Top 50 Sumitomo Mitsui Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | 29.64% | 13.36M | $1.46B | +0.00%(+0) | $35.62(+260.80%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 9.99% | 756.0K | $491.6M | +0.33%(+2.46K) | $566.98(+31.96%) | 2026-03-31 | |
| JEF | JEFFERIES FINL GROUP INC | 7.76% | 9.25M | $381.6M | +0.00%(+0) | $55.65(-4.86%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 5.16% | 590.1K | $253.9M | +7.92%(+43.28K) | $238.14(+79.39%) | 2026-03-31 | |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | 3.87% | 10.34M | $190.5M | new | $19.90(+4.90%) | 2026-03-31 | |
| CME | CME GROUP INC | 2.83% | 471.8K | $139.4M | +0.00%(+0) | $113.75(+161.71%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.73% | 1.35M | $134.4M | +0.18%(+2.38K) | $99.80(-1.16%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.13% | 181.8K | $104.9M | +1.76%(+3.14K) | $495.86(+45.16%) | 2026-03-31 | |
| LQD | ISHARES TR | 1.85% | 835.0K | $91.0M | +2.02%(+16.54K) | $109.36(-0.74%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.66% | 468.5K | $81.7M | +2.33%(+10.68K) | $23.65(+896.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.27% | +96.59% |
| Top 20 Holdings Unweighted | +22.34% | +83.10% |
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