Q4 2025 · 13F-HR
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF)holdings as filed
Filed 2026-02-12 · accession 0001193125-26-047559
$5.65B
Reported value
178
Positions
2025-12-31
Period end
The Brief · SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) · Q4 2025
AI · grounded in 13F
Sumitomo Mitsui Financial Group, Inc. established a new position in XLK worth $67.76M. The fund also opened a new position in NEM for $18.97M and added ALLW with a $6.59M investment. These additions coincided with significant reductions in holdings, including a 50.95% decrease in shares of IVV and a 43.54% decrease in QQQ.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03990B101 | ARES | ARES MANAGEMENT CORPORATION | $2.16B | 38.2% | 13,364,740 | Common | SOLE |
| 47233W109 | JEF | JEFFERIES FINL GROUP INC | $573.0M | 10.1% | 9,247,081 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $517.0M | 9.15% | 753,512 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $216.7M | 3.84% | 546,779 | Common | NONE |
| 464287226 | AGG | ISHARES TR | $135.0M | 2.39% | 1,351,604 | Common | NONE |
| 12572Q105 | CME | CME GROUP INC | $128.9M | 2.28% | 471,846 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $110.4M | 1.95% | 178,626 | Common | SOLE |
| 464287242 | LQD | ISHARES TR | $90.2M | 1.60% | 818,495 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $85.4M | 1.51% | 457,826 | Common | SOLE |
| 464287440 | IEF | ISHARES TR | $80.1M | 1.42% | 832,849 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $77.3M | 1.37% | 223,344 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $75.6M | 1.34% | 241,019 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $71.1M | 1.26% | 103,000 | Common | SOLE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $67.8M | 1.20% | 466,000 | Common | SOLE |
| 78464A870 | XBI | SPDR SERIES TRUST | $64.4M | 1.14% | 9,424 | Common | NONE |
| 040413205 | ANET | ARISTA NETWORKS INC | $60.6M | 1.07% | 462,612 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $59.1M | 1.05% | 908,216 | Common | SOLE |
| 464288513 | HYG | ISHARES TR | $57.3M | 1.01% | 710,528 | Common | NONE |
| 464288646 | IGSB | ISHARES TR | $55.7M | 0.99% | 1,054,258 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $52.5M | 0.93% | 108,493 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $49.7M | 0.88% | 75,356 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $48.5M | 0.86% | 209,985 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $43.2M | 0.76% | 453,542 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $42.6M | 0.75% | 132,155 | Common | NONE |
| 464288687 | PFF | ISHARES TR | $35.6M | 0.63% | 1,150,603 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $33.9M | 0.60% | 110,050 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $33.8M | 0.60% | 102,260 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $32.1M | 0.57% | 86,871 | Common | NONE |
| 461202103 | INTU | INTUIT | $29.4M | 0.52% | 44,430 | Common | NONE |
| 336433107 | FSLR | FIRST SOLAR INC | $29.3M | 0.52% | 112,125 | Common | NONE |
| 489398107 | KW | KENNEDY-WILSON HOLDINGS INC COM | $26.7M | 0.47% | 2,765,866 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $26.2M | 0.46% | 300,063 | Common | NONE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $25.7M | 0.46% | 269,875 | Common | NONE |
| 031162100 | AMGN | AMGEN INC | $25.6M | 0.45% | 78,123 | Common | NONE |
| 09290D101 | BLK | BLACKROCK INC | $24.5M | 0.43% | 22,851 | Common | NONE |
| 23331A109 | DHI | D R HORTON INC | $24.4M | 0.43% | 169,255 | Common | NONE |
| 384802104 | GWW | WW GRAINGER INC | $22.7M | 0.40% | 22,515 | Common | NONE |
| 92204A702 | VGT | VANGUARD WORLD FD | $20.5M | 0.36% | 27,239 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $20.1M | 0.36% | 288,214 | Common | SOLE |
| 651639106 | NEM | NEWMONT CORP | $19.0M | 0.34% | 190,004 | Common | NONE |
| 46138G805 | BAB | INVESCO EXCH TRADED FD TR II | $17.2M | 0.30% | 632,708 | Common | NONE |
| 46429B267 | GOVT | ISHARES TR | $16.4M | 0.29% | 713,067 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $12.7M | 0.23% | 126,933 | Common | NONE |
| 464288679 | SHV | ISHARES TR | $12.0M | 0.21% | 108,790 | Common | NONE |
| 464287739 | IYR | ISHARES TR | $11.9M | 0.21% | 127,151 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $11.0M | 0.19% | 64,377 | Common | SOLE |
| 90384S303 | ULTA | ULTA BEAUTY INC | $10.9M | 0.19% | 17,969 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $10.8M | 0.19% | 17,299 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $10.3M | 0.18% | 124,144 | Common | NONE |
| 81369Y308 | XLP | SELECT SECTOR SPDR TR | $9.5M | 0.17% | 122,859 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $9.5M | 0.17% | 221,439 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $9.1M | 0.16% | 10,604 | Common | NONE |
| 46429B598 | INDA | ISHARES TR | $8.1M | 0.14% | 149,881 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $8.0M | 0.14% | 100,653 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $7.1M | 0.13% | 64,923 | Common | NONE |
| 78470P630 | ALLW | SSGA ACTIVE TR | $6.6M | 0.12% | 239,835 | Common | NONE |
| 92206C813 | VCLT | VANGUARD SCOTTSDALE FDS | $6.1M | 0.11% | 79,788 | Common | NONE |
| 33734X846 | CIBR | FIRST TR EXCHANGE TRADED FD | $5.4M | 0.10% | 75,779 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $5.3M | 0.09% | 69,329 | Common | SOLE |
| 78464A763 | SDY | SPDR SERIES TRUST | $5.3M | 0.09% | 38,029 | Common | NONE |
| 464288661 | IEI | ISHARES TR | $5.2M | 0.09% | 43,826 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $4.7M | 0.08% | 190,203 | Common | NONE |
| 464287515 | IGV | ISHARES TR | $4.6M | 0.08% | 43,411 | Common | NONE |
| 15118V207 | CELH | CELSIUS HLDGS INC | $4.6M | 0.08% | 100,000 | Common | SOLE |
| 751212101 | RL | RALPH LAUREN CORP | $4.3M | 0.08% | 12,255 | Common | NONE |
| 92206C870 | VCIT | VANGUARD SCOTTSDALE FDS | $4.2M | 0.08% | 50,648 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $4.0M | 0.07% | 28,238 | Common | NONE |
| 464287234 | EEM | ISHARES TR | $4.0M | 0.07% | 72,359 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $3.8M | 0.07% | 11,112 | Common | NONE |
| 464287523 | SOXX | ISHARES TR | $3.8M | 0.07% | 12,483 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $3.6M | 0.06% | 24,949 | Common | NONE |
| 464287796 | IYE | ISHARES TR | $3.5M | 0.06% | 74,296 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $3.4M | 0.06% | 19,727 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $3.0M | 0.05% | 110,850 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP | $2.7M | 0.05% | 23,390 | Common | NONE |
| 46434V647 | REET | ISHARES TR | $2.6M | 0.05% | 104,810 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $2.3M | 0.04% | 42,782 | Common | NONE |
| 00206R102 | T | AT&T INC | $2.1M | 0.04% | 85,232 | Common | NONE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $2.0M | 0.04% | 8,286 | Common | NONE |
| 33734X192 | SKYY | FIRST TR EXCHANGE TRADED FD | $2.0M | 0.04% | 15,638 | Common | NONE |
| 681919106 | OMC | OMNICOM GROUP INC | $2.0M | 0.04% | 24,557 | Common | NONE |
| 92189F106 | GDX | VANECK ETF TRUST | $1.9M | 0.03% | 22,652 | Common | NONE |
| 464288281 | EMB | ISHARES TR | $1.6M | 0.03% | 16,141 | Common | NONE |
| 464288810 | IHI | ISHARES TR | $1.3M | 0.02% | 21,315 | Common | NONE |
| 46434G103 | IEMG | ISHARES INC | $1.3M | 0.02% | 19,602 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $1.3M | 0.02% | 14,142 | Common | NONE |
| 78468R408 | SJNK | SPDR SERIES TRUST | $1.1M | 0.02% | 2,545,222 | Common | NONE |
| 97717Y691 | WCLD | WISDOMTREE TR | $1.0M | 0.02% | 29,728 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $991,425 | 0.02% | 13,454 | Common | NONE |
| 81369Y852 | XLC | SELECT SECTOR SPDR TR | $926,221 | 0.02% | 7,868 | Common | NONE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $853,904 | 0.02% | 20,988 | Common | SOLE |
| 37954Y673 | PAVE | GLOBAL X FDS | $840,865 | 0.01% | 17,595 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $827,142 | 0.01% | 4,901 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $806,897 | 0.01% | 5,717 | Common | NONE |
| 370334104 | GIS | GENERAL MLS INC | $785,339 | 0.01% | 16,889 | Common | NONE |
| 92204A504 | VHT | VANGUARD WORLD FD | $768,560 | 0.01% | 2,670 | Common | NONE |
| 92204A108 | VCR | VANGUARD WORLD FD | $703,935 | 0.01% | 1,787 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $657,917 | 0.01% | 2,235 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $631,564 | 0.01% | 2,307 | Common | SOLE |
| 92189F791 | GDXJ | VANECK ETF TRUST | $617,825 | 0.01% | 5,430 | Common | NONE |
| 46090E953 | QQQ | INVESCO QQQ TR | $596,394 | 0.01% | 30,700 | PUT | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $574,569 | 0.01% | 5,695 | Common | NONE |
| 15118V907 | CELH | CELSIUS HLDGS INC | $550,843 | 0.01% | 100,000 | CALL | SOLE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $490,235 | 0.01% | 2,960 | Common | SOLE |
| 464287184 | FXI | ISHARES TR | $485,019 | 0.01% | 12,667 | Common | NONE |
| 609207105 | MDLZ | MONDELEZ INTL INC | $469,667 | 0.01% | 8,725 | Common | NONE |
| 74349Y753 | SH | PROSHARES TR | $432,360 | 0.01% | 12,000 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $424,371 | 0.01% | 1,594 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $390,382 | 0.01% | 1,245 | Common | SOLE |
| 46435G342 | REM | ISHARES TR | $373,312 | 0.01% | 16,831 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $370,132 | 0.01% | 1,230 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $338,170 | 0.01% | 1,373 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $320,265 | 0.01% | 1,543 | Common | SOLE |
| 922042742 | VT | VANGUARD INTL EQUITY INDEX F | $309,627 | 0.01% | 2,195 | Common | NONE |
| 77543R102 | ROKU | ROKU INC | $300,348 | 0.01% | 2,700 | Common | SOLE |
| 46434V886 | HEWJ | ISHARES TR | $296,429 | 0.01% | 5,625 | Common | NONE |
| 012653101 | ALB | ALBEMARLE CORP | $261,690 | 0.00% | 1,810 | Common | SOLE |
| 46434G822 | EWJ | ISHARES INC | $256,672 | 0.00% | 3,179 | Common | NONE |
| 33733E500 | QCLN | FIRST TR EXCHANGE-TRADED FD | $251,546 | 0.00% | 5,641 | Common | NONE |
| 46090E903 | QQQ | INVESCO QQQ TR | $249,938 | 0.00% | 12,500 | CALL | NONE |
| 532457108 | LLY | ELI LILLY & CO | $248,108 | 0.00% | 230 | Common | SOLE |
| 92826C839 | V | VISA INC | $212,766 | 0.00% | 600 | Common | SOLE |
| 72201R775 | BOND | PIMCO ETF TR | $204,776 | 0.00% | 2,200 | Common | NONE |
| 82509L107 | SHOP | SHOPIFY INC | $196,923 | 0.00% | 1,173 | Common | SOLE |
| 512807306 | LRCX | LAM RESEARCH CORP | $184,664 | 0.00% | 1,050 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $179,940 | 0.00% | 1,000 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $178,436 | 0.00% | 200 | Common | SOLE |
| 464288851 | IEO | ISHARES TR | $172,079 | 0.00% | 1,958 | Common | NONE |
| N07059210 | ASML | ASML HOLDING N V | $170,559 | 0.00% | 160 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $169,100 | 0.00% | 1,900 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $165,011 | 0.00% | 359 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $156,072 | 0.00% | 634 | Common | NONE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $132,425 | 0.00% | 719 | Common | SOLE |
| 550021109 | LULU | LULULEMON ATHLETICA INC | $127,524 | 0.00% | 600 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $127,294 | 0.00% | 220 | Common | SOLE |
| 97717X578 | XSOE | WISDOMTREE TR | $119,323 | 0.00% | 3,058 | Common | NONE |
| 316092386 | FCPI | FIDELITY COVINGTON TRUST | $118,109 | 0.00% | 2,387 | Common | NONE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $117,074 | 0.00% | 246 | Common | SOLE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $116,246 | 0.00% | 2,600 | Common | NONE |
| 921910733 | ESGV | VANGUARD WORLD FD | $113,432 | 0.00% | 938 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $111,289 | 0.00% | 364 | Common | SOLE |
| 46435U549 | EAGG | ISHARES TR | $105,079 | 0.00% | 2,196 | Common | NONE |
| 06849F108 | B | BARRICK MNG CORP | $96,844 | 0.00% | 2,200 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $94,150 | 0.00% | 1,000 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $93,686 | 0.00% | 852 | Common | SOLE |
| 007903957 | AMD | ADVANCED MICRO DEVICES INC | $85,125 | 0.00% | 5,000 | PUT | SOLE |
| 042068205 | ARM | ARM HOLDINGS PLC | $82,993 | 0.00% | 751 | Common | SOLE |
| 72201R585 | PYLD | PIMCO ETF TR | $67,447 | 0.00% | 2,528 | Common | NONE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $63,542 | 0.00% | 200 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $60,032 | 0.00% | 700 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $57,790 | 0.00% | 100 | Common | SOLE |
| 81369Y100 | XLB | SELECT SECTOR SPDR TR | $53,785 | 0.00% | 1,186 | Common | NONE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $51,480 | 0.00% | 1,000 | Common | SOLE |
| 46434V639 | HEZU | ISHARES TR | $49,449 | 0.00% | 1,130 | Common | NONE |
| 98980G102 | ZS | ZSCALER INC | $49,024 | 0.00% | 215 | Common | SOLE |
| 042068955 | ARM | ARM HOLDINGS PLC | $44,190 | 0.00% | 1,800 | PUT | SOLE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $40,402 | 0.00% | 468 | Common | SOLE |
| 301505889 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | $37,777 | 0.00% | 936 | Common | NONE |
| 37950E408 | CHIQ | GLOBAL X FDS | $35,768 | 0.00% | 1,682 | Common | NONE |
| 143658300 | CCL1EUR | CARNIVAL CORP | $35,082 | 0.00% | 1,142 | Common | SOLE |
| 35671D957 | FCX | FREEPORT-MCMORAN INC | $34,980 | 0.00% | 12,000 | PUT | SOLE |
| 747525953 | QCOM | QUALCOMM INC | $34,100 | 0.00% | 4,000 | PUT | SOLE |
| 46429B697 | USMV | ISHARES TR | $33,818 | 0.00% | 359 | Common | NONE |
| 573874954 | MRVL | MARVELL TECHNOLOGY INC | $30,525 | 0.00% | 5,500 | PUT | SOLE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $30,343 | 0.00% | 554 | Common | NONE |
| 00724F101 | ADBE | ADOBE INC | $28,253 | 0.00% | 80 | Common | SOLE |
| 007903907 | AMD | ADVANCED MICRO DEVICES INC | $19,825 | 0.00% | 1,000 | CALL | SOLE |
| 35671D907 | FCX | FREEPORT-MCMORAN INC | $18,863 | 0.00% | 7,500 | CALL | SOLE |
| 573874904 | MRVL | MARVELL TECHNOLOGY INC | $17,750 | 0.00% | 2,500 | CALL | SOLE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $13,998 | 0.00% | 196 | Common | NONE |
| 46429B309 | EIDO | ISHARES TR | $12,024 | 0.00% | 643 | Common | NONE |
| 747525903 | QCOM | QUALCOMM INC | $9,250 | 0.00% | 2,000 | CALL | SOLE |
| 931142103 | WMT | WALMART INC | $9,227 | 0.00% | 82 | Common | SOLE |
| 46434G772 | EWT | ISHARES INC | $7,242 | 0.00% | 114 | Common | NONE |
| 68389X955 | ORCL | ORACLE CORP | $5,005 | 0.00% | 1,400 | PUT | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $4,628 | 0.00% | 15 | Common | SOLE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $465 | 0.00% | 3 | Common | NONE |
| 595112953 | MU | MICRON TECHNOLOGY INC | $282 | 0.00% | 15,000 | 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.