Institutional Fund
Sumitomo Mitsui Financial Group, Inc.
Tokyo, JapanCIK 10228376 filings on record
Portfolio Value
$4.92B
Q1 2026
Holdings
167
Reported positions
New Buys
23
Opened this quarter
QoQ Change
-12.9%
from $5.65B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ares Management Corporation29.6%
- Spdr S&P 500 ETF Tr10.0%
- Jefferies Finl Group Inc7.8%
- Spdr Gold Tr5.2%
- Polestar Automotive Hldg Uk3.9%
- Cme Group Inc2.8%
- Other40.7%
Portfolio Holdings
167 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ares Management Corporation | 13.36M | $1.46B | 29.6% | 0 | Held |
| 2 | Spdr S&P 500 ETF Tr | 756.0K | $491.61M | 10.0% | +2.5K | Added |
| 3 | Jefferies Finl Group Inc | 9.25M | $381.63M | 7.8% | 0 | Held |
| 4 | Spdr Gold Tr | 590.1K | $253.90M | 5.2% | +43.3K | Added |
| 5 | Polestar Automotive Hldg Uk | 10.34M | $190.49M | 3.9% | +10.34M | New |
| 6 | Cme Group Inc | 471.8K | $139.36M | 2.8% | 0 | Held |
| 7 | Ishares Tr | 1.35M | $134.41M | 2.7% | +2.4K | Added |
| 8 | Invesco Qqq Tr | 181.8K | $104.91M | 2.1% | +3.1K | Added |
| 9 | Ishares Tr | 835.0K | $91.01M | 1.8% | +16.5K | Added |
| 10 | Nvidia Corporation | 468.5K | $81.71M | 1.7% | +10.7K | Added |
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