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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
+13.05%
1 Year Est. Return
-2.94%
3 Year Est. Return
+55.63%
5 Year Est. Return
+73.75%
10 Year Est. Return
–
AUM
$6.14B
AUM Growth
+$680M
Cap. Flow
+$14.4M
Cap. Flow %
0.23%
Top 10 Hldgs %
78.22%
Holding
254
New
71
Increased
78
Reduced
59
Closed
27

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$395M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$122M
3
EWY icon
iShares MSCI South Korea ETF
EWY
+$40.8M
4
GLD icon
SPDR Gold Trust
GLD
+$14.6M
5
UNH icon
UnitedHealth
UNH
+$7.04M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$344M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$250M
3
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$5.21M
4
AVGO icon
Broadcom
AVGO
+$3.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.83M

Sector Composition

Rank Sector Weight
1 Financials 49.43%
2 Miscellaneous 38.5%
3 Technology 6.2%
4 Communication Services 1.7%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZS icon
176
Zscaler
ZS
$29.8B
$67.5K ﹤0.01%
214
-157
-42% -$39.1K
CCL icon
177
CALL
Carnival Corporation Ltd
CCL
$33.9B
$65.4K ﹤0.01%
+12,400
New +$265K
UBER icon
178
CALL
Uber
UBER
$161B
$63.9K ﹤0.01%
7,399
+3,699
+100% +$305K
XLE icon
179
State Street Energy Select Sector SPDR ETF
XLE
$41.2B
$60.2K ﹤0.01%
1,420
-1,830
-56% -$76.2K
MS icon
180
PUT
Morgan Stanley
MS
$337B
$53.4K ﹤0.01%
+8,000
New +$983K
AMAT icon
181
CALL
Applied Materials
AMAT
$366B
$53.2K ﹤0.01%
1,500
-2,500
-63% -$396K
XLB icon
182
State Street Materials Select Sector SPDR ETF
XLB
$8.81B
$52.1K ﹤0.01%
1,186
– –
OXY icon
183
Occidental Petroleum
OXY
$59.1B
$51.1K ﹤0.01%
+1,200
New +$50.2K
KLAC icon
184
CALL
KLA
KLAC
$229B
$51.1K ﹤0.01%
+3,000
New +$226K
AMAT icon
185
PUT
Applied Materials
AMAT
$366B
$50.4K ﹤0.01%
8,000
– –
ZM icon
186
CALL
Zoom
ZM
$28.7B
$48.8K ﹤0.01%
+10,549
New +$816K
PLTR icon
187
CALL
Palantir
PLTR
$448B
$47.6K ﹤0.01%
+4,000
New +$469K
ZS icon
188
PUT
Zscaler
ZS
$29.8B
$47.1K ﹤0.01%
+7,000
New +$1.75M
MS icon
189
CALL
Morgan Stanley
MS
$337B
$46.7K ﹤0.01%
+2,500
New +$307K
HEZU icon
190
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$597M
$46.4K ﹤0.01%
1,130
– –
CRWD icon
191
CrowdStrike
CRWD
$224B
$43.9K ﹤0.01%
352
-836
-70% -$90.6K
CRWD icon
192
CALL
CrowdStrike
CRWD
$224B
$41.9K ﹤0.01%
4,028
-3,712
-48% -$402K
FCX icon
193
Freeport-McMoran
FCX
$110B
$39.5K ﹤0.01%
900
-3,100
-78% -$118K
SHOP icon
194
CALL
Shopify
SHOP
$197B
$38K ﹤0.01%
+2,500
New +$250K
XLF icon
195
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$37.7K ﹤0.01%
720
– –
AMAT icon
196
Applied Materials
AMAT
$366B
$36.6K ﹤0.01%
200
-2,800
-93% -$444K
GS icon
197
PUT
Goldman Sachs
GS
$301B
$35.4K ﹤0.01%
+1,400
New +$811K
GS icon
198
CALL
Goldman Sachs
GS
$301B
$34.3K ﹤0.01%
300
-1,700
-85% -$985K
DIS icon
199
CALL
Walt Disney
DIS
$187B
$33.7K ﹤0.01%
+1,500
New +$156K
USMV icon
200
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$33.7K ﹤0.01%
359
-5
-1% -$460
6 7
8
9 10

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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
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FAMI
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MRC
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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Sumitomo Mitsui Financial Group's Q2 2025 Portfolio in Review

As of Q2 2025, Sumitomo Mitsui Financial Group held 254 positions worth $6.14B, up 12% from $5.46B the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Sumitomo Mitsui Financial Group's Q2 2025 filing shows 71 new, 78 increased, 59 reduced and 27 closed positions. Its largest new stake was State Street Technology Select Sector SPDR ETF: 1,100,000 shares worth $139M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $344M.

By sector, the portfolio is most concentrated in Financials at 49% of assets, up from 48% a quarter earlier, followed by Miscellaneous and Technology.

  • Sumitomo Mitsui Financial Group's largest Q2 2025 buy was State Street Technology Select Sector SPDR ETF: 1,100,000 shares worth $139M.
  • Sumitomo Mitsui Financial Group added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2025, an estimated $395M increase.
  • Sumitomo Mitsui Financial Group's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $344M.
  • Sumitomo Mitsui Financial Group fully exited iShares Russell 1000 Growth ETF in Q2 2025, selling an estimated $250M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 78% of its $6.14B portfolio in Q2 2025.
  • Sumitomo Mitsui Financial Group opened 71 new positions and closed 27 in Q2 2025.
  • Sumitomo Mitsui Financial Group's portfolio value rose 12% quarter-over-quarter to $6.14B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.