Question 1

What is SUMITOMO MITSUI FINANCIAL GROUP, INC.'s portfolio value?

Accepted Answer

As of Q4 2025, SUMITOMO MITSUI FINANCIAL GROUP, INC. manages $13.6M across 178 reported positions in their SEC 13F filing.

Question 2

What are SUMITOMO MITSUI FINANCIAL GROUP, INC.'s top holdings?

Accepted Answer

SUMITOMO MITSUI FINANCIAL GROUP, INC.'s largest 13F positions include ARES, WQTM, VNQ, representing approximately 30.6% of the reported portfolio.

Question 3

How many stocks does SUMITOMO MITSUI FINANCIAL GROUP, INC. hold?

Accepted Answer

SUMITOMO MITSUI FINANCIAL GROUP, INC. holds 178 reported positions as of their Q4 2025 13F filing.

Question 4

When did SUMITOMO MITSUI FINANCIAL GROUP, INC. last file a 13F?

Accepted Answer

The most recent 13F filing from SUMITOMO MITSUI FINANCIAL GROUP, INC. reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	ARES ARES MANAGEMENT CORPORATION	13,364,740	$2.2M	15.91%
2	WQTM WISDOMTREE TR	29,728	$1.0M	7.37%
3	VNQ VANGUARD INDEX FDS	14,142	$1.0M	7.37%
4	IHI ISHARES TR	21,315	$1.0M	7.37%
5	OMC OMNICOM GROUP INC	24,557	$1.0M	7.37%
6	EMB ISHARES TR	16,141	$1.0M	7.37%
7	SJNK SPDR SERIES TRUST	2,545,222	$1.0M	7.37%
8	IEMG ISHARES INC	19,602	$1.0M	7.37%
9	GDX VANECK ETF TRUST	22,652	$1.0M	7.37%
10	JEF JEFFERIES FINL GROUP INC	9,247,081	$573K	4.22%

Sector	# Holdings	Value	%
Financial Services	85	$10.4M	76.4%
Unknown	10	$1.4M	9.9%
Communication Services	7	$1.1M	8.3%
Technology	35	$377K	2.8%
Consumer Cyclical	9	$89K	0.7%
Healthcare	7	$89K	0.7%
Industrials	5	$55K	0.4%
Consumer Defensive	11	$39K	0.3%
Energy	1	$29K	0.2%
Real Estate	1	$26K	0.2%
Basic Materials	7	$20K	0.1%

SUMITOMO MITSUI FINANCIAL GROUP, INC.

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

New Positions (30)

Closed Positions (23)

Sector Breakdown