SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK 0001022837 · Q1 2026

13F Equity AUM

$4.9B

-12.7% QoQ

Positions

166

-10 QoQ

AUM Rank

#1,023

Top 8%

Skill Alpha (FF)

+3.9%/yr^ns

No Clear Edge

Rank #751 · Top 9%

vs S&P -1.5%/yr (unadj.)

Quarters Tracked

~9 years

Portfolio Concentration

Top 5: 56.3%Top 10: 67.5%Top 20: 80.5%

ARES29.6%

SPY10.0%

JEF7.7%

GQ95.2%

PSNY3.9%

CME2.8%

AGG2.7%

NDQ2.2%

LQD1.9%

NVDA1.7%

Others (156)32.5%

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

Sector Allocation

Financial Services77.4%

Technology8.0%

Consumer Cyclical5.7%

Communication Services2.6%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 166Median: 0.03%Avg: 0.60%

0–0.5%

130(8.4%)

0.5–1%

17(12.1%)

1–3%

14(23.2%)

3–5%

1(3.9%)

5%+

4(52.4%)

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

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Portfolio Overlap

Shared: 164Unique: 2vs 20 funds

2.2%Low

166

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

3.1%

BANK OF AMERICA CORP /DE/

3.4%

3.2%

4.7%

3.4%

2.9%

GEODE CAPITAL MANAGEMENT, LLC

2.4%

VANGUARD CAPITAL MANAGEMENT LLC

2.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New21Increased80Decreased45Exited34

New Positions

PSNY3.9%

+10.3M

DON1.2%

+128K

APH0.6%

+227K

UBER0.0%

+20K

COF0.0%

+7K

ORCL0.0%

+2K

COIN0.0%

+3K

CHTR0.0%

+700

AMAT0.0%

+300

EMLC0.0%

+3K

Increased

SOXX1.4%

+194K(+1558%)

PFF0.8%

+149K(+13%)

SHV0.4%

+77K(+71%)

HYG1.3%

+66K(+9%)

BSX0.4%

+65K(+24%)

NEM0.6%

+62K(+33%)

GQ95.2%

+43K(+8%)

EEM0.1%

+43K(+59%)

ANET1.2%

+28K(+6%)

BAB0.4%

+26K(+4%)

Decreased

SJNK1.0%

-577,238(-23%)

GOVT0.3%

-41,363(-6%)

SCHD0.1%

-37,477(-34%)

SGOV0.2%

-27,367(-22%)

INDA0.1%

-24,026(-16%)

XLU0.2%

-17,459(-8%)

ALLW0.1%

-16,947(-7%)

IYE0.1%

-14,667(-20%)

IGSB1.1%

-14,588(-1%)

SDY0.1%

-14,434(-38%)

Exited

-103,000

-466,000

-102,260

-8,286

-2,960

-2,700

INVESCO QQQ TR

-30,700

CELSIUS HLDGS INC

-100,000

TSM

-1,230

GLW

-1,900

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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