We are live on ! Find out more
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
QCLN icon
126
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$603M
$133K ﹤0.01%
4,633
-954
-17% -$30.7K
MU icon
127
PUT
Micron Technology
MU
$930B
$131K ﹤0.01%
+16,000
New +$1.54M
QQQ icon
128
PUT
Invesco QQQ Trust
QQQ
$453B
$127K ﹤0.01%
5,000
-22,000
-81% -$11.2M
COF icon
129
Capital One
COF
$128B
$121K ﹤0.01%
+700
New +$132K
UNH icon
130
PUT
UnitedHealth
UNH
$376B
$115K ﹤0.01%
+7,500
New +$3.83M
JPM icon
131
PUT
JPMorgan Chase
JPM
$935B
$110K ﹤0.01%
7,000
-14,000
-67% -$3.57M
ARM icon
132
PUT
Arm
ARM
$256B
$109K ﹤0.01%
+4,000
New +$558K
AMAT icon
133
PUT
Applied Materials
AMAT
$403B
$107K ﹤0.01%
+8,000
New +$1.35M
CRWD icon
134
CrowdStrike
CRWD
$194B
$106K ﹤0.01%
1,188
+768
+183% +$73.2K
EAGG icon
135
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
$104K ﹤0.01%
2,196
– –
MMM icon
136
3M
MMM
$90.9B
$101K ﹤0.01%
+700
New +$103K
CRWD icon
137
PUT
CrowdStrike
CRWD
$194B
$101K ﹤0.01%
+12,000
New +$1.14M
ESGV icon
138
Vanguard ESG US Stock ETF
ESGV
$13.1B
$90.5K ﹤0.01%
938
– –
LRCX icon
139
PUT
Lam Research
LRCX
$367B
$87.3K ﹤0.01%
+8,000
New +$630K
ZS icon
140
CALL
Zscaler
ZS
$24.5B
$85.7K ﹤0.01%
9,032
+127
+1% +$25.3K
ZS icon
141
Zscaler
ZS
$24.5B
$76.8K ﹤0.01%
371
-383
-51% -$76.3K
XSOE icon
142
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.03B
$72.6K ﹤0.01%
2,351
– –
COF icon
143
PUT
Capital One
COF
$128B
$71.9K ﹤0.01%
+5,000
New +$944K
NVDA icon
144
CALL
NVIDIA
NVDA
$4.86T
$63K ﹤0.01%
158,100
-104,398
-40% -$13.2M
GLW icon
145
PUT
Corning
GLW
$119B
$61.3K ﹤0.01%
+20,000
New +$988K
AAPL icon
146
Apple
AAPL
$4.54T
$59.9K ﹤0.01%
+275
New +$63.7K
OKTA icon
147
Okta
OKTA
$24.7B
$53.5K ﹤0.01%
495
-4,244
-90% -$415K
XLB icon
148
State Street Materials Select Sector SPDR ETF
XLB
$8.5B
$51K ﹤0.01%
1,186
– –
TWLO icon
149
PUT
Twilio
TWLO
$30B
$46.7K ﹤0.01%
+4,000
New +$474K
HEZU icon
150
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$570M
$44K ﹤0.01%
1,130
– –
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
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

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.