SUMITOMO MITSUI FINANCIAL GROUP, INC.

Est. AUM

$4.81B

13F long equity, this entity only

Positions

187

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ARES MANAGEMENT CORPORATION	CL A COM STK	$1.46B	13364740	30.34%	DFND
2	SPDR S&P 500 ETF TR	TR UNIT	$401.1M	616700	8.34%	DFND
3	JEFFERIES FINL GROUP INC	COM	$381.6M	9247081	7.94%	DFND
4	SPDR GOLD TR	GOLD SHS	$253.9M	590062	5.28%	DFND
5	POLESTAR AUTOMOTIVE HLDG UK	SPONSORED ADS	$190.5M	10341261	3.96%	DFND
6	CME GROUP INC	COM	$139.4M	471846	2.90%	DFND
7	ISHARES TR	CORE US AGGBD ET	$134.4M	1353980	2.80%	DFND
8	ISHARES TR	IBOXX INV CP ETF	$91.0M	835038	1.89%	DFND
9	NVIDIA CORPORATION	COM	$81.7M	468510	1.70%	DFND
10	ISHARES TR	7-10 YR TRSY BD	$81.6M	855197	1.70%	DFND
11	INVESCO QQQ TR	UNIT SER 1	$75.0M	130000	1.56%	DFND
12	BROADCOM INC	COM	$73.0M	235952	1.52%	DFND
13	ALPHABET INC	CAP STK CL C	$73.0M	254543	1.52%	DFND
14	ISHARES TR	IBOXX HI YD ETF	$61.8M	776830	1.29%	DFND
15	ISHARES TR	ISHARES SEMICDTR	$61.1M	186000	1.27%	DFND
16	ARISTA NETWORKS INC	COM SHS	$60.2M	490302	1.25%	DFND
17	SPDR DOW JONES INDL AVERAGE	UT SER 1	$59.3M	128000	1.23%	DFND
18	ISHARES TR	ISHS 1-5YR INVS	$54.6M	1039670	1.14%	DFND
19	BLOCK INC	CL A	$54.6M	907930	1.14%	DFND
20	SPDR SERIES TRUST	STATE STREET SPD	$49.2M	1967984	1.02%	DFND
21	MICROSOFT CORP	COM	$46.6M	126006	0.97%	DFND
22	AMAZON COM INC	COM	$46.5M	223139	0.97%	DFND
23	META PLATFORMS INC	CL A	$45.7M	79927	0.95%	DFND
24	ISHARES TR	MBS ETF	$44.8M	471752	0.93%	DFND
25	JPMORGAN CHASE & CO	COM	$42.1M	143253	0.88%	DFND
26	ISHARES TR	PFD AND INCM SEC	$39.4M	1299624	0.82%	DFND
27	GE AEROSPACE	COM NEW	$35.1M	123548	0.73%	DFND
28	KENNEDY-WILSON HOLDINGS INC COM	COM	$29.9M	2765866	0.62%	DFND
29	AMERICAN EXPRESS CO	COM	$29.0M	95918	0.60%	DFND
30	AMGEN INC	COM	$28.9M	82046	0.60%	DFND
31	AMPHENOL CORP	CL A	$28.6M	226551	0.60%	DFND
32	NEWMONT CORP	COM	$27.3M	252162	0.57%	DFND
33	WW GRAINGER INC	COM	$26.9M	24697	0.56%	DFND
34	FIRST SOLAR INC	COM	$25.7M	130494	0.54%	DFND
35	ISHARES TR	20 YR TR BD ETF	$25.6M	295620	0.53%	DFND
36	D R HORTON INC	COM	$25.6M	186525	0.53%	DFND
37	BLACKROCK INC	COM	$24.2M	25131	0.50%	DFND
38	INTUIT	COM	$23.9M	55362	0.50%	DFND
39	COCA COLA CO	COM	$23.3M	306857	0.49%	DFND
40	BOSTON SCIENTIFIC CORP	COM	$21.0M	334764	0.44%	DFND
41	ISHARES TR	TRUST ISHARE 0-1	$20.5M	185685	0.43%	DFND
42	VANGUARD WORLD FD	INF TECH ETF	$20.2M	28943	0.42%	DFND
43	INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$17.8M	659038	0.37%	DFND
44	ISHARES TR	US TREAS BD ETF	$15.4M	671704	0.32%	DFND
45	ISHARES TR	U.S. REAL ES ETF	$11.9M	126057	0.25%	DFND
46	ULTA BEAUTY INC	COM	$10.8M	20651	0.22%	DFND
47	COSTCO WHOLESALE CORPORATION	COM	$10.7M	10739	0.22%	DFND
48	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.2M	17088	0.21%	DFND
49	ISHARES TR	1 3 YR TREAS BD	$10.1M	122409	0.21%	DFND
50	ISHARES TR	0-3 MNTH TREASRY	$10.0M	99566	0.21%	DFND

1–50 of 187

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.