SUMITOMO MITSUI FINANCIAL GROUP, INC.

$4.9B reported 13(f) long value · latest quarter 2026-03-31 · CIK 1022837 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $4.9B
ALL retained default holdings for this (filer, period), including NULL-value ones: 203
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 46
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 34

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	−$25.4M	+2,456	$517M	$492M	753,512	755,968
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	ADD	+$37.2M	+43,283	$217M	$254M	546,779	590,062
position key `sid:sec:prov:1099d07fd8ab1c20fb360e2071231441` · issuer key `cusip6:731105` SPONSORED ADS	NEW	+$190M	+10,341,261	$0	$190M	—	10,341,261
position key `pos:14737` · issuer key `iss:1012` CORE US AGGBD ET	ADD	−$589K	+2,376	$135M	$134M	1,351,604	1,353,980
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	ADD	−$5.5M	+3,140	$110M	$105M	178,626	181,766
position key `pos:14841` · issuer key `iss:1012` IBOXX INV CP ETF	ADD	+$821K	+16,543	$90.2M	$91.0M	818,495	835,038
position key `pos:15642` · issuer key `iss:1334` COM	ADD	−$3.7M	+10,684	$85.4M	$81.7M	457,826	468,510
position key `pos:16327` · issuer key `iss:1012` 7-10 YR TRSY BD	ADD	+$1.5M	+22,348	$80.1M	$81.6M	832,849	855,197
position key `pos:12827` · issuer key `iss:323` COM	ADD	−$4.0M	+13,552	$77.3M	$73.3M	223,344	236,896
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	ADD	−$2.6M	+13,721	$75.6M	$73.1M	241,019	254,740
position key `pos:17516` · issuer key `iss:1012` ISHARES SEMICDTR	ADD	+$64.3M	+194,458	$3.8M	$68.0M	12,483	206,941
position key `pos:12764` · issuer key `iss:1013` IBOXX HI YD ETF	ADD	+$4.5M	+66,302	$57.3M	$61.8M	710,528	776,830
position key `pos:11577` · issuer key `iss:167` COM SHS	ADD	−$423K	+27,690	$60.6M	$60.2M	462,612	490,302
position key `pos:17452` · issuer key `iss:1604` UT SER 1	NEW	+$59.3M	+128,000	$0	$59.3M	—	128,000
position key `pos:14231` · issuer key `iss:1013` ISHS 1-5YR INVS	TRIM	−$1.1M	−14,588	$55.7M	$54.6M	1,054,258	1,039,670
position key `pos:12363` · issuer key `iss:1707` CL A	TRIM	−$4.5M	−286	$59.1M	$54.6M	908,216	907,930
position key `sid:sec:prov:ec46aef002af82b45acef2233f68afee` · issuer key `cusip6:78468R` STATE STREET SPD	TRIM	+$48.0M	−577,238	$1.1M	$49.2M	2,545,222	1,967,984
position key `pos:11825` · issuer key `iss:1225` COM	ADD	−$5.5M	+18,492	$52.5M	$47.0M	108,493	126,985
position key `pos:14175` · issuer key `iss:95` COM	ADD	−$2.0M	+13,154	$48.5M	$46.5M	209,985	223,139
position key `pos:11390` · issuer key `iss:720` CL A	ADD	−$3.8M	+4,918	$49.7M	$45.9M	75,356	80,274
position key `pos:14874` · issuer key `iss:1013` MBS ETF	ADD	+$1.6M	+18,210	$43.2M	$44.8M	453,542	471,752
position key `pos:18039` · issuer key `iss:1025` COM	ADD	−$444K	+11,098	$42.6M	$42.1M	132,155	143,253
position key `pos:13661` · issuer key `iss:1013` PFD AND INCM SEC	ADD	+$3.8M	+149,021	$35.6M	$39.4M	1,150,603	1,299,624
position key `pos:12492` · issuer key `iss:810` COM NEW	ADD	+$1.2M	+13,498	$33.9M	$35.1M	110,050	123,548
position key `pos:11849` · issuer key `iss:104` COM	ADD	−$3.1M	+9,047	$32.1M	$29.0M	86,871	95,918
position key `pos:11671` · issuer key `iss:122` COM	ADD	+$3.3M	+3,923	$25.6M	$28.9M	78,123	82,046
position key `pos:15235` · issuer key `iss:125` CL A	NEW	+$28.6M	+226,551	$0	$28.6M	—	226,551
position key `pos:13933` · issuer key `iss:1307` COM	ADD	+$8.3M	+62,158	$19.0M	$27.3M	190,004	252,162
position key `pos:10654` · issuer key `iss:844` COM	ADD	+$4.2M	+2,182	$22.7M	$26.9M	22,515	24,697
position key `pos:13214` · issuer key `iss:745` COM	ADD	−$3.5M	+18,369	$29.3M	$25.7M	112,125	130,494
position key `pos:13043` · issuer key `iss:1012` 20 YR TR BD ETF	TRIM	−$526K	−4,443	$26.2M	$25.6M	300,063	295,620
position key `pos:14419` · issuer key `iss:549` COM	ADD	+$1.2M	+17,270	$24.4M	$25.6M	169,255	186,525
position key `pos:11610` · issuer key `iss:287` COM	ADD	−$290K	+2,280	$24.5M	$24.2M	22,851	25,131
position key `pos:13832` · issuer key `iss:996` COM	ADD	−$5.4M	+11,132	$29.4M	$24.0M	44,430	55,562
position key `pos:10493` · issuer key `iss:471` COM	ADD	+$3.5M	+23,080	$20.1M	$23.7M	288,214	311,294
position key `pos:14095` · issuer key `iss:307` COM	ADD	−$4.7M	+64,889	$25.7M	$21.0M	269,875	334,764
position key `pos:16685` · issuer key `iss:1013` TRUST ISHARE 0-1	ADD	+$8.5M	+76,895	$12.0M	$20.5M	108,790	185,685
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` INF TECH ETF	ADD	−$338K	+1,704	$20.5M	$20.2M	27,239	28,943
position key `sid:sec:prov:3b723deb22f7d4adc7eee2db84ffe6be` · issuer key `cusip6:46138G` TAXABLE MUN BD	ADD	+$558K	+26,330	$17.2M	$17.8M	632,708	659,038
position key `sid:sec:prov:b01efafd9c52181221003a3f82558332` · issuer key `cusip6:46429B` US TREAS BD ETF	TRIM	−$1.0M	−41,363	$16.4M	$15.4M	713,067	671,704
position key `pos:17094` · issuer key `iss:1012` U.S. REAL ES ETF	TRIM	−$18.3K	−1,094	$11.9M	$11.9M	127,151	126,057
position key `pos:17630` · issuer key `iss:1849` COM	ADD	−$76.9K	+2,682	$10.9M	$10.8M	17,969	20,651
position key `pos:12030` · issuer key `iss:525` COM	ADD	+$1.6M	+135	$9.1M	$10.7M	10,604	10,739
position key `sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5` · issuer key `cusip6:922908` S&P 500 ETF SHS	TRIM	−$634K	−211	$10.8M	$10.2M	17,299	17,088
position key `pos:13422` · issuer key `iss:1012` 1 3 YR TREAS BD	TRIM	−$174K	−1,735	$10.3M	$10.1M	124,144	122,409
position key `sid:sec:prov:e38118ea8b169e3aaee9194c66190079` · issuer key `cusip6:46436E` 0-3 MNTH TREASRY	TRIM	−$2.7M	−27,367	$12.7M	$10.0M	126,933	99,566
position key `pos:17533` · issuer key `iss:1509` COM	ADD	−$1.6M	+8,624	$11.0M	$9.4M	64,377	73,001
position key `pos:12477` · issuer key `cusip6:81369Y` STATE STREET CON	TRIM	−$153K	−8,305	$9.5M	$9.4M	122,859	114,554
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	TRIM	−$92.6K	−17,459	$9.5M	$9.4M	221,439	203,980
position key `sid:sec:prov:3a69ff5ca4f41bbce8dbd9c569fbb075` · issuer key `cusip6:92206C` SHRT TRM CORP BD	ADD	+$843K	+11,218	$8.0M	$8.9M	100,653	111,871
position key `pos:16133` · issuer key `iss:1012` TIPS BD ETF	ADD	+$314K	+2,585	$7.1M	$7.5M	64,923	67,508
position key `sid:sec:prov:7202fea486129d5c8347b02887ba22e3` · issuer key `cusip6:92206C` LG-TERM COR BD	ADD	+$667K	+10,139	$6.1M	$6.7M	79,788	89,927
position key `pos:13160` · issuer key `iss:1012` MSCI EMG MKT ETF	ADD	+$2.6M	+43,046	$4.0M	$6.6M	72,359	115,405
position key `sid:sec:prov:e75b9763b6d6ae3dca89b4c37a713ace` · issuer key `cusip6:78470P` SST BRIDGEWATER	TRIM	−$163K	−16,947	$6.6M	$6.4M	239,835	222,888
position key `sid:sec:prov:62e1bed5c51c70c406bb6315d4b7b253` · issuer key `cusip6:46429B` MSCI INDIA ETF	TRIM	−$2.3M	−24,026	$8.1M	$5.9M	149,881	125,855
position key `pos:11944` · issuer key `iss:454` COM	TRIM	−$24.7K	−803	$5.3M	$5.3M	69,329	68,526
position key `pos:18044` · issuer key `iss:1013` 3 7 YR TREAS BD	ADD	+$65.3K	+828	$5.2M	$5.3M	43,826	44,654
position key `pos:10790` · issuer key `iss:1444` COM	TRIM	+$415K	−6,756	$4.7M	$5.2M	190,203	183,447
position key `pos:11431` · issuer key `cusip6:92206C` INT-TERM CORP	ADD	+$686K	+8,897	$4.2M	$4.9M	50,648	59,545
position key `pos:15137` · issuer key `iss:1523` CL A	ADD	+$429K	+1,589	$4.3M	$4.8M	12,255	13,844
position key `pos:11173` · issuer key `iss:995` UNIT SER 1 PUT	NEW	+$4.6M	+8,000	$0	$4.6M	—	8,000
position key `sid:sec:prov:91368d096dad12a583c6c8abaa80d72a` · issuer key `cusip6:33734X` NASDAQ CYB ETF	TRIM	−$1.3M	−9,812	$5.4M	$4.1M	75,779	65,967
position key `pos:16841` · issuer key `iss:1791` COM	ADD	+$614K	+1,072	$3.4M	$4.0M	19,727	20,799
position key `pos:17543` · issuer key `iss:1012` U.S. ENERGY ETF	TRIM	+$331K	−14,667	$3.5M	$3.9M	74,296	59,629
position key `pos:13833` · issuer key `iss:1435` COM	TRIM	+$197K	−622	$3.6M	$3.8M	24,949	24,327
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$274K	−2,117	$4.0M	$3.8M	28,238	26,121
position key `pos:10715` · issuer key `iss:916` COM	ADD	−$117K	+159	$3.8M	$3.7M	11,112	11,271
position key `pos:14047` · issuer key `iss:417` COM NEW CALL	NEW	+$3.5M	+100,000	$0	$3.5M	—	100,000
position key `pos:15179` · issuer key `iss:1012` EXPANDED TECH	ADD	−$1.1M	+491	$4.6M	$3.5M	43,411	43,902
position key `pos:14990` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$1.8M	−14,434	$5.3M	$3.4M	38,029	23,595
position key `pos:18104` · issuer key `iss:233` COM	ADD	+$408K	+2,935	$2.7M	$3.1M	23,390	26,325
position key `pos:15008` · issuer key `iss:318` COM	ADD	+$503K	+3,564	$2.3M	$2.8M	42,782	46,346
position key `sid:sec:prov:8cc6d731232d1ac429fb431a7ea6a184` · issuer key `cusip6:92189F` GOLD MINERS ETF	ADD	+$691K	+6,052	$1.9M	$2.6M	22,652	28,704
position key `sid:sec:prov:43a18656dc66180eb1584d2345e34a76` · issuer key `cusip6:46434V` GLOBAL REIT ETF	TRIM	−$67.4K	−3,514	$2.6M	$2.5M	104,810	101,296
position key `pos:16441` · issuer key `iss:16` COM	TRIM	+$340K	−461	$2.1M	$2.5M	85,232	84,771
position key `pos:10714` · issuer key `iss:1633` US DIVIDEND EQ	TRIM	−$790K	−37,477	$3.0M	$2.3M	110,850	73,373
position key `pos:15571` · issuer key `iss:1013` JPMORGAN USD EMG	ADD	+$600K	+6,787	$1.6M	$2.2M	16,141	22,928
position key `sid:sec:prov:dc3d92b15ae7345d7d553d8453d64a59` · issuer key `cusip6:33734X` CLOUD COMPUTING	ADD	−$6.7K	+2,902	$2.0M	$2.0M	15,638	18,540
position key `pos:12832` · issuer key `iss:1358` COM	ADD	−$73.8K	+794	$2.0M	$1.9M	24,557	25,351
position key `pos:16747` · issuer key `iss:1013` U.S.MED DVC ETF	ADD	+$223K	+7,690	$1.3M	$1.5M	21,315	29,005
position key `pos:11199` · issuer key `cusip6:922042` TT WRLD ST ETF	ADD	+$1.1M	+7,950	$310K	$1.4M	2,195	10,145
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` REAL ESTATE ETF	ADD	+$79.7K	+865	$1.3M	$1.3M	14,142	15,007
position key `pos:13905` · issuer key `iss:1016` CORE MSCI EMKT	TRIM	−$32.4K	−1,176	$1.3M	$1.3M	19,602	18,426
position key `pos:10935` · issuer key `iss:1902` COM	ADD	+$411K	+4,219	$854K	$1.3M	20,988	25,207
position key `pos:10141` · issuer key `iss:1602` STATE STREET SPD	ADD	−$63.2M	+184	$64.4M	$1.2M	9,424	9,608
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	ADD	+$172K	+2,042	$926K	$1.1M	7,868	9,910
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` HEALTH CAR ETF	ADD	+$162K	+746	$769K	$930K	2,670	3,416
position key `pos:12105` · issuer key `iss:1983` CLOUD COMPUTNG	ADD	−$129K	+3,654	$1.0M	$912K	29,728	33,382
position key `sid:sec:prov:519902191eab5520c75b9ee010e71ebf` · issuer key `cusip6:92204A` CONSUM DIS ETF	ADD	+$183K	+683	$704K	$887K	1,787	2,470
position key `pos:15221` · issuer key `iss:1228` COM PUT	NEW	+$845K	+2,500	$0	$845K	—	2,500
position key `pos:13874` · issuer key `iss:1012` ISHARES BIOTECH	ADD	+$6.6K	+37	$827K	$834K	4,901	4,938
position key `pos:16278` · issuer key `iss:390` COM PUT	NEW	+$821K	+4,500	$0	$821K	—	4,500
position key `pos:11588` · issuer key `iss:1058` COM	ADD	+$183K	+2,156	$575K	$757K	5,695	7,851
position key `pos:15818` · issuer key `iss:1742` COM	TRIM	−$238K	−2,890	$991K	$754K	13,454	10,564
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	TRIM	−$76.0K	−890	$807K	$731K	5,717	4,827
position key `pos:12696` · issuer key `iss:1845` COM PUT	NEW	+$719K	+10,000	$0	$719K	—	10,000
position key `pos:16841` · issuer key `iss:1791` COM PUT	NEW	+$679K	+3,500	$0	$679K	—	3,500
position key `pos:17290` · issuer key `iss:39` COM PUT	NEW	+$656K	+2,700	$0	$656K	—	2,700
position key `pos:14712` · issuer key `iss:537` CL A PUT	NEW	+$586K	+1,500	$0	$586K	—	1,500
position key `pos:17533` · issuer key `iss:1509` COM PUT	NEW	+$580K	+4,500	$0	$580K	—	4,500

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 19

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:16696` · issuer key `iss:162` CL A COM STK	NO CHANGE	−$702M	$2.2B	$1.5B	13,364,740	13,364,740
position key `pos:11840` · issuer key `iss:1031` COM	NO CHANGE	−$191M	$573M	$382M	9,247,081	9,247,081
position key `pos:15442` · issuer key `iss:356` COM	NO CHANGE	+$10.5M	$129M	$139M	471,846	471,846
position key `pos:15446` · issuer key `cusip6:489398` COM	NO CHANGE	+$3.2M	$26.7M	$29.9M	2,765,866	2,765,866
position key `pos:14047` · issuer key `iss:417` COM NEW	NO CHANGE	−$1.0M	$4.6M	$3.5M	100,000	100,000
position key `sid:sec:prov:6953c7b2bda9e6716546e308635132c2` · issuer key `cusip6:74349Y` SHORT S&P 500 NE	NO CHANGE	+$22.8K	$432K	$455K	12,000	12,000
position key `sid:sec:prov:bdd8a86d3f99ee45620b574600376f0d` · issuer key `cusip6:46435G` MORTGE REL ETF	NO CHANGE	−$12.0K	$373K	$361K	16,831	16,831
position key `sid:sec:prov:8ab4a8205c32f5d1c220e2a90e7de838` · issuer key `cusip6:46434V` HDG MSCI JAPAN	NO CHANGE	+$20.1K	$296K	$317K	5,625	5,625
position key `pos:12799` · issuer key `iss:1016` MSCI JAPAN ETF	NO CHANGE	+$11.8K	$257K	$268K	3,179	3,179
position key `sid:sec:prov:067fdb2f74f79fc28d1072b78e62a0fd` · issuer key `cusip6:72201R` ACTIVE BD ETF	NO CHANGE	−$1.8K	$205K	$203K	2,200	2,200
position key `pos:15702` · issuer key `iss:1012` RUSSELL 2000 ETF	NO CHANGE	+$1.1K	$156K	$157K	634	634
position key `pos:13201` · issuer key `iss:1982` EM EX ST-OWNED	NO CHANGE	+$3.3K	$119K	$123K	3,058	3,058
position key `sid:sec:prov:f9edbe55caee8e3cb6eac2a550581ab6` · issuer key `cusip6:921910` ESG US STK ETF	NO CHANGE	−$8.2K	$113K	$105K	938	938
position key `sid:sec:prov:dc75c9764218133658da2251c207ddb8` · issuer key `cusip6:46435U` ESG AWR US AGRGT	NO CHANGE	−$659	$105K	$104K	2,196	2,196
position key `sid:sec:prov:472af252cda1e0f13d5ff2184a64a0e5` · issuer key `cusip6:72201R` MULTISECTOR BD	NO CHANGE	−$1.2K	$67.4K	$66.2K	2,528	2,528
position key `sid:sec:prov:62eb42e14503968141857c62d67e1607` · issuer key `cusip6:81369Y` STATE STREET MAT	NO CHANGE	+$5.5K	$53.8K	$59.3K	1,186	1,186
position key `sid:sec:prov:ea0b38b893ec0f350146b47249e6830e` · issuer key `cusip6:46434V` CUR HD EURZN ETF	NO CHANGE	−$68	$49.4K	$49.4K	1,130	1,130
position key `pos:11286` · issuer key `iss:1016` MSCI TAIWAN ETF	NO CHANGE	+$843	$7.2K	$8.1K	114	114
position key `pos:16096` · issuer key `iss:1206` COM	NO CHANGE	+$34	$4.6K	$4.7K	15	15

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 120 issuers · $4.9B disclosed value over 203 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARES MANAGEMENT CORPORATION · CL A COM STK CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.5B

13,364,740

29.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR S&P 500 ETF TR

1 position · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for SPDR S&P 500 ETF TR, as it reported them
SPDR S&P 500 ETF TR · TR UNIT CUSIP — src ↗	$401M	616,700
STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — src ↗	$90.5M	139,268

$492M

755,968

10.0%

—

ISHARES TR

15 positions · 16 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ISHARES TR, as it reported them
ISHARES TR · CORE US AGGBD ET CUSIP — src ↗	$134M	1,353,980
ISHARES TR · IBOXX INV CP ETF CUSIP — src ↗	$91.0M	835,038
ISHARES TR · 7-10 YR TRSY BD CUSIP — src ↗	$81.6M	855,197
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$61.1M	186,000
ISHARES TR · 20 YR TR BD ETF CUSIP — src ↗	$25.6M	295,620
ISHARES TR · U.S. REAL ES ETF CUSIP — src ↗	$11.9M	126,057
ISHARES TR · 1 3 YR TREAS BD CUSIP — src ↗	$10.1M	122,409
ISHARES TR · TIPS BD ETF CUSIP — src ↗	$7.5M	67,508
ISHARES TR · ISHARES SEMICDTR CUSIP — src ↗	$6.9M	20,941
ISHARES TR · MSCI EMG MKT ETF CUSIP — src ↗	$6.6M	115,405
ISHARES TR · U.S. ENERGY ETF CUSIP — src ↗	$3.9M	59,629
ISHARES TR · EXPANDED TECH CUSIP — src ↗	$3.5M	43,902
ISHARES TR · ISHARES BIOTECH CUSIP — src ↗	$834K	4,938
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$731K	4,827
ISHARES TR · CHINA LG-CAP ETF CUSIP — src ↗	$539K	15,000
ISHARES TR · RUSSELL 2000 ETF CUSIP — src ↗	$157K	634

ticker not yet mapped

$446M

4,107,085

9.0%

—

JEFFERIES FINL GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$382M

9,247,081

7.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$254M

590,062

5.1%

—

ISHARES TR

10 positions · 10 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ISHARES TR, as it reported them
ISHARES TR · IBOXX HI YD ETF CUSIP — src ↗	$61.8M	776,830
ISHARES TR · ISHS 1-5YR INVS CUSIP — src ↗	$54.6M	1,039,670
ISHARES TR · MBS ETF CUSIP — src ↗	$44.8M	471,752
ISHARES TR · PFD AND INCM SEC CUSIP — src ↗	$39.4M	1,299,624
ISHARES TR · TRUST ISHARE 0-1 CUSIP — src ↗	$20.5M	185,685
ISHARES TR · 3 7 YR TREAS BD CUSIP — src ↗	$5.3M	44,654
ISHARES TR · JPMORGAN USD EMG CUSIP — src ↗	$2.2M	22,928
ISHARES TR · U.S.MED DVC ETF CUSIP — src ↗	$1.5M	29,005
ISHARES TR · US OIL GS EX ETF CUSIP — src ↗	$195K	1,562
ISHARES TR · INTL SEL DIV ETF CUSIP — src ↗	$176K	4,141

ticker not yet mapped

$231M

3,875,851

4.7%

—

POLESTAR AUTOMOTIVE HLDG UK · SPONSORED ADS CUSIP 731105409
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$190M

10,341,261

3.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CME GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$139M

471,846

2.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INVESCO QQQ TR

2 positions · 3 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for INVESCO QQQ TR, as it reported them
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$75.0M	130,000
INVESCO QQQ TR · UNIT SER 1 CUSIP — src ↗	$29.9M	51,766
INVESCO QQQ TR · UNIT SER 1 · PUT CUSIP — src ↗	$4.6M	8,000

$110M

189,766

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$81.7M

468,510

1.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC

3 positions · 4 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for BROADCOM INC, as it reported them
BROADCOM INC · COM CUSIP — src ↗	$73.0M	235,952
BROADCOM INC · COM · CALL CUSIP — src ↗	$310K	1,000
BROADCOM INC · COM · PUT CUSIP — src ↗	$310K	1,000
BROADCOM INC · COM CUSIP — src ↗	$292K	944

$73.9M

238,896

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

3 positions · 4 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$73.0M	254,543
ALPHABET INC · CAP STK CL C · PUT CUSIP — src ↗	$201K	700
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$198K	687
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$56.5K	197

$73.5M

256,127

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARISTA NETWORKS INC · COM SHS CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$60.2M

490,302

1.2%

—

SPDR DOW JONES INDL AVERAGE · UT SER 1 CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$59.3M

128,000

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLOCK INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$54.6M

907,930

1.1%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R408
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$49.2M

1,967,984

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP

1 position · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for MICROSOFT CORP, as it reported them
MICROSOFT CORP · COM CUSIP — src ↗	$46.6M	126,006
MICROSOFT CORP · COM CUSIP — src ↗	$362K	979

$47.0M

126,985

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$46.5M

223,139

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC

1 position · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for META PLATFORMS INC, as it reported them
META PLATFORMS INC · CL A CUSIP — src ↗	$45.7M	79,927
META PLATFORMS INC · CL A CUSIP — src ↗	$199K	347

$45.9M

80,274

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JPMORGAN CHASE & CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$42.1M

143,253

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE AEROSPACE · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$35.1M

123,548

0.7%

—

KENNEDY-WILSON HOLDINGS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$29.9M

2,765,866

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN EXPRESS CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$29.0M

95,918

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMGEN INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$28.9M

82,046

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMPHENOL CORP · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$28.6M

226,551

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$27.3M

252,162

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WW GRAINGER INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$26.9M

24,697

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRST SOLAR INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$25.7M

130,494

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

D R HORTON INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$25.6M

186,525

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$24.2M

25,131

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUIT

1 position · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for INTUIT, as it reported them
INTUIT · COM CUSIP — src ↗	$23.9M	55,362
INTUIT · COM CUSIP — src ↗	$86.5K	200

$24.0M

55,562

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COCA COLA CO

1 position · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for COCA COLA CO, as it reported them
COCA COLA CO · COM CUSIP — src ↗	$23.3M	306,857
COCA COLA CO · COM CUSIP — src ↗	$337K	4,437

$23.7M

311,294

0.5%

—

VANGUARD WORLD FD

3 positions · 3 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for VANGUARD WORLD FD, as it reported them
VANGUARD WORLD FD · INF TECH ETF CUSIP 92204A702 src ↗	$20.2M	28,943
VANGUARD WORLD FD · HEALTH CAR ETF CUSIP 92204A504 src ↗	$930K	3,416
VANGUARD WORLD FD · CONSUM DIS ETF CUSIP 92204A108 src ↗	$887K	2,470

ticker not yet mapped

$22.0M

34,829

0.4%

—

ISHARES TR

4 positions · 4 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ISHARES TR, as it reported them
ISHARES TR · US TREAS BD ETF CUSIP 46429B267 src ↗	$15.4M	671,704
ISHARES TR · MSCI INDIA ETF CUSIP 46429B598 src ↗	$5.9M	125,855
ISHARES TR · MSCI INDONIA ETF CUSIP 46429B309 src ↗	$14.3K	905
ISHARES TR · MSCI USA MIN VOL CUSIP 46429B697 src ↗	$927	10

ticker not yet mapped

$21.3M

798,474

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOSTON SCIENTIFIC CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$21.0M

334,764

0.4%

—

VANGUARD SCOTTSDALE FDS

3 positions · 3 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for VANGUARD SCOTTSDALE FDS, as it reported them
VANGUARD SCOTTSDALE FDS · SHRT TRM CORP BD CUSIP 92206C409 src ↗	$8.9M	111,871
VANGUARD SCOTTSDALE FDS · LG-TERM COR BD CUSIP 92206C813 src ↗	$6.7M	89,927
VANGUARD SCOTTSDALE FDS · INT-TERM CORP CUSIP — src ↗	$4.9M	59,545

ticker not yet mapped

$20.5M

261,343

0.4%

—

SELECT SECTOR SPDR TR

7 positions · 7 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$9.4M	114,554
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$9.4M	203,980
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$1.1M	9,910
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$318K	5,189
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$59.3K	1,186
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$40.3K	817
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$11.6K	72

ticker not yet mapped

$20.3M

335,708

0.4%

—

INVESCO EXCH TRADED FD TR II · TAXABLE MUN BD CUSIP 46138G805
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$17.8M

659,038

0.4%

—

VANGUARD INDEX FDS

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$10.2M	17,088
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 src ↗	$1.3M	15,007

ticker not yet mapped

$11.5M

32,095

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ULTA BEAUTY INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.8M

20,651

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$10.7M

10,739

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC

3 positions · 4 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for QUALCOMM INC, as it reported them
QUALCOMM INC · COM CUSIP — src ↗	$9.0M	69,901
QUALCOMM INC · COM · PUT CUSIP — src ↗	$580K	4,500
QUALCOMM INC · COM CUSIP — src ↗	$399K	3,100
QUALCOMM INC · COM · CALL CUSIP — src ↗	$193K	1,500

$10.2M

79,001

0.2%

—

ISHARES TR · 0-3 MNTH TREASRY CUSIP 46436E718
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$10.0M

99,566

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CELSIUS HLDGS INC

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for CELSIUS HLDGS INC, as it reported them
CELSIUS HLDGS INC · COM NEW · CALL CUSIP — src ↗	$3.5M	100,000
CELSIUS HLDGS INC · COM NEW CUSIP — src ↗	$3.5M	100,000

$7.1M

200,000

0.1%

—

SSGA ACTIVE TR · SST BRIDGEWATER CUSIP 78470P630
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$6.4M

222,888

0.1%

—

FIRST TR EXCHANGE TRADED FD

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for FIRST TR EXCHANGE TRADED FD, as it reported them
FIRST TR EXCHANGE TRADED FD · NASDAQ CYB ETF CUSIP 33734X846 src ↗	$4.1M	65,967
FIRST TR EXCHANGE TRADED FD · CLOUD COMPUTING CUSIP 33734X192 src ↗	$2.0M	18,540

ticker not yet mapped

$6.2M

84,507

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CISCO SYS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.3M

68,526

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PFIZER INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$5.2M

183,447

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TEXAS INSTRS INC

3 positions · 4 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for TEXAS INSTRS INC, as it reported them
TEXAS INSTRS INC · COM CUSIP — src ↗	$3.7M	19,099
TEXAS INSTRS INC · COM · PUT CUSIP — src ↗	$679K	3,500
TEXAS INSTRS INC · COM CUSIP — src ↗	$330K	1,700
TEXAS INSTRS INC · COM · CALL CUSIP — src ↗	$291K	1,500

$5.0M

25,799

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RALPH LAUREN CORP · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$4.8M

13,844

0.1%

—

SPDR SERIES TRUST

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$3.4M	23,595
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$1.2M	9,608

ticker not yet mapped

$4.7M

33,203

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.8M

24,327

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO

1 position · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for PROCTER & GAMBLE CO, as it reported them
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$3.6M	24,831
PROCTER & GAMBLE CO · COM CUSIP — src ↗	$186K	1,290

$3.8M

26,121

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HOME DEPOT INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.7M

11,271

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BANK NEW YORK MELLON CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$3.1M

26,325

0.1%

—

VANECK ETF TRUST

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for VANECK ETF TRUST, as it reported them
VANECK ETF TRUST · GOLD MINERS ETF CUSIP 92189F106 src ↗	$2.6M	28,704
VANECK ETF TRUST · JUNIOR GOLD MINE CUSIP 92189F791 src ↗	$485K	4,044

ticker not yet mapped

$3.1M

32,748

0.1%

—

ISHARES TR

3 positions · 3 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ISHARES TR, as it reported them
ISHARES TR · GLOBAL REIT ETF CUSIP 46434V647 src ↗	$2.5M	101,296
ISHARES TR · HDG MSCI JAPAN CUSIP 46434V886 src ↗	$317K	5,625
ISHARES TR · CUR HD EURZN ETF CUSIP 46434V639 src ↗	$49.4K	1,130

ticker not yet mapped

$2.9M

108,051

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.8M

46,346

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AT&T INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$2.5M

84,771

0.0%

—

SCHWAB STRATEGIC TR · US DIVIDEND EQ CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$2.3M

73,373

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

OMNICOM GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$1.9M

25,351

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERIZON COMMUNICATIONS INC

3 positions · 4 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for VERIZON COMMUNICATIONS INC, as it reported them
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$871K	17,357
VERIZON COMMUNICATIONS INC · COM CUSIP — src ↗	$394K	7,850
VERIZON COMMUNICATIONS INC · COM · PUT CUSIP — src ↗	$351K	7,000
VERIZON COMMUNICATIONS INC · COM · CALL CUSIP — src ↗	$201K	4,000

$1.8M

36,207

0.0%

—

ISHARES INC

3 positions · 3 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ISHARES INC, as it reported them
ISHARES INC · CORE MSCI EMKT CUSIP — src ↗	$1.3M	18,426
ISHARES INC · MSCI JAPAN ETF CUSIP — src ↗	$268K	3,179
ISHARES INC · MSCI TAIWAN ETF CUSIP — src ↗	$8.1K	114

ticker not yet mapped

$1.6M

21,719

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES INC

3 positions · 3 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for UBER TECHNOLOGIES INC, as it reported them
UBER TECHNOLOGIES INC · COM · PUT CUSIP — src ↗	$719K	10,000
UBER TECHNOLOGIES INC · COM CUSIP — src ↗	$511K	7,100
UBER TECHNOLOGIES INC · COM · CALL CUSIP — src ↗	$180K	2,500

$1.4M

19,600

0.0%

—

VANGUARD INTL EQUITY INDEX F · TT WRLD ST ETF CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$1.4M

10,145

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAPITAL ONE FINL CORP

3 positions · 3 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for CAPITAL ONE FINL CORP, as it reported them
CAPITAL ONE FINL CORP · COM · PUT CUSIP — src ↗	$821K	4,500
CAPITAL ONE FINL CORP · COM · CALL CUSIP — src ↗	$274K	1,500
CAPITAL ONE FINL CORP · COM CUSIP — src ↗	$128K	700

$1.2M

6,700

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ADOBE INC

3 positions · 3 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ADOBE INC, as it reported them
ADOBE INC · COM · PUT CUSIP — src ↗	$656K	2,700
ADOBE INC · COM · CALL CUSIP — src ↗	$316K	1,300
ADOBE INC · COM CUSIP — src ↗	$207K	850

$1.2M

4,850

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for MICRON TECHNOLOGY INC, as it reported them
MICRON TECHNOLOGY INC · COM · PUT CUSIP — src ↗	$845K	2,500
MICRON TECHNOLOGY INC · COM CUSIP — src ↗	$319K	943

$1.2M

3,443

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COINBASE GLOBAL INC

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for COINBASE GLOBAL INC, as it reported them
COINBASE GLOBAL INC · COM CL A CUSIP — src ↗	$489K	2,800
COINBASE GLOBAL INC · COM CL A · PUT CUSIP — src ↗	$489K	2,800

$978K

5,600

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWDSTRIKE HLDGS INC

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for CROWDSTRIKE HLDGS INC, as it reported them
CROWDSTRIKE HLDGS INC · CL A · PUT CUSIP — src ↗	$586K	1,500
CROWDSTRIKE HLDGS INC · CL A CUSIP — src ↗	$328K	840

$914K

2,340

0.0%

—

WISDOMTREE TR · CLOUD COMPUTNG CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$912K

33,382

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KIMBERLY-CLARK CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$757K

7,851

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYSCO CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$754K

10,564

0.0%

—

GLOBAL X FDS · US INFR DEV ETF CUSIP 37954Y673
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$577K

11,349

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LULULEMON ATHLETICA INC

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for LULULEMON ATHLETICA INC, as it reported them
LULULEMON ATHLETICA INC · COM · PUT CUSIP — src ↗	$322K	2,100
LULULEMON ATHLETICA INC · COM CUSIP — src ↗	$214K	1,400

$536K

3,500

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL MILLS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$483K

12,987

0.0%

—

PROSHARES TR · SHORT S&P 500 NE CUSIP 74349Y753
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$455K

12,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$440K

1,735

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$403K

6,990

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ILLINOIS TOOL WKS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$362K

1,389

0.0%

—

ISHARES TR · MORTGE REL ETF CUSIP 46435G342
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$361K

16,831

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC. · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$342K

3,560

0.0%

—

FIRST TR EXCHANGE-TRADED FD · NAS CLNEDG GREEN CUSIP 33733E500
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$273K

5,876

0.0%

—

PIMCO ETF TR

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for PIMCO ETF TR, as it reported them
PIMCO ETF TR · ACTIVE BD ETF CUSIP 72201R775 src ↗	$203K	2,200
PIMCO ETF TR · MULTISECTOR BD CUSIP 72201R585 src ↗	$66.2K	2,528

ticker not yet mapped

$269K

4,728

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ORACLE CORP

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ORACLE CORP, as it reported them
ORACLE CORP · COM · PUT CUSIP — src ↗	$147K	1,000
ORACLE CORP · COM CUSIP — src ↗	$121K	822

$268K

1,822

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$241K

2,000

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ARM HOLDINGS PLC

2 positions · 2 reported rows

Rows SUMITOMO MITSUI FINANCIAL GROUP, INC. reported for ARM HOLDINGS PLC, as it reported them
ARM HOLDINGS PLC · SPONSORED ADS · PUT CUSIP — src ↗	$106K	700
ARM HOLDINGS PLC · SPONSORED ADS CUSIP — src ↗	$102K	677

$208K

1,377

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LOCKHEED MARTIN CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$199K

330

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PALANTIR TECHNOLOGIES INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$163K

1,114

0.0%

—

INVESCO EXCH TRADED FD TR II · S&P500 LOW VOL CUSIP 46138E354
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$159K

2,168

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHARTER COMMUNICATIONS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$151K

700

0.0%

—

WISDOMTREE TR · EM EX ST-OWNED CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$123K

3,058

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$119K

700

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$107K

500

0.0%

—

VANGUARD WORLD FD · ESG US STK ETF CUSIP 921910733
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$105K

938

0.0%

—

ISHARES TR · ESG AWR US AGRGT CUSIP 46435U549
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$104K

2,196

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$103K

300

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ZOOM COMMUNICATIONS INC · CL A CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$102K

1,268

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-05-14 +44d

src ↗

$93.3K

500

0.0%

—

VANECK ETF TRUST · JP MRGAN EM LOC CUSIP 92189H300
2026-03-31 filed 2026-05-14 +44d

src ↗

ticker not yet mapped

$75.7K

3,016

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 84.9%above median 80.0%
Concentration index: 1,125 bpsabove median 446 bps
Positions with value: 203 / 203median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 84.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 1,125 · QoQ moves: 224

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open SUMITOMO MITSUI FINANCIAL GROUP, INC.'s 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).