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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
QCOM icon
51
Qualcomm
QCOM
$174B
$9.4M 0.19%
73,001
+8,624
+13% +$1.26M
XLP icon
52
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$9.39M 0.19%
114,554
-8,305
-7% -$699K
XLU icon
53
State Street Utilities Select Sector SPDR ETF
XLU
$23B
$9.36M 0.19%
203,980
-17,459
-8% -$783K
VCSH icon
54
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$8.87M 0.18%
111,871
+11,218
+11% +$894K
TIP icon
55
iShares TIPS Bond ETF
TIP
$14.7B
$7.45M 0.15%
67,508
+2,585
+4% +$286K
VCLT icon
56
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
$6.72M 0.14%
89,927
+10,139
+13% +$770K
EEM icon
57
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$6.55M 0.13%
115,405
+43,046
+59% +$2.53M
ALLW
58
State Street Bridgewater All Weather ETF
ALLW
$1.66B
$6.43M 0.13%
222,888
-16,947
-7% -$491K
INDA icon
59
iShares MSCI India ETF
INDA
$6.56B
$5.85M 0.12%
125,855
-24,026
-16% -$1.23M
CSCO icon
60
Cisco
CSCO
$440B
$5.32M 0.11%
68,526
-803
-1% -$62.9K
IEI icon
61
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$5.3M 0.11%
44,654
+828
+2% +$98.8K
PFE icon
62
Pfizer
PFE
$153B
$5.15M 0.1%
183,447
-6,756
-4% -$180K
VCIT icon
63
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$4.93M 0.1%
59,545
+8,897
+18% +$744K
RL icon
64
Ralph Lauren
RL
$23.2B
$4.76M 0.1%
13,844
+1,589
+13% +$565K
QQQ icon
65
PUT
Invesco QQQ Trust
QQQ
$486B
$4.62M 0.09%
8,000
-22,700
-74% -$13.8M
CIBR icon
66
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$4.13M 0.08%
65,967
-9,812
-13% -$658K
TXN icon
67
Texas Instruments
TXN
$255B
$4.04M 0.08%
20,799
+1,072
+5% +$217K
IYE icon
68
iShares US Energy ETF
IYE
$1.82B
$3.86M 0.08%
59,629
-14,667
-20% -$832K
PEP icon
69
PepsiCo
PEP
$192B
$3.78M 0.08%
24,327
-622
-2% -$96.9K
PG icon
70
Procter & Gamble
PG
$336B
$3.77M 0.08%
26,121
-2,117
-7% -$321K
HD icon
71
Home Depot
HD
$338B
$3.71M 0.08%
11,271
+159
+1% +$57.9K
CELH icon
72
CALL
Celsius Holdings
CELH
$7.36B
$3.55M 0.07%
100,000
– –
CELH icon
73
Celsius Holdings
CELH
$7.36B
$3.55M 0.07%
100,000
– –
IGV icon
74
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$3.51M 0.07%
43,902
+491
+1% +$43.5K
SDY icon
75
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$3.44M 0.07%
23,595
-14,434
-38% -$2.15M
1 2
3
4 5

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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.