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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
+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
META icon
126
CALL
Meta Platforms (Facebook)
META
$1.37T
$99.8K ﹤0.01%
+2,400
New +$1.41M
ESGV icon
127
Vanguard ESG US Stock ETF
ESGV
$13.1B
$98.6K ﹤0.01%
938
– –
TWLO icon
128
Twilio
TWLO
$29B
$98.4K ﹤0.01%
900
-1,255
-58% -$115K
MRVL icon
129
Marvell Technology
MRVL
$165B
$85.2K ﹤0.01%
+750
New +$69.6K
ZS icon
130
CALL
Zscaler
ZS
$24B
$82.7K ﹤0.01%
8,905
+5,116
+135% +$990K
XSOE icon
131
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.01B
$71.7K ﹤0.01%
2,351
– –
V icon
132
Visa
V
$673B
$71.4K ﹤0.01%
+224
New +$67.4K
AAPL icon
133
CALL
Apple
AAPL
$4.9T
$68.1K ﹤0.01%
+5,500
New +$1.3M
MRVL icon
134
PUT
Marvell Technology
MRVL
$165B
$67K ﹤0.01%
+6,000
New +$557K
GOOG icon
135
CALL
Alphabet (Google) Class C
GOOG
$4.08T
$63.1K ﹤0.01%
2,650
– –
FCPI icon
136
Fidelity Stocks for Inflation ETF
FCPI
$273M
$63.1K ﹤0.01%
1,455
-295
-17% -$13.1K
XLB icon
137
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
$49.9K ﹤0.01%
1,186
– –
AVGO icon
138
CALL
Broadcom
AVGO
$1.85T
$47.8K ﹤0.01%
2,500
-5,500
-69% -$1.02M
HEZU icon
139
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$571M
$40.5K ﹤0.01%
1,130
– –
USMV icon
140
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$37.6K ﹤0.01%
424
– –
XYZ
141
CALL
Block Inc
XYZ
$49.2B
$37.3K ﹤0.01%
2,700
-17,211
-86% -$1.41M
CRWD icon
142
CrowdStrike
CRWD
$189B
$37.3K ﹤0.01%
420
-4,896
-92% -$407K
ADBE icon
143
Adobe
ADBE
$98.5B
$37.1K ﹤0.01%
+83
New +$41.1K
SHOP icon
144
Shopify
SHOP
$159B
$34.8K ﹤0.01%
+322
New +$31.3K
MRVL icon
145
CALL
Marvell Technology
MRVL
$165B
$32.1K ﹤0.01%
+3,000
New +$279K
ARM icon
146
CALL
Arm
ARM
$258B
$30.9K ﹤0.01%
22,200
+12,200
+122% +$1.72M
GE icon
147
GE Aerospace
GE
$368B
$28.1K ﹤0.01%
+165
New +$29.4K
NFLX icon
148
PUT
Netflix
NFLX
$305B
$26.6K ﹤0.01%
+15,000
New +$1.23M
ZM icon
149
Zoom
ZM
$27.1B
$25.1K ﹤0.01%
300
-16,767
-98% -$1.32M
SHOP icon
150
CALL
Shopify
SHOP
$159B
$17.1K ﹤0.01%
1,068
-47,957
-98% -$4.66M
4 5
6
7 8

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
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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 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.