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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
-10.85%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
10 Year Est. Return
–
AUM
$5.46B
AUM Growth
-$2.05B
Cap. Flow
-$1.26B
Cap. Flow %
-23.12%
Top 10 Hldgs %
79.72%
Holding
210
New
43
Increased
75
Reduced
48
Closed
27

Top Buys

Rank Stock Value
1
AXP icon
American Express
AXP
+$17.1M
2
GE icon
GE Aerospace
GE
+$13.4M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.32M
4
GLD icon
SPDR Gold Trust
GLD
+$7.84M
5
MSFT icon
Microsoft
MSFT
+$6.87M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$389M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$389M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$131M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$129M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$105M

Sector Composition

Rank Sector Weight
1 Financials 48.47%
2 Technology 5.15%
3 Communication Services 1.53%
4 Healthcare 1.35%
5 Consumer Discretionary 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
101
Micron Technology
MU
$930B
$469K 0.01%
+5,300
New +$509K
AMAT icon
102
Applied Materials
AMAT
$403B
$435K 0.01%
3,000
+2,900
+2,900% +$488K
TWLO icon
103
Twilio
TWLO
$30B
$396K 0.01%
4,000
+3,100
+344% +$367K
ARM icon
104
Arm
ARM
$256B
$379K 0.01%
+3,516
New +$490K
LRCX icon
105
Lam Research
LRCX
$367B
$345K 0.01%
4,750
+4,530
+2,059% +$357K
WMT icon
106
Walmart Inc
WMT
$885B
$341K 0.01%
+4,000
New +$375K
REM icon
107
iShares Mortgage Real Estate ETF
REM
$539M
$319K 0.01%
14,223
– –
GDXJ icon
108
VanEck Junior Gold Miners ETF
GDXJ
$6.89B
$278K 0.01%
4,857
+245
+5% +$12.4K
GLW icon
109
Corning
GLW
$119B
$271K 0.01%
+5,900
New +$291K
VT icon
110
Vanguard Total World Stock ETF
VT
$77.1B
$255K ﹤0.01%
2,195
-37,442
-94% -$4.48M
ABBV icon
111
AbbVie
ABBV
$443B
$253K ﹤0.01%
+1,230
New +$239K
HEWJ icon
112
iShares Currency Hedged MSCI Japan ETF
HEWJ
$717M
$236K ﹤0.01%
5,625
– –
DIS icon
113
Walt Disney
DIS
$167B
$235K ﹤0.01%
+2,400
New +$258K
FCPI icon
114
Fidelity Stocks for Inflation ETF
FCPI
$273M
$221K ﹤0.01%
5,095
+3,640
+250% +$162K
EWJ icon
115
iShares MSCI Japan ETF
EWJ
$21.9B
$218K ﹤0.01%
3,179
– –
NFLX icon
116
Netflix
NFLX
$299B
$187K ﹤0.01%
2,000
-8,720
-81% -$829K
IEO icon
117
iShares US Oil & Gas Exploration & Production ETF
IEO
$580M
$185K ﹤0.01%
1,955
-43
-2% -$4.02K
IWM icon
118
iShares Russell 2000 ETF
IWM
$79.8B
$180K ﹤0.01%
901
-95
-10% -$20.6K
TSM icon
119
PUT
TSMC
TSM
$2.1T
$169K ﹤0.01%
+10,000
New +$1.94M
IBM icon
120
IBM
IBM
$211B
$161K ﹤0.01%
+660
New +$161K
PLTR icon
121
Palantir
PLTR
$295B
$155K ﹤0.01%
+1,800
New +$158K
FCX icon
122
Freeport-McMoran
FCX
$90B
$154K ﹤0.01%
+4,000
New +$153K
XLE icon
123
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$152K ﹤0.01%
3,250
-1,970
-38% -$88.8K
ANET icon
124
PUT
Arista Networks
ANET
$227B
$142K ﹤0.01%
+15,000
New +$1.52M
AVGO icon
125
PUT
Broadcom
AVGO
$1.85T
$134K ﹤0.01%
7,500
– –
3 4
5
6 7

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FFB
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MCM
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CFC
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FC
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BCM
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KCM
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PBA
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Sumitomo Mitsui Financial Group's Q1 2025 Portfolio in Review

As of Q1 2025, Sumitomo Mitsui Financial Group held 210 positions worth $5.46B, down 27% from $7.51B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Mitsui Financial Group withdrew a net $1.26B in Q1 2025, closing 27 positions and reducing 48 holdings. Its most notable exit was iShares Russell 1000 ETF, an estimated $129M position sold in full.

By sector, the portfolio is most concentrated in Financials at 48% of assets, up from 43% a quarter earlier, followed by Technology and Communication Services.

Against the trend, Sumitomo Mitsui Financial Group opened a new position in American Express worth $15.6M.

  • Sumitomo Mitsui Financial Group's largest Q1 2025 buy was American Express: 57,950 shares worth $15.6M.
  • Sumitomo Mitsui Financial Group added most to GE Aerospace in Q1 2025, an estimated $13.4M increase.
  • Sumitomo Mitsui Financial Group's biggest Q1 2025 reduction was Invesco QQQ Trust, cutting an estimated $389M.
  • Sumitomo Mitsui Financial Group fully exited iShares Russell 1000 ETF in Q1 2025, selling an estimated $129M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 80% of its $5.46B portfolio in Q1 2025.
  • Sumitomo Mitsui Financial Group opened 43 new positions and closed 27 in Q1 2025.
  • Sumitomo Mitsui Financial Group's portfolio value fell 27% quarter-over-quarter to $5.46B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q1 2025, filed 14 May 2025.