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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
ORCL icon
151
Oracle
ORCL
$434B
$121K ﹤0.01%
+822
New +$134K
XOM icon
152
ExxonMobil
XOM
$658B
$119K ﹤0.01%
+700
New +$102K
LRCX icon
153
Lam Research
LRCX
$416B
$107K ﹤0.01%
500
-550
-52% -$123K
ARM icon
154
PUT
Arm
ARM
$298B
$106K ﹤0.01%
700
-1,100
-61% -$133K
ESGV icon
155
Vanguard ESG US Stock ETF
ESGV
$13.7B
$105K ﹤0.01%
938
– –
EAGG icon
156
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
$104K ﹤0.01%
2,196
– –
AMAT icon
157
Applied Materials
AMAT
$403B
$103K ﹤0.01%
+300
New +$101K
ARM icon
158
Arm
ARM
$298B
$102K ﹤0.01%
677
-74
-10% -$8.98K
ZM icon
159
Zoom
ZM
$31.1B
$102K ﹤0.01%
1,268
+800
+171% +$67K
CRM icon
160
Salesforce
CRM
$161B
$93.3K ﹤0.01%
500
-1,094
-69% -$227K
EMLC icon
161
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.79B
$75.7K ﹤0.01%
+3,016
New +$78.2K
JNJ icon
162
Johnson & Johnson
JNJ
$627B
$74.6K ﹤0.01%
305
-1,238
-80% -$288K
TGT icon
163
Target
TGT
$70.2B
$72.7K ﹤0.01%
+600
New +$67.7K
CAT icon
164
Caterpillar
CAT
$394B
$70.8K ﹤0.01%
100
-120
-55% -$83.1K
ALGN icon
165
Align Technology
ALGN
$12.9B
$68.6K ﹤0.01%
+400
New +$70.1K
PYLD icon
166
PIMCO Multi Sector Bond Active ETF
PYLD
$15.2B
$66.2K ﹤0.01%
2,528
– –
TMUS icon
167
T-Mobile US
TMUS
$196B
$63K ﹤0.01%
+300
New +$61.6K
WMT icon
168
Walmart Inc
WMT
$917B
$62.1K ﹤0.01%
500
+418
+510% +$51.3K
GM icon
169
General Motors
GM
$76.1B
$59.6K ﹤0.01%
+800
New +$63.6K
XLB icon
170
State Street Materials Select Sector SPDR ETF
XLB
$8.6B
$59.3K ﹤0.01%
1,186
– –
UPS icon
171
United Parcel Service
UPS
$88.9B
$59K ﹤0.01%
+600
New +$64.3K
HEZU icon
172
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$590M
$49.4K ﹤0.01%
1,130
– –
UNP icon
173
Union Pacific
UNP
$174B
$48.5K ﹤0.01%
+200
New +$49K
IBM icon
174
IBM
IBM
$221B
$47.3K ﹤0.01%
195
-169
-46% -$45.7K
XLF icon
175
State Street Financial Select Sector SPDR ETF
XLF
$59.4B
$40.3K ﹤0.01%
817
+263
+47% +$13.7K
5 6
7
8 9

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.