StockDriftsStockDriftsTop 50 Sumitomo Mitsui Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARES | ARES MANAGEMENT CORPORATION | 28.39% | 13.36M | $1.49B | +0.00%(+0) | $35.62(+304.29%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.93% | 767.2K | $572.9M | +1.49%(+11.26K) | $568.42(+36.40%) | 2026-06-30 | |
| JEF | JEFFERIES FINL GROUP INC | 6.13% | 6.43M | $321.3M | -30.47%(-2.82M) | $69.98(-21.20%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.32% | 378.7K | $278.9M | +108.35%(+196.94K) | $574.55(+27.49%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.34% | 617.8K | $227.6M | +4.71%(+27.76K) | $243.89(+65.73%) | 2026-06-30 | |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | 3.71% | 10.34M | $194.2M | +0.00%(+0) | $19.90(-30.69%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.52% | 1.34M | $132.2M | -1.33%(-17.94K) | $99.80(-2.40%) | 2026-06-30 | |
| XLB | SELECT SECTOR SPDR TR | 2.37% | 2.44M | $124.1M | +205733.56%(+2.44M) | $49.96(+5.17%) | 2026-06-30 | |
| CME | CME GROUP INC | 1.99% | 471.8K | $104.2M | +0.00%(+0) | $113.75(+137.62%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.82% | 475.4K | $95.1M | +1.48%(+6.93K) | $25.97(+770.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.04% | +40.64% | +7.48% | +43.41% |
| Top 20 Holdings Unweighted | +20.22% | +73.73% | +8.59% | +50.99% |
Sumitomo Mitsui Financial Group INC reports $5.27B in US-listed equity holdings across 175 positions in its most recent 13F filing. Its largest disclosed positions are ARES (28.4%), SPY (10.9%) and JEF (6.1%). The top 20 holdings account for 81.48% of reported assets. Its disclosed equity book has returned +40.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sumitomo Mitsui Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1022837). View Sumitomo Mitsui Financial Group INC’s 13F filings on SEC