1y return−9.1%S&P 500 +20.9%
3y return+41.9%S&P 500 +68.5%
5y return+41.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $244 against $299 in the S&P 500.2
Sumitomo Mitsui Financial Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ARESAres Management Corporation | $1.5B | 28.4% | |
| SPYState Str Spdr S&p 500 Etf T | $572.9M | 10.9% | +1.5% |
| JEFJefferies Finl Group Inc | $321.3M | 6.1% | −30.5% |
| QQQInvesco Qqq Tr | $278.9M | 5.3% | +108.3% |
| GLDSpdr Gold Tr | $227.6M | 4.3% | +4.7% |
| PSNYPolestar Automotive Hldg Uk | $194.2M | 3.7% | |
| AGGIshares Tr | $132.2M | 2.5% | −1.3% |
| XLBSelect Sector Spdr Tr | $124.1M | 2.4% | +205733.6% |
| CMECme Group Inc | $104.2M | 2.0% | |
| NVDANvidia Corporation | $95.1M | 1.8% | +1.5% |
| LQDIshares Tr | $93.7M | 1.8% | +2.9% |
| GOOGAlphabet Inc | $90.5M | 1.7% | |
| AVGOBroadcom Inc | $89.7M | 1.7% | |
| ANETArista Networks Inc | $83.4M | 1.6% | |
| IEFIshares Tr | $83.0M | 1.6% | +2.6% |
| XYZBlock Inc | $69.1M | 1.3% | |
| HYGIshares Tr | $62.4M | 1.2% | |
| IGSBIshares Tr | $54.5M | 1.0% | |
| AMZNAmazon Com Inc | $54.1M | 1.0% | +1.8% |
| SJNKSpdr Series Trust | $51.6M | 1.0% | +4.7% |
| GEGe Aerospace | $47.8M | 0.9% | +3.5% |
| JPMJpmorgan Chase & Co | $47.8M | 0.9% | +1.9% |
| MSFTMicrosoft Corp | $47.0M | 0.9% | |
| METAMeta Platforms Inc | $46.4M | 0.9% | +2.7% |
| APHAmphenol Corp | $45.7M | 0.9% | +14.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $95.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $89.7M |
| SOXXIshares Tr | September 30, 2020 | +531.1% | $22.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $90.5M |
| GWWWw Grainger Inc | June 30, 2020 | +333.0% | $33.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $47.8M |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $30.7M |
| QQQInvesco Qqq Tr | June 30, 2020 | +197.4% | $278.9M |
| DHID R Horton Inc | June 30, 2020 | +193.8% | $30.4M |
| ARESAres Management Corporation | June 30, 2020 | +180.4% | $1.5B |
Sold off last quarter
- DIASpdr Dow Jones Indl Average was $59.3M
- Kennedy-wilson Holdings Inc ComCUSIP 489398107 was $29.9M
- COINCoinbase Global Inc was $489K
- MUMicron Technology Inc was $319K
- LULULululemon Athletica Inc was $214K
- ADBEAdobe Inc was $207K
- LMTLockheed Martin Corp was $199K
- CHTRCharter Communications Inc was $151K
- COFCapital One Finl Corp was $128K
- Exxon Mobil CorpCUSIP 30231G102 was $119K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.2% | +14.8% |
| March 31, 2026 | −17.8% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +2.3% | +7.8% |
| June 30, 2025 | +12.7% | +10.5% |
| March 31, 2025 | −11.3% | −4.6% |
| December 31, 2024 | +10.4% | +2.1% |
| September 30, 2024 | +11.7% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +9.8% | +10.0% |
| December 31, 2023 | +13.4% | +11.2% |
| September 30, 2023 | +0.9% | −3.6% |
| June 30, 2023 | +8.2% | +8.3% |
| March 31, 2023 | +11.3% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −2.5% | −5.3% |
| June 30, 2022 | −21.1% | −16.5% |
| March 31, 2022 | −6.7% | −4.9% |
| December 31, 2021 | +5.2% | +10.7% |
| September 30, 2021 | +1.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sumitomo Mitsui Financial Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1022837&type=13F-HR&dateb=&owner=include&count=40CIK 1022837
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1022837/000119312526347838/Filed August 13, 2026 · accession 0001193125-26-347838