§ 13F · FUND PROFILE
SUMITOMO MITSUI FINANCIAL GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.7B (13F)Positions · 183Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$282M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ARES | ARES MANAGEMENT CORPORATION | 13.36M | $1.5B | 29.5% | ±0% |
| 2 | SPY | SPDR S&P 500 ETF TR | 617K | $401M | 8.1% | ±0% |
| 3 | JEF | JEFFERIES FINL GROUP INC | 9.25M | $382M | 7.7% | ±0% |
| 4 | GLD | SPDR GOLD TR | 590K | $254M | 5.1% | +8% |
| 5 | PSNY | POLESTAR AUTOMOTIVE HLDG UK | 10.34M | $190M | 3.9% | NEW |
| 6 | CME | CME GROUP INC | 472K | $139M | 2.8% | ±0% |
| 7 | AGG | ISHARES TR | 1.35M | $134M | 2.7% | ±0% |
| 8 | LQD | ISHARES TR | 835K | $91M | 1.8% | +2% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 139K | $91M | 1.8% | — |
| 10 | NVDA | NVIDIA CORPORATION | 469K | $82M | 1.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMITOMO SIGNAL
AC read
SUMITOMO MITSUI FINANCIAL GROUP, INC. is a Other fund managing $5.7 billion in assets. The fund runs a portfolio of 183 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed