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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
+8.22%
1 Year Est. Return
-2.94%
3 Year Est. Return
+55.63%
5 Year Est. Return
+73.75%
10 Year Est. Return
–
AUM
$5.27B
AUM Growth
+$335M
Cap. Flow
-$18.5M
Cap. Flow %
-0.35%
Top 10 Hldgs %
67.12%
Holding
254
New
64
Increased
67
Reduced
66
Closed
40
Avg Time Held Equity + Options
14 quarters
Top 10 Avg Time Held Equity + Options
9 quarters
Top 20 Avg Time Held Equity + Options
14.4 quarters
Avg Time Held Equity only
17.1 quarters
Top 10 Avg Time Held Equity only
9 quarters
Top 20 Avg Time Held Equity only
14.4 quarters

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$135M
2
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$125M
3
GLD icon
SPDR Gold Trust
GLD
+$11.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.16M
5
APH icon
Amphenol
APH
+$4.7M

Top Sells

Rank Stock Value
1
JEF icon
Jefferies Financial Group
JEF
+$145M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$87.2M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$59.3M
4
KW icon
Kennedy-Wilson Holdings
KW
+$29.9M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$4.05M

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.59%
2 Financials 38.37%
3 Technology 9.73%
4 Consumer Discretionary 5.66%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
PANW icon
126
Palo Alto Networks
PANW
$328B
$492K 0.01%
+1,442
New +$330K
2026 Q2
0 quarters
GEV icon
127
PUT
GE Vernova
GEV
$266B
$470K 0.01%
+400
New +$408K
2026 Q2
0 quarters
NOW icon
128
ServiceNow
NOW
$146B
$462K 0.01%
+4,650
New +$460K
2026 Q2
0 quarters
REM icon
129
iShares Mortgage Real Estate ETF
REM
$457M
$451K 0.01%
20,442
+3,611
+21% +$79.9K
2019 Q3
27 quarters
CRWD icon
130
CrowdStrike
CRWD
$270B
$449K 0.01%
2,356
-1,004
-30% -$143K
2021 Q4
18 quarters
FXI icon
131
iShares China Large-Cap ETF
FXI
$3.92B
$427K 0.01%
13,511
-1,489
-10% -$53.1K
2025 Q2
4 quarters
CAT icon
132
PUT
Caterpillar
CAT
$371B
$426K 0.01%
+400
New +$351K
2026 Q2
0 quarters
MDLZ icon
133
Mondelez International
MDLZ
$78.4B
$421K 0.01%
7,284
+294
+4% +$17.7K
2020 Q1
25 quarters
OKTA icon
134
Okta
OKTA
$40.1B
$409K 0.01%
+3,000
New +$282K
2026 Q2
0 quarters
GDXJ icon
135
VanEck Junior Gold Miners ETF
GDXJ
$8.37B
$396K 0.01%
4,034
-10
-0.2% -$1.16K
2016 Q4
38 quarters
SH icon
136
ProShares Short S&P500
SH
$972M
$396K 0.01%
12,000
– –
2016 Q4
38 quarters
QCOM icon
137
PUT
Qualcomm
QCOM
$187B
$370K 0.01%
2,000
-2,500
-56% -$468K
2025 Q4
2 quarters
GIS icon
138
General Mills
GIS
$17.4B
$367K 0.01%
10,551
-2,436
-19% -$84.1K
2020 Q1
25 quarters
HEWJ icon
139
iShares Currency Hedged MSCI Japan ETF
HEWJ
$655M
$363K 0.01%
5,625
– –
2024 Q1
9 quarters
CRM icon
140
Salesforce
CRM
$192B
$353K 0.01%
2,255
+1,755
+351% +$309K
2025 Q3
3 quarters
ITW icon
141
Illinois Tool Works
ITW
$76.1B
$340K 0.01%
1,256
-133
-10% -$34.5K
2020 Q1
25 quarters
DE icon
142
CALL
Deere & Co
DE
$169B
$317K 0.01%
+500
New +$290K
2026 Q2
0 quarters
SNOW icon
143
CALL
Snowflake
SNOW
$127B
$305K 0.01%
+1,200
New +$221K
2026 Q2
0 quarters
EWJ icon
144
iShares MSCI Japan ETF
EWJ
$23.7B
$297K 0.01%
3,179
– –
2017 Q1
37 quarters
MRK icon
145
Merck
MRK
$358B
$296K 0.01%
2,300
+300
+15% +$35.1K
2026 Q1
1 quarter
AMD icon
146
CALL
Advanced Micro Devices
AMD
$966B
$290K 0.01%
+500
New +$205K
2026 Q2
0 quarters
INTC icon
147
CALL
Intel
INTC
$535B
$279K 0.01%
+2,000
New +$202K
2026 Q2
0 quarters
ANET icon
148
CALL
Arista Networks
ANET
$268B
$255K ﹤0.01%
+1,500
New +$236K
2026 Q2
0 quarters
TSM icon
149
TSMC
TSM
$2.32T
$253K ﹤0.01%
+530
New +$215K
2026 Q2
0 quarters
HOOD icon
150
PUT
Robinhood
HOOD
$97.3B
$251K ﹤0.01%
+2,500
New +$209K
2026 Q2
0 quarters
4 5
6
7 8

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OWM
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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
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FAMI
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MRC
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SIA
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Sumitomo Mitsui Financial Group's Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Mitsui Financial Group held 254 positions worth $5.27B, up 6.8% from $4.94B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Mitsui Financial Group's Q2 2026 filing shows 64 new, 67 increased, 66 reduced and 40 closed positions. Its largest new stake was Global X Robotics & Artificial Intelligence ETF: 31,448 shares worth $1.19M. The largest sale was Jefferies Financial Group, an estimated $145M.

By sector, the portfolio is most concentrated in Miscellaneous at 40% of assets, up from 37% a quarter earlier, followed by Financials and Technology.

  • Sumitomo Mitsui Financial Group's largest Q2 2026 buy was Global X Robotics & Artificial Intelligence ETF: 31,448 shares worth $1.19M.
  • Sumitomo Mitsui Financial Group added most to Invesco QQQ Trust in Q2 2026, an estimated $135M increase.
  • Sumitomo Mitsui Financial Group's biggest Q2 2026 reduction was Jefferies Financial Group, cutting an estimated $145M.
  • Sumitomo Mitsui Financial Group fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026, selling an estimated $59.3M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 67% of its $5.27B portfolio in Q2 2026.
  • Sumitomo Mitsui Financial Group opened 64 new positions and closed 40 in Q2 2026.
  • Sumitomo Mitsui Financial Group's portfolio value rose 6.8% quarter-over-quarter to $5.27B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.