Sumitomo Mitsui Financial Group, Inc. holds a concentrated book of 120 stocks worth $4.9B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened POLESTAR AUTOMOTIVE-CL A ADS and trimmed BLOCK INC. Their largest long position is ARES MANAGEMENT CORPORATION at 30% of the equity book. They also disclosed $11.4M in put options (a bearish bet) and $5.3M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2017 would be +67% (+5.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1022837/holdings"
Use Arkolith to show SUMITOMO MITSUI FINANCIAL GROUP, INC.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +84.0%, a 16.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Sumitomo Mitsui Financial Group, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ares Management Corporation CL A COM STK | $1.5B | 13.36M | 29.6% | —Held | |
| 2 | SPDR S&P 500 ETF TR TR UNIT | $491.6M | 756.0K | 10.0% | ▲+0.3% Added · +2K sh | |
| 3 | Jefferies Finl Group Inc COM | $381.6M | 9.25M | 7.8% | —Held | |
| 4 | SPDR Gold TR GOLD SHS | $253.9M | 590.1K | 5.2% | ▲+7.9% Added · +43K sh | |
| 5 | Polestar Automotive Hldg UK SPONSORED ADS | $190.5M | 10.34M | 3.9% | ▲New New position | |
| 6 | Cme Group Inc COM | $139.4M | 471.8K | 2.8% | —Held | |
| 7 | Ishares TR CORE US AGGBD ET | $134.4M | 1.35M | 2.7% | ▲+0.2% Added · +2K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $104.9M | 181.8K | 2.1% | ▲+1.8% Added · +3K sh | |
| 9 | Ishares TR IBOXX INV CP ETF | $91.0M | 835.0K | 1.8% | ▲+2.0% Added · +17K sh | |
| 10 | Nvidia Corporation COM | $81.7M | 468.5K | 1.7% | ▲+2.3% Added · +11K sh | |
| 11 | Ishares TR 7-10 YR TRSY BD | $81.6M | 855.2K | 1.7% | ▲+2.7% Added · +22K sh | |
| 12 | Broadcom Inc COM | $73.3M | 236.9K | 1.5% | ▲+6.1% Added · +14K sh | |
| 13 | Alphabet Inc CAP STK CL C | $73.1M | 254.7K | 1.5% | ▲+5.7% Added · +14K sh | |
| 14 | Ishares TR ISHARES SEMICDTR | $68.0M | 206.9K | 1.4% | ▲17× Added · +194K sh | |
| 15 | Ishares TR IBOXX HI YD ETF | $61.8M | 776.8K | 1.3% | ▲+9.3% Added · +66K sh | |
| 16 | Arista Networks Inc COM SHS | $60.2M | 490.3K | 1.2% | ▲+6.0% Added · +28K sh | |
| 17 | SPDR Dow Jones Indl Average UT SER 1 | $59.3M | 128.0K | 1.2% | ▲New New position | |
| 18 | Ishares TR ISHS 1-5YR INVS | $54.6M | 1.04M | 1.1% | ▼−1.4% Reduced · −15K sh | |
| 19 | Block Inc CL A | $54.6M | 907.9K | 1.1% | ▼~0% Reduced · −286 sh | |
| 20 | SPDR Series Trust STATE STREET SPD | $49.2M | 1.97M | 1.0% | ▼−23% Reduced · −577K sh | |
| 21 | Microsoft Corp COM | $47.0M | 127.0K | 1.0% | ▲+17% Added · +18K sh | |
| 22 | Amazon Com Inc COM | $46.5M | 223.1K | 0.9% | ▲+6.3% Added · +13K sh | |
| 23 | Meta Platforms Inc CL A | $45.9M | 80.3K | 0.9% | ▲+6.5% Added · +5K sh | |
| 24 | Ishares TR MBS ETF | $44.8M | 471.8K | 0.9% | ▲+4.0% Added · +18K sh | |
| 25 | JPMorgan Chase & Co COM | $42.1M | 143.3K | 0.9% | ▲+8.4% Added · +11K sh | |
| 26 | Ishares TR PFD AND INCM SEC | $39.4M | 1.30M | 0.8% | ▲+13% Added · +149K sh | |
| 27 | Ge Aerospace COM NEW | $35.1M | 123.5K | 0.7% | ▲+12% Added · +13K sh | |
| 28 | Kennedy-Wilson Holdings Inc Com COM | $29.9M | 2.77M | 0.6% | —Held | |
| 29 | American Express Co COM | $29.0M | 95.9K | 0.6% | ▲+10% Added · +9K sh | |
| 30 | Amgen Inc COM | $28.9M | 82.0K | 0.6% | ▲+5.0% Added · +4K sh | |
| 31 | Amphenol Corp CL A | $28.6M | 226.6K | 0.6% | ▲New New position | |
| 32 | Newmont Corp COM | $27.3M | 252.2K | 0.6% | ▲+33% Added · +62K sh | |
| 33 | WW Grainger Inc COM | $26.9M | 24.7K | 0.5% | ▲+9.7% Added · +2K sh | |
| 34 | First Solar Inc COM | $25.7M | 130.5K | 0.5% | ▲+16% Added · +18K sh | |
| 35 | Ishares TR 20 YR TR BD ETF | $25.6M | 295.6K | 0.5% | ▼−1.5% Reduced · −4K sh | |
| 36 | D R Horton Inc COM | $25.6M | 186.5K | 0.5% | ▲+10% Added · +17K sh | |
| 37 | BlackRock Inc COM | $24.2M | 25.1K | 0.5% | ▲+10.0% Added · +2K sh | |
| 38 | Intuit COM | $24.0M | 55.6K | 0.5% | ▲+25% Added · +11K sh | |
| 39 | Coca Cola Co COM | $23.7M | 311.3K | 0.5% | ▲+8.0% Added · +23K sh | |
| 40 | Boston Scientific Corp COM | $21.0M | 334.8K | 0.4% | ▲+24% Added · +65K sh | |
| 41 | Ishares TR TRUST ISHARE 0-1 | $20.5M | 185.7K | 0.4% | ▲+71% Added · +77K sh | |
| 42 | Vanguard World FD INF TECH ETF | $20.2M | 28.9K | 0.4% | ▲+6.3% Added · +2K sh | |
| 43 | Invesco Exch Traded FD TR II TAXABLE MUN BD | $17.8M | 659.0K | 0.4% | ▲+4.2% Added · +26K sh | |
| 44 | Ishares TR US TREAS BD ETF | $15.4M | 671.7K | 0.3% | ▼−5.8% Reduced · −41K sh | |
| 45 | Ishares TR U.S. REAL ES ETF | $11.9M | 126.1K | 0.2% | ▼−0.9% Reduced · −1K sh | |
| 46 | Ulta Beauty Inc COM | $10.8M | 20.7K | 0.2% | ▲+15% Added · +3K sh | |
| 47 | Costco Wholesale Corporation COM | $10.7M | 10.7K | 0.2% | ▲+1.3% Added · +135 sh | |
| 48 | Vanguard Index FDS S&P 500 ETF SHS | $10.2M | 17.1K | 0.2% | ▼−1.2% Reduced · −211 sh | |
| 49 | Ishares TR 1 3 YR TREAS BD | $10.1M | 122.4K | 0.2% | ▼−1.4% Reduced · −2K sh | |
| 50 | Ishares TR 0-3 MNTH TREASRY | $10.0M | 99.6K | 0.2% | ▼−22% Reduced · −27K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | INVESCO QQQ TR | $4.6M | 8K |
| CALL · bullish | CELSIUS HLDGS INC | $3.5M | 100K |
| PUT · bearish | MICRON TECHNOLOGY INC | $845K | 3K |
| PUT · bearish | CAPITAL ONE FINL CORP | $821K | 5K |
| PUT · bearish | UBER TECHNOLOGIES INCUBER | $719K | 10K |
| PUT · bearish | TEXAS INSTRS INC | $679K | 4K |
| PUT · bearish | ADOBE INC | $656K | 3K |
| PUT · bearish | CROWDSTRIKE HLDGS INC | $586K | 2K |
| PUT · bearish | QUALCOMM INCQCOM | $580K | 5K |
| PUT · bearish | COINBASE GLOBAL INC | $489K | 3K |
| PUT · bearish | VERIZON COMMUNICATIONS INCVZ | $351K | 7K |
| PUT · bearish | LULULEMON ATHLETICA INCLULU | $322K | 2K |
| CALL · bullish | ADOBE INC | $316K | 1K |
| CALL · bullish | BROADCOM INC | $310K | 1K |
| PUT · bearish | BROADCOM INC | $310K | 1K |
| CALL · bullish | TEXAS INSTRS INC | $291K | 2K |
| CALL · bullish | CAPITAL ONE FINL CORP | $274K | 2K |
| PUT · bearish | ALPHABET INC | $201K | 700 |
| CALL · bullish | VERIZON COMMUNICATIONS INCVZ | $201K | 4K |
| CALL · bullish | QUALCOMM INCQCOM | $193K | 2K |
| CALL · bullish | UBER TECHNOLOGIES INCUBER | $180K | 3K |
| PUT · bearish | ORACLE CORP | $147K | 1K |
| PUT · bearish | ARM HOLDINGS PLC | $106K | 700 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 203 | $4.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 195 | $5.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 183 | $5.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 239 | $6.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 194 | $5.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 183 | $7.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Mar 31, 2025 | 175 | $4.5B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 192 | $3.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 173 | $3.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 166 | $3.2B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 8, 2023 | 185 | $3.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 185 | $3.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 175 | $3.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 170 | $2.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 189 | $2.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 9, 2022 | 198 | $3.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 193 | $3.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 186 | $3.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 181 | $4.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 11, 2021 | 162 | $4.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 178 | $4.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 153 | $4.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 12, 2020 | 153 | $2.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.