Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group reported 175 stocks worth $5.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ARES (28.4%), SPY (10.9%) and JEF (6.1%). Compared with Q1 2026, the fund opened new positions in MRVL, BOTZ and ROBO, added to SPY, QQQ and GLD, trimmed JEF, AGG and MSFT and sold out of DIA, COIN and MU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ARES Ares Management Corporation | $1.5B | 28.4% | 13.4M | No change | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $573M | 10.9% | 767K | +11K (+1%) | 8 of 8 | |
| 3 |  JEF Jefferies Finl Group Inc | $321M | 6.1% | 6.4M | −2.8M (−30%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $279M | 5.3% | 379K | +197K (+108%) | 8 of 8 | |
| 5 |  GLD Spdr Gold TR | $228M | 4.3% | 618K | +28K (+5%) | 8 of 8 | |
| 6 |  PSNY Polestar Automotive Hldg UK | $194M | 3.7% | 10.3M | No change | 2 of 8 | |
| 7 |  AGG Ishares TR | $132M | 2.5% | 1.3M | −18K (−1%) | 8 of 8 | |
| 8 |  XLB Select Sector Spdr TR | $124M | 2.4% | 2.4M | +2.4M (+205734%) | 8 of 8 | |
| 9 |  CME Cme Group Inc | $104M | 2.0% | 472K | No change | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $95.1M | 1.8% | 475K | +6,934 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DIA Spdr Dow Jones Indl Average | $59.3M | 128K |
KENNEDY-WILSON HOLDINGS INC | $29.9M | 2.8M |
 COIN Coinbase Global Inc | $489K | 2,800 |
 MU Micron Technology Inc | $319K | 943 |
 LULU Lululemon Athletica Inc | $214K | 1,400 |
🔒 Free account: see all 25.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
QQQ Invesco Qqq TR | Put | $7.4M | 10K | +2,000 |
QQQ Invesco Qqq TR | Call | $4.1M | 5,500 | +5,500 |
 CELH Celsius Hldgs Inc | Call | $2.9M | 100K | 0 |
 META Meta Platforms Inc | Put | $2.3M | 4,000 | +4,000 |
MU Micron Technology Inc | Call | $1.2M | 1,000 | +1,000 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sumitomo Mitsui Financial Group 13F FAQ
What does Sumitomo Mitsui Financial Group own?
Sumitomo Mitsui Financial Group reported 175 stocks worth $5.2B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ARES (28.4%), SPY (10.9%) and JEF (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Sumitomo Mitsui Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 33 new positions, 64 added to, 60 trimmed and 25 sold out. New positions include MRVL, BOTZ and ROBO. It sold all of DIA, COIN and MU.
When will Sumitomo Mitsui Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sumitomo Mitsui Financial Group's portfolio worth?
The Q2 2026 filing reports $5.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.