SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK 0001022837 · Q2 2026

13F Equity AUM

$5.3B

+6.8% QoQ

Positions

180

-166 QoQ

AUM Rank

#1,485

Top 12%

Skill Alpha (FF)

+3.9%/yr^ns

No Clear Edge

Rank #755 · Top 9%

vs S&P -0.6%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 55.0%Top 10: 67.4%Top 20: 81.3%

ARES28.2%

SPY10.9%

JEF6.1%

NDQ5.5%

GQ94.3%

PSNY3.7%

AGG2.5%

XLB2.4%

CME2.0%

NVDA1.8%

Others (167)32.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 177Median: 0.02%Avg: 0.56%

0–0.5%

144(9.0%)

0.5–1%

14(10.7%)

1–3%

13(21.6%)

3–5%

2(8.0%)

5%+

4(50.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 177vs 20 funds

0%Low

177

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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