Sumitomo Mitsui Financial Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$576M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$244M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$80.8M |
| 4 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$60.7M |
| 5 |
SPDR Gold Trust
GLD
|
+$24.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$41.6M |
| 2 |
iShares MSCI South Korea ETF
EWY
|
+$20.7M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$15.2M |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$7.42M |
| 5 |
Teladoc Health
TDOC
|
+$6.69M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 54.69% |
| 2 | Financials | 32.95% |
| 3 | Technology | 5.87% |
| 4 | Consumer Discretionary | 1.8% |
| 5 | Healthcare | 1.64% |
Similar funds
Sumitomo Mitsui Financial Group's Q2 2022 Portfolio in Review
As of Q2 2022, Sumitomo Mitsui Financial Group held 220 positions worth $3.56B, up 4.5% from $3.41B the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Sumitomo Mitsui Financial Group deployed $958M of net new capital in Q2 2022, opening 27 new positions and adding to 75 existing holdings. Its largest new stake was iShares ESG Aware MSCI USA ETF: 885,000 shares worth $74.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 55% of assets, up from 34% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, an estimated $15.2M trimmed.
- Sumitomo Mitsui Financial Group's largest Q2 2022 buy was iShares ESG Aware MSCI USA ETF: 885,000 shares worth $74.3M.
- Sumitomo Mitsui Financial Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2022, an estimated $576M increase.
- Sumitomo Mitsui Financial Group's biggest Q2 2022 reduction was iShares 1-5 Year Investment Grade Corporate Bond ETF, cutting an estimated $15.2M.
- Sumitomo Mitsui Financial Group fully exited State Street Technology Select Sector SPDR ETF in Q2 2022, selling an estimated $41.6M.
- Sumitomo Mitsui Financial Group's ten largest holdings make up 66% of its $3.56B portfolio in Q2 2022.
- Sumitomo Mitsui Financial Group opened 27 new positions and closed 24 in Q2 2022.
- Sumitomo Mitsui Financial Group's portfolio value rose 4.5% quarter-over-quarter to $3.56B.
Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.