Manager × security

SUMITOMO MITSUI FINANCIAL GROUP, INC. ARES holdings history

ARES MANAGEMENT CORP - A · CUSIP 03990B101 · CIK 1022837

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Citable facts

As of 2026-06-30, SUMITOMO MITSUI FINANCIAL GROUP, INC. reported 13.36M ARES (shares), valued at $1.49B, or 28.39% of its reported non-derivative portfolio. Filed 2026-08-13.

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Portfolio weight and quantity history

Reported portfolio weight

28.39%

13.36M

13,364,740

Reported value

$1.49B

USD

Shares unchanged; reported value increased 2.03%, and weight changed -1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

Quarter	Weight	Quantity	Source
Q2 2026	28.39%	13,364,740	SEC filing ↗Filed Aug 13, 2026Combination report
Q1 2026	29.64%	13,364,740	SEC filing ↗Filed May 14, 2026Combination report
Q4 2025	38.25%	13,364,740	SEC filing ↗Filed Feb 12, 2026Combination report
Q3 2025	37.48%	13,364,740	SEC filing ↗Filed Nov 12, 2025Combination report
Q2 2025	37.78%	13,364,740	SEC filing ↗Filed Aug 13, 2025Combination report
Q1 2025	35.90%	13,364,740	SEC filing ↗Filed May 14, 2025Combination report
Q4 2024	31.53%	13,364,740	SEC filing ↗Filed Feb 13, 2025Combination report
Q3 2024	46.83%	13,364,740	SEC filing ↗Filed Nov 8, 2024AmendedCombination report
Q2 2024	55.47%	13,364,740	SEC filing ↗Filed Aug 13, 2024Combination report
Q1 2024	55.13%	13,364,740	SEC filing ↗Filed May 13, 2024Combination report
Q4 2023	50.42%	13,364,740	SEC filing ↗Filed Feb 8, 2024Combination report
Q3 2023	44.29%	13,364,740	SEC filing ↗Filed Nov 8, 2023Combination report

History & evidence by quarter

Quarter	Weight	Quantity	Value	Change explained	Source
Q3 2023	44.29%	13,364,740	$1.37B	The prior quarter is outside the free window. Sign in for the comparison.	SEC filing ↗ Filed Nov 8, 2023
Q4 2023	50.42%	13,364,740	$1.59B	Shares unchanged; reported value increased 15.60%, and weight changed +6.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Feb 8, 2024
Q1 2024	55.13%	13,364,740	$1.78B	Shares unchanged; reported value increased 11.82%, and weight changed +4.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 13, 2024
Q2 2024	55.47%	13,364,740	$1.78B	Shares unchanged; reported value increased 0.23%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 13, 2024
Q3 2024	46.83%	13,364,740	$2.08B	Shares unchanged; reported value increased 16.93%, and weight changed -8.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Nov 8, 2024
Q4 2024	31.53%	13,364,740	$2.37B	Shares unchanged; reported value increased 13.60%, and weight changed -15.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Feb 13, 2025
Q1 2025	35.90%	13,364,740	$1.96B	Shares unchanged; reported value decreased 17.18%, and weight changed +4.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 14, 2025
Q2 2025	37.78%	13,364,740	$2.31B	Shares unchanged; reported value increased 18.14%, and weight changed +1.88 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 13, 2025
Q3 2025	37.48%	13,364,740	$2.14B	Shares unchanged; reported value decreased 7.68%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Nov 12, 2025
Q4 2025	38.25%	13,364,740	$2.16B	Shares unchanged; reported value increased 1.09%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Feb 12, 2026
Q1 2026	29.64%	13,364,740	$1.46B	Shares unchanged; reported value decreased 32.50%, and weight changed -8.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 14, 2026
Q2 2026	28.39%	13,364,740	$1.49B	Shares unchanged; reported value increased 2.03%, and weight changed -1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 13, 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC. · ARES MANAGEMENT CORP - A

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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.