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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
+8.22%
1 Year Est. Return
-2.94%
3 Year Est. Return
+55.63%
5 Year Est. Return
+73.75%
10 Year Est. Return
–
AUM
$5.27B
AUM Growth
+$335M
Cap. Flow
-$18.5M
Cap. Flow %
-0.35%
Top 10 Hldgs %
67.12%
Holding
254
New
64
Increased
67
Reduced
66
Closed
40

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$135M
2
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$125M
3
GLD icon
SPDR Gold Trust
GLD
+$11.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.16M
5
APH icon
Amphenol
APH
+$4.7M

Top Sells

Rank Stock Value
1
JEF icon
Jefferies Financial Group
JEF
+$145M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$87.2M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$59.3M
4
KW
Kennedy-Wilson Holdings
KW
+$29.9M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$4.05M

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.59%
2 Financials 38.37%
3 Technology 9.73%
4 Consumer Discretionary 5.66%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CELH icon
76
CALL
Celsius Holdings
CELH
$8.3B
$2.93M 0.06%
100,000
– –
CELH icon
77
Celsius Holdings
CELH
$8.3B
$2.93M 0.06%
100,000
– –
REET icon
78
iShares Global REIT ETF
REET
$5.01B
$2.77M 0.05%
100,164
-1,132
-1% -$30.7K
BMY icon
79
Bristol-Myers Squibb
BMY
$136B
$2.54M 0.05%
44,119
-2,227
-5% -$128K
SKYY icon
80
First Trust Cloud Computing ETF
SKYY
$3.37B
$2.53M 0.05%
18,797
+257
+1% +$32.7K
EMB icon
81
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$2.42M 0.05%
25,113
+2,185
+10% +$209K
GDX icon
82
VanEck Gold Miners ETF
GDX
$31.6B
$2.26M 0.04%
29,935
+1,231
+4% +$109K
META icon
83
PUT
Meta Platforms (Facebook)
META
$1.48T
$2.25M 0.04%
+4,000
New +$2.45M
IHI icon
84
iShares US Medical Devices ETF
IHI
$3.39B
$1.77M 0.03%
35,868
+6,863
+24% +$348K
OMC icon
85
Omnicom Group
OMC
$24.3B
$1.73M 0.03%
23,795
-1,556
-6% -$117K
VT icon
86
Vanguard Total World Stock ETF
VT
$81.4B
$1.65M 0.03%
10,495
+350
+3% +$53.4K
T icon
87
AT&T
T
$178B
$1.61M 0.03%
77,817
-6,954
-8% -$173K
MRVL icon
88
Marvell Technology
MRVL
$200B
$1.55M 0.03%
+5,217
New +$1.05M
VNQ icon
89
Vanguard Real Estate ETF
VNQ
$38.9B
$1.52M 0.03%
15,803
+796
+5% +$76.1K
IEMG icon
90
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$1.51M 0.03%
18,244
-182
-1% -$14.5K
XBI icon
91
State Street SPDR S&P Biotech ETF
XBI
$11.5B
$1.32M 0.03%
8,359
-1,249
-13% -$169K
BOTZ icon
92
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.43B
$1.19M 0.02%
+31,448
New +$1.2M
ROBO icon
93
ROBO Global Robotics & Automation Index ETF
ROBO
$2.07B
$1.17M 0.02%
+13,689
New +$1.12M
MU icon
94
CALL
Micron Technology
MU
$1.05T
$1.15M 0.02%
+1,000
New +$750K
VHT icon
95
Vanguard Health Care ETF
VHT
$19.3B
$1.14M 0.02%
3,806
+390
+11% +$108K
VCR icon
96
Vanguard Consumer Discretionary ETF
VCR
$6.02B
$1.04M 0.02%
2,619
+149
+6% +$57.9K
VZ icon
97
Verizon
VZ
$208B
$1.03M 0.02%
24,230
-977
-4% -$45.8K
XLC icon
98
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
$1.02M 0.02%
9,563
-347
-4% -$39.5K
SYY icon
99
Sysco
SYY
$39.5B
$881K 0.02%
10,536
-28
-0.3% -$2.12K
WCLD
100
WisdomTree Cloud Computing Fund
WCLD
$354M
$878K 0.02%
27,378
-6,004
-18% -$175K
2 3
4
5 6

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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
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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 Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Mitsui Financial Group held 254 positions worth $5.27B, up 6.8% from $4.94B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Mitsui Financial Group's Q2 2026 filing shows 64 new, 67 increased, 66 reduced and 40 closed positions. Its largest new stake was Global X Robotics & Artificial Intelligence ETF: 31,448 shares worth $1.19M. The largest sale was Jefferies Financial Group, an estimated $145M.

By sector, the portfolio is most concentrated in Miscellaneous at 40% of assets, up from 37% a quarter earlier, followed by Financials and Technology.

  • Sumitomo Mitsui Financial Group's largest Q2 2026 buy was Global X Robotics & Artificial Intelligence ETF: 31,448 shares worth $1.19M.
  • Sumitomo Mitsui Financial Group added most to Invesco QQQ Trust in Q2 2026, an estimated $135M increase.
  • Sumitomo Mitsui Financial Group's biggest Q2 2026 reduction was Jefferies Financial Group, cutting an estimated $145M.
  • Sumitomo Mitsui Financial Group fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026, selling an estimated $59.3M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 67% of its $5.27B portfolio in Q2 2026.
  • Sumitomo Mitsui Financial Group opened 64 new positions and closed 40 in Q2 2026.
  • Sumitomo Mitsui Financial Group's portfolio value rose 6.8% quarter-over-quarter to $5.27B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.