UBS AM
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UBS AM’s Sumitomo Mitsui Financial SMFG Stock Holding History

UBS AM’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Buy
134,555
+113,265
+532% +$2.38M ﹤0.01% 1903
2025
Q4 		$412K Buy
+21,290
New +$369K ﹤0.01% 2362
2019
Q4 		– Sell
-193,511
Closed -$1.32M – 2791
2019
Q3 		$1.32M Sell
193,511
-479,539
-71% -$3.28M ﹤0.01% 1813
2019
Q2 		$4.75M Sell
673,050
-1,085,439
-62% -$7.68M ﹤0.01% 1223
2019
Q1 		$12.4M Buy
1,758,489
+277,914
+19% +$1.99M 0.01% 874
2018
Q4 		$9.64M Buy
1,480,575
+128,507
+10% +$959K 0.01% 886
2018
Q3 		$10.9M Buy
1,352,068
+213,026
+19% +$1.68M 0.01% 915
2018
Q2 		$8.85M Sell
1,139,042
-117,031
-9% -$972K 0.01% 978
2018
Q1 		$10.7M Buy
1,256,073
+364,209
+41% +$3.25M 0.01% 918
2017
Q4 		$7.75M Buy
891,864
+87,819
+11% +$712K 0.01% 978
2017
Q3 		$6.2M Sell
804,045
-57,064
-7% -$435K 0.01% 1014
2017
Q2 		$6.77M Sell
861,109
-71,427
-8% -$531K 0.01% 966
2017
Q1 		$6.76M Sell
932,536
-123,902
-12% -$962K 0.01% 971
2016
Q4 		$8.07M Sell
1,056,438
-23,534
-2% -$171K 0.01% 908
2016
Q3 		$7.29M Buy
1,079,972
+143,185
+15% +$929K 0.01% 945
2016
Q2 		$5.36M Sell
936,787
-182,700
-16% -$1.12M 0.01% 1003
2016
Q1 		$6.73M Buy
1,119,487
+777,761
+228% +$4.85M 0.01% 950
2015
Q4 		$2.59M Buy
341,726
+43,999
+15% +$346K ﹤0.01% 1323
2015
Q3 		$2.27M Buy
297,727
+40,673
+16% +$342K ﹤0.01% 1364
2015
Q2 		$2.29M Buy
257,054
+33,375
+15% +$290K ﹤0.01% 1347
2015
Q1 		$1.73M Buy
223,679
+63,944
+40% +$478K ﹤0.01% 1420
2014
Q4 		$1.16M Buy
159,735
+15,207
+11% +$115K ﹤0.01% 1532
2014
Q3 		$1.19M Sell
144,528
-683
-0.5% -$5.6K ﹤0.01% 1502
2014
Q2 		$1.23M Buy
145,211
+4,611
+3% +$38K ﹤0.01% 1508
2014
Q1 		$1.22M Buy
140,600
+8,595
+7% +$80.4K ﹤0.01% 1502
2013
Q4 		$1.39M Buy
132,005
+16,034
+14% +$159K ﹤0.01% 1401
2013
Q3 		$1.13M Buy
115,971
+5,106
+5% +$48.5K ﹤0.01% 1452
2013
Q2 		$1.02M Buy
+110,865
New +$990K ﹤0.01% 1454

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS AM's SMFG Position: Q1 2026 in Review

UBS AM increased its Sumitomo Mitsui Financial (SMFG) stake by 532% in Q1 2026, buying an estimated $2.38M and bringing the position to 134,555 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

UBS AM first reported a position in SMFG in Q2 2013 and has held it in 28 quarters since. The position peaked at $12.4M in Q1 2019. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • UBS AM held 134,555 shares of Sumitomo Mitsui Financial worth $2.66M as of Q1 2026.
  • UBS AM bought 113,265 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $2.38M.
  • Sumitomo Mitsui Financial made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1903 holding.
  • UBS AM first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 28 quarters since.
  • UBS AM's Sumitomo Mitsui Financial position peaked at $12.4M in Q1 2019.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.