We are live on ! Find out more
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
ARES icon
1
Ares Management
ARES
$32.5B
$1.46B 29.54%
13,364,740
– –
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$492M 9.96%
755,968
+2,456
+0.3% +$1.67M
JEF icon
3
Jefferies Financial Group
JEF
$12.7B
$382M 7.73%
9,247,081
– –
GLD icon
4
SPDR Gold Trust
GLD
$143B
$254M 5.14%
590,062
+43,283
+8% +$19.4M
PSNY icon
5
Polestar Automotive Holding UK
PSNY
$2.06B
$190M 3.86%
+10,341,261
New +$187M
CME icon
6
CME Group
CME
$97B
$139M 2.82%
471,846
– –
AGG icon
7
iShares Core US Aggregate Bond ETF
AGG
$138B
$134M 2.72%
1,353,980
+2,376
+0.2% +$238K
QQQ icon
8
Invesco QQQ Trust
QQQ
$486B
$105M 2.13%
181,766
+3,140
+2% +$1.91M
LQD icon
9
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$91M 1.84%
835,038
+16,543
+2% +$1.82M
NVDA icon
10
NVIDIA
NVDA
$5.45T
$81.7M 1.66%
468,510
+10,684
+2% +$1.96M
IEF icon
11
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$81.6M 1.65%
855,197
+22,348
+3% +$2.15M
AVGO icon
12
Broadcom
AVGO
$1.87T
$73.3M 1.49%
236,896
+13,552
+6% +$4.46M
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.2T
$73.1M 1.48%
254,740
+13,721
+6% +$4.31M
SOXX icon
14
iShares Semiconductor ETF
SOXX
$46.5B
$68M 1.38%
206,941
+194,458
+1,558% +$66.4M
HYG icon
15
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$61.8M 1.25%
776,830
+66,302
+9% +$5.33M
ANET icon
16
Arista Networks
ANET
$251B
$60.2M 1.22%
490,302
+27,690
+6% +$3.7M
DIA icon
17
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$59.3M 1.2%
+128,000
New +$62M
IGSB icon
18
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$54.6M 1.11%
1,039,670
-14,588
-1% -$771K
XYZ
19
Block Inc
XYZ
$49.8B
$54.6M 1.11%
907,930
-286
-0% -$17.4K
SJNK icon
20
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.81B
$49.2M 1%
1,967,984
-577,238
-23% -$14.6M
MSFT icon
21
Microsoft
MSFT
$3.68T
$47M 0.95%
126,985
+18,492
+17% +$7.74M
AMZN icon
22
Amazon
AMZN
$2.83T
$46.5M 0.94%
223,139
+13,154
+6% +$2.9M
META icon
23
Meta Platforms (Facebook)
META
$1.5T
$45.9M 0.93%
80,274
+4,918
+7% +$3.15M
MBB icon
24
iShares MBS ETF
MBB
$39.1B
$44.8M 0.91%
471,752
+18,210
+4% +$1.74M
JPM icon
25
JPMorgan Chase
JPM
$964B
$42.1M 0.85%
143,253
+11,098
+8% +$3.37M
1
2 3 4 5

Similar funds

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
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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.