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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
+$277M
Cap. Flow %
5.62%
Top 10 Hldgs %
67.4%
Holding
217
New
39
Increased
79
Reduced
52
Closed
27
Avg Time Held Equity + Options
15.4 quarters
Top 10 Avg Time Held Equity + Options
9.8 quarters
Top 20 Avg Time Held Equity + Options
13.5 quarters
Avg Time Held Equity only
17.4 quarters
Top 10 Avg Time Held Equity only
9.8 quarters
Top 20 Avg Time Held Equity only
13.5 quarters

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 Miscellaneous 36.62%
3 Technology 8.44%
4 Consumer Discretionary 5.71%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ARES icon
1
Ares Management
ARES
$26.6B
$1.46B 29.54%
13,364,740
– –
2020 Q1
24 quarters
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$492M 9.96%
755,968
+2,456
+0.3% +$1.67M
2016 Q4
37 quarters
JEF icon
3
Jefferies Financial Group
JEF
$10.4B
$382M 7.73%
9,247,081
– –
2024 Q3
6 quarters
GLD icon
4
SPDR Gold Trust
GLD
$141B
$254M 5.14%
590,062
+43,283
+8% +$19.4M
2018 Q3
30 quarters
PSNY icon
5
Polestar Automotive Holding UK
PSNY
$803M
$190M 3.86%
+10,341,261
New +$187M
2026 Q1
0 quarters
CME icon
6
CME Group
CME
$99.9B
$139M 2.82%
471,846
– –
2017 Q1
36 quarters
AGG icon
7
iShares Core US Aggregate Bond ETF
AGG
$137B
$134M 2.72%
1,353,980
+2,376
+0.2% +$238K
2017 Q2
35 quarters
QQQ icon
8
Invesco QQQ Trust
QQQ
$499B
$105M 2.13%
181,766
+3,140
+2% +$1.91M
2018 Q4
29 quarters
LQD icon
9
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.2B
$91M 1.84%
835,038
+16,543
+2% +$1.82M
2017 Q2
35 quarters
NVDA icon
10
NVIDIA
NVDA
$5.47T
$81.7M 1.66%
468,510
+10,684
+2% +$1.96M
2018 Q3
30 quarters
IEF icon
11
iShares 7-10 Year Treasury Bond ETF
IEF
$41.3B
$81.6M 1.65%
855,197
+22,348
+3% +$2.15M
2017 Q2
35 quarters
AVGO icon
12
Broadcom
AVGO
$1.7T
$73.3M 1.49%
236,896
+13,552
+6% +$4.46M
2020 Q1
24 quarters
GOOG icon
13
Alphabet (Google) Class C
GOOG
$4.26T
$73.1M 1.48%
254,740
+13,721
+6% +$4.31M
2019 Q1
28 quarters
SOXX icon
14
iShares Semiconductor ETF
SOXX
$45.1B
$68M 1.38%
206,941
+194,458
+1,558% +$66.4M
2020 Q3
22 quarters
HYG icon
15
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$61.8M 1.25%
776,830
+66,302
+9% +$5.33M
2016 Q4
37 quarters
ANET icon
16
Arista Networks
ANET
$268B
$60.2M 1.22%
490,302
+27,690
+6% +$3.7M
2023 Q4
9 quarters
DIA icon
17
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.9B
$59.3M 1.2%
+128,000
New +$62M
2026 Q1
0 quarters
IGSB icon
18
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$54.6M 1.11%
1,039,670
-14,588
-1% -$771K
2019 Q1
28 quarters
XYZ icon
19
Block Inc
XYZ
$46.3B
$54.6M 1.11%
907,930
-286
-0% -$17.4K
2018 Q3
30 quarters
SJNK icon
20
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.4B
$49.2M 1%
1,967,984
-577,238
-23% -$14.6M
2022 Q1
16 quarters
MSFT icon
21
Microsoft
MSFT
$4.01T
$47M 0.95%
126,985
+18,492
+17% +$7.74M
2017 Q1
36 quarters
AMZN icon
22
Amazon
AMZN
$2.8T
$46.5M 0.94%
223,139
+13,154
+6% +$2.9M
2020 Q3
22 quarters
META icon
23
Meta Platforms (Facebook)
META
$1.9T
$45.9M 0.93%
80,274
+4,918
+7% +$3.15M
2020 Q4
21 quarters
MBB icon
24
iShares MBS ETF
MBB
$35.6B
$44.8M 0.91%
471,752
+18,210
+4% +$1.74M
2017 Q2
35 quarters
JPM icon
25
JPMorgan Chase
JPM
$889B
$42.1M 0.85%
143,253
+11,098
+8% +$3.37M
2016 Q4
37 quarters
1
2 3 4 5

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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
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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 $277M 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 Miscellaneous and Technology.

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.