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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
(+6.8%)
Cap. Flow
-$18.5M
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
67.12%
Holding
254
New
64
Increased
67
Reduced
66
Closed
40
Avg Time Held Equity + Options
14
quarters
Top 10 Avg Time Held Equity + Options
9
quarters
Top 20 Avg Time Held Equity + Options
14.4
quarters
Avg Time Held Equity only
17.1
quarters
Top 10 Avg Time Held Equity only
9
quarters
Top 20 Avg Time Held Equity only
14.4
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$135M |
| 2 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$125M |
| 3 |
SPDR Gold Trust
GLD
|
+$11.5M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.16M |
| 5 |
Amphenol
APH
|
+$4.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Jefferies Financial Group
JEF
|
+$145M |
| 2 |
iShares Semiconductor ETF
SOXX
|
+$87.2M |
| 3 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$59.3M |
| 4 |
Kennedy-Wilson Holdings
KW
|
+$29.9M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
176
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
| $104K | ﹤0.01% |
2,196
| – | – |
2021 Q3
19 quarters
|
|
177
Shopify
SHOP
$231B
| $103K | ﹤0.01% |
900
+573
| +175% | +$65.4K |
2025 Q4
2 quarters
|
|
178
CALL
Robinhood
HOOD
$98.2B
| $100K | ﹤0.01% |
+1,000
| New | +$83.7K |
2026 Q2
0 quarters
|
|
179
Corning
GLW
$127B
| $89.4K | ﹤0.01% |
+350
| New | +$63.7K |
2026 Q2
0 quarters
|
|
180
Delta Air Lines
DAL
$52.7B
| $84.3K | ﹤0.01% |
+900
| New | +$67.9K |
2026 Q2
0 quarters
|
|
181
iShares MSCI Indonesia ETF
EIDO
$399M
| $76.5K | ﹤0.01% |
6,762
+5,857
| +647% | +$81.7K |
2025 Q2
4 quarters
|
|
182
Aflac
AFL
$58.1B
| $76.4K | ﹤0.01% |
+652
| New | +$75.1K |
2026 Q2
0 quarters
|
|
183
PIMCO Multi Sector Bond Active ETF
PYLD
$15.9B
| $67K | ﹤0.01% |
2,528
| – | – |
2025 Q4
2 quarters
|
|
184
Visa
V
$731B
| $66.6K | ﹤0.01% |
+194
| New | +$62.3K |
2026 Q2
0 quarters
|
|
185
Palantir
PLTR
$502B
| $65.2K | ﹤0.01% |
559
-555
| -50% | -$75.7K |
2025 Q3
3 quarters
|
|
186
Morgan Stanley
MS
$298B
| $62.7K | ﹤0.01% |
+300
| New | +$59.4K |
2026 Q2
0 quarters
|
|
187
Bank of America
BAC
$382B
| $62.7K | ﹤0.01% |
+1,100
| New | +$58.5K |
2026 Q2
0 quarters
|
|
188
UnitedHealth
UNH
$340B
| $62.3K | ﹤0.01% |
+150
| New | +$55.6K |
2026 Q2
0 quarters
|
|
189
CVS Health
CVS
$112B
| $62.1K | ﹤0.01% |
+600
| New | +$53.6K |
2026 Q2
0 quarters
|
|
190
NextEra Energy
NEE
$164B
| $61.4K | ﹤0.01% |
+700
| New | +$63.3K |
2026 Q2
0 quarters
|
|
191
Goldman Sachs
GS
$260B
| $60.7K | ﹤0.01% |
+60
| New | +$58.5K |
2026 Q2
0 quarters
|
|
192
Humana
HUM
$52.1B
| $59.6K | ﹤0.01% |
+150
| New | +$42.7K |
2026 Q2
0 quarters
|
|
193
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$563M
| $56.7K | ﹤0.01% |
1,130
| – | – |
2016 Q4
38 quarters
|
|
194
Tesla
TSLA
$1.49T
| $50.5K | ﹤0.01% |
+120
| New | +$47.7K |
2026 Q2
0 quarters
|
|
195
Intel
INTC
$536B
| $48.9K | ﹤0.01% |
+350
| New | +$35.4K |
2026 Q2
0 quarters
|
|
196
State Street Financial Select Sector SPDR ETF
XLF
$51.2B
| $43.8K | ﹤0.01% |
817
| – | – |
2022 Q1
17 quarters
|
|
197
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$240M
| $41.3K | ﹤0.01% |
1,323
+447
| +51% | +$14.7K |
2025 Q1
5 quarters
|
|
|
198
Robinhood
HOOD
$98.2B
| $40.1K | ﹤0.01% |
+400
| New | +$33.5K |
2026 Q2
0 quarters
|
|
199
Fidelity Stocks for Inflation ETF
FCPI
$291M
| $38.5K | ﹤0.01% |
705
| – | – |
2024 Q2
8 quarters
|
|
200
GE Vernova
GEV
$265B
| $35.2K | ﹤0.01% |
+30
| New | +$30.6K |
2026 Q2
0 quarters
|
|
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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.