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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
+13.05%
1 Year Est. Return
-2.94%
3 Year Est. Return
+55.63%
5 Year Est. Return
+73.75%
10 Year Est. Return
–
AUM
$6.14B
AUM Growth
+$680M
Cap. Flow
+$14.4M
Cap. Flow %
0.23%
Top 10 Hldgs %
78.22%
Holding
254
New
71
Increased
78
Reduced
59
Closed
27

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$395M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$122M
3
EWY icon
iShares MSCI South Korea ETF
EWY
+$40.8M
4
GLD icon
SPDR Gold Trust
GLD
+$14.6M
5
UNH icon
UnitedHealth
UNH
+$7.04M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$344M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$250M
3
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$5.21M
4
AVGO icon
Broadcom
AVGO
+$3.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.83M

Sector Composition

Rank Sector Weight
1 Financials 49.43%
2 Miscellaneous 38.5%
3 Technology 6.2%
4 Communication Services 1.7%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
101
Kimberly-Clark
KMB
$36.4B
$542K 0.01%
4,206
+14
+0.3% +$1.9K
ITW icon
102
Illinois Tool Works
ITW
$79.8B
$538K 0.01%
2,175
-336
-13% -$81.2K
NFLX icon
103
Netflix
NFLX
$340B
$532K 0.01%
4,020
+2,020
+101% +$228K
ALGN icon
104
Align Technology
ALGN
$11.2B
$528K 0.01%
+2,800
New +$495K
ZS icon
105
CALL
Zscaler
ZS
$29.8B
$524K 0.01%
7,511
-1,521
-17% -$379K
SH icon
106
ProShares Short S&P500
SH
$826M
$476K 0.01%
12,000
– –
MU icon
107
PUT
Micron Technology
MU
$1.05T
$398K 0.01%
45,000
+29,000
+181% +$2.71M
HCA icon
108
HCA Healthcare
HCA
$90.5B
$398K 0.01%
+1,049
New +$378K
B
109
Barrick Mining
B
$75.1B
$388K 0.01%
+18,950
New +$370K
SNOW icon
110
Snowflake
SNOW
$114B
$380K 0.01%
+1,708
New +$309K
MA icon
111
Mastercard
MA
$521B
$358K 0.01%
+650
New +$359K
GDXJ icon
112
VanEck Junior Gold Miners ETF
GDXJ
$9.48B
$355K 0.01%
5,245
+388
+8% +$24.5K
FXI icon
113
iShares China Large-Cap ETF
FXI
$4.23B
$328K 0.01%
+8,918
New +$312K
KLAC icon
114
KLA
KLAC
$229B
$311K 0.01%
+3,500
New +$263K
AMD icon
115
CALL
Advanced Micro Devices
AMD
$760B
$306K 0.01%
+9,400
New +$1.02M
ADSK icon
116
Autodesk
ADSK
$55B
$305K 0.01%
+1,000
New +$284K
REM icon
117
iShares Mortgage Real Estate ETF
REM
$537M
$304K 0.01%
14,223
– –
IBM icon
118
IBM
IBM
$222B
$298K ﹤0.01%
1,030
+370
+56% +$95.3K
MRVL icon
119
Marvell Technology
MRVL
$195B
$298K ﹤0.01%
+3,860
New +$241K
VT icon
120
Vanguard Total World Stock ETF
VT
$81.2B
$282K ﹤0.01%
2,195
– –
MRVL icon
121
PUT
Marvell Technology
MRVL
$195B
$266K ﹤0.01%
+25,000
New +$1.56M
TSLA icon
122
Tesla
TSLA
$1.38T
$253K ﹤0.01%
781
+772
+8,578% +$233K
HEWJ icon
123
iShares Currency Hedged MSCI Japan ETF
HEWJ
$746M
$252K ﹤0.01%
5,625
– –
TSLA icon
124
CALL
Tesla
TSLA
$1.38T
$249K ﹤0.01%
+15,227
New +$4.59M
EWJ icon
125
iShares MSCI Japan ETF
EWJ
$22.7B
$238K ﹤0.01%
3,179
– –
3 4
5
6 7

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Mitsui Financial Group held 254 positions worth $6.14B, up 12% from $5.46B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Sumitomo Mitsui Financial Group's Q2 2025 filing shows 71 new, 78 increased, 59 reduced and 27 closed positions. Its largest new stake was State Street Technology Select Sector SPDR ETF: 1,100,000 shares worth $139M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $344M.

By sector, the portfolio is most concentrated in Financials at 49% of assets, up from 48% a quarter earlier, followed by Miscellaneous and Technology.

  • Sumitomo Mitsui Financial Group's largest Q2 2025 buy was State Street Technology Select Sector SPDR ETF: 1,100,000 shares worth $139M.
  • Sumitomo Mitsui Financial Group added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, an estimated $395M increase.
  • Sumitomo Mitsui Financial Group's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $344M.
  • Sumitomo Mitsui Financial Group fully exited iShares Russell 1000 Growth ETF in Q2 2025, selling an estimated $250M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 78% of its $6.14B portfolio in Q2 2025.
  • Sumitomo Mitsui Financial Group opened 71 new positions and closed 27 in Q2 2025.
  • Sumitomo Mitsui Financial Group's portfolio value rose 12% quarter-over-quarter to $6.14B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.