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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
+8.56%
1 Year Est. Return
+1.39%
3 Year Est. Return
+56.98%
5 Year Est. Return
+73.83%
10 Year Est. Return
–
AUM
$7.51B
AUM Growth
+$3.05B
Cap. Flow
+$2.6B
Cap. Flow %
34.69%
Top 10 Hldgs %
80.12%
Holding
195
New
26
Increased
59
Reduced
63
Closed
28

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$935M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$526M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$390M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$272M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$130M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$11.6M
2
VT icon
Vanguard Total World Stock ETF
VT
+$4.52M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.58M
4
MU icon
Micron Technology
MU
+$1.64M
5
NVDA icon
NVIDIA
NVDA
+$1.57M

Sector Composition

Rank Sector Weight
1 Financials 43.21%
2 Technology 4.42%
3 Communication Services 1.11%
4 Consumer Discretionary 0.91%
5 Healthcare 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARES icon
1
Ares Management
ARES
$28.1B
$2.37B 31.51%
13,364,740
– –
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$1.16B 15.4%
1,965,758
+1,587,073
+419% +$935M
JEF icon
3
Jefferies Financial Group
JEF
$12.7B
$725M 9.66%
9,247,081
– –
QQQ icon
4
Invesco QQQ Trust
QQQ
$436B
$565M 7.53%
1,096,861
+1,039,993
+1,829% +$526M
VOO icon
5
Vanguard S&P 500 ETF
VOO
$956B
$398M 5.3%
736,089
+719,910
+4,450% +$390M
IWF icon
6
iShares Russell 1000 Growth ETF
IWF
$117B
$280M 3.73%
+2,764,000
New +$272M
LQD icon
7
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$184M 2.45%
1,718,801
+1,051,789
+158% +$115M
IWB icon
8
iShares Russell 1000 ETF
IWB
$47.1B
$129M 1.72%
+400,000
New +$130M
CME icon
9
CME Group
CME
$95.4B
$110M 1.46%
471,846
– –
AGG icon
10
iShares Core US Aggregate Bond ETF
AGG
$138B
$101M 1.35%
1,047,403
+91,178
+10% +$8.98M
GLD icon
11
SPDR Gold Trust
GLD
$131B
$96.8M 1.29%
399,951
+33,066
+9% +$8.13M
XYZ
12
Block Inc
XYZ
$48.9B
$77.2M 1.03%
908,264
+334
+0% +$27.4K
XLK icon
13
State Street Technology Select Sector SPDR ETF
XLK
$109B
$71.5M 0.95%
610,000
– –
IEF icon
14
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$69.7M 0.93%
753,550
+41,362
+6% +$3.91M
NVDA icon
15
NVIDIA
NVDA
$4.6T
$65.2M 0.87%
485,032
-11,414
-2% -$1.57M
XLI icon
16
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
$60.4M 0.8%
+458,000
New +$63.1M
XLF icon
17
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$59.5M 0.79%
1,231,987
+1,231,818
+728,886% +$59.6M
AVGO icon
18
Broadcom
AVGO
$1.76T
$57.4M 0.76%
247,592
-2,847
-1% -$527K
IGV icon
19
iShares Expanded Tech-Software Sector ETF
IGV
$12.4B
$57M 0.76%
564,860
+516,059
+1,057% +$51.1M
HYG icon
20
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$48.6M 0.65%
618,356
+4,380
+0.7% +$348K
ANET icon
21
Arista Networks
ANET
$199B
$43.9M 0.58%
396,831
-10,305
-3% -$1.06M
IGSB icon
22
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$42.8M 0.57%
828,741
-14,394
-2% -$748K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.11T
$42.1M 0.56%
221,108
+6,754
+3% +$1.19M
SJNK icon
24
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.87B
$41.8M 0.56%
1,652,814
+268,828
+19% +$6.85M
AMZN icon
25
Amazon
AMZN
$2.44T
$38.3M 0.51%
174,521
+7,486
+4% +$1.53M
1
2 3 4 5

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FFB
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MSRPS
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MCM
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CFC
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BCM
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KCM
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Sumitomo Mitsui Financial Group's Q4 2024 Portfolio in Review

As of Q4 2024, Sumitomo Mitsui Financial Group held 195 positions worth $7.51B, up 69% from $4.45B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Sumitomo Mitsui Financial Group deployed $2.6B of net new capital in Q4 2024, opening 26 new positions and adding to 59 existing holdings. Its largest new stake was iShares Russell 1000 Growth ETF: 2,764,000 shares worth $280M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 63% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $11.6M trimmed.

  • Sumitomo Mitsui Financial Group's largest Q4 2024 buy was iShares Russell 1000 Growth ETF: 2,764,000 shares worth $280M.
  • Sumitomo Mitsui Financial Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2024, an estimated $935M increase.
  • Sumitomo Mitsui Financial Group's biggest Q4 2024 reduction was Bristol-Myers Squibb, cutting an estimated $11.6M.
  • Sumitomo Mitsui Financial Group fully exited Micron Technology in Q4 2024, selling an estimated $1.64M.
  • Sumitomo Mitsui Financial Group's ten largest holdings make up 80% of its $7.51B portfolio in Q4 2024.
  • Sumitomo Mitsui Financial Group opened 26 new positions and closed 28 in Q4 2024.
  • Sumitomo Mitsui Financial Group's portfolio value rose 69% quarter-over-quarter to $7.51B.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q4 2024, filed 13 Feb 2025.