SUMITOMO MITSUI FINANCIAL GROUP, INC.
Long book
$4.92B
Q1 2026
Positions
167
Top-10 weight
68%
concentration
Last quarter
+10.1%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsSUMITOMO MITSUI FINANCIAL GROUP, INC. is an institutional manager, specialised in financials (70% of the long book), running a $4.92B US long book across 167 positions.
The portfolio is concentrated: the top 10 names carry 68% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ARES MANAGEMENT CORP - A, SS SPDR S&P 500 ETF TRUST-US, JEFFERIES FINANCIAL GROUP IN, SPDR GOLD SHARES, POLESTAR AUTOMOTIVE-CL A ADS.
Over the last 9 quarters its long book ran on average 1.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.4%
Q2 2024
+12.6%
Q3 2024
+11.1%
Q4 2024
-10.9%
Q1 2025
+13.3%
Q2 2025
+2.9%
Q3 2025
+1.2%
Q4 2025
-17.2%
Q1 2026
+10.1%
Sector allocation
Financials 71%
Technology 18%
Consumer discretionary 3%
Industrials 2%
Healthcare 2%
Consumer staples 1%
Materials 1%
Other 0%
Long book by quarter
What does SUMITOMO MITSUI own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ARES ARES MANAGEMENT CORP - A | Financials | 13.4M | $1.46B | 29.6% | Held |
| JEF JEFFERIES FINANCIAL GROUP IN | Financials | 9.2M | $381.6M | 7.8% | Held |
| CME CME GROUP INC | Financials | 471.8K | $139.4M | 2.8% | Held |
| NVDA NVIDIA CORP | Technology | 468.5K | $81.7M | 1.7% | +2.3% |
| AVGO BROADCOM INC | Technology | 236.9K | $73.3M | 1.5% | +6.1% |
| GOOG ALPHABET INC-CL C | Technology | 254.7K | $73.1M | 1.5% | +5.7% |
| ANET ARISTA NETWORKS INC | Technology | 490.3K | $60.2M | 1.2% | +6.0% |
| XYZ BLOCK INC | Technology | 907.9K | $54.6M | 1.1% | 0.0% |
| MSFT MICROSOFT CORP | Technology | 127.0K | $47.0M | 1.0% | +17.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 223.1K | $46.5M | 0.9% | +6.3% |
| META META PLATFORMS INC-CLASS A | Technology | 80.3K | $45.9M | 0.9% | +6.5% |
| JPM JPMORGAN CHASE & CO | Financials | 143.3K | $42.1M | 0.9% | +8.4% |
| GE GENERAL ELECTRIC | Industrials | 123.5K | $35.1M | 0.7% | +12.3% |
| AXP AMERICAN EXPRESS CO | Financials | 95.9K | $29.0M | 0.6% | +10.4% |
| AMGN AMGEN INC | Healthcare | 82.0K | $28.9M | 0.6% | +5.0% |
| APH AMPHENOL CORP-CL A | Technology | 226.6K | $28.6M | 0.6% | New |
| NEM NEWMONT CORP | Materials | 252.2K | $27.3M | 0.6% | +32.7% |
| GWW WW GRAINGER INC | Consumer discretionary | 24.7K | $26.9M | 0.5% | +9.7% |
| FSLR FIRST SOLAR INC | Technology | 130.5K | $25.7M | 0.5% | +16.4% |
| DHI DR HORTON INC | Industrials | 186.5K | $25.6M | 0.5% | +10.2% |
| BLK BLACKROCK INC | Financials | 25.1K | $24.2M | 0.5% | +10.0% |
| INTU INTUIT INC | Technology | 55.6K | $24.0M | 0.5% | +25.1% |
| KO COCA-COLA CO/THE | Consumer staples | 311.3K | $23.7M | 0.5% | +8.0% |
| BSX BOSTON SCIENTIFIC CORP | Healthcare | 334.8K | $21.0M | 0.4% | +24.0% |
| ULTA ULTA BEAUTY INC | Consumer discretionary | 20.7K | $10.8M | 0.2% | +14.9% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 10.7K | $10.7M | 0.2% | +1.3% |
| QCOM QUALCOMM INC | Technology | 73.0K | $9.4M | 0.2% | +13.4% |
| CSCO CISCO SYSTEMS INC | Technology | 68.5K | $5.3M | 0.1% | -1.2% |
| PFE PFIZER INC | Healthcare | 183.4K | $5.2M | 0.1% | -3.6% |
| RL RALPH LAUREN CORP | Other | 13.8K | $4.8M | 0.1% | +13.0% |
| TXN TEXAS INSTRUMENTS INC | Technology | 20.8K | $4.0M | 0.1% | +5.4% |
| PEP PEPSICO INC | Consumer staples | 24.3K | $3.8M | 0.1% | -2.5% |
| PG PROCTER & GAMBLE CO/THE | Other | 26.1K | $3.8M | 0.1% | -7.5% |
| HD HOME DEPOT INC | Consumer discretionary | 11.3K | $3.7M | 0.1% | +1.4% |
| CELH CELSIUS HOLDINGS INC | Consumer staples | 100.0K | $3.5M | 0.1% | Held |
| BNY BANK OF NEW YORK MELLON CORP | Financials | 26.3K | $3.1M | 0.1% | +12.5% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 46.3K | $2.8M | 0.1% | +8.3% |
| T AT&T INC | Communications | 84.8K | $2.5M | 0.0% | -0.5% |
| OMC OMNICOM GROUP | Services media | 25.4K | $1.9M | 0.0% | +3.2% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 25.2K | $1.3M | 0.0% | +20.1% |
| KMB KIMBERLY-CLARK CORP | Other | 7.9K | $757K | 0.0% | +37.9% |
| SYY SYSCO CORP | Consumer discretionary | 10.6K | $754K | 0.0% | -21.5% |
| UBER UBER TECHNOLOGIES INC | Services media | 7.1K | $511K | 0.0% | New |
| COIN COINBASE GLOBAL INC -CLASS A | Financials | 2.8K | $489K | 0.0% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 203 | $4.94B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 195 | $5.65B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 183 | $5.70B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 239 | $6.14B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 194 | $5.46B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 183 | $7.51B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ANEW HOLDINGS | Mar 31, 2025 | 1 | $569.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 174 | $3.88B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 13, 2024 | 192 | $3.22B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 173 | $3.23B | canonical | SEC ↗ |