Institutions / Sumitomo Mitsui Financial Group, Inc.
Sumitomo Mitsui Financial Group, Inc.
CIK 1022837 · Institutionalso an insider · as of Mar 31, 2026smfg.co.jp ↗
Portfolio value
$4.92B
Positions
167
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$4.92B-12.9%Positions
167+1.8%Top holdings
Mar 31, 2026View all 167 →
| Company | Value | % of portfolio |
|---|---|---|
| Ares Management Corporation | $1.46B | 29.6% |
| State Str SPDR S&P 500 ETF T | $491.61M | 10.0% |
| Jefferies Financial Group Inc. | $381.63M | 7.8% |
| SPDR Gold Tr | $253.90M | 5.2% |
| Polestar Automotive Holding UK PLC | $190.49M | 3.9% |
| CME Group Inc | $139.36M | 2.8% |
| iShares Tr | $134.41M | 2.7% |
| Invesco Qqq Tr | $104.91M | 2.1% |
| iShares MSCI UAE ETF | $91.01M | 1.8% |
| NVIDIA Corp | $81.71M | 1.7% |
| iShares Tr | $81.62M | 1.7% |
| Broadcom Inc. | $73.32M | 1.5% |
| Alphabet Inc. | $73.07M | 1.5% |
| iShares Tr | $68.01M | 1.4% |
| iShares Tr | $61.80M | 1.3% |
| Arista Networks, Inc.ANET | $60.20M | 1.2% |
| SPDR Dow Jones Indl Average | $59.29M | 1.2% |
| iShares Tr | $54.65M | 1.1% |
| Block, Inc. | $54.64M | 1.1% |
| SPDR Series Trust | $49.16M | 1.0% |
| Microsoft Corp | $47.01M | 1.0% |
| Amazon.com Inc | $46.47M | 0.9% |
| Meta Platforms Inc | $45.93M | 0.9% |
| iShares Tr | $44.79M | 0.9% |
| JPMORGAN CHASE & CO | $42.14M | 0.9% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Polestar Automotive Holding UK PLC | $190.49M | +10.3M | 10,341,261 3.87% of portfolio | high |
| Q1 2026 as of | Exit | 464287200 | $-71.06M | -103K -100.00% | — | high |
| Q1 2026 as of | Exit | 81369Y803 | $-67.76M | -466K -100.00% | — | high |
| Q1 2026 as of | Add | 464287523 | $63.91M | +194K +1557.78% | 206,941 1.38% of portfolio | high |
| Q1 2026 as of | New | 78467X109 | $59.29M | +128K | 128,000 1.21% of portfolio | high |
| Q1 2026 as of | Exit | Unitedhealth Group Inc | $-33.76M | -102K -100.00% | — | medium |
| Q1 2026 as of | New | Amphenol Corp /De | $28.62M | +227K | 226,551 0.58% of portfolio | medium |
| Q1 2026 as of | Add | 78463V107 | $18.62M | +43K +7.92% | 590,062 5.16% of portfolio | medium |
| Q1 2026 as of | Trim | 78468R408 | $-14.42M | -577K -22.68% | 1,967,984 1.00% of portfolio | medium |
| Q1 2026 as of | Add | 464288679 | $8.49M | +77K +70.68% | 185,685 0.42% of portfolio | medium |
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| May 1, 2026 | Buy | JEF Jefferies Financial Group Inc. Common Stock | $352.52M | +6.4M | 6,429,337 2.79% of shares | high |
| May 1, 2026 | Buy | JEF Jefferies Financial Group Inc. Common Stock | $310.02M | +6.4M | 6,429,337 2.79% of shares | high |
| Apr 27, 2026 | Exercise | JEF Jefferies Financial Group Inc. Non-Voting Common Stock | — | +9.2M | 9,247,081 4.01% of shares | low |
| Apr 27, 2026 | Exercise | JEF Jefferies Financial Group Inc. Common Stock | — | -9.2M -100.00% | 0 0.00% of shares | low |