Sumitomo Mitsui Financial Group, Inc. Portfolio Holdings

Sumitomo Mitsui Financial Group, Inc.

  • $5.4 Billion
  • Q1 2025

Sumitomo Mitsui Financial Group, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.4 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $1.96B, Spdr S&P 500 ETF Trust with a value of $975M, Jefferies Financial Group Inc. with a value of $495M, Ishares Russell 1000 Gr ETF with a value of $250M, and Invesco Qqq Trust, Series 1 with a value of $155M.

Examining the 13F form we can see an decrease of $2.02B in the current position value, from $7.43B to 5.4B.

Sumitomo Mitsui Financial Group, Inc. is based out at Tokyo, M0

Below you can find more details about Sumitomo Mitsui Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $5.4 Billion
Financial Services: $2.63 Billion
ETFs: $2.22 Billion
Technology: $247 Million
Communication Services: $83.9 Million
Healthcare: $73.6 Million
Consumer Cyclical: $68.4 Million
Consumer Defensive: $37.1 Million
Industrials: $32.8 Million
Other: $17.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$28.4B
$1.96 Billion 36.26% of portfolio
13,364,740
Q2 2021 Added 10.17%
$0
$975 Million 18.04% of portfolio
1,742,446
Q1 2025 Reduced 11.36%
$12.1B
$495 Million 9.17% of portfolio
9,247,081
Q4 2024 New
$0
$250 Million 4.62% of portfolio
691,000
Q4 2024 New
$0
$155 Million 2.87% of portfolio
331,104
Q1 2025 Reduced 69.81%
$96.9B
$125 Million 2.32% of portfolio
471,846
Q3 2017 New
$108B
$124 Million 2.29% of portfolio
429,585
Q1 2025 Added 7.41%
$0
$112 Million 2.07% of portfolio
1,132,463
Q1 2025 Added 8.12%
$0
$81.2 Million 1.5% of portfolio
747,022
Q1 2025 Reduced 56.54%
$0
$76.2 Million 1.41% of portfolio
798,546
Q1 2025 Added 5.97%
$359B
$55.8 Million 1.03% of portfolio
515,289
Q1 2025 Added 6.24%
$30.3B
$52 Million 0.96% of portfolio
907,930
Q1 2025 Reduced 0.04%
$0
$51.4 Million 0.95% of portfolio
652,074
Q1 2025 Added 5.45%
$0
$48.2 Million 0.89% of portfolio
1,916,482
Q1 2025 Added 15.95%
$101B
$44.8 Million 0.83% of portfolio
267,355
Q1 2025 Added 7.98%
$0
$45.1 Million 0.83% of portfolio
861,603
Q1 2025 Added 3.97%
$0
$39.8 Million 0.74% of portfolio
424,188
Q1 2025 Added 3.28%
$3.56T
$39.2 Million 0.73% of portfolio
104,398
Q1 2025 Added 19.24%
$1.08T
$37.9 Million 0.7% of portfolio
242,707
Q1 2025 Added 9.77%
$2.19T
$37.2 Million 0.69% of portfolio
195,749
Q1 2025 Added 12.16%
$0
$32.1 Million 0.59% of portfolio
353,044
Q1 2025 Reduced 1.06%
$791B
$30.4 Million 0.56% of portfolio
124,099
Q1 2025 Added 21.39%
$289B
$27.5 Million 0.51% of portfolio
52,490
Q1 2025 Added 18.83%
$0
$25.8 Million 0.48% of portfolio
838,860
Q1 2025 Added 6.86%
$216B
$24.7 Million 0.46% of portfolio
40,301
Q1 2025 Added 18.36%
$146B
$20.7 Million 0.38% of portfolio
205,642
Q1 2025 Added 36.36%
$0
$19.8 Million 0.37% of portfolio
740,957
Q1 2025 Reduced 1.47%
$155B
$19.2 Million 0.36% of portfolio
61,643
Q1 2025 Added 10.34%
$52.8B
$18.5 Million 0.34% of portfolio
18,682
Q1 2025 Added 10.92%
$61.4B
$17.7 Million 0.33% of portfolio
60,016
Q1 2025 Added 10.21%
$41.7B
$16.5 Million 0.31% of portfolio
129,866
Q1 2025 Added 13.81%
$301B
$16.2 Million 0.3% of portfolio
226,306
Q1 2025 Added 5.71%
$219B
$15.6 Million 0.29% of portfolio
57,950
Q1 2025 New
$0
$15.3 Million 0.28% of portfolio
665,849
Q1 2025 Added 3.63%
$258B
$13.6 Million 0.25% of portfolio
68,181
Q1 2025 Added 41,221.82%
$15.3B
$12.9 Million 0.24% of portfolio
101,659
Q1 2025 Added 18.2%
$0
$12.2 Million 0.22% of portfolio
126,934
Q1 2025 Added 6.04%
$0
$10.8 Million 0.2% of portfolio
97,709
Q1 2025 Added 19.2%
$0
$9.68 Million 0.18% of portfolio
116,999
Q1 2025 Added 16.21%
$0
$8.95 Million 0.17% of portfolio
117,716
Q1 2025 Reduced 3.43%
$433B
$9.24 Million 0.17% of portfolio
9,770
Q1 2025 Added 30.88%
$173B
$8.46 Million 0.16% of portfolio
55,070
Q1 2025 Added 7.41%
$0
$8.81 Million 0.16% of portfolio
17,136
Q1 2025 Reduced 97.67%
$0
$8.67 Million 0.16% of portfolio
15,980
Q1 2025 Added 5.97%
$0
$8.08 Million 0.15% of portfolio
102,367
Q1 2025 Added 15.87%
$24.2B
$7.54 Million 0.14% of portfolio
20,558
Q1 2025 Added 40.55%
$0
$6.92 Million 0.13% of portfolio
77,707
Q1 2025 Reduced 86.24%
$0
$7.18 Million 0.13% of portfolio
91,118
Q1 2025 Reduced 1.1%
$0
$6.96 Million 0.13% of portfolio
91,751
Q1 2025 Added 0.35%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $5.4 Billion
  • Prior Value $7.43 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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