2026 Q1 Portfolio Activity
In 2026 Q1, SUMITOMO MITSUI FINANCIAL GROUP, INC. maintained a portfolio of 224 distinct positions. The most significant new addition was POLESTAR AUTOMOTIVE HLDG UK, now representing 3.86% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 1557.8%. The fund also reduced its exposure to INVESCO QQQ TR by 95.5%.
Position History
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Total Positions
224
Quarter
2026 Q1
Top Holding
ARES (29.5%)
Top 10 Concentration
67.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 224
SUMITOMO MITSUI FINANCIAL GROUP, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ARES
ARES MANAGEMENT...
|
Financial Services | 29.54% | 38.24% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
13,364,740 | $1,458,093,134 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 9.96% | 9.15% |
#2
1
Prev: #3
|
6.0 |
—
|
2,456 | 0.3% |
P
S
|
755,968 | $491,612,554 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JEF
JEFFERIES FINL ...
|
Financial Services | 7.73% | 10.14% |
#3
1
Prev: #2
|
5.1 |
—
|
no change | no change |
P
S
|
9,247,081 | $381,627,033 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLD
SPDR GOLD TR
|
ETF | 5.14% | 3.84% |
#4
Prev: #4
|
4.6 |
—
|
43,283 | 7.9% |
P
S
|
590,062 | $253,897,778 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PSNY
POLESTAR AUTOMO...
|
Consumer Cyclical | 3.86% | — |
#5
Prev: #—
|
5.5 |
—
|
10,341,261 | — |
NEW
|
10,341,261 | $190,486,028 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CME
CME GROUP INC
|
Financial Services | 2.82% | 2.28% |
#6
Prev: #6
|
2.1 |
—
|
no change | no change |
P
S
|
471,846 | $139,359,642 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AGG
ISHARES TR
|
ETF | 2.72% | 2.39% |
#7
2
Prev: #5
|
1.6 |
—
|
2,376 | 0.2% |
P
S
|
1,353,980 | $134,409,595 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.13% | 1.95% |
#8
1
Prev: #7
|
1.4 |
—
|
3,140 | 1.8% |
P
S
|
181,766 | $104,911,700 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LQD
ISHARES TR
|
ETF | 1.84% | 1.60% |
#9
1
Prev: #8
|
1.2 |
—
|
16,543 | 2.0% |
P
S
|
835,038 | $91,010,792 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.66% | 1.51% |
#10
1
Prev: #9
|
1.2 |
—
|
10,684 | 2.3% |
P
S
|
468,510 | $81,708,144 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IEF
ISHARES TR
|
ETF | 1.65% | 1.42% |
#11
1
Prev: #10
|
1.2 |
—
|
22,348 | 2.7% |
P
S
|
855,197 | $81,620,002 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.49% | 1.37% |
#12
1
Prev: #11
|
2.6 |
—
|
13,552 | 6.1% |
P
S
|
236,896 | $73,321,681 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.48% | 1.34% |
#13
1
Prev: #12
|
2.6 |
—
|
13,721 | 5.7% |
P
S
|
254,740 | $73,074,716 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SOXX
ISHARES TR
|
ETF | 1.38% | 0.07% |
#14
56
Prev: #70
|
3.6 |
—
|
194,458 | 1557.8% |
P
S
|
206,941 | $68,013,229 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HYG
ISHARES TR
|
ETF | 1.25% | 1.01% |
#15
3
Prev: #18
|
2.5 |
—
|
66,302 | 9.3% |
P
S
|
776,830 | $61,804,595 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ANET
ARISTA NETWORKS...
|
Technology | 1.22% | 1.07% |
#16
Prev: #16
|
2.5 |
—
|
27,690 | 6.0% |
P
S
|
490,302 | $60,199,280 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DIA
SPDR DOW JONES ...
|
ETF | 1.20% | — |
#17
Prev: #—
|
4.0 |
—
|
128,000 | — |
NEW
|
128,000 | $59,288,320 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IGSB
ISHARES TR
|
ETF | 1.11% | 0.99% |
#18
1
Prev: #19
|
0.9 |
—
|
-14,588 | -1.4% |
P
S
|
1,039,670 | $54,645,055 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XYZ
BLOCK INC
|
Technology | 1.11% | 1.05% |
#19
2
Prev: #17
|
0.9 |
—
|
-286 | -0.0% |
P
S
|
907,930 | $54,639,227 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 1.00% | 0.02% |
#20
67
Prev: #87
|
0.4 |
—
|
-577,238 | -22.7% |
P
S
|
1,967,984 | $49,160,240 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.95% | 0.93% |
#21
1
Prev: #20
|
2.4 |
—
|
18,492 | 17.0% |
P
S
|
126,985 | $47,006,037 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.94% | 0.86% |
#22
Prev: #22
|
2.4 |
—
|
13,154 | 6.3% |
P
S
|
223,139 | $46,473,160 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.93% | 0.88% |
#23
2
Prev: #21
|
2.4 |
—
|
4,918 | 6.5% |
P
S
|
80,274 | $45,927,164 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MBB
ISHARES TR
|
ETF | 0.91% | 0.76% |
#24
1
Prev: #23
|
0.9 |
—
|
18,210 | 4.0% |
P
S
|
471,752 | $44,792,852 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.85% | 0.75% |
#25
1
Prev: #24
|
2.3 |
—
|
11,098 | 8.4% |
P
S
|
143,253 | $42,139,302 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PFF
ISHARES TR
|
Preferred | 0.80% | 0.63% |
#26
1
Prev: #25
|
2.3 |
—
|
149,021 | 13.0% |
P
S
|
1,299,624 | $39,404,600 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.71% | 0.60% |
#27
1
Prev: #26
|
2.3 |
—
|
13,498 | 12.3% |
P
S
|
123,548 | $35,059,216 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KW
KENNEDY-WILSON ...
|
Real Estate | 0.61% | 0.47% |
#28
3
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
2,765,866 | $29,926,670 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.59% | 0.57% |
#29
1
Prev: #28
|
2.2 |
—
|
9,047 | 10.4% |
P
S
|
95,918 | $29,013,277 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.58% | 0.45% |
#30
4
Prev: #34
|
2.2 |
—
|
3,923 | 5.0% |
P
S
|
82,046 | $28,867,885 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.58% | — |
#31
Prev: #—
|
3.7 |
—
|
226,551 | — |
NEW
|
226,551 | $28,624,719 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NEM
NEWMONT CORP
|
Basic Materials | 0.55% | 0.34% |
#32
8
Prev: #40
|
2.7 |
—
|
62,158 | 32.7% |
P
S
|
252,162 | $27,296,537 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GWW
WW GRAINGER INC
|
Industrials | 0.55% | 0.40% |
#33
4
Prev: #37
|
2.2 |
—
|
2,182 | 9.7% |
P
S
|
24,697 | $26,939,735 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 0.52% | 0.52% |
#34
4
Prev: #30
|
2.2 |
—
|
18,369 | 16.4% |
P
S
|
130,494 | $25,741,246 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TLT
ISHARES TR
|
ETF | 0.52% | 0.46% |
#35
3
Prev: #32
|
0.7 |
—
|
-4,443 | -1.5% |
P
S
|
295,620 | $25,627,298 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
DHI
D R HORTON INC
|
Consumer Cyclical | 0.52% | 0.43% |
#36
Prev: #36
|
2.2 |
—
|
17,270 | 10.2% |
P
S
|
186,525 | $25,594,961 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BLK
BLACKROCK INC
|
Financial Services | 0.49% | 0.43% |
#37
2
Prev: #35
|
2.2 |
—
|
2,280 | 10.0% |
P
S
|
25,131 | $24,168,734 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
INTU
INTUIT
|
Technology | 0.49% | 0.52% |
#38
9
Prev: #29
|
2.7 |
—
|
11,132 | 25.1% |
P
S
|
55,562 | $24,023,898 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.48% | 0.36% |
#39
Prev: #39
|
2.2 |
—
|
23,080 | 8.0% |
P
S
|
311,294 | $23,673,909 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 0.43% | 0.46% |
#40
7
Prev: #33
|
2.7 |
—
|
64,889 | 24.0% |
P
S
|
334,764 | $21,006,441 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SHV
ISHARES TR
|
ETF | 0.42% | 0.21% |
#41
3
Prev: #44
|
3.2 |
—
|
76,895 | 70.7% |
P
S
|
185,685 | $20,497,767 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.41% | 0.36% |
#42
4
Prev: #38
|
2.2 |
—
|
1,704 | 6.3% |
P
S
|
28,943 | $20,194,110 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BAB
INVESCO EXCH TR...
|
ETF | 0.36% | 0.30% |
#43
2
Prev: #41
|
0.6 |
—
|
26,330 | 4.2% |
P
S
|
659,038 | $17,767,664 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOVT
ISHARES TR
|
ETF | 0.31% | 0.29% |
#44
2
Prev: #42
|
0.6 |
—
|
-41,363 | -5.8% |
P
S
|
671,704 | $15,388,739 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IYR
ISHARES TR
|
ETF | 0.24% | 0.21% |
#45
Prev: #45
|
0.6 |
—
|
-1,094 | -0.9% |
P
S
|
126,057 | $11,919,950 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ULTA
ULTA BEAUTY INC
|
Consumer Cyclical | 0.22% | 0.19% |
#46
1
Prev: #47
|
2.1 |
—
|
2,682 | 14.9% |
P
S
|
20,651 | $10,794,484 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.22% | 0.16% |
#47
5
Prev: #52
|
0.6 |
—
|
135 | 1.3% |
P
S
|
10,739 | $10,700,662 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.21% | 0.19% |
#48
Prev: #48
|
0.6 |
—
|
-211 | -1.2% |
P
S
|
17,088 | $10,214,181 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SHY
ISHARES TR
|
ETF | 0.20% | 0.18% |
#49
Prev: #49
|
0.6 |
—
|
-1,735 | -1.4% |
P
S
|
122,409 | $10,107,311 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.20% | 0.23% |
#50
7
Prev: #43
|
0.1 |
—
|
-27,367 | -21.6% |
P
S
|
99,566 | $10,022,314 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-50 of 224 holdings