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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
AVGO icon
126
CALL
Broadcom
AVGO
$1.87T
$310K 0.01%
+1,000
New +$329K
AVGO icon
127
PUT
Broadcom
AVGO
$1.87T
$310K 0.01%
+1,000
New +$329K
TXN icon
128
CALL
Texas Instruments
TXN
$255B
$291K 0.01%
+1,500
New +$304K
COF icon
129
CALL
Capital One
COF
$139B
$274K 0.01%
+1,500
New +$314K
QCLN icon
130
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$636M
$273K 0.01%
5,876
+235
+4% +$11.4K
EWJ icon
131
iShares MSCI Japan ETF
EWJ
$23.2B
$268K 0.01%
3,179
– –
MRK icon
132
Merck
MRK
$335B
$241K ﹤0.01%
+2,000
New +$231K
LULU icon
133
lululemon athletica
LULU
$13.6B
$214K ﹤0.01%
1,400
+800
+133% +$143K
ADBE icon
134
Adobe
ADBE
$105B
$207K ﹤0.01%
850
+770
+963% +$213K
BOND icon
135
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.47B
$203K ﹤0.01%
2,200
– –
GOOG icon
136
PUT
Alphabet (Google) Class C
GOOG
$4.2T
$201K ﹤0.01%
+700
New +$220K
VZ icon
137
CALL
Verizon
VZ
$201B
$201K ﹤0.01%
+4,000
New +$185K
LMT icon
138
Lockheed Martin
LMT
$140B
$199K ﹤0.01%
+330
New +$203K
GOOGL icon
139
Alphabet (Google) Class A
GOOGL
$4.23T
$198K ﹤0.01%
687
-558
-45% -$175K
IEO icon
140
iShares US Oil & Gas Exploration & Production ETF
IEO
$595M
$195K ﹤0.01%
1,562
-396
-20% -$41.9K
QCOM icon
141
CALL
Qualcomm
QCOM
$174B
$193K ﹤0.01%
1,500
-500
-25% -$73K
UBER icon
142
CALL
Uber
UBER
$155B
$180K ﹤0.01%
+2,500
New +$192K
IDV icon
143
iShares International Select Dividend ETF
IDV
$8.59B
$176K ﹤0.01%
+4,141
New +$174K
PLTR icon
144
Palantir
PLTR
$418B
$163K ﹤0.01%
1,114
+395
+55% +$60.4K
SPLV icon
145
Invesco S&P 500 Low Volatility ETF
SPLV
$7.23B
$159K ﹤0.01%
2,168
+1,972
+1,006% +$146K
IWM icon
146
iShares Russell 2000 ETF
IWM
$82.9B
$157K ﹤0.01%
634
– –
CHTR icon
147
Charter Communications
CHTR
$18.4B
$151K ﹤0.01%
+700
New +$152K
ORCL icon
148
PUT
Oracle
ORCL
$434B
$147K ﹤0.01%
1,000
-400
-29% -$65K
COF icon
149
Capital One
COF
$139B
$128K ﹤0.01%
+700
New +$146K
XSOE icon
150
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$123K ﹤0.01%
3,058
– –
4 5
6
7 8

Similar funds

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 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.