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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
+8.56%
1 Year Est. Return
-2.94%
3 Year Est. Return
+55.63%
5 Year Est. Return
+73.75%
10 Year Est. Return
–
AUM
$7.51B
AUM Growth
+$3.05B
Cap. Flow
+$2.58B
Cap. Flow %
34.39%
Top 10 Hldgs %
80.12%
Holding
195
New
26
Increased
59
Reduced
63
Closed
28

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$935M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$526M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$390M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$272M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$130M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$11.6M
2
VT icon
Vanguard Total World Stock ETF
VT
+$4.52M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.58M
4
MU icon
Micron Technology
MU
+$1.64M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Sector Composition

Rank Sector Weight
1 Miscellaneous 48.46%
2 Financials 43.21%
3 Technology 4.42%
4 Communication Services 1.11%
5 Consumer Discretionary 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RL icon
76
Ralph Lauren
RL
$20.5B
$2.31M 0.03%
9,998
-1,653
-14% -$352K
BMY icon
77
Bristol-Myers Squibb
BMY
$131B
$2.29M 0.03%
40,554
-207,409
-84% -$11.6M
REET icon
78
iShares Global REIT ETF
REET
$4.79B
$2.14M 0.03%
89,232
-4,511
-5% -$115K
T icon
79
AT&T
T
$180B
$2.06M 0.03%
90,677
-7,511
-8% -$169K
CSCO icon
80
Cisco
CSCO
$436B
$1.89M 0.03%
31,868
-7,130
-18% -$407K
EEM icon
81
iShares MSCI Emerging Markets ETF
EEM
$30.9B
$1.81M 0.02%
43,297
-355
-0.8% -$15.7K
BOND icon
82
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.56B
$1.67M 0.02%
18,470
– –
SYY icon
83
Sysco
SYY
$37.9B
$1.58M 0.02%
20,609
-1,998
-9% -$153K
GIS icon
84
General Mills
GIS
$19.7B
$1.57M 0.02%
24,587
+539
+2% +$36.2K
VHT icon
85
Vanguard Health Care ETF
VHT
$19.1B
$1.41M 0.02%
5,565
-161
-3% -$43.4K
EMB icon
86
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.3B
$1.41M 0.02%
15,813
+498
+3% +$45.5K
IHI icon
87
iShares US Medical Devices ETF
IHI
$3.29B
$1.38M 0.02%
23,587
-30
-0.1% -$1.78K
PAVE icon
88
Global X US Infrastructure Development ETF
PAVE
$13.5B
$1.22M 0.02%
30,246
-1,677
-5% -$71.9K
MDLZ icon
89
Mondelez International
MDLZ
$79.8B
$1.16M 0.02%
19,358
+117
+0.6% +$7.74K
VCR icon
90
Vanguard Consumer Discretionary ETF
VCR
$5.77B
$1.06M 0.01%
2,834
+653
+30% +$236K
XBI icon
91
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$1.05M 0.01%
11,708
-577
-5% -$55.9K
VNQ icon
92
Vanguard Real Estate ETF
VNQ
$37.4B
$1.04M 0.01%
11,693
+711
+6% +$67.2K
XLC icon
93
State Street Communication Services Select Sector SPDR ETF
XLC
$23.1B
$1.01M 0.01%
10,473
-310
-3% -$29.6K
NFLX icon
94
Netflix
NFLX
$322B
$973K 0.01%
+10,720
New +$882K
BNY
95
Bank of New York Mellon
BNY
$106B
$944K 0.01%
12,283
-5,574
-31% -$431K
IEMG icon
96
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$896K 0.01%
17,154
-793
-4% -$43.9K
IBB icon
97
iShares Biotechnology ETF
IBB
$10.3B
$886K 0.01%
6,698
-334
-5% -$47K
DVY icon
98
iShares Select Dividend ETF
DVY
$23.3B
$849K 0.01%
6,464
-966
-13% -$132K
TSLA icon
99
Tesla
TSLA
$1.43T
$779K 0.01%
1,804
-4,596
-72% -$1.48M
OMC icon
100
Omnicom Group
OMC
$21.8B
$708K 0.01%
8,229
+708
+9% +$70.2K
2 3
4
5 6

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OWM
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WAP
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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 Q4 2024 Portfolio in Review

As of Q4 2024, Sumitomo Mitsui Financial Group held 195 positions worth $7.51B, up 69% from $4.45B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Mitsui Financial Group deployed $2.58B of net new capital in Q4 2024, opening 26 new positions and adding to 59 existing holdings. Its largest new stake was iShares Russell 1000 Growth ETF: 2,764,000 shares worth $280M.

By sector, the portfolio is most concentrated in Miscellaneous at 48% of assets, up from 24% a quarter earlier, followed by Financials and Technology.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $11.6M trimmed.

  • Sumitomo Mitsui Financial Group's largest Q4 2024 buy was iShares Russell 1000 Growth ETF: 2,764,000 shares worth $280M.
  • Sumitomo Mitsui Financial Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2024, an estimated $935M increase.
  • Sumitomo Mitsui Financial Group's biggest Q4 2024 reduction was Bristol-Myers Squibb, cutting an estimated $11.6M.
  • Sumitomo Mitsui Financial Group fully exited Micron Technology in Q4 2024, selling an estimated $1.64M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 80% of its $7.51B portfolio in Q4 2024.
  • Sumitomo Mitsui Financial Group opened 26 new positions and closed 28 in Q4 2024.
  • Sumitomo Mitsui Financial Group's portfolio value rose 69% quarter-over-quarter to $7.51B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2024, filed 13 Feb 2025.