SUMITOMO MITSUI FINANCIAL GROUP, INC.
168 holdingsFiling period: 2026-03-31Current AUM: $5.53Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARES | ARES MANAGEMENT CORPORATION | 13.36M | $1.46B | $1.71B | 30.97% | -- | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 756.0K | $491.6M | $564.7M | 10.22% | +2.5K | 2026-03-31 |
| 3 | JEF | JEFFERIES FINL GROUP INC | 9.25M | $381.6M | $504.9M | 9.13% | -- | 2026-03-31 |
| 4 | GLD | SPDR GOLD TR | 590.1K | $253.9M | $219.2M | 3.97% | +43.3K | 2026-03-31 |
| 5 | PSNY | POLESTAR AUTOMOTIVE HLDG UK | 10.34M | $190.5M | $148.9M | 2.69% | -- | 2026-03-31 |
| 6 | CME | CME GROUP INC | 471.8K | $139.4M | $126.4M | 2.29% | -- | 2026-03-31 |
| 7 | AGG | ISHARES TR | 1.35M | $134.4M | $131.8M | 2.39% | +2.4K | 2026-03-31 |
| 8 | QQQ | INVESCO QQQ TR | 189.8K | $109.5M | $130.6M | 2.36% | +11.1K | 2026-03-31 |
| 9 | LQD | ISHARES TR | 835.0K | $91.0M | $88.7M | 1.61% | +16.5K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 468.5K | $81.7M | $94.1M | 1.70% | +10.7K | 2026-03-31 |
| 11 | IEF | ISHARES TR | 855.2K | $81.6M | $79.5M | 1.44% | +22.3K | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 238.9K | $73.9M | $93.0M | 1.68% | +15.6K | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 255.4K | $73.3M | $91.1M | 1.65% | +14.4K | 2026-03-31 |
| 14 | SOXX | ISHARES TR | 206.9K | $68.0M | $104.5M | 1.89% | +194.5K | 2026-03-31 |
| 15 | HYG | ISHARES TR | 776.8K | $61.8M | $61.7M | 1.12% | +66.3K | 2026-03-31 |
| 16 | ANET | ARISTA NETWORKS INC | 490.3K | $60.2M | $88.4M | 1.60% | +27.7K | 2026-03-31 |
| 17 | DIA | SPDR DOW JONES INDL AVERAGE | 128.0K | $59.3M | $67.1M | 1.21% | -- | 2026-03-31 |
| 18 | IGSB | ISHARES TR | 1.04M | $54.6M | $54.2M | 0.98% | -14,588 | 2026-03-31 |
| 19 | XYZ | BLOCK INC | 907.9K | $54.6M | $73.8M | 1.33% | -286 | 2026-03-31 |
| 20 | SJNK | SPDR SERIES TRUST | 1.97M | $49.2M | $48.9M | 0.88% | -577,238 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 127.0K | $47.0M | $59.0M | 1.07% | +18.5K | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 223.1K | $46.5M | $60.6M | 1.10% | +13.2K | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 80.3K | $45.9M | $44.7M | 0.81% | +4.9K | 2026-03-31 |
| 24 | MBB | ISHARES TR | 471.8K | $44.8M | $43.8M | 0.79% | +18.2K | 2026-03-31 |
| 25 | JPM | JPMORGAN CHASE & CO | 143.3K | $42.1M | $50.4M | 0.91% | +11.1K | 2026-03-31 |
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