Q2 2026 13F · SEC CIK 1022837

Sumitomo Mitsui Financial Group, Inc.

Bank & trustFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $5.2B
Reported positions: 175
Top holdings a year, 3 yrs: +15.4%
Average holding period: 6.4 yrs

Sumitomo Mitsui Financial Group, Inc. is a bank & trust that reported 175 positions worth $5.2B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ares Management Corp (ARES, 28.4%), State Str Spdr S&p 500 ETF T (SPY, 10.9%), Jefferies Financial Group in (JEF, 6.1%). A portfolio copying its top holdings returned 15.4% a year over the last 3 years, against 20.4% for the S&P 500.

Sumitomo Mitsui Financial Group, Inc. holdings largest 50 of 175 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Sumitomo Mitsui Financial Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ARESAres Management Corp	28.4%	29.6%	13,364,740	+0.0%	$1.5B
SPYState Str Spdr S&p 500 ETF T	10.9%	10.0%	767,224	+1.5%	$572.9M
JEFJefferies Financial Group in	6.1%	7.8%	6,429,337	-30.5%	$321.3M
QQQInvesco Qqq Tr	5.3%	2.1%	378,706	+108.3%	$278.9M
GLDSpdr Gold Tr	4.3%	5.2%	617,825	+4.7%	$227.6M
PSNYPolestar Automotive Hldg UK	3.7%	3.9%	10,341,261	+0.0%	$194.2M
AGGIshares Tr	2.5%	2.7%	1,336,039	-1.3%	$132.2M
XLBSelect Sector Spdr Tr	2.4%	—	2,441,186	—	$124.1M
CMECme Group Inc	2.0%	2.8%	471,846	+0.0%	$104.2M
NVDANvidia Corporation	1.8%	1.7%	475,444	+1.5%	$95.1M
LQDIshares Tr	1.8%	1.9%	859,205	+2.9%	$93.7M
GOOGAlphabet Inc	1.7%	1.5%	256,147	+0.6%	$90.5M
AVGOBroadcom Inc	1.7%	1.5%	237,514	+0.3%	$89.7M
ANETArista Networks Inc	1.6%	1.2%	490,822	+0.1%	$83.4M
IEFIshares Tr	1.6%	1.7%	877,332	+2.6%	$83.0M
SQBlock Inc	1.3%	1.1%	909,320	+0.2%	$69.1M
HYGIshares Tr	1.2%	1.3%	780,473	+0.5%	$62.4M
IGSBIshares Tr	1.0%	1.1%	1,039,573	-0.0%	$54.5M
AMZNAmazon Com Inc	1.0%	0.9%	227,087	+1.8%	$54.1M
SJNKState Street SPDR Bloomberg Short Term H	1.0%	1.0%	2,061,130	+4.7%	$51.6M
GEGe Aerospace	0.9%	0.7%	127,866	+3.5%	$47.8M
JPMJpmorgan Chase & Co	0.9%	0.9%	145,973	+1.9%	$47.8M
MSFTMicrosoft Corp	0.9%	1.0%	125,950	-0.8%	$47.0M
METAMeta Platforms Inc	0.9%	0.9%	82,420	+2.7%	$46.4M
APHAmphenol Corp	0.9%	0.6%	259,128	+14.4%	$45.7M
MBBIshares Tr	0.8%	0.9%	470,874	-0.2%	$44.5M
PFFIshares Tr	0.8%	0.8%	1,309,459	+0.8%	$39.9M
GWWWw Grainger Inc	0.6%	0.5%	24,381	-1.3%	$33.2M
AXPAmerican Express Co	0.6%	0.6%	96,529	+0.6%	$32.7M
VGTVanguard World Fd	0.6%	0.4%	256,515	+786.3%	$30.7M
DHID R Horton Inc	0.6%	0.5%	186,534	+0.0%	$30.4M
FSLRFirst Solar Inc	0.6%	0.5%	128,656	-1.4%	$30.4M
AMGNAmgen Inc	0.6%	0.6%	83,520	+1.8%	$30.2M
KOCoca Cola Co	0.5%	0.5%	312,741	+0.5%	$25.4M
TLTIshares Tr	0.5%	0.5%	292,387	-1.1%	$25.3M
NEMNewmont Corp	0.5%	0.6%	265,950	+5.5%	$24.8M
BLKBlackrock Inc	0.5%	0.5%	25,223	+0.4%	$24.3M
SOXXIshares Tr	0.4%	1.4%	35,285	-82.9%	$22.6M
BSXBoston Scientific Corp	0.3%	0.4%	412,532	+23.2%	$17.6M
BABInvesco Exch Traded Fd Tr II	0.3%	0.4%	637,933	-3.2%	$17.1M
SHVIshares Tr	0.3%	0.4%	148,967	-19.8%	$16.4M
INTUIntuit	0.3%	0.5%	61,068	+9.9%	$15.9M
GOVTIshares Tr	0.3%	0.3%	678,839	+1.1%	$15.5M
QCOMQualcomm Inc	0.3%	—	76,418	—	$14.1M
IYRIshares Tr	0.2%	0.2%	118,215	-6.2%	$12.1M
VOOVanguard Index Fds	0.2%	0.2%	16,547	-3.2%	$11.4M
SHYIshares Tr	0.2%	0.2%	137,118	+12.0%	$11.3M
COSTCostco Wholesale Corporation	0.2%	0.2%	10,478	-2.4%	$9.8M
XLPSelect Sector Spdr Tr	0.2%	—	115,545	—	$9.6M
ULTAUlta Beauty Inc	0.2%	0.2%	21,048	+1.9%	$9.5M

What Sumitomo Mitsui Financial Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+786.3% shares
QQQ Invesco Qqq Tr+108.3% shares
BSX Boston Scientific Corp+23.2% shares
APH Amphenol Corp+14.4% shares
SHY Ishares Tr+12.0% shares
INTU Intuit+9.9% shares
NEM Newmont Corp+5.5% shares

Reduced

SOXX Ishares Tr-82.9% shares
JEF Jefferies Financial Group in-30.5% shares
SHV Ishares Tr-19.8% shares
IYR Ishares Tr-6.2% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -8.0% /yr; S&P 500 +20.1%
3 years: +15.4% /yr; S&P 500 +20.4%
5 years: +7.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$5.2B	175
Q1 2026	$4.9B	167
Q4 2025	$5.6B	164
Q3 2025	$5.7B	151
Q2 2025	$6.1B	163
Q1 2025	$5.5B	146
Q4 2024	$7.5B	134
Q3 2024	$3.9B	136
Q2 2024	$3.2B	142
Q1 2024	$3.2B	138
Q4 2023	$3.2B	140
Q3 2023	$3.1B	143

Questions about Sumitomo Mitsui Financial Group, Inc.'s portfolio

What stocks does Sumitomo Mitsui Financial Group, Inc. own?

Sumitomo Mitsui Financial Group, Inc.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 175 positions worth $5.2B. The largest are Ares Management Corp (ARES) at 28.4%, State Str Spdr S&p 500 ETF T (SPY) at 10.9%, Jefferies Financial Group in (JEF) at 6.1%, Invesco Qqq Tr (QQQ) at 5.3% and Spdr Gold Tr (GLD) at 4.3%.

What did Sumitomo Mitsui Financial Group, Inc. buy last quarter?

In Q2 2026, Sumitomo Mitsui Financial Group, Inc. added Vanguard World Fd (VGT) (+786.3% shares), Invesco Qqq Tr (QQQ) (+108.3% shares) and Boston Scientific Corp (BSX) (+23.2% shares), compared with its Q1 2026 filing.

What did Sumitomo Mitsui Financial Group, Inc. sell last quarter?

In Q2 2026, Sumitomo Mitsui Financial Group, Inc. cut from its top 50 Spdr Dow Jones Indl Average (DIA), cut from its top 50 Kennedy-Wilson Holdings Inc (KW), cut from its top 50 Ishares Tr (SGOV), Ishares Tr (SOXX) (-82.9% shares), Jefferies Financial Group in (JEF) (-30.5% shares) and Ishares Tr (SHV) (-19.8% shares), compared with its Q1 2026 filing.

How has Sumitomo Mitsui Financial Group, Inc.'s portfolio performed?

A portfolio copying Sumitomo Mitsui Financial Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -8.0% against +20.1%. Over 5 years: +7.9% a year against +11.6%.

When is Sumitomo Mitsui Financial Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Sumitomo Mitsui Financial Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.