Sumitomo Mitsui Financial Group, Inc.
Annual return '25
+14.8%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$4.9B
Holdings
174
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ARES
ARES MANAGEMENT CORPORATION
Held since at least Q1 2024
29.6%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
10.0%
03
$JEF
JEFFERIES FINL GROUP INC
Held since at least Q1 2024
7.7%
04
$V
VISA INC
Q1 2026: New position (4.5k shares)
6.8%
05
$MA
MASTERCARD INCORPORATED
Q1 2026: New position (5.6k shares)
5.5%
06
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
5.1%
07
$PSNY
POLESTAR AUTOMOTIVE HLDG UK
Held since at least Q1 2024
3.9%
08
$CME
CME GROUP INC
Q1 2026: New position (875 shares)
2.8%
09
$AGG
ISHARES TR
Held since at least Q1 2024
2.7%
10
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.