EdgeMarket › What Sumitomo Mitsui Financial Group, Inc. reported owning
What Sumitomo Mitsui Financial Group, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.9BPositions
190Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ARES Ares Management Corp | 1.5B | 29.5% | 13.4M | 141.25 | -21.1% |
| SPY SPDR S&P 500 ETF TRUST | 491.6M | 10.0% | 756.0K | 765.72 | +20.0% |
| JEF Jefferies Financial Group Inc. | 381.6M | 7.7% | 9.2M | 52.33 | -11.9% |
| GLD SPDR GOLD TRUST | 253.9M | 5.1% | 590.1K | 423.36 | +37.3% |
| PSNY Polestar Automotive Holding UK PLC | 190.5M | 3.9% | 10.3M | 13.33 | -58.5% |
| CME CME GROUP INC. | 139.4M | 2.8% | 471.8K | 274.98 | +0.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 134.4M | 2.7% | 1.4M | 97.35 | -1.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 104.9M | 2.1% | 181.8K | 713.44 | +26.1% |
| LQD iShares iBoxx $ Investment Grade Corporate Bon | 91.0M | 1.8% | 835.0K | 105.92 | -3.5% |
| NVDA NVIDIA CORP | 81.7M | 1.7% | 468.5K | 214.72 | +22.4% |
| IEF iShares 7-10 Year Treasury Bond ETF | 81.6M | 1.7% | 855.2K | 92.82 | -2.8% |
| AVGO Broadcom Inc. | 73.3M | 1.5% | 236.9K | 368.45 | +26.5% |
| GOOG Alphabet Inc. | 73.1M | 1.5% | 254.7K | 341.75 | +70.7% |
| SOXX iShares PHLX SOX Semiconductor Sector Index Fu | 68.0M | 1.4% | 206.9K | 520.05 | +113.4% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 61.8M | 1.3% | 776.8K | 79.61 | -0.9% |
| ANET Arista Networks, Inc. | 60.2M | 1.2% | 490.3K | 188.65 | +43.5% |
| DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 59.3M | 1.2% | 128.0K | 532.22 | +18.4% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 54.6M | 1.1% | 1.0M | 52.11 | -1.4% |
| XYZ Block, Inc. | 54.6M | 1.1% | 907.9K | 82.16 | +10.8% |
| SJNK State Street SPDR Bloomberg Short Term High Yi | 49.2M | 1.0% | 2.0M | 24.87 | -2.0% |
| MSFT MICROSOFT CORP | 47.0M | 1.0% | 127.0K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 46.5M | 0.9% | 223.1K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 45.9M | 0.9% | 80.3K | 549.90 | -26.5% |
| MBB iShares MBS ETF | 44.8M | 0.9% | 471.8K | 93.12 | -0.6% |
| JPM JPMORGAN CHASE & CO | 42.1M | 0.9% | 143.3K | 351.58 | +20.3% |
| PFF iShares Preferred and Income Securities ETF | 39.4M | 0.8% | 1.3M | 30.46 | -3.2% |
| GE GENERAL ELECTRIC CO | 35.1M | 0.7% | 123.5K | 348.37 | +30.7% |
| unmapped CUSIP 489398107 | 29.9M | 0.6% | 2.8M | — | — |
| AXP AMERICAN EXPRESS CO | 29.0M | 0.6% | 95.9K | 336.00 | +8.9% |
| AMGN AMGEN INC | 28.9M | 0.6% | 82.0K | 439.33 | +48.2% |
| APH AMPHENOL CORP /DE/ | 28.6M | 0.6% | 226.6K | 157.01 | +44.5% |
| NEM NEWMONT Corp /DE/ | 27.3M | 0.6% | 252.2K | 131.58 | +90.7% |
| GWW W.W. GRAINGER, INC. | 26.9M | 0.5% | 24.7K | 1,312.24 | +31.3% |
| FSLR FIRST SOLAR, INC. | 25.7M | 0.5% | 130.5K | 214.28 | +3.8% |
| TLT iShares 20 Year Treasury Bond ETF | 25.6M | 0.5% | 295.6K | 82.05 | -5.5% |
| DHI HORTON D R INC /DE/ | 25.6M | 0.5% | 186.5K | 148.35 | -9.2% |
| BLK BlackRock, Inc. | 24.2M | 0.5% | 25.1K | 1,156.55 | +2.5% |
| INTU INTUIT INC. | 24.0M | 0.5% | 55.6K | 367.00 | -47.5% |
| KO COCA COLA CO | 23.7M | 0.5% | 311.3K | 91.10 | +28.9% |
| BSX BOSTON SCIENTIFIC CORP | 21.0M | 0.4% | 334.8K | 50.37 | -52.5% |
| SHV iShares 0-1 Year Treasury Bond ETF | 20.5M | 0.4% | 185.7K | 110.31 | -0.0% |
| VGT Vanguard Information Tech ETF | 20.2M | 0.4% | 28.9K | 118.42 | +38.5% |
| BAB Invesco Taxable Municipal Bond ETF | 17.8M | 0.4% | 659.0K | 26.35 | -1.5% |
| GOVT iShares U.S. Treasury Bond ETF | 15.4M | 0.3% | 671.7K | 22.45 | -2.0% |
| IYR iShares U.S. Real Estate ETF | 11.9M | 0.2% | 126.1K | 104.73 | +8.6% |
| ULTA Ulta Beauty, Inc. | 10.8M | 0.2% | 20.7K | 521.46 | +0.9% |
| COST COSTCO WHOLESALE CORP /NEW | 10.7M | 0.2% | 10.7K | 947.74 | -4.7% |
| VOO Vanguard S&P 500 ETF | 10.2M | 0.2% | 17.1K | 703.71 | +20.0% |
| SHY iShares 1-3 Year Treasury Bond ETF | 10.1M | 0.2% | 122.4K | 82.00 | -0.9% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 10.0M | 0.2% | 99.6K | 100.63 | +0.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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