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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
-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
UBER icon
101
PUT
Uber
UBER
$155B
$719K 0.01%
+10,000
New +$770K
TXN icon
102
PUT
Texas Instruments
TXN
$255B
$679K 0.01%
+3,500
New +$709K
ADBE icon
103
PUT
Adobe
ADBE
$105B
$656K 0.01%
+2,700
New +$748K
CRWD icon
104
PUT
CrowdStrike
CRWD
$221B
$586K 0.01%
+6,000
New +$636K
QCOM icon
105
PUT
Qualcomm
QCOM
$174B
$580K 0.01%
4,500
+500
+13% +$73K
PAVE icon
106
Global X US Infrastructure Development ETF
PAVE
$14.4B
$577K 0.01%
11,349
-6,246
-35% -$325K
FXI icon
107
iShares China Large-Cap ETF
FXI
$4.16B
$539K 0.01%
15,000
+2,333
+18% +$88.7K
UBER icon
108
Uber
UBER
$155B
$511K 0.01%
+7,100
New +$546K
COIN icon
109
Coinbase
COIN
$39.2B
$489K 0.01%
+2,800
New +$551K
COIN icon
110
PUT
Coinbase
COIN
$39.2B
$489K 0.01%
+2,800
New +$551K
GDXJ icon
111
VanEck Junior Gold Miners ETF
GDXJ
$8.49B
$485K 0.01%
4,044
-1,386
-26% -$181K
GIS icon
112
General Mills
GIS
$21B
$483K 0.01%
12,987
-3,902
-23% -$169K
SH icon
113
ProShares Short S&P500
SH
$841M
$455K 0.01%
12,000
– –
AAPL icon
114
Apple
AAPL
$4.46T
$440K 0.01%
1,735
-572
-25% -$149K
MDLZ icon
115
Mondelez International
MDLZ
$81.2B
$403K 0.01%
6,990
-1,735
-20% -$100K
ITW icon
116
Illinois Tool Works
ITW
$82.8B
$362K 0.01%
1,389
+16
+1% +$4.35K
REM icon
117
iShares Mortgage Real Estate ETF
REM
$546M
$361K 0.01%
16,831
– –
VZ icon
118
PUT
Verizon
VZ
$201B
$351K 0.01%
+7,000
New +$324K
NFLX icon
119
Netflix
NFLX
$325B
$342K 0.01%
3,560
+2,560
+256% +$226K
CRWD icon
120
CrowdStrike
CRWD
$221B
$328K 0.01%
3,360
+2,376
+241% +$252K
LULU icon
121
PUT
lululemon athletica
LULU
$13.6B
$322K 0.01%
+2,100
New +$376K
MU icon
122
Micron Technology
MU
$1.1T
$319K 0.01%
943
-1,292
-58% -$506K
XLE icon
123
State Street Energy Select Sector SPDR ETF
XLE
$40.5B
$318K 0.01%
5,189
+2,589
+100% +$139K
HEWJ icon
124
iShares Currency Hedged MSCI Japan ETF
HEWJ
$766M
$317K 0.01%
5,625
– –
ADBE icon
125
CALL
Adobe
ADBE
$105B
$316K 0.01%
+1,300
New +$360K
3 4
5
6 7

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DDC
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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.