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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
BA icon
176
Boeing
BA
$183B
$39.8K ﹤0.01%
+200
New +$45.5K
SHOP icon
177
Shopify
SHOP
$199B
$38.8K ﹤0.01%
327
-846
-72% -$111K
FCPI icon
178
Fidelity Stocks for Inflation ETF
FCPI
$285M
$34.3K ﹤0.01%
705
-1,682
-70% -$84.8K
CCL icon
179
Carnival Corporation Ltd
CCL
$38.5B
$31.7K ﹤0.01%
1,226
+84
+7% +$2.45K
CHIQ icon
180
Global X MSCI China Consumer Discretionary ETF
CHIQ
$120M
$31.1K ﹤0.01%
1,562
-120
-7% -$2.49K
EMQQ icon
181
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$269M
$29K ﹤0.01%
876
-60
-6% -$2.24K
EIDO icon
182
iShares MSCI Indonesia ETF
EIDO
$489M
$14.3K ﹤0.01%
905
+262
+41% +$4.58K
ZS icon
183
Zscaler
ZS
$29.7B
$14K ﹤0.01%
100
-115
-53% -$20.4K
XLI icon
184
State Street Industrial Select Sector SPDR ETF
XLI
$34.8B
$11.6K ﹤0.01%
72
+69
+2,300% +$11.6K
EWT icon
185
iShares MSCI Taiwan ETF
EWT
$11.5B
$8.09K ﹤0.01%
114
– –
LLY icon
186
Eli Lilly
LLY
$1.05T
$7.36K ﹤0.01%
8
-222
-97% -$225K
MCD icon
187
McDonald's
MCD
$193B
$4.66K ﹤0.01%
15
– –
THD icon
188
iShares MSCI Thailand ETF
THD
$353M
$4.44K ﹤0.01%
+64
New +$4.23K
EWZ icon
189
iShares MSCI Brazil ETF
EWZ
$8.59B
$4.42K ﹤0.01%
+115
New +$4.2K
USMV icon
190
iShares MSCI USA Min Vol Factor ETF
USMV
$24.5B
$927 ﹤0.01%
10
-349
-97% -$33.1K
AFL icon
191
Aflac
AFL
$60.9B
– –
-852
Closed -$93.7K
ALB icon
192
Albemarle
ALB
$16.1B
– –
-1,810
Closed -$262K
AMD icon
193
CALL
Advanced Micro Devices
AMD
$840B
– –
-1,000
Closed -$19.8K
AMD icon
194
PUT
Advanced Micro Devices
AMD
$840B
– –
-5,000
Closed -$85.1K
APD icon
195
Air Products & Chemicals
APD
$68.8B
– –
-8,286
Closed -$2.05M
ASML icon
196
ASML
ASML
$708B
– –
-160
Closed -$171K
CDNS icon
197
Cadence Design Systems
CDNS
$89.5B
– –
-200
Closed -$63.5K
FCX icon
198
CALL
Freeport-McMoran
FCX
$93.1B
– –
-7,500
Closed -$18.9K
FCX icon
199
Freeport-McMoran
FCX
$93.1B
– –
-1,000
Closed -$51.5K
FCX icon
200
PUT
Freeport-McMoran
FCX
$93.1B
– –
-12,000
Closed -$35K
5 6 7
8
9

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WAP
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HSA
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IUHSA
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FAMI
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MRC
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SIA
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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.