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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
-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
WMT icon
151
PUT
Walmart Inc
WMT
$885B
$40.8K ﹤0.01%
+10,000
New +$938K
OKTA icon
152
CALL
Okta
OKTA
$24.7B
$40.5K ﹤0.01%
+6,567
New +$641K
XLF icon
153
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$35.9K ﹤0.01%
720
-1,231,267
-100% -$61.8M
USMV icon
154
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$34.1K ﹤0.01%
364
-60
-14% -$5.52K
AMZN icon
155
CALL
Amazon
AMZN
$2.92T
$27K ﹤0.01%
18,736
-6,500
-26% -$1.41M
B
156
CALL
Barrick Mining
B
$61.5B
$26.7K ﹤0.01%
65,682
+48,100
+274% +$843K
ABBV icon
157
PUT
AbbVie
ABBV
$443B
$20K ﹤0.01%
+9,000
New +$1.75M
ISRG icon
158
Intuitive Surgical
ISRG
$127B
$19.7K ﹤0.01%
+40
New +$22.1K
COST icon
159
PUT
Costco
COST
$422B
$19.3K ﹤0.01%
+500
New +$487K
COF icon
160
CALL
Capital One
COF
$128B
$17.1K ﹤0.01%
+2,000
New +$378K
CRWD icon
161
CALL
CrowdStrike
CRWD
$194B
$16.5K ﹤0.01%
7,740
+5,120
+195% +$488K
SPLV icon
162
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$14.6K ﹤0.01%
196
-32
-14% -$2.31K
AMAT icon
163
CALL
Applied Materials
AMAT
$403B
$13.1K ﹤0.01%
+4,000
New +$673K
ADM icon
164
Archer Daniels Midland
ADM
$38.2B
$11.2K ﹤0.01%
234
-169,241
-100% -$8.18M
ON icon
165
ON Semiconductor
ON
$31.8B
$11.1K ﹤0.01%
+271
New +$13.6K
EBAY icon
166
eBay
EBAY
$50.6B
$10.8K ﹤0.01%
+161
New +$10.7K
META icon
167
CALL
Meta Platforms (Facebook)
META
$1.42T
$9.56K ﹤0.01%
2,770
+370
+15% +$239K
ANET icon
168
CALL
Arista Networks
ANET
$227B
$9.15K ﹤0.01%
+6,000
New +$608K
AVGO icon
169
CALL
Broadcom
AVGO
$1.85T
$9.13K ﹤0.01%
2,500
– –
LRCX icon
170
CALL
Lam Research
LRCX
$367B
$8.64K ﹤0.01%
+5,000
New +$394K
UBER icon
171
CALL
Uber
UBER
$143B
$8.09K ﹤0.01%
3,700
– –
MU icon
172
CALL
Micron Technology
MU
$930B
$7.22K ﹤0.01%
+4,000
New +$384K
GLW icon
173
CALL
Corning
GLW
$119B
$6.84K ﹤0.01%
+6,000
New +$296K
JBHT icon
174
JB Hunt Transport Services
JBHT
$25.5B
$5.47K ﹤0.01%
37
-65,977
-100% -$10.9M
AAPL icon
175
CALL
Apple
AAPL
$4.54T
$5.12K ﹤0.01%
5,200
-300
-5% -$69.5K
5 6
7
8 9

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FFB
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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
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BCM
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KCM
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PBA
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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.