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Livermore
Livermore
ZHEN

Sumitomo Mitsui Financial Group, Inc.

SEC CIK
0001022837
Latest filing
Aug 13, 2026

The latest 13F from Sumitomo Mitsui Financial Group, Inc. covers Q2 2026 (filed Aug 13, 2026): 175 long positions worth $5.24B. The top 10 holdings make up 67.5% of the portfolio, and the largest is Ares Management Corp (ARES) at 28.4%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
33
Est. +$8.55M
Added
65
Est. +$327.1M
Reduced
61
Est. −$271.6M
Sold out
25
Est. −$91.9M

Top 5 holdings

Share of this quarter's portfolio value

  1. ARESAres Management Corp
    28.4%$1.49BHistory
  2. SPYSPDR S&P 500 ETF Trust
    10.9%$572.9MHistory
  3. JEFJefferies Financial Group Inc.
    6.1%$321.3MHistory
  4. Invesco QQQ Trust Series I46090E103
    5.3%$278.9M
  5. GLDSPDR Gold Trust
    4.3%$227.6MHistory

Share of portfolio

Top 5 holdings and the other 170 positions, by share of portfolio value

  1. ARES28.4%
  2. SPY10.9%
  3. JEF6.1%
  4. Invesco QQQ Trust Series I5.3%
  5. GLD4.3%
  6. Other 170 positions44.9%

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco QQQ Trust Series I46090E103
    +$145.0MAdded
  2. State Street Materials Select Sector SPDR ETF81369Y100
    +$124.0MAdded
  3. GLDSPDR Gold Trust
    +$10.2MAddedHistory
  4. SPYSPDR S&P 500 ETF Trust
    +$8.41MAddedHistory
  5. APHAmphenol Corp
    +$5.74MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +3.19 pp2.1% → 5.3%
  2. State Street Materials Select Sector SPDR ETF81369Y100
    +2.37 pp<0.1% → 2.4%
  3. SPYSPDR S&P 500 ETF Trust
    +0.94 pp10.0% → 10.9%History
  4. ANETArista Networks, Inc.
    +0.37 pp1.2% → 1.6%History
  5. APHAmphenol Corp
    +0.29 pp0.6% → 0.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. JEFJefferies Financial Group Inc.
    −$140.8MReducedHistory
  2. iShares Semiconductor ETF464287523
    −$110.0MReduced
  3. DIASPDR Dow Jones Industrial Average ETF Trust
    −$59.3MSold outHistory
  4. KWKennedy-Wilson Holdings, Inc.
    −$29.9MSold outHistory
  5. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −$4.05MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. JEFJefferies Financial Group Inc.
    −1.62 pp7.8% → 6.1%History
  2. DIASPDR Dow Jones Industrial Average ETF Trust
    −1.21 pp1.2% → 0.0%History
  3. iShares Semiconductor ETF464287523
    −0.95 pp1.4% → 0.4%
  4. KWKennedy-Wilson Holdings, Inc.
    −0.61 pp0.6% → 0.0%History
  5. iShares Core U.S. Aggregate Bond ETF464287226
    −0.21 pp2.7% → 2.5%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$5.24B
+$319.7M (+6.5%) vs. prior quarter
Positions
175
+8 vs. prior quarter
Top 10 concentration
67.5%
Top 10 as share of value
Turnover
6.6%
Q2 2026, one quarter
Average holding period
19.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $7.50B (Q4 2024)

Q1 2021: $4.21BQ2 2021: $4.53BQ3 2021: $4.36BQ4 2021: $3.41BQ1 2022: $3.28BQ2 2022: $3.50BQ3 2022: $2.33BQ4 2022: $2.64BQ1 2023: $3.18BQ2 2023: $3.14BQ3 2023: $3.10BQ4 2023: $3.15BQ1 2024: $3.22BQ2 2024: $3.21BQ3 2024: $4.45BQ4 2024: $7.50BQ1 2025: $5.46BQ2 2025: $6.13BQ3 2025: $5.70BQ4 2025: $5.58BQ1 2026: $4.92BQ2 2026: $5.24B
Q1 2021Q2 2026
13F filings of Sumitomo Mitsui Financial Group, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 13, 2026175$5.24BARESSPYJEFvs. Q1 2026SEC
Q1 2026May 14, 2026167$4.92BARESSPYJEFvs. Q4 2025SEC
Q4 2025Feb 12, 2026164$5.58BARESJEFSPYvs. Q3 2025SEC
Q3 2025Nov 12, 2025151$5.70BARESJEFSPYvs. Q2 2025SEC
Q2 2025Aug 13, 2025163$6.13BARESSPYJEFvs. Q1 2025SEC
Q1 2025May 14, 2025146$5.46BARESSPYJEFvs. Q4 2024SEC
Q4 2024Feb 13, 2025134$7.50BARESSPYJEFvs. Q3 2024SEC
Q3 2024Mar 31, 2025Amended137$4.45BARESJEFSPYvs. Q2 2024SECSEC
Q2 2024Aug 13, 2024142$3.21BARESCMEiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q1 2024SEC
Q1 2024May 13, 2024138$3.22BARESiShares TrCMEvs. Q4 2023SEC
Q4 2023Feb 8, 2024140$3.15BARESiShares TrCMEvs. Q3 2023SEC
Q3 2023Nov 8, 2023143$3.10BARESiShares Core U.S. Aggregate Bond ETFiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q2 2023SEC
Q2 2023Aug 9, 2023148$3.14BARESiShares Core U.S. Aggregate Bond ETFiShares Iboxx $ Investment Grade Corporate Bond ETFvs. Q1 2023SEC
Q1 2023May 11, 2023145$3.18BARESiShares Iboxx $ Investment Grade Corporate Bond ETFJEFvs. Q4 2022SEC
Q4 2022Feb 10, 2023144$2.64BARESJEFCMEvs. Q3 2022SEC
Q3 2022Nov 8, 2022146$2.33BARESJEFCMEvs. Q2 2022SEC
Q2 2022Aug 9, 2022156$3.50BARESSPYJEFvs. Q1 2022SEC
Q1 2022May 12, 2022160$3.28BARESJEFXYZvs. Q4 2021SEC
Q4 2021Feb 10, 2022159$3.41BARESJEFXYZvs. Q3 2021SEC
Q3 2021Nov 10, 2021156$4.36BARESJEFiShares Core S&P 500 ETFvs. Q2 2021SEC
Q2 2021Aug 11, 2021145$4.53BARESInvesco QQQ Trust Series IiShares Core S&P 500 ETFvs. Q1 2021SEC
Q1 2021May 13, 2021148$4.21BARESDIAiShares Core S&P 500 ETF–SEC

13D and 13G filings

Companies where Sumitomo Mitsui Financial Group, Inc. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Sumitomo Mitsui Financial Group, Inc. does not currently report owning 5% or more of any company.

Latest filings

15 filings on file made by Sumitomo Mitsui Financial Group, Inc. or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Sumitomo Mitsui Financial Group, Inc.
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
PSNYPolestar Automotive Holding UK PLCMay 15, 20266:17 AM ETSumitomo Mitsui Banking Corpand 1 other13G7.10%10.3M sharesNewFeb 5, 2026SEC
VNETVNET Group, Inc.Feb 13, 20246:07 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC
QFINQfin Holdings, Inc.Feb 13, 20246:06 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC
QFINQfin Holdings, Inc.Feb 14, 20237:26 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC
RNWReNew Energy Global plcFeb 14, 20237:21 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC
VNETVNET Group, Inc.Feb 14, 20237:15 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC
Ares Private Markets FundMay 10, 20226:14 AM ETSumitomo Mitsui Financial Group, Inc.13GOld format–New–SEC
QFINQfin Holdings, Inc.Feb 14, 20229:13 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC
RNWReNew Energy Global plcFeb 14, 20229:06 AM ETSumitomo Mitsui Financial Group, Inc.13GOld format–New–SEC
VNETVNET Group, Inc.Feb 14, 20228:57 AM ETSumitomo Mitsui Financial Group, Inc.13GOld format–New–SEC
ARESAres Management CorpFeb 2, 20226:24 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC
Magnum Opus Acquisition LtdOct 7, 20216:06 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC
Magnum Opus Acquisition LtdApr 9, 20216:27 AM ETSumitomo Mitsui Financial Group, Inc.13GOld format–New–SEC
ARESAres Management CorpFeb 12, 20217:54 AM ETSumitomo Mitsui Financial Group, Inc.13GOld format–New–SEC
QFINQfin Holdings, Inc.Feb 9, 20216:13 AM ETSumitomo Mitsui Financial Group, Inc.13G/AOld format–––SEC