SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q1 2026 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
191
Total value ($000)
$4,936,626
Net value change ($000)
-712,808 (-12.6%)
New positions
23
Sold out positions
20
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PSNY 190,486 NEW
SOXX 64,254 1709.3%
DIA 59,288 NEW
SJNK 48,011 4178.5%
GLD 37,204 17.2%
APH 28,625 NEW
CME 10,508 8.2%
SHV 8,515 71.1%
NEM 8,325 43.9%
HYG 4,515 7.9%
Top Reduces (Value $000, Stocks/ETFs)
ARES -702,050 -32.5%
SPY -426,418 -82.5%
JEF -191,415 -33.4%
IVV -71,062 -100.0%
XLK -67,761 -100.0%
XBI -63,218 -98.1%
UNH -33,757 -100.0%
QQQ -5,485 -5.0%
MSFT -5,467 -10.4%
INTU -5,407 -18.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 16,742 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type