST$1.1M0.02%11,402CommonNONE
92204A504VHTVANGUARD WORLD FD$1.0M0.02%3,930CommonNONE
464287556IBBISHARES TR$1.0M0.02%6,927CommonNONE
37954Y673PAVEGLOBAL X FDS$986,1790.02%20,705CommonNONE
98980G102ZSZSCALER INC$921,5780.02%3,104CommonSOLE
370334104GISGENERAL MLS INC$867,1740.02%17,199CommonNONE
464287168DVYISHARES TR$817,2170.01%5,751CommonNONE
81369Y852XLCSELECT SECTOR SPDR TR$784,7930.01%6,630CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$735,1520.01%16,727CommonNONE
15118V907CELHCELSIUS HLDGS INC$687,3760.01%100,000CALLSOLE
64110L106NFLXNETFLIX INC$669,5580.01%555CommonSOLE
609207105MDLZMONDELEZ INTL INC$621,5140.01%9,949CommonNONE
92204A108VCRVANGUARD WORLD FD$613,6360.01%1,549CommonNONE
15118V207CELHCELSIUS HLDGS INC$572,7730.01%100,000CommonSOLE
92189F791GDXJVANECK ETF TRUST$526,6420.01%5,318CommonNONE
494368103KMBKIMBERLY-CLARK CORP$520,4870.01%4,186CommonNONE
464287184FXIISHARES TR$519,8860.01%12,637CommonNONE
452308109ITWILLINOIS TOOL WKS INC$451,8970.01%1,733CommonNONE
74349Y753SHPROSHARES TR$443,5200.01%12,000CommonNONE
88160R101TSLATESLA INC$400,6620.01%904CommonSOLE
46435G342REMISHARES TR$369,5250.01%16,831CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$302,4710.01%2,195CommonNONE
00724F101ADBEADOBE INC$287,5360.01%800CommonSOLE
46434V886HEWJISHARES TR$277,1160.00%5,625CommonNONE
46434G822EWJISHARES INC$254,9880.00%3,179CommonNONE
33733E500QCLNFIRST TR EXCHANGE-TRADED FD$245,8440.00%5,859CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$210,0340.00%430CommonSOLE
478160104JNJJOHNSON & JOHNSON$202,5060.00%1,115CommonSOLE
464288851IEOISHARES TR$184,3140.00%1,990CommonNONE
464287655IWMISHARES TR$170,8240.00%706CommonNONE
57636Q104MAMASTERCARD INCORPORATED$167,6010.00%295CommonSOLE
042068905ARMARM HOLDINGS PLC$155,9130.00%9,000CALLSOLE
40412C101HCAHCA HEALTHCARE INC$147,3220.00%350CommonSOLE
833445109SNOWSNOWFLAKE INC COM$135,1500.00%600CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC COM$131,7660.00%300CommonSOLE
037833100AAPLAPPLE INC$130,2680.00%512CommonSOLE
001055102AFLAFLAC INC$128,2750.00%1,152CommonSOLE
316092386FCPIFIDELITY COVINGTON TRUST$119,5770.00%2,387CommonNONE
97717X578XSOEWISDOMTREE TR$116,0210.00%3,058CommonNONE
46090E953QQQINVESCO QQQ TR$111,4640.00%5,000PUTNONE
921910733ESGVVANGUARD WORLD FD$111,1250.00%938CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$110,6220.00%1,111CommonSOLE
042068955ARMARM HOLDINGS PLC$110,3380.00%9,100PUTSOLE
46435U549EAGGISHARES TR$105,4740.00%2,196CommonNONE
149123101CATCATERPILLAR INC$104,2260.00%221CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$88,7150.00%496CommonSOLE
482480100KLACKLA CORP$85,1300.00%80CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$82,3900.00%1,000CommonSOLE
79466L302CRMSALESFORCE INC$79,1670.00%323CommonSOLE
855244909SBUXSTARBUCKS CORP$78,2000.00%17,000CALLSOLE
042068205ARMARM HOLDINGS PLC$74,3740.00%532CommonSOLE
46090E903QQQINVESCO QQQ TR$73,4590.00%2,600CALLNONE
679295105OKTAOKTA INC$72,5540.00%773CommonSOLE
595112953MUMICRON TECHNOLOGY INC$64,1250.00%15,000PUTSOLE
81369Y506XLESELECT SECTOR SPDR TR$58,0710.00%650CommonNONE
98980L101ZNGAZOOM COMMUNICATIONS INC$57,1820.00%684CommonSOLE
46120E952ISRGINTUITIVE SURGICAL INC$55,1340.00%1,000PUTSOLE
278642103EBAYEBAY INC.$54,7020.00%600CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$53,1450.00%593CommonNONE
539830109LMTLOCKHEED MARTIN CORP$52,1500.00%106CommonSOLE
67066G954NVDANVIDIA CORPORATION$51,1450.00%14,000PUTSOLE
532457108LLYELI LILLY & CO$47,9500.00%66CommonSOLE
46434V639HEZUISHARES TR$47,6450.00%1,130CommonNONE
301505889EMQQEXCHANGE TRADED CONCEPTS TRU$42,3020.00%911CommonNONE
37950E408CHIQGLOBAL X FDS$39,4780.00%1,632CommonNONE
46429B697USMVISHARES TR$34,1480.00%359CommonNONE
007903957AMDADVANCED MICRO DEVICES INC$33,6750.00%1,500PUTSOLE
06849F108BBARRICK MNG CORP COM$33,1400.00%1,000CommonSOLE
82509L957SHOPIFY INC$31,8750.00%5,000PUTSOLE
81369Y605XLFSELECT SECTOR SPDR TR$29,8980.00%555CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$27,9300.00%700CommonSOLE
983134107WYNNWYNN RESORTS LTD$26,4860.00%200CommonSOLE
98980G952ZSZSCALER INC$25,9000.00%7,000PUTSOLE
169656905CMGCHIPOTLE MEXICAN GRILL INC$15,0060.00%10,500CALLSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$14,4020.00%196CommonNONE
007903907AMDADVANCED MICRO DEVICES INC$13,9800.00%800CALLSOLE
11135F951AVGOBROADCOM INC$13,6150.00%1,400PUTSOLE
46625H950JPMJPMORGAN CHASE & CO.$13,0540.00%5,500PUTSOLE
46429B309EIDOISHARES TR$11,2850.00%643CommonNONE
46434G772EWTISHARES INC$7,2530.00%114CommonNONE
580135101MCDMCDONALDS CORP$4,5450.00%15CommonSOLE
02079K957GOOGLALPHABET INC$4,4500.00%1,000PUTNONE
931142103WMTWALMART INC$3,5050.00%34CommonSOLE
001055952AFLAFLAC INC$7250.00%500PUTSOLE
06849F958BARRICK MNG CORP$600.00%3,000PUTSOLE

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.