We are live on ! Find out more
SMFG

Sumitomo Mitsui Financial Group Portfolio holdings

AUM $4.94B
1-Year Est. Return 1.39%
This Fund
S&P 500
This Quarter Est. Return
+8.56%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
10 Year Est. Return
–
AUM
$7.51B
AUM Growth
+$3.05B
Cap. Flow
+$2.6B
Cap. Flow %
34.69%
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 Financials 43.21%
2 Technology 4.42%
3 Communication Services 1.11%
4 Consumer Discretionary 0.91%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
101
Verizon
VZ
$197B
$685K 0.01%
17,138
-1,256
-7% -$53K
KMB icon
102
Kimberly-Clark
KMB
$37.6B
$634K 0.01%
4,838
+73
+2% +$9.95K
ITW icon
103
Illinois Tool Works
ITW
$84.1B
$622K 0.01%
2,452
-216
-8% -$57.3K
GDX icon
104
VanEck Gold Miners ETF
GDX
$22.5B
$614K 0.01%
18,121
-1,413
-7% -$54.2K
SH icon
105
ProShares Short S&P500
SH
$928M
$509K 0.01%
12,000
– –
NVDA icon
106
CALL
NVIDIA
NVDA
$4.6T
$460K 0.01%
262,498
+96,278
+58% +$13.3M
AMZN icon
107
CALL
Amazon
AMZN
$2.44T
$426K 0.01%
25,236
+424
+2% +$86.7K
OKTA icon
108
Okta
OKTA
$23.8B
$387K 0.01%
4,739
+4,700
+12,051% +$364K
TSLA icon
109
CALL
Tesla
TSLA
$1.18T
$327K ﹤0.01%
2,000
-3,000
-60% -$965K
REM icon
110
iShares Mortgage Real Estate ETF
REM
$549M
$304K ﹤0.01%
14,223
+2,181
+18% +$49.5K
HEWJ icon
111
iShares Currency Hedged MSCI Japan ETF
HEWJ
$713M
$240K ﹤0.01%
5,625
– –
XLE icon
112
State Street Energy Select Sector SPDR ETF
XLE
$39B
$224K ﹤0.01%
5,220
-1,710
-25% -$77.7K
IWM icon
113
iShares Russell 2000 ETF
IWM
$79.1B
$220K ﹤0.01%
996
+48
+5% +$10.9K
AMZN icon
114
PUT
Amazon
AMZN
$2.44T
$216K ﹤0.01%
35,000
+25,000
+250% +$5.11M
EWJ icon
115
iShares MSCI Japan ETF
EWJ
$21.2B
$213K ﹤0.01%
3,179
– –
QQQ icon
116
PUT
Invesco QQQ Trust
QQQ
$436B
$207K ﹤0.01%
27,000
+16,000
+145% +$8.09M
GDXJ icon
117
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
$197K ﹤0.01%
4,612
-974
-17% -$47.2K
QCLN icon
118
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$569M
$190K ﹤0.01%
5,587
-931
-14% -$32.2K
IEO icon
119
iShares US Oil & Gas Exploration & Production ETF
IEO
$566M
$179K ﹤0.01%
1,998
-25
-1% -$2.35K
V icon
120
CALL
Visa
V
$677B
$146K ﹤0.01%
+5,000
New +$1.5M
ZS icon
121
Zscaler
ZS
$24.9B
$139K ﹤0.01%
754
-1,486
-66% -$288K
JPM icon
122
PUT
JPMorgan Chase
JPM
$916B
$124K ﹤0.01%
+21,000
New +$4.89M
AVGO icon
123
PUT
Broadcom
AVGO
$1.76T
$114K ﹤0.01%
7,500
-8,500
-53% -$1.57M
TSLA icon
124
PUT
Tesla
TSLA
$1.18T
$103K ﹤0.01%
9,500
-10,500
-53% -$3.38M
EAGG icon
125
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$102K ﹤0.01%
2,196
– –
3 4
5
6 7

Similar funds

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $4.92B AUM 28.48% 1-Year Est. Return
MCM
Moore Capital Management New York $4.92B AUM 35.41% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $4.96B AUM 18.21% 1-Year Est. Return
FC
Freemont Capital Singapore $4.91B AUM 5.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

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 $2.6B 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 Financials at 43% of assets, down from 63% a quarter earlier, followed by Technology and Communication Services.

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.