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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
+8.22%
1 Year Est. Return
-2.94%
3 Year Est. Return
+55.63%
5 Year Est. Return
+73.75%
10 Year Est. Return
–
AUM
$5.27B
AUM Growth
+$335M
Cap. Flow
-$18.5M
Cap. Flow %
-0.35%
Top 10 Hldgs %
67.12%
Holding
254
New
64
Increased
67
Reduced
66
Closed
40

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$135M
2
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$125M
3
GLD icon
SPDR Gold Trust
GLD
+$11.5M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.16M
5
APH icon
Amphenol
APH
+$4.7M

Top Sells

Rank Stock Value
1
JEF icon
Jefferies Financial Group
JEF
+$145M
2
SOXX icon
iShares Semiconductor ETF
SOXX
+$87.2M
3
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$59.3M
4
KW
Kennedy-Wilson Holdings
KW
+$29.9M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$4.05M

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.59%
2 Financials 38.37%
3 Technology 9.73%
4 Consumer Discretionary 5.66%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EAGG icon
176
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.02B
$104K ﹤0.01%
2,196
– –
SHOP icon
177
Shopify
SHOP
$199B
$103K ﹤0.01%
900
+573
+175% +$65.4K
HOOD icon
178
CALL
Robinhood
HOOD
$98.7B
$100K ﹤0.01%
+1,000
New +$83.7K
GLW icon
179
Corning
GLW
$132B
$89.4K ﹤0.01%
+350
New +$63.7K
DAL icon
180
Delta Air Lines
DAL
$53.4B
$84.3K ﹤0.01%
+900
New +$67.9K
EIDO icon
181
iShares MSCI Indonesia ETF
EIDO
$490M
$76.5K ﹤0.01%
6,762
+5,857
+647% +$81.7K
AFL icon
182
Aflac
AFL
$58.4B
$76.4K ﹤0.01%
+652
New +$75.1K
PYLD icon
183
PIMCO Multi Sector Bond Active ETF
PYLD
$15.5B
$67K ﹤0.01%
2,528
– –
V icon
184
Visa
V
$709B
$66.6K ﹤0.01%
+194
New +$62.3K
PLTR icon
185
Palantir
PLTR
$447B
$65.2K ﹤0.01%
559
-555
-50% -$75.7K
MS icon
186
Morgan Stanley
MS
$337B
$62.7K ﹤0.01%
+300
New +$59.4K
BAC icon
187
Bank of America
BAC
$428B
$62.7K ﹤0.01%
+1,100
New +$58.5K
UNH icon
188
UnitedHealth
UNH
$355B
$62.3K ﹤0.01%
+150
New +$55.6K
CVS icon
189
CVS Health
CVS
$119B
$62.1K ﹤0.01%
+600
New +$53.6K
NEE icon
190
NextEra Energy
NEE
$174B
$61.4K ﹤0.01%
+700
New +$63.3K
GS icon
191
Goldman Sachs
GS
$303B
$60.7K ﹤0.01%
+60
New +$58.5K
HUM icon
192
Humana
HUM
$47.1B
$59.6K ﹤0.01%
+150
New +$42.7K
HEZU icon
193
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$596M
$56.7K ﹤0.01%
1,130
– –
TSLA icon
194
Tesla
TSLA
$1.4T
$50.5K ﹤0.01%
+120
New +$47.7K
INTC icon
195
Intel
INTC
$487B
$48.9K ﹤0.01%
+350
New +$35.4K
XLF icon
196
State Street Financial Select Sector SPDR ETF
XLF
$56.4B
$43.8K ﹤0.01%
817
– –
EMQQ icon
197
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$265M
$41.3K ﹤0.01%
1,323
+447
+51% +$14.7K
HOOD icon
198
Robinhood
HOOD
$98.7B
$40.1K ﹤0.01%
+400
New +$33.5K
FCPI icon
199
Fidelity Stocks for Inflation ETF
FCPI
$291M
$38.5K ﹤0.01%
705
– –
GEV icon
200
GE Vernova
GEV
$254B
$35.2K ﹤0.01%
+30
New +$30.6K
6 7
8
9 10

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 Q2 2026 Portfolio in Review

As of Q2 2026, Sumitomo Mitsui Financial Group held 254 positions worth $5.27B, up 6.8% from $4.94B the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Sumitomo Mitsui Financial Group's Q2 2026 filing shows 64 new, 67 increased, 66 reduced and 40 closed positions. Its largest new stake was Global X Robotics & Artificial Intelligence ETF: 31,448 shares worth $1.19M. The largest sale was Jefferies Financial Group, an estimated $145M.

By sector, the portfolio is most concentrated in Miscellaneous at 40% of assets, up from 37% a quarter earlier, followed by Financials and Technology.

  • Sumitomo Mitsui Financial Group's largest Q2 2026 buy was Global X Robotics & Artificial Intelligence ETF: 31,448 shares worth $1.19M.
  • Sumitomo Mitsui Financial Group added most to Invesco QQQ Trust in Q2 2026, an estimated $135M increase.
  • Sumitomo Mitsui Financial Group's biggest Q2 2026 reduction was Jefferies Financial Group, cutting an estimated $145M.
  • Sumitomo Mitsui Financial Group fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q2 2026, selling an estimated $59.3M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 67% of its $5.27B portfolio in Q2 2026.
  • Sumitomo Mitsui Financial Group opened 64 new positions and closed 40 in Q2 2026.
  • Sumitomo Mitsui Financial Group's portfolio value rose 6.8% quarter-over-quarter to $5.27B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.