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Institutional

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

CIK 0001022837
$4.94B
Reported AUM
167
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) · Q1 2026

AI · grounded in 13F

Sumitomo Mitsui Financial Group, Inc. established a new position in PSNY valued at $190.5M. The fund also opened new stakes in DIA for $59.3M and APH for $28.6M. Conversely, the fund closed out its positions in IVV and XLK, reducing its holdings by $71.1M and $67.8M respectively.

Portfolio · Q1 2026

ARES$1.46BSPY$491.6MJEF$381.6MGLD$253.9MPSNYCMEAGGQQQOther$1.45BSS

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1ARESARES MANAGEMENT CORPORATION$125.65-3.72%-25.31%103.08%$1.46B29.54%HELD
2SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$491.6M9.96%+2,456+0.3%
3JEFJEFFERIES FINL GROUP INC$55.690.81%9.39%104.05%$381.6M7.73%HELD
4GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$253.9M5.14%+43,283+7.9%
5PSNYPOLESTAR AUTOMOTIVE HLDG UK$18.90-2.63%-38.24%-93.64%$190.5M3.86%+10,341,261NEW
6CMECME GROUP INC$257.400.52%-2.55%48.93%$139.4M2.82%HELD
7AGGISHARES TR$98.17-0.50%5.32%-1.36%$134.4M2.72%+2,376+0.2%
8QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$109.5M2.22%+11,140+6.2%
9LQDISHARES TR$108.17-0.62%6.23%-3.50%$91.0M1.84%+16,543+2.0%
10NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$81.7M1.66%+10,684+2.3%
11IEFISHARES TR$93.62-0.53%4.36%-8.29%$81.6M1.65%+22,348+2.7%
12AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$73.9M1.50%+15,552+7.0%
13GOOGALPHABET INC$365.76-0.95%109.82%172.71%$73.3M1.48%+14,421+6.0%
14SOXXISHARES TR$539.77-10.44%149.94%268.61%$68.0M1.38%+194,458+1557.8%
15HYGISHARES TR$79.43-0.50%6.72%19.17%$61.8M1.25%+66,302+9.3%
16ANETARISTA NETWORKS INC$154.27-7.07%58.63%548.89%$60.2M1.22%+27,690+6.0%
17DIASPDR DOW JONES INDL AVERAGE$509.70-1.35%20.81%58.77%$59.3M1.20%+128,000NEW
18IGSBISHARES TR$52.14-0.31%5.04%12.30%$54.6M1.11%14,588−1.4%
19XYZBLOCK INC$68.15-3.87%4.86%-72.44%$54.6M1.11%286−0.0%
20SJNKSPDR SERIES TRUST$24.89-0.32%6.80%26.10%$49.2M1.00%577,238−22.7%
21MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$47.0M0.95%+18,492+17.0%
22AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$46.5M0.94%+13,154+6.3%
23METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$45.9M0.93%+4,918+6.5%
24MBBISHARES TR$93.74-0.50%6.97%1.02%$44.8M0.91%+18,210+4.0%
25JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$42.1M0.85%+11,098+8.4%
26PFFISHARES TR$30.91-1.09%8.50%5.03%$39.4M0.80%+149,021+13.0%
27GEGE AEROSPACE$328.000.11%28.99%419.83%$35.1M0.71%+13,498+12.3%
28KWKENNEDY-WILSON HOLDINGS INC COM$11.010.09%77.36%-28.32%$29.9M0.61%HELD
29AXPAMERICAN EXPRESS CO$310.66-0.60%3.78%93.56%$29.0M0.59%+9,047+10.4%
30AMGNAMGEN INC$349.581.15%24.03%69.41%$28.9M0.58%+3,923+5.0%
31APHAMPHENOL CORP$138.81-5.42%$28.6M0.58%+226,551NEW
32NEMNEWMONT CORP$99.71-7.96%$27.3M0.55%+62,158+32.7%
33GWWWW GRAINGER INC$1300.010.83%$26.9M0.55%+2,182+9.7%
34FSLRFIRST SOLAR INC$279.01-11.41%$25.7M0.52%+18,369+16.4%
35TLTISHARES TR$85.06-0.51%$25.6M0.52%4,443−1.5%
36DHID R HORTON INC$145.60-0.55%$25.6M0.52%+17,270+10.2%
37BLKBLACKROCK INC$995.60-2.64%$24.2M0.49%+2,280+10.0%
38INTUINTUIT$296.76-1.73%$24.0M0.49%+11,132+25.1%
39KOCOCA COLA CO$79.483.46%$23.7M0.48%+23,080+8.0%
40BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$21.0M0.43%+64,889+24.0%
41SHVISHARES TR$110.120.03%$20.5M0.42%+76,895+70.7%
42VGTVANGUARD WORLD FD$115.28-6.14%$20.2M0.41%+1,704+6.3%
43BABINVESCO EXCH TRADED FD TR II$26.74-0.15%$17.8M0.36%+26,330+4.2%
44GOVTISHARES TR$22.61-0.35%$15.4M0.31%41,363−5.8%
45IYRISHARES TR$102.540.74%$11.9M0.24%1,094−0.9%
46ULTAULTA BEAUTY INC$467.070.98%$10.8M0.22%+2,682+14.9%
47COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$10.7M0.22%+135+1.3%
48VOOVANGUARD INDEX FDS$678.00-2.59%$10.2M0.21%211−1.2%
49QCOMQUALCOMM INC$215.94-10.98%$10.2M0.21%+14,624+22.7%
50SHYISHARES TR$81.86-0.21%$10.1M0.20%1,735−1.4%
51SGOVISHARES TR$100.450.03%$10.0M0.20%27,367−21.6%
52XLPSELECT SECTOR SPDR TR$83.441.71%$9.4M0.19%8,305−6.8%
53XLUSELECT SECTOR SPDR TR$44.350.93%$9.4M0.19%17,459−7.9%
54VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$8.9M0.18%+11,218+11.1%
55TIPISHARES TR$109.25-0.48%$7.5M0.15%+2,585+4.0%
56CELHCELSIUS HLDGS INC$28.131.37%$7.1M0.14%+100,000+100.0%
57VCLTVANGUARD SCOTTSDALE FDS$74.52-0.77%$6.7M0.14%+10,139+12.7%
58EEMISHARES TR$64.59-6.53%$6.6M0.13%+43,046+59.5%
59ALLWSSGA ACTIVE TR$29.30-2.43%$6.4M0.13%16,947−7.1%
60INDAISHARES TR$47.34-1.42%$5.9M0.12%24,026−16.0%
61CSCOCISCO SYS INC$121.64-6.43%$5.3M0.11%803−1.2%
62IEIISHARES TR$116.73-0.38%$5.3M0.11%+828+1.9%
63PFEPFIZER INC$26.041.36%$5.2M0.10%6,756−3.6%
64TXNTEXAS INSTRS INC$285.06-6.65%$5.0M0.10%+6,072+30.8%
65VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$4.9M0.10%+8,897+17.6%
66RLRALPH LAUREN CORP$366.55-0.05%$4.8M0.10%+1,589+13.0%
67CIBRFIRST TR EXCHANGE TRADED FD$86.70-4.41%$4.1M0.08%9,812−12.9%
68IYEISHARES TR$61.09-2.10%$3.9M0.08%14,667−19.7%
69PEPPEPSICO INC$141.92-0.16%$3.8M0.08%622−2.5%
70PGPROCTER & GAMBLE CO$146.544.09%$3.8M0.08%2,117−7.5%
71HDHOME DEPOT INC$310.780.27%$3.7M0.08%+159+1.4%
72IGVISHARES TR$95.85-4.21%$3.5M0.07%+491+1.1%
73SDYSPDR SERIES TRUST$149.930.35%$3.4M0.07%14,434−38.0%
74BKBANK NEW YORK MELLON CORP$142.39-1.13%$3.1M0.06%+2,935+12.5%
75BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$2.8M0.06%+3,564+8.3%
76GDXVANECK ETF TRUST$78.84-8.75%$2.6M0.05%+6,052+26.7%
77REETISHARES TR$27.170.22%$2.5M0.05%3,514−3.4%
78TAT&T INC$22.75-0.09%$2.5M0.05%461−0.5%
79SCHDSCHWAB STRATEGIC TR$32.30-0.89%$2.3M0.05%37,477−33.8%
80EMBISHARES TR$95.40-0.73%$2.2M0.04%+6,787+42.0%
81SKYYFIRST TR EXCHANGE TRADED FD$140.76-4.89%$2.0M0.04%+2,902+18.6%
82OMCOMNICOM GROUP INC$75.31-0.42%$1.9M0.04%+794+3.2%
83VZVERIZON COMMUNICATIONS INC$45.371.11%$1.8M0.04%+15,219+72.5%
84IHIISHARES TR$50.080.42%$1.5M0.03%+7,690+36.1%
85UBERUBER TECHNOLOGIES INC$70.71-2.08%$1.4M0.03%+19,600NEW
86VTVANGUARD INTL EQUITY INDEX F$153.68-3.07%$1.4M0.03%+7,950+362.2%
87VNQVANGUARD INDEX FDS$96.790.72%$1.3M0.03%+865+6.1%
88IEMGISHARES INC$78.63-6.40%$1.3M0.03%1,176−6.0%
89XBISPDR SERIES TRUST$128.67-3.56%$1.2M0.02%+184+2.0%
90COFCAPITAL ONE FINL CORP$180.67-1.38%$1.2M0.02%+6,700NEW
91ADBEADOBE INC$251.44-2.70%$1.2M0.02%+4,770+5962.5%
92MUMICRON TECHNOLOGY INC$864.01-13.25%$1.2M0.02%+1,208+54.0%
93XLCSELECT SECTOR SPDR TR$111.67-1.27%$1.1M0.02%+2,042+26.0%
94COINCOINBASE GLOBAL INC$152.40-7.15%$978K0.02%+5,600NEW
95VHTVANGUARD WORLD FD$284.130.26%$930K0.02%+746+27.9%
96CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$914K0.02%+2,094+851.2%
97WCLDWISDOMTREE TR$32.20-2.84%$912K0.02%+3,654+12.3%
98VCRVANGUARD WORLD FD$383.54-1.98%$887K0.02%+683+38.2%
99IBBISHARES TR$168.44-1.74%$834K0.02%+37+0.8%
100KMBKIMBERLY-CLARK CORP$99.044.84%$757K0.02%+2,156+37.9%
101SYYSYSCO CORP$754K0.02%2,890−21.5%
102DVYISHARES TR$731K0.01%890−15.6%
103PAVEGLOBAL X FDS$577K0.01%6,246−35.5%
104FXIISHARES TR$539K0.01%+2,333+18.4%
105LULULULULEMON ATHLETICA INC$536K0.01%+2,900+483.3%
106GDXJVANECK ETF TRUST$485K0.01%1,386−25.5%
107GISGENERAL MILLS INC$483K0.01%3,902−23.1%
108SHPROSHARES TR$455K0.01%HELD
109AAPLAPPLE INC$440K0.01%572−24.8%
110MDLZMONDELEZ INTL INC$403K0.01%1,735−19.9%
111ITWILLINOIS TOOL WKS INC$362K0.01%+16+1.2%
112REMISHARES TR$361K0.01%HELD
113NFLXNETFLIX INC.$342K0.01%+2,560+256.0%
114XLESELECT SECTOR SPDR TR$318K0.01%+2,589+99.6%
115HEWJISHARES TR$317K0.01%HELD
116QCLNFIRST TR EXCHANGE-TRADED FD$273K0.01%+235+4.2%
117EWJISHARES INC$268K0.01%HELD
118ORCLORACLE CORP$268K0.01%+1,822NEW
119MRKMERCK & CO INC$241K0.00%+2,000NEW
120ARMARM HOLDINGS PLC$208K0.00%+626+83.4%
121BONDPIMCO ETF TR$203K0.00%HELD
122LMTLOCKHEED MARTIN CORP$199K0.00%+330NEW
123GOOGLALPHABET INC$198K0.00%558−44.8%
124IEOISHARES TR$195K0.00%396−20.2%
125IDVISHARES TR$176K0.00%+4,141NEW
126PLTRPALANTIR TECHNOLOGIES INC$163K0.00%+395+54.9%
127SPLVINVESCO EXCH TRADED FD TR II$159K0.00%+1,972+1006.1%
128IWMISHARES TR$157K0.00%HELD
129CHTRCHARTER COMMUNICATIONS INC$151K0.00%+700NEW
130XSOEWISDOMTREE TR$123K0.00%HELD
131XOMEXXON MOBIL CORP$119K0.00%+700NEW
132LRCXLAM RESEARCH CORP$107K0.00%550−52.4%
133ESGVVANGUARD WORLD FD$105K0.00%HELD
134EAGGISHARES TR$104K0.00%HELD
135AMATAPPLIED MATLS INC$103K0.00%+300NEW
136ZNGAZOOM COMMUNICATIONS INC$102K0.00%+800+170.9%
137CRMSALESFORCE INC$93K0.00%1,094−68.6%
138EMLCVANECK ETF TRUST$76K0.00%+3,016NEW
139JNJJOHNSON & JOHNSON$75K0.00%1,238−80.2%
140TGTTARGET CORP$73K0.00%+600NEW
141CATCATERPILLAR INC$71K0.00%120−54.5%
142ALGNALIGN TECHNOLOGY INC$69K0.00%+400NEW
143PYLDPIMCO ETF TR$66K0.00%HELD
144TMUST-MOBILE US INC$63K0.00%+300NEW
145WMTWALMART INC$62K0.00%+418+509.8%
146GMGENERAL MTRS CO$60K0.00%+800NEW
147XLBSELECT SECTOR SPDR TR$59K0.00%HELD
148UPSUNITED PARCEL SVCS INC$59K0.00%+600NEW
149HEZUISHARES TR$49K0.00%HELD
150UNPUNION PAC CORP$49K0.00%+200NEW
151IBMINTERNATIONAL BUSINESS MACHS$47K0.00%169−46.4%
152XLFSELECT SECTOR SPDR TR$40K0.00%+263+47.5%
153BABOEING CO$40K0.00%+200NEW
154SHOPSHOPIFY INC$39K0.00%846−72.1%
155FCPIFIDELITY COVINGTON TRUST$34K0.00%1,682−70.5%
156CCL1EURCARNIVAL CORP$32K0.00%+84+7.4%
157CHIQGLOBAL X FDS$31K0.00%120−7.1%
158EMQQEXCHANGE TRADED CONCEPTS TRU$29K0.00%60−6.4%
159EIDOISHARES TR$14K0.00%+262+40.7%
160ZSZSCALER INC$14K0.00%115−53.5%
161XLISELECT SECTOR SPDR TR$12K0.00%+69+2300.0%
162EWTISHARES INC$8K0.00%HELD
163LLYELI LILLY & CO$7K0.00%222−96.5%
164MCDMCDONALDS CORP$5K0.00%HELD
165THDISHARES INC$4K0.00%+64NEW
166EWZISHARES INC$4K0.00%+115NEW
167USMVISHARES TR$9270.00%349−97.2%
168IVVISHARES TR103,000EXITED
169XLKSELECT SECTOR SPDR TR466,000EXITED
170UNHUNITEDHEALTH GROUP INC102,260EXITED
171APDAIR PRODS & CHEMS INC8,286EXITED
172QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%30,700EXITED
173CELHCELSIUS HLDGS INC$28.131.37%100,000EXITED
174VRTVERTIV HOLDINGS CO2,960EXITED
175TSMTAIWAN SEMICONDUCTOR MFG LTD1,230EXITED
176ROKUROKU INC2,700EXITED
177ALBALBEMARLE CORP1,810EXITED
178QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%12,500EXITED
179VVISA INC600EXITED
180MSMORGAN STANLEY1,000EXITED
181GSGOLDMAN SACHS GROUP INC200EXITED
182ASMLASML HOLDING N V160EXITED
183GLWCORNING INC1,900EXITED
184TSLATESLA INC359EXITED
185BBARRICK MNG CORP2,200EXITED
186AFLAFLAC INC852EXITED
187AMDADVANCED MICRO DEVICES INC5,000EXITED
188CDNSCADENCE DESIGN SYSTEM INC200EXITED
189MRVLMARVELL TECHNOLOGY INC700EXITED
190MAMASTERCARD INCORPORATED100EXITED
191FCXFREEPORT-MCMORAN INC1,000EXITED
192ARMARM HOLDINGS PLC1,800EXITED
193FCXFREEPORT-MCMORAN INC12,000EXITED
194QCOMQUALCOMM INC$215.94-10.98%4,000EXITED
195MRVLMARVELL TECHNOLOGY INC5,500EXITED
196AMDADVANCED MICRO DEVICES INC1,000EXITED
197FCXFREEPORT-MCMORAN INC7,500EXITED
198MRVLMARVELL TECHNOLOGY INC2,500EXITED
199QCOMQUALCOMM INC$215.94-10.98%2,000EXITED
200ORCLORACLE CORP1,400EXITED
201MUMICRON TECHNOLOGY INC$864.01-13.25%15,000EXITED

Source: SEC EDGAR · accession 0001193125-26-222692. 13F discloses long positions only — shorts, foreign equities, and options are excluded.