Neuberger Berman Group
SMFG icon

Neuberger Berman Group’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Neuberger Berman Group’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.76M Buy
159,544
+17,167
+12% +$381K ﹤0.01% 1108
2026
Q1 		$2.81M Buy
142,377
+33,497
+31% +$704K ﹤0.01% 1088
2025
Q4 		$2.1M Buy
108,880
+20,951
+24% +$363K ﹤0.01% 1164
2025
Q3 		$1.47M Buy
87,929
+13,967
+19% +$224K ﹤0.01% 1244
2025
Q2 		$1.12M Buy
73,962
+4,619
+7% +$66.4K ﹤0.01% 1317
2025
Q1 		$1.07M Buy
69,343
+17,010
+33% +$259K ﹤0.01% 1295
2024
Q4 		$758K Buy
52,333
+10,479
+25% +$144K ﹤0.01% 1395
2024
Q3 		$529K Buy
41,854
+4,917
+13% +$64.9K ﹤0.01% 1501
2024
Q2 		$495K Buy
36,937
+4,018
+12% +$48.7K ﹤0.01% 1496
2024
Q1 		$387K Buy
32,919
+9,429
+40% +$101K ﹤0.01% 1565
2023
Q4 		$227K Buy
+23,490
New +$228K ﹤0.01% 1790
2023
Q3 		– Sell
-12,423
Closed -$107K – 1870
2023
Q2 		$107K Buy
12,423
+1,847
+17% +$15.3K ﹤0.01% 1739
2023
Q1 		$84.6K Buy
+10,576
New +$89.5K ﹤0.01% 1756
2022
Q4 		– Sell
-10,002
Closed -$55K – 1866
2022
Q3 		$55K Buy
+10,002
New +$60.3K ﹤0.01% 1790
2019
Q3 		– Sell
-72,742
Closed -$513K – 1593
2019
Q2 		$513K Buy
72,742
+6,055
+9% +$42.9K ﹤0.01% 1288
2019
Q1 		$469K Buy
66,687
+18,330
+38% +$131K ﹤0.01% 1272
2018
Q4 		$315K Buy
48,357
+24,206
+100% +$181K ﹤0.01% 1351
2018
Q3 		$194K Buy
24,151
+3,059
+15% +$24.2K ﹤0.01% 1579
2018
Q2 		$164K Buy
21,092
+4,656
+28% +$38.7K ﹤0.01% 1664
2018
Q1 		$140K Sell
16,436
-34
-0.2% -$304 ﹤0.01% 1638
2017
Q4 		$143K Buy
16,470
+1,965
+14% +$15.9K ﹤0.01% 1712
2017
Q3 		$112K Sell
14,505
-815
-5% -$6.21K ﹤0.01% 1573
2017
Q2 		$120K Buy
+15,320
New +$114K ﹤0.01% 1562
2015
Q2 		– Sell
-22,602
Closed -$175K – 1608
2015
Q1 		$175K Buy
22,602
+392
+2% +$2.93K ﹤0.01% 1546
2014
Q4 		$161K Sell
22,210
-961,383
-98% -$7.3M ﹤0.01% 1582
2014
Q3 		$8.06M Sell
983,593
-2,290,176
-70% -$18.8M 0.01% 874
2014
Q2 		$27.7M Buy
3,273,769
+262,284
+9% +$2.16M 0.03% 573
2014
Q1 		$26M Buy
3,011,485
+246,064
+9% +$2.3M 0.03% 576
2013
Q4 		$29M Buy
2,765,421
+1,470,576
+114% +$14.6M 0.03% 534
2013
Q3 		$12.6M Buy
1,294,845
+39,233
+3% +$372K 0.01% 737
2013
Q2 		$11.6M Buy
+1,255,612
New +$11.2M 0.01% 729

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Neuberger Berman Group's SMFG Position: Q2 2026 in Review

Neuberger Berman Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 12% in Q2 2026, buying an estimated $381K and bringing the position to 159,544 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Neuberger Berman Group first reported a position in SMFG in Q2 2013 and has held it in 31 quarters since. The position peaked at $29M in Q4 2013. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Neuberger Berman Group held 159,544 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.76M as of Q2 2026.
  • Neuberger Berman Group bought 17,167 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $381K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1108 holding.
  • Neuberger Berman Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and has held it in 31 quarters since.
  • Neuberger Berman Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $29M in Q4 2013.
  • 462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.