SUMITOMO MITSUI FINANCIAL GROUP, INC.
CIK: 0001022837SEC EDGAR →
Portfolio Value
$5.6B
Holdings
178
As of
Q4 2025
New Positions
155
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ARES MANAGEMENT CORPORATION | 13,364,740 | $2.2T | 38236.86% |
| 2 | JEFFERIES FINL GROUP INC | 9,247,081 | $573.0B | 10143.39% |
| 3 | SPDR S&P 500 ETF TR | 753,512 | $516.0B | 9134.36% |
| 4 | SPDR GOLD TR | 546,779 | $216.0B | 3823.69% |
| 5 | ISHARES TR | 1,351,604 | $134.0B | 2372.10% |
| 6 | CME GROUP INC | 471,846 | $128.0B | 2265.89% |
| 7 | INVESCO QQQ TR | 178,626 | $109.0B | 1929.55% |
| 8 | ISHARES TR | 818,495 | $90.0B | 1593.20% |
| 9 | NVIDIA CORPORATION | 457,826 | $84.0B | 1486.99% |
| 10 | ISHARES TR | 832,849 | $80.0B | 1416.18% |
Quarterly Changes
New Positions (30)
$67.0B · 466K shares
$18.0B · 190K shares
$6.0B · 240K shares
$0 · 3K shares
$0 · 1K shares
$0 · 600 shares
$0 · 200 shares
$0 · 8K shares
$0 · 6K shares
$0 · 4K shares
$0 · 2K shares
$0 · 1K shares
$0 · 364 shares
$0 · 3K shares
$0 · 2K shares
$0 · 3 shares
$0 · 3K shares
$0 · 2K shares
$0 · 3K shares
$0 · 1K shares
$0 · 1K shares
$0 · 1K shares
$0 · 160 shares
$0 · 2K shares
$0 · 200 shares
$0 · 600 shares
$0 · 12K shares
$0 · 1K shares
$0 · 1K shares
$0 · 1K shares
Closed Positions (23)
$1.2B · 30K shares
$155.9M · 9K shares
$147.3M · 350 shares
$135.2M · 600 shares
$131.8M · 300 shares
$110.6M · 1K shares
$85.1M · 80 shares
$78.2M · 17K shares
$72.6M · 773 shares
$55.1M · 1K shares
$54.7M · 600 shares
$52.1M · 106 shares
$51.1M · 14K shares
$31.9M · 5K shares
$27.9M · 700 shares
$26.5M · 200 shares
$25.9M · 7K shares
$15.0M · 11K shares
BROADCOM INC
$13.6M · 1K shares
JPMORGAN CHASE & CO.
$13.1M · 6K shares
$4.5M · 1K shares
$725K · 500 shares
BARRICK MNG CORP
$60K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 85 | $4.4T | 78.5% |
| Technology | 35 | $377.0B | 6.8% |
| Unknown | 10 | $351.0B | 6.3% |
| Communication Services | 7 | $127.0B | 2.3% |
| Consumer Cyclical | 9 | $89.0B | 1.6% |
| Healthcare | 7 | $89.0B | 1.6% |
| Industrials | 5 | $55.0B | 1.0% |
| Consumer Defensive | 11 | $39.0B | 0.7% |
| Energy | 1 | $29.0B | 0.5% |
| Real Estate | 1 | $26.0B | 0.5% |
| Basic Materials | 7 | $20.0B | 0.4% |