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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
-14.28%
1 Year Est. Return
-2.94%
3 Year Est. Return
+55.63%
5 Year Est. Return
+73.75%
10 Year Est. Return
–
AUM
$4.94B
AUM Growth
-$713M
Cap. Flow
+$265M
Cap. Flow %
5.37%
Top 10 Hldgs %
67.4%
Holding
217
New
39
Increased
79
Reduced
52
Closed
27

Top Buys

Rank Stock Value
1
PSNY icon
Polestar Automotive Holding UK
PSNY
+$187M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$66.4M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$62M
4
APH icon
Amphenol
APH
+$31.9M
5
GLD icon
SPDR Gold Trust
GLD
+$19.4M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$71.1M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$67.8M
3
UNH icon
UnitedHealth
UNH
+$33.8M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$14.6M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.75M

Sector Composition

Rank Sector Weight
1 Financials 42.1%
2 Technology 8.44%
3 Consumer Discretionary 5.71%
4 Communication Services 2.54%
5 Industrials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFF icon
26
iShares Preferred and Income Securities ETF
PFF
$13.3B
$39.4M 0.8%
1,299,624
+149,021
+13% +$4.67M
GE icon
27
GE Aerospace
GE
$382B
$35.1M 0.71%
123,548
+13,498
+12% +$4.24M
KW
28
DELISTED
Kennedy-Wilson Holdings
KW
$29.9M 0.61%
2,765,866
– –
AXP icon
29
American Express
AXP
$231B
$29M 0.59%
95,918
+9,047
+10% +$3.03M
AMGN icon
30
Amgen
AMGN
$225B
$28.9M 0.58%
82,046
+3,923
+5% +$1.4M
APH icon
31
Amphenol
APH
$206B
$28.6M 0.58%
+226,551
New +$31.9M
NEM icon
32
Newmont
NEM
$124B
$27.3M 0.55%
252,162
+62,158
+33% +$7.17M
GWW icon
33
W.W. Grainger
GWW
$62.3B
$26.9M 0.55%
24,697
+2,182
+10% +$2.38M
FSLR icon
34
First Solar
FSLR
$24.2B
$25.7M 0.52%
130,494
+18,369
+16% +$4.06M
TLT icon
35
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
$25.6M 0.52%
295,620
-4,443
-1% -$391K
DHI icon
36
D.R. Horton
DHI
$41.6B
$25.6M 0.52%
186,525
+17,270
+10% +$2.61M
BLK icon
37
Blackrock
BLK
$182B
$24.2M 0.49%
25,131
+2,280
+10% +$2.4M
INTU icon
38
Intuit
INTU
$94.6B
$24M 0.49%
55,562
+11,132
+25% +$5.31M
KO icon
39
Coca-Cola
KO
$377B
$23.7M 0.48%
311,294
+23,080
+8% +$1.74M
BSX icon
40
Boston Scientific
BSX
$75.1B
$21M 0.43%
334,764
+64,889
+24% +$5.19M
SHV icon
41
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$20.5M 0.42%
185,685
+76,895
+71% +$8.48M
VGT icon
42
Vanguard Information Technology ETF
VGT
$150B
$20.2M 0.41%
231,544
+13,632
+6% +$1.26M
BAB icon
43
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$17.8M 0.36%
659,038
+26,330
+4% +$717K
GOVT icon
44
iShares US Treasury Bond ETF
GOVT
$43.7B
$15.4M 0.31%
671,704
-41,363
-6% -$954K
IYR icon
45
iShares US Real Estate ETF
IYR
$4.59B
$11.9M 0.24%
126,057
-1,094
-0.9% -$106K
ULTA icon
46
Ulta Beauty
ULTA
$22B
$10.8M 0.22%
20,651
+2,682
+15% +$1.71M
COST icon
47
Costco
COST
$426B
$10.7M 0.22%
10,739
+135
+1% +$132K
VOO icon
48
Vanguard S&P 500 ETF
VOO
$1.04T
$10.2M 0.21%
17,088
-211
-1% -$132K
SHY icon
49
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$10.1M 0.2%
122,409
-1,735
-1% -$144K
SGOV icon
50
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$10M 0.2%
99,566
-27,367
-22% -$2.75M
1
2
3 4 5

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DDC
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OWM
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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
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FAMI
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MRC
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SIA
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Sumitomo Mitsui Financial Group's Q1 2026 Portfolio in Review

As of Q1 2026, Sumitomo Mitsui Financial Group held 217 positions worth $4.94B, down 13% from $5.65B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Mitsui Financial Group deployed $265M of net new capital in Q1 2026, opening 39 new positions and adding to 79 existing holdings. Its largest new stake was Polestar Automotive Holding UK: 10,341,261 shares worth $190M.

By sector, the portfolio is most concentrated in Financials at 42% of assets, down from 52% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR Bloomberg Short Term High Yield Bond ETF, an estimated $14.6M trimmed.

  • Sumitomo Mitsui Financial Group's largest Q1 2026 buy was Polestar Automotive Holding UK: 10,341,261 shares worth $190M.
  • Sumitomo Mitsui Financial Group added most to iShares Semiconductor ETF in Q1 2026, an estimated $66.4M increase.
  • Sumitomo Mitsui Financial Group's biggest Q1 2026 reduction was State Street SPDR Bloomberg Short Term High Yield Bond ETF, cutting an estimated $14.6M.
  • Sumitomo Mitsui Financial Group fully exited iShares Core S&P 500 ETF in Q1 2026, selling an estimated $71.1M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 67% of its $4.94B portfolio in Q1 2026.
  • Sumitomo Mitsui Financial Group opened 39 new positions and closed 27 in Q1 2026.
  • Sumitomo Mitsui Financial Group's portfolio value fell 13% quarter-over-quarter to $4.94B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2026, filed 14 May 2026.