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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
ZM icon
151
CALL
Zoom
ZM
$27.1B
$17K ﹤0.01%
+2,043
New +$161K
AMAT icon
152
Applied Materials
AMAT
$347B
$16.7K ﹤0.01%
+100
New +$18.1K
LRCX icon
153
Lam Research
LRCX
$316B
$16.1K ﹤0.01%
+220
New +$16.7K
SPLV icon
154
Invesco S&P 500 Low Volatility ETF
SPLV
$7.24B
$16K ﹤0.01%
228
– –
DAL icon
155
Delta Air Lines
DAL
$56.7B
$9.19K ﹤0.01%
+150
New +$8.86K
CRWD icon
156
CALL
CrowdStrike
CRWD
$183B
$7.91K ﹤0.01%
2,620
-9,380
-78% -$780K
CCL icon
157
CALL
Carnival Corporation Ltd
CCL
$38.1B
$3.84K ﹤0.01%
+3,900
New +$91.3K
ALB icon
158
CALL
Albemarle
ALB
$13.4B
$3.58K ﹤0.01%
1,810
– –
DIS icon
159
CALL
Walt Disney
DIS
$171B
$3.22K ﹤0.01%
+1,500
New +$158K
QCOM icon
160
CALL
Qualcomm
QCOM
$164B
$1.3K ﹤0.01%
3,736
-1,320
-26% -$216K
CRM icon
161
PUT
Salesforce
CRM
$154B
$878 ﹤0.01%
3,500
– –
PANW icon
162
CALL
Palo Alto Networks
PANW
$256B
$716 ﹤0.01%
+450
New +$85K
B
163
CALL
Barrick Mining
B
$60.9B
$612 ﹤0.01%
17,582
-30,518
-63% -$555K
AMD icon
164
CALL
Advanced Micro Devices
AMD
$700B
$334 ﹤0.01%
1,795
-20,808
-92% -$2.99M
FCX icon
165
CALL
Freeport-McMoran
FCX
$86.2B
$171 ﹤0.01%
15,000
– –
UBER icon
166
CALL
Uber
UBER
$145B
$75 ﹤0.01%
+3,700
New +$264K
ADBE icon
167
CALL
Adobe
ADBE
$105B
$18 ﹤0.01%
+158
New +$78.2K
AMC icon
168
AMC Entertainment Holdings
AMC
$2.45B
– –
-2
Closed -$9
AMD icon
169
PUT
Advanced Micro Devices
AMD
$700B
– –
-21,000
Closed -$343K
ARM icon
170
Arm
ARM
$240B
– –
-2,617
Closed -$369K
ARM icon
171
PUT
Arm
ARM
$240B
– –
-30,000
Closed -$166K
CRM icon
172
Salesforce
CRM
$154B
– –
-1,931
Closed -$616K
CRWD icon
173
PUT
CrowdStrike
CRWD
$183B
– –
-36,000
Closed -$169K
DOCU
174
DocuSign
DOCU
$11.1B
– –
-753
Closed -$46.4K
EMQQ icon
175
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$269M
– –
-14
Closed -$549
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.