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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
-14.28%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
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
GLW icon
201
Corning
GLW
$107B
– –
-1,900
Closed -$169K
B
202
Barrick Mining
B
$60.9B
– –
-2,200
Closed -$96.8K
GS icon
203
Goldman Sachs
GS
$289B
– –
-200
Closed -$178K
IVV icon
204
iShares Core S&P 500 ETF
IVV
$858B
– –
-103,000
Closed -$71.1M
MA icon
205
Mastercard
MA
$498B
– –
-100
Closed -$57.8K
MRVL icon
206
CALL
Marvell Technology
MRVL
$147B
– –
-2,500
Closed -$17.8K
MRVL icon
207
Marvell Technology
MRVL
$147B
– –
-700
Closed -$60K
MRVL icon
208
PUT
Marvell Technology
MRVL
$147B
– –
-5,500
Closed -$30.5K
MS icon
209
Morgan Stanley
MS
$319B
– –
-1,000
Closed -$180K
QQQ icon
210
CALL
Invesco QQQ Trust
QQQ
$436B
– –
-12,500
Closed -$250K
ROKU icon
211
Roku
ROKU
$21.6B
– –
-2,700
Closed -$300K
TSLA icon
212
Tesla
TSLA
$1.18T
– –
-359
Closed -$165K
TSM icon
213
TSMC
TSM
$1.94T
– –
-1,230
Closed -$370K
UNH icon
214
UnitedHealth
UNH
$382B
– –
-102,260
Closed -$33.8M
V icon
215
Visa
V
$677B
– –
-600
Closed -$213K
VRT icon
216
Vertiv
VRT
$85.9B
– –
-2,960
Closed -$490K
XLK icon
217
State Street Technology Select Sector SPDR ETF
XLK
$109B
– –
-466,000
Closed -$67.8M
5 6 7 8
9

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FFB
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MCM
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CFC
Cincinnati Financial Corp Fairfield, Ohio $4.96B AUM 18.21% 1-Year Est. Return
FC
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BCM
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KCM
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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.