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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
CCL icon
176
Carnival Corporation Ltd
CCL
$38.1B
$4.97K ﹤0.01%
+250
New +$5.95K
GOOG icon
177
CALL
Alphabet (Google) Class C
GOOG
$4.36T
$4.57K ﹤0.01%
1,725
-925
-35% -$169K
CHIQ icon
178
Global X MSCI China Consumer Discretionary ETF
CHIQ
$133M
$4.47K ﹤0.01%
+200
New +$4.21K
EMQQ icon
179
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$275M
$4.2K ﹤0.01%
+110
New +$4.12K
TSLA icon
180
Tesla
TSLA
$1.23T
$2.37K ﹤0.01%
9
-1,795
-100% -$598K
ARM icon
181
CALL
Arm
ARM
$256B
$1.68K ﹤0.01%
22,500
+300
+1% +$41.8K
GS icon
182
CALL
Goldman Sachs
GS
$300B
$640 ﹤0.01%
+2,000
New +$1.2M
QCOM icon
183
CALL
Qualcomm
QCOM
$155B
$16 ﹤0.01%
3,736
– –
ADBE icon
184
CALL
Adobe
ADBE
$99.5B
– –
-158
Closed -$18
ADBE icon
185
Adobe
ADBE
$99.5B
– –
-83
Closed -$37.1K
ALB icon
186
CALL
Albemarle
ALB
$13.9B
– –
-1,810
Closed -$3.58K
AMD icon
187
CALL
Advanced Micro Devices
AMD
$776B
– –
-1,795
Closed -$334
AMZN icon
188
PUT
Amazon
AMZN
$2.92T
– –
-35,000
Closed -$216K
CCL icon
189
CALL
Carnival Corporation Ltd
CCL
$38.1B
– –
-3,900
Closed -$3.84K
CRM icon
190
PUT
Salesforce
CRM
$151B
– –
-3,500
Closed -$878
DAL icon
191
Delta Air Lines
DAL
$57.5B
– –
-150
Closed -$9.19K
DIS icon
192
CALL
Walt Disney
DIS
$167B
– –
-1,500
Closed -$3.22K
FCX icon
193
CALL
Freeport-McMoran
FCX
$90B
– –
-15,000
Closed -$171
IWB icon
194
iShares Russell 1000 ETF
IWB
$48.2B
– –
-400,000
Closed -$129M
MRVL icon
195
CALL
Marvell Technology
MRVL
$168B
– –
-3,000
Closed -$32.1K
MRVL icon
196
Marvell Technology
MRVL
$168B
– –
-750
Closed -$85.2K
MRVL icon
197
PUT
Marvell Technology
MRVL
$168B
– –
-6,000
Closed -$67K
NFLX icon
198
PUT
Netflix
NFLX
$299B
– –
-15,000
Closed -$26.6K
PANW icon
199
CALL
Palo Alto Networks
PANW
$270B
– –
-450
Closed -$716
SHOP icon
200
CALL
Shopify
SHOP
$152B
– –
-1,068
Closed -$17.1K
5 6 7
8
9

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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
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return

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.