We are live on ! Find out more
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
BNY
76
Bank of New York Mellon
BNY
$111B
$3.12M 0.06%
26,325
+2,935
+13% +$349K
BMY icon
77
Bristol-Myers Squibb
BMY
$130B
$2.81M 0.06%
46,346
+3,564
+8% +$208K
GDX icon
78
VanEck Gold Miners ETF
GDX
$27.5B
$2.63M 0.05%
28,704
+6,052
+27% +$596K
REET icon
79
iShares Global REIT ETF
REET
$5.09B
$2.55M 0.05%
101,296
-3,514
-3% -$91.2K
T icon
80
AT&T
T
$171B
$2.46M 0.05%
84,771
-461
-0.5% -$12.3K
SCHD icon
81
Schwab US Dividend Equity ETF
SCHD
$108B
$2.25M 0.05%
73,373
-37,477
-34% -$1.14M
EMB icon
82
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$2.15M 0.04%
22,928
+6,787
+42% +$652K
SKYY icon
83
First Trust Cloud Computing ETF
SKYY
$3.31B
$2.03M 0.04%
18,540
+2,902
+19% +$338K
OMC icon
84
Omnicom Group
OMC
$24B
$1.91M 0.04%
25,351
+794
+3% +$61.6K
IHI icon
85
iShares US Medical Devices ETF
IHI
$3.46B
$1.55M 0.03%
29,005
+7,690
+36% +$452K
VT icon
86
Vanguard Total World Stock ETF
VT
$81.8B
$1.4M 0.03%
10,145
+7,950
+362% +$1.14M
VNQ icon
87
Vanguard Real Estate ETF
VNQ
$39.2B
$1.33M 0.03%
15,007
+865
+6% +$79.3K
IEMG icon
88
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$1.29M 0.03%
18,426
-1,176
-6% -$84.9K
VZ icon
89
Verizon
VZ
$201B
$1.27M 0.03%
25,207
+4,219
+20% +$196K
XBI icon
90
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$1.23M 0.02%
9,608
+184
+2% +$23K
XLC icon
91
State Street Communication Services Select Sector SPDR ETF
XLC
$22.9B
$1.1M 0.02%
9,910
+2,042
+26% +$236K
VHT icon
92
Vanguard Health Care ETF
VHT
$18.9B
$930K 0.02%
3,416
+746
+28% +$213K
WCLD
93
WisdomTree Cloud Computing Fund
WCLD
$311M
$912K 0.02%
33,382
+3,654
+12% +$108K
VCR icon
94
Vanguard Consumer Discretionary ETF
VCR
$6.11B
$887K 0.02%
2,470
+683
+38% +$264K
MU icon
95
PUT
Micron Technology
MU
$1.1T
$845K 0.02%
2,500
-12,500
-83% -$4.9M
IBB icon
96
iShares Biotechnology ETF
IBB
$9.73B
$834K 0.02%
4,938
+37
+0.8% +$6.33K
COF icon
97
PUT
Capital One
COF
$139B
$821K 0.02%
+4,500
New +$941K
KMB icon
98
Kimberly-Clark
KMB
$36.7B
$757K 0.02%
7,851
+2,156
+38% +$221K
SYY icon
99
Sysco
SYY
$39.7B
$754K 0.02%
10,564
-2,890
-21% -$239K
DVY icon
100
iShares Select Dividend ETF
DVY
$24.1B
$731K 0.01%
4,827
-890
-16% -$134K
2 3
4
5 6

Similar funds

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 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.