SUMITOMO MITSUI FINANCIAL GROUP, INC.

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CIK 1022837

13F portfolio (2026-Q1)

$4.9B

Positions

167

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

167

Top 5

56.4%

Top 10

67.6%

Effective N

8.8

HHI

0.113

This quarter

23 new · 0 exit →

By sector

Financials42.2%

Unclassified37.0%

Information Technology9.2%

Consumer Discretionary6.0%

Communication Services2.5%

Health Care1.2%

Consumer Staples0.6%

Materials0.6%

Other0.6%

By market cap

Unknown70.5%

Large ($10–200B)16.8%

Mega (>$200B)12.6%

Mid ($2–10B)0.1%

By region

North America63.0%

Other37.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Capital Markets	40.72%	4
Unclassified	37.01%	84
Semiconductors & Semiconductor Equipment	4.35%	8
Automobiles & Components	3.87%	2
Software	2.57%	9
Software & IT Services	2.43%	5
Banks	1.52%	5
Specialty Retail	1.46%	6
Technology Hardware & Equipment	1.34%	4
Pharmaceuticals & Biotechnology	0.76%	6
Electrical Equipment & Components	0.71%	1
Beverages	0.63%	3
Distributors	0.56%	2
Metals & Mining	0.55%	1
Construction & Engineering	0.52%	1
Health Care Equipment & Supplies	0.43%	2
Communications Equipment	0.19%	1
Textiles, Apparel & Luxury Goods	0.10%	2
Diversified Telecommunication Services	0.08%	3
Chemicals	0.08%	1
Media & Entertainment	0.05%	3
Food Products	0.02%	2
Paper & Forest Products	0.02%	1
Machinery	0.01%	3
Commercial Services & Supplies	0.01%	1
Aerospace & Defense	0.00%	2
Oil, Gas & Consumable Fuels	0.00%	1
Road & Rail	0.00%	2
Marine	0.00%	1
Hotels, Restaurants & Leisure	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	ARES	Ares Management Corp	Financials	29.64%
2	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	9.99%
3	JEF	Jefferies Financial Group Inc.	Financials	7.76%
4	GLD	SPDR GOLD TR	Unclassified	5.16%
5	PSNY	Polestar Automotive Holding UK PLC	Consumer Discretionary	3.87%
6	CME	CME GROUP INC.	Financials	2.83%
7	AGG	ISHARES TR	Unclassified	2.73%
8	QQQ	INVESCO QQQ TR	Unclassified	2.13%
9	LQD	ISHARES TR	Unclassified	1.85%
10	NVDA	NVIDIA CORP	Information Technology	1.66%

83/167 names classified · sector 63.0% of weight · industry 63.0% · mkt cap 29.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 38 quarters

FinancialsARES, CME, JEF, JPM, UNH · other

Information TechnologyXYZ, NVDA, MSFT, AVGO, ANET · other

Consumer DiscretionaryAMZN, GWW, PSNY, HRB, CPRI · other

Communication ServicesGOOG, META, NFLX, VZ, T · other

Health CareAMGN, JNJ, BMY, TDOC, BSX · other

MaterialsAPD, KMB, NKE, PG, NEM · other

IndustrialsDHI, LMT, JBHT, CCL, LRCX · other

Consumer StaplesKO, MO, ADM, PEP, TSN · other

EnergyXOM, CVX, VTS, PBR, HAL · other

UtilitiesSRE, NEE

UnclassifiedLQD, SPY, IVV, VOO, IWM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 63.0% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 29% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (79 classified)SUMITOMO MITSUI FINANCIAL GROUP, INC. centroid (Mid Core)

FinancialsInformation TechnologyCommunication ServicesConsumer DiscretionaryHealth CareConsumer StaplesMaterialsIndustrialsEnergy

Style box summary for SUMITOMO MITSUI FINANCIAL GROUP, INC.: centroid Mid Core. Heaviest cells: Large Growth 11.3%, Small Core 7.8%, Large Value 3.5%.

Classified: 29.5% of book weight (79/167 names) · unclassified 70.5%: ARES, SPY, GLD, PSNY, AGG, QQQ, LQD, IEF, SOXX, HYG +78 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 167 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	ARESARES MANAGEMENT CORPORATION	13,364,740	$1.5B	29.6%	HOLD
2	SPYSTATE STR SPDR S&P 500 ETF T	755,968	$492M	10.0%	HOLD
3	JEFJEFFERIES FINL GROUP INC	9,247,081	$382M	7.8%	HOLD
4	GLDSPDR GOLD TR	590,062	$254M	5.2%	ADD 8%
5	PSNYPOLESTAR AUTOMOTIVE HLDG UK	10,341,261	$190M	3.9%	NEW
6	CMECME GROUP INC	471,846	$139M	2.8%	HOLD
7	AGGISHARES TR	1,353,980	$134M	2.7%	HOLD
8	QQQINVESCO QQQ TR	181,766	$105M	2.1%	HOLD
9	LQDISHARES TR	835,038	$91M	1.8%	ADD 2%
10	NVDANVIDIA CORPORATION	468,510	$82M	1.7%	ADD 2%
11	IEFISHARES TR	855,197	$82M	1.7%	ADD 3%
12	AVGOBROADCOM INC	236,896	$73M	1.5%	ADD 6%
13	GOOGALPHABET INC	254,740	$73M	1.5%	ADD 6%
14	SOXXISHARES TR	206,941	$68M	1.4%	ADD 1558%
15	HYGISHARES TR	776,830	$62M	1.3%	ADD 9%
16	ANETARISTA NETWORKS INC	490,302	$60M	1.2%	ADD 6%
17	DIASPDR DOW JONES INDL AVERAGE	128,000	$59M	1.2%	NEW
18	IGSBISHARES TR	1,039,670	$55M	1.1%	HOLD
19	XYZBLOCK INC	907,930	$55M	1.1%	HOLD
20	SJNKSPDR SERIES TRUST	1,967,984	$49M	1.0%	TRIM −23%
21	MSFTMICROSOFT CORP	126,985	$47M	1.0%	ADD 17%
22	AMZNAMAZON COM INC	223,139	$46M	0.9%	ADD 6%
23	METAMETA PLATFORMS INC	80,274	$46M	0.9%	ADD 7%
24	MBBISHARES TR	471,752	$45M	0.9%	ADD 4%
25	JPMJPMORGAN CHASE & CO	143,253	$42M	0.9%	ADD 8%
26	PFFISHARES TR	1,299,624	$39M	0.8%	ADD 13%
27	GEGE AEROSPACE	123,548	$35M	0.7%	ADD 12%
28	KENNEDY-WILSON HOLDINGS INC	2,765,866	$30M	0.6%	HOLD
29	AXPAMERICAN EXPRESS CO	95,918	$29M	0.6%	ADD 10%
30	AMGNAMGEN INC	82,046	$29M	0.6%	ADD 5%
31	APHAMPHENOL CORP	226,551	$29M	0.6%	NEW
32	NEMNEWMONT CORP	252,162	$27M	0.6%	ADD 33%
33	GWWWW GRAINGER INC	24,697	$27M	0.5%	ADD 10%
34	FSLRFIRST SOLAR INC	130,494	$26M	0.5%	ADD 16%
35	TLTISHARES TR	295,620	$26M	0.5%	HOLD
36	DHID R HORTON INC	186,525	$26M	0.5%	ADD 10%
37	BLKBLACKROCK INC	25,131	$24M	0.5%	ADD 10%
38	INTUINTUIT	55,562	$24M	0.5%	ADD 25%
39	KOCOCA COLA CO	311,294	$24M	0.5%	ADD 8%
40	BSXBOSTON SCIENTIFIC CORP	334,764	$21M	0.4%	ADD 24%
41	SHVISHARES TR	185,685	$20M	0.4%	ADD 71%
42	VGTVANGUARD WORLD FD	28,943	$20M	0.4%	ADD 6%
43	BABINVESCO EXCH TRADED FD TR II	659,038	$18M	0.4%	ADD 4%
44	GOVTISHARES TR	671,704	$15M	0.3%	TRIM −6%
45	IYRISHARES TR	126,057	$12M	0.2%	HOLD
46	ULTAULTA BEAUTY INC	20,651	$11M	0.2%	ADD 15%
47	COSTCOSTCO WHSL CORP NEW	10,739	$11M	0.2%	HOLD
48	VOOVANGUARD INDEX FDS	17,088	$10M	0.2%	HOLD
49	SHYISHARES TR	122,409	$10M	0.2%	HOLD
50	SGOVISHARES TR	99,566	$10M	0.2%	TRIM −22%
51	QCOMQUALCOMM INC	73,001	$9M	0.2%	ADD 13%
52	XLPSELECT SECTOR SPDR TR	114,554	$9M	0.2%	TRIM −7%
53	XLUSELECT SECTOR SPDR TR	203,980	$9M	0.2%	TRIM −8%
54	VCSHVANGUARD SCOTTSDALE FDS	111,871	$9M	0.2%	ADD 11%
55	TIPISHARES TR	67,508	$7M	0.2%	ADD 4%
56	VCLTVANGUARD SCOTTSDALE FDS	89,927	$7M	0.1%	ADD 13%
57	EEMISHARES TR	115,405	$7M	0.1%	ADD 59%
58	ALLWSSGA ACTIVE TR	222,888	$6M	0.1%	TRIM −7%
59	INDAISHARES TR	125,855	$6M	0.1%	TRIM −16%
60	CSCOCISCO SYS INC	68,526	$5M	0.1%	HOLD
61	IEIISHARES TR	44,654	$5M	0.1%	HOLD
62	PFEPFIZER INC	183,447	$5M	0.1%	TRIM −4%
63	VCITVANGUARD SCOTTSDALE FDS	59,545	$5M	0.1%	ADD 18%
64	RLRALPH LAUREN CORP	13,844	$5M	0.1%	ADD 13%
65	CIBRFIRST TR EXCHANGE-TRADED FD	65,967	$4M	0.1%	TRIM −13%
66	TXNTEXAS INSTRS INC	20,799	$4M	0.1%	ADD 5%
67	IYEISHARES TR	59,629	$4M	0.1%	TRIM −20%
68	PEPPEPSICO INC	24,327	$4M	0.1%	TRIM −2%
69	PGPROCTER AND GAMBLE CO	26,121	$4M	0.1%	TRIM −7%
70	HDHOME DEPOT INC	11,271	$4M	0.1%	HOLD
71	CELHCELSIUS HLDGS INC	100,000	$4M	0.1%	HOLD
72	IGVISHARES TR	43,902	$4M	0.1%	HOLD
73	SDYSPDR SER TR	23,595	$3M	0.1%	TRIM −38%
74	BNYBANK NEW YORK MELLON CORP	26,325	$3M	0.1%	ADD 13%
75	BMYBRISTOL-MYERS SQUIBB CO	46,346	$3M	0.1%	ADD 8%
76	GDXVANECK ETF TRUST GOLD MINERS ETF	28,704	$3M	0.1%	ADD 27%
77	REETISHARES TR	101,296	$3M	0.1%	TRIM −3%
78	TAT&T INC	84,771	$2M	0.0%	HOLD
79	SCHDSCHWAB STRATEGIC TR	73,373	$2M	0.0%	TRIM −34%
80	EMBISHARES TR	22,928	$2M	0.0%	ADD 42%
81	SKYYFIRST TR EXCHANGE-TRADED FD	18,540	$2M	0.0%	ADD 19%
82	OMCOMNICOM GROUP INC	25,351	$2M	0.0%	ADD 3%
83	IHIISHARES TR	29,005	$2M	0.0%	ADD 36%
84	VTVANGUARD INTL EQUITY INDEX F	10,145	$1M	0.0%	ADD 362%
85	VNQVANGUARD INDEX FDS	15,007	$1M	0.0%	ADD 6%
86	IEMGISHARES INC	18,426	$1M	0.0%	TRIM −6%
87	VZVERIZON COMMUNICATIONS INC	25,207	$1M	0.0%	ADD 20%
88	XBISPDR SERIES TRUST	9,608	$1M	0.0%	HOLD
89	XLCSELECT SECTOR SPDR TR	9,910	$1M	0.0%	ADD 26%
90	VHTVANGUARD WORLD FD	3,416	$930,279	0.0%	ADD 28%
91	WCLDWISDOMTREE TR	33,382	$911,996	0.0%	ADD 12%
92	VCRVANGUARD WORLD FD	2,470	$886,804	0.0%	ADD 38%
93	IBBISHARES TR	4,938	$833,781	0.0%	HOLD
94	KMBKIMBERLY-CLARK CORP	7,851	$757,386	0.0%	ADD 38%
95	SYYSYSCO CORP	10,564	$753,530	0.0%	TRIM −21%
96	DVYISHARES TR	4,827	$730,856	0.0%	TRIM −16%
97	PAVEGLOBAL X FDS	11,349	$576,756	0.0%	TRIM −35%
98	FXIISHARES TR	15,000	$538,500	0.0%	ADD 18%
99	UBERUBER TECHNOLOGIES INC	7,100	$510,703	0.0%	NEW
100	COINCOINBASE GLOBAL INC	2,800	$488,908	0.0%	NEW
101	GDXJVANECK ETF TRUST	4,044	$485,442	0.0%	TRIM −26%
102	GISGENERAL MILLS INC	12,987	$483,376	0.0%	TRIM −23%
103	SHPROSHARES TR	12,000	$455,160	0.0%	HOLD
104	AAPLAPPLE INC	1,735	$440,326	0.0%	TRIM −25%
105	MDLZMONDELEZ INTL INC	6,990	$402,904	0.0%	TRIM −20%
106	ITWILLINOIS TOOL WKS INC	1,389	$361,543	0.0%	HOLD
107	REMISHARES TR	16,831	$361,362	0.0%	HOLD
108	NFLXNETFLIX INC	3,560	$342,294	0.0%	ADD 256%
109	CRWDCROWDSTRIKE HLDGS INC	840	$327,944	0.0%	ADD 241%
110	MUMICRON TECHNOLOGY INC	943	$318,583	0.0%	TRIM −58%
111	XLESELECT SECTOR SPDR TR	5,189	$317,878	0.0%	ADD 100%
112	HEWJISHARES TR	5,625	$316,575	0.0%	HOLD
113	QCLNFIRST TR EXCHANGE-TRADED FD	5,876	$273,058	0.0%	ADD 4%
114	EWJISHARES INC	3,179	$268,435	0.0%	HOLD
115	MRKMERCK & CO INC	2,000	$240,580	0.0%	NEW
116	LULULULULEMON ATHLETICA INC	1,400	$214,340	0.0%	ADD 133%
117	ADBEADOBE INC	850	$206,618	0.0%	ADD 963%
118	BONDPIMCO ETF TR	2,200	$203,016	0.0%	HOLD
119	LMTLOCKHEED MARTIN CORP	330	$199,449	0.0%	NEW
120	GOOGLALPHABET INC	687	$197,554	0.0%	TRIM −45%
121	IEOISHARES TR	1,562	$195,031	0.0%	TRIM −20%
122	IDVISHARES TR	4,141	$176,303	0.0%	NEW
123	PLTRPALANTIR TECHNOLOGIES INC	1,114	$162,956	0.0%	ADD 55%
124	SPLVINVESCO EXCH TRADED FD TR II	2,168	$158,568	0.0%	ADD 1006%
125	IWMISHARES TR	634	$157,188	0.0%	HOLD
126	CHTRCHARTER COMMUNICATIONS INC	700	$151,116	0.0%	NEW
127	COFCAPITAL ONE FINL CORP	700	$127,701	0.0%	NEW
128	XSOEWISDOMTREE TR	3,058	$122,626	0.0%	HOLD
129	ORCLORACLE CORP	822	$120,924	0.0%	NEW
130	XOMEXXON MOBIL CORP	700	$118,762	0.0%	NEW
131	LRCXLAM RESEARCH CORP	500	$106,830	0.0%	TRIM −52%
132	ESGVVanguard ESG US Stock - ETF	938	$105,272	0.0%	HOLD
133	EAGGISHARES TR	2,196	$104,420	0.0%	HOLD
134	AMATAPPLIED MATLS INC	300	$102,537	0.0%	NEW
135	ARMARM HOLDINGS PLC	677	$102,417	0.0%	TRIM −10%
136	ZMZOOM COMMUNICATIONS INC	1,268	$101,935	0.0%	ADD 171%
137	CRMSALESFORCE INC	500	$93,335	0.0%	TRIM −69%
138	EMLCVANECK ETF TRUST	3,016	$75,732	0.0%	NEW
139	JNJJOHNSON & JOHNSON	305	$74,554	0.0%	TRIM −80%
140	TGTTARGET CORP	600	$72,720	0.0%	NEW
141	CATCATERPILLAR INC	100	$70,846	0.0%	TRIM −55%
142	ALGNALIGN TECHNOLOGY INC	400	$68,572	0.0%	NEW
143	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	2,528	$66,234	0.0%	HOLD
144	TMUST-MOBILE US INC	300	$63,009	0.0%	NEW
145	WMTWALMART INC	500	$62,140	0.0%	ADD 510%
146	GMGENERAL MTRS CO	800	$59,600	0.0%	NEW
147	XLBSELECT SECTOR SPDR TR	1,186	$59,264	0.0%	HOLD
148	UPSUNITED PARCEL SERVICE INC	600	$59,028	0.0%	NEW
149	HEZUISHARES TR	1,130	$49,381	0.0%	HOLD
150	UNPUNION PAC CORP	200	$48,524	0.0%	NEW
151	IBMINTERNATIONAL BUSINESS MACHS	195	$47,266	0.0%	TRIM −46%
152	XLFSELECT SECTOR SPDR TR	817	$40,335	0.0%	ADD 47%
153	BABOEING CO	200	$39,806	0.0%	NEW
154	SHOPSHOPIFY INC	327	$38,789	0.0%	TRIM −72%
155	FCPIFIDELITY COVINGTON TRUST	705	$34,270	0.0%	TRIM −70%
156	CCLCARNIVAL CORP	1,226	$31,729	0.0%	ADD 7%
157	CHIQGLOBAL X FDS	1,562	$31,053	0.0%	TRIM −7%
158	EMQQEXCHANGE TRADED CONCEPTS TRU	876	$28,978	0.0%	TRIM −6%
159	EIDOISHARES TR	905	$14,290	0.0%	ADD 41%
160	ZSZSCALER INC	100	$14,029	0.0%	TRIM −53%
161	XLISELECT SECTOR SPDR TR	72	$11,645	0.0%	ADD 2300%
162	EWTISHARES INC MSCI TAIWAN ETF	114	$8,085	0.0%	HOLD
163	LLYELI LILLY & CO	8	$7,358	0.0%	TRIM −97%
164	MCDMCDONALDS CORP	15	$4,662	0.0%	HOLD
165	THDISHARES INC	64	$4,440	0.0%	NEW
166	EWZISHARES INC MSCI BRAZIL ETF	115	$4,415	0.0%	NEW
167	USMVISHARES TR	10	$927	0.0%	TRIM −97%

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ARESARES MANAGEMENT CORPORATION

13.4M

$1.5B

SPYSTATE STR SPDR S&P 500 ETF T

2.0M

1.7M

1.1M

886K

754K

756K

$492M

JEFJEFFERIES FINL GROUP INC

9.2M

$382M

GLDSPDR GOLD TR

400K

430K

478K

515K

547K

590K

$254M

PSNYPOLESTAR AUTOMOTIVE HLDG UK

—

10.3M

$190M

CMECME GROUP INC

472K

$139M

AGGISHARES TR

1.0M

1.1M

1.2M

1.3M

1.4M

$134M

QQQINVESCO QQQ TR

1.1M

331K

325K

316K

179K

182K

$105M

LQDISHARES TR

1.7M

747K

4.4M

777K

818K

835K

$91M

NVDANVIDIA CORPORATION

485K

515K

494K

471K

458K

469K

$82M

IEFISHARES TR

754K

799K

814K

815K

833K

855K

$82M

AVGOBROADCOM INC

248K

267K

251K

225K

223K

237K

$73M

GOOGALPHABET INC

221K

243K

255K

262K

241K

255K

$73M

SOXXISHARES TR

20K

17K

15K

12K

207K

$68M

HYGISHARES TR

618K

652K

685K

711K

777K

$62M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆SUMITOMO MITSUI FINANCIAL GROUP, INC.

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 167 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

SUMITOMO MITSUI FINANCIAL GROUP, INC.