Position in SMFG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,546,523
-$1,588,636 QoQ
Shares Held
635,267
-13.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026UBS Group AG holds $13,960,742,268 across 19 Banks - Diversified names. SMFG ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,111,750 | $5,621,912,375 | |
| 2 | UBS |
UBS Group AG
|
106,890,182 | $4,176,199,407 | |
| 3 | BAC |
Bank Of America Corp /De/
|
27,456,463 | $1,338,502,566 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,396,355 | $827,653,820 | |
| 5 | C |
Citigroup Inc
|
6,969,507 | $790,411,785 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,078,905 | $365,250,499 | |
| 7 | TD |
Toronto Dominion Bank
|
1,901,313 | $177,411,513 | |
| 8 | RY |
Royal Bank Of Canada
|
1,030,378 | $166,694,550 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,546,523 | 635,267 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $14,135,159 | 731,255 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,224,951 | 371,861 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,003,514 | 463,502 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,866,397 | 896,921 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,652,280 | 666,134 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,703,827 | 530,786 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,795,066 | 357,574 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,905,226 | 331,795 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,324,702 | 343,461 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,392,763 | 344,443 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,029,031 | 352,213 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,534,848 | 816,856 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $302,650 | 37,737 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $197,631 | 35,933 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $147,299 | 24,966 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,266,385 | 361,465 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,205,907 | 324,876 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,489,410 | 355,123 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,364,510 | 343,180 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,496,755 | 344,380 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,080,042 | 337,122 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,004,937 | 358,665 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,379,047 | 423,318 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,075,353 | 433,268 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||