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Sumitomo Mitsui Financial Group, Inc.

Portfolio Manager
Sumitomo Mitsui Financial Group, Inc.
Performance
+0.59% (2025 Q4)
AUM (13F)
$4.94B
# of Holdings
167
Performance Rank
Allocation (Top 20)
80.55%

Sumitomo Mitsui Financial Group, Inc. Holdings Map

Top 50 Sumitomo Mitsui Financial Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ARES
ARES MANAGEMENT CORPORATION
29.64%13.36M$1.46B
+0.00%(+0)
2025-Q1: 13.36M shares2025-Q2: 13.36M shares2025-Q3: 13.36M shares2025-Q4: 13.36M shares2026-Q1: 13.36M shares
$35.62(+260.80%)
2026-03-31
SPY
SPDR S&P 500 ETF TR
9.99%756.0K$491.6M
+0.33%(+2.46K)
2025-Q1: 1.74M shares2025-Q2: 1.14M shares2025-Q3: 886.4K shares2025-Q4: 753.5K shares2026-Q1: 756.0K shares
$566.98(+31.96%)
2026-03-31
JEF
JEFFERIES FINL GROUP INC
7.76%9.25M$381.6M
+0.00%(+0)
2025-Q1: 9.25M shares2025-Q2: 9.25M shares2025-Q3: 9.25M shares2025-Q4: 9.25M shares2026-Q1: 9.25M shares
$55.65(-4.86%)
2026-03-31
GLD
SPDR GOLD TR
5.16%590.1K$253.9M
+7.92%(+43.28K)
2025-Q1: 429.6K shares2025-Q2: 477.9K shares2025-Q3: 514.9K shares2025-Q4: 546.8K shares2026-Q1: 590.1K shares
$238.14(+79.39%)
2026-03-31
PSNY
POLESTAR AUTOMOTIVE HLDG UK
3.87%10.34M$190.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 10.34M shares
$19.90(+4.90%)
2026-03-31
CME
CME GROUP INC
2.83%471.8K$139.4M
+0.00%(+0)
2025-Q1: 471.8K shares2025-Q2: 471.8K shares2025-Q3: 471.8K shares2025-Q4: 471.8K shares2026-Q1: 471.8K shares
$113.75(+161.71%)
2026-03-31
AGG
ISHARES TR
2.73%1.35M$134.4M
+0.18%(+2.38K)
2025-Q1: 1.13M shares2025-Q2: 1.20M shares2025-Q3: 1.32M shares2025-Q4: 1.35M shares2026-Q1: 1.35M shares
$99.80(-1.16%)
2026-03-31
QQQ
INVESCO QQQ TR
2.13%181.8K$104.9M
+1.76%(+3.14K)
2025-Q1: 331.1K shares2025-Q2: 325.4K shares2025-Q3: 316.4K shares2025-Q4: 178.6K shares2026-Q1: 181.8K shares
$495.86(+45.16%)
2026-03-31
LQD
ISHARES TR
1.85%835.0K$91.0M
+2.02%(+16.54K)
2025-Q1: 747.0K shares2025-Q2: 4.42M shares2025-Q3: 776.9K shares2025-Q4: 818.5K shares2026-Q1: 835.0K shares
$109.36(-0.74%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.66%468.5K$81.7M
+2.33%(+10.68K)
2025-Q1: 515.3K shares2025-Q2: 494.1K shares2025-Q3: 470.6K shares2025-Q4: 457.8K shares2026-Q1: 468.5K shares
$23.65(+896.82%)
2026-03-31

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