SUMITOMO MITSUI FINANCIAL GROUP, INC.
•CIK: 1022837•Filing: Q4 2025
Sumitomo Mitsui Financial Group, Inc. manages $5.6 billion in assets with a concentrated portfolio, heavily weighted in ARES at 38.2%, and recently added XLK, NEM, and ALLW while cutting SJNK by 98% and APD by 89%. The fund, known for its active management style, has notably increased its position in XBI by 5,441% and EEM by 59%, reflecting a strategic shift towards technology and emerging markets.
Total AUM
$5.6B
+ $1.7M in options
QoQ Performance
-0.9%
Positions
107
+ 9 options
Top 10 Concentration
72.5%
Latest Filing
Q4 2025
Top Holdings Allocation
ARES
JEF
SPY
ARES38.2%
JEF10.1%
SPY9.2%
GQ93.8%
AGG2.4%
CME2.3%
NDQ2.0%
LQD1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.2%
Financial11.9%
ETF10.6%
Technology6.9%
Healthcare1.2%
Consumer1.1%
Industrial0.6%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
—
ARM HOLDINGS PLC
SOLD
$155.9K
+18 more exited positions
Changes from Q3 2025
NEW30 new positions
↑77 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023