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SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $5.27B
1-Year Est. Return 2.94%
This Fund
S&P 500
This Quarter Est. Return
+13.05%
1 Year Est. Return
-2.94%
3 Year Est. Return
+55.63%
5 Year Est. Return
+73.75%
10 Year Est. Return
–
AUM
$6.14B
AUM Growth
+$680M
Cap. Flow
+$14.4M
Cap. Flow %
0.23%
Top 10 Hldgs %
78.22%
Holding
254
New
71
Increased
78
Reduced
59
Closed
27

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$395M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$122M
3
EWY icon
iShares MSCI South Korea ETF
EWY
+$40.8M
4
GLD icon
SPDR Gold Trust
GLD
+$14.6M
5
UNH icon
UnitedHealth
UNH
+$7.04M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$344M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$250M
3
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$5.21M
4
AVGO icon
Broadcom
AVGO
+$3.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.83M

Sector Composition

Rank Sector Weight
1 Financials 49.43%
2 Miscellaneous 38.5%
3 Technology 6.2%
4 Communication Services 1.7%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
226
Uber
UBER
$161B
$458 ﹤0.01%
+5
New +$412
AAPL icon
227
CALL
Apple
AAPL
$4.66T
$1 ﹤0.01%
1,200
-4,000
-77% -$808K
ABBV icon
228
AbbVie
ABBV
$451B
– –
-1,230
Closed -$253K
ABBV icon
229
PUT
AbbVie
ABBV
$451B
– –
-9,000
Closed -$20K
ADM icon
230
Archer Daniels Midland
ADM
$39.3B
– –
-234
Closed -$11.2K
ARM icon
231
Arm
ARM
$255B
– –
-3,516
Closed -$436K
CCL icon
232
Carnival Corporation Ltd
CCL
$33.9B
– –
-250
Closed -$5.35K
CRWD icon
233
PUT
CrowdStrike
CRWD
$224B
– –
-12,000
Closed -$101K
DIS icon
234
Walt Disney
DIS
$187B
– –
-2,400
Closed -$249K
GLW icon
235
CALL
Corning
GLW
$128B
– –
-6,000
Closed -$6.84K
GLW icon
236
Corning
GLW
$128B
– –
-5,900
Closed -$271K
GLW icon
237
PUT
Corning
GLW
$128B
– –
-20,000
Closed -$61.3K
ISRG icon
238
Intuitive Surgical
ISRG
$132B
– –
-40
Closed -$20.9K
IWF icon
239
iShares Russell 1000 Growth ETF
IWF
$126B
– –
-2,764,000
Closed -$250M
JBHT icon
240
JB Hunt Transport Services
JBHT
$24.5B
– –
-37
Closed -$5.47K
JPM icon
241
PUT
JPMorgan Chase
JPM
$950B
– –
-7,000
Closed -$110K
LRCX icon
242
Lam Research
LRCX
$378B
– –
-4,750
Closed -$377K
MMM icon
243
3M
MMM
$89.9B
– –
-700
Closed -$101K
MU icon
244
Micron Technology
MU
$1.05T
– –
-5,300
Closed -$495K
ON icon
245
ON Semiconductor
ON
$28.3B
– –
-271
Closed -$11.1K
PLTR icon
246
Palantir
PLTR
$448B
– –
-1,800
Closed -$211K
TSM icon
247
TSMC
TSM
$2.17T
– –
-3,501
Closed -$579K
TSM icon
248
PUT
TSMC
TSM
$2.17T
– –
-10,000
Closed -$169K
TWLO icon
249
Twilio
TWLO
$36.5B
– –
-4,000
Closed -$396K
TWLO icon
250
PUT
Twilio
TWLO
$36.5B
– –
-4,000
Closed -$46.7K
7 8 9
10
11

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DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Sumitomo Mitsui Financial Group's Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Mitsui Financial Group held 254 positions worth $6.14B, up 12% from $5.46B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Sumitomo Mitsui Financial Group's Q2 2025 filing shows 71 new, 78 increased, 59 reduced and 27 closed positions. Its largest new stake was State Street Technology Select Sector SPDR ETF: 1,100,000 shares worth $139M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $344M.

By sector, the portfolio is most concentrated in Financials at 49% of assets, up from 48% a quarter earlier, followed by Miscellaneous and Technology.

  • Sumitomo Mitsui Financial Group's largest Q2 2025 buy was State Street Technology Select Sector SPDR ETF: 1,100,000 shares worth $139M.
  • Sumitomo Mitsui Financial Group added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, an estimated $395M increase.
  • Sumitomo Mitsui Financial Group's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $344M.
  • Sumitomo Mitsui Financial Group fully exited iShares Russell 1000 Growth ETF in Q2 2025, selling an estimated $250M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 78% of its $6.14B portfolio in Q2 2025.
  • Sumitomo Mitsui Financial Group opened 71 new positions and closed 27 in Q2 2025.
  • Sumitomo Mitsui Financial Group's portfolio value rose 12% quarter-over-quarter to $6.14B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.