Sumitomo Mitsui Financial Group, Inc. Portfolio Holdings

Sumitomo Mitsui Financial Group, Inc.

  • $6.04 Billion
  • Q2 2025

Sumitomo Mitsui Financial Group, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.04 Billion distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $2.31B, Spdr S&P 500 ETF Trust with a value of $705M, Jefferies Financial Group Inc. with a value of $506M, Ishares Iboxx $ Investment Gra with a value of $485M, and Invesco Qqq Trust, Series 1 with a value of $180M.

Examining the 13F form we can see an increase of $640M in the current position value, from $5.4B to 6.04B.

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 $6.04 Billion
Financial Services: $3.01 Billion
ETFs: $2.35 Billion
Technology: $322 Million
Communication Services: $104 Million
Consumer Cyclical: $81.5 Million
Healthcare: $73.2 Million
Industrials: $43.7 Million
Consumer Defensive: $36.3 Million
Other: $20.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.2B
$2.31 Billion 38.3% of portfolio
13,364,740
Q2 2021 Added 10.17%
$14B
$506 Million 8.37% of portfolio
9,247,081
Q4 2024 New
$99.2B
$130 Million 2.15% of portfolio
471,846
Q3 2017 New
$456B
$78.1 Million 1.29% of portfolio
494,069
Q2 2025 Reduced 4.12%
$127B
$69.3 Million 1.15% of portfolio
251,423
Q2 2025 Reduced 5.96%
$1.78T
$53.5 Million 0.89% of portfolio
72,535
Q2 2025 Added 2.8%
$30.3B
$52 Million 0.86% of portfolio
907,950
Q2 2025 Added 0.0%
$3.95T
$50.6 Million 0.84% of portfolio
101,821
Q2 2025 Reduced 2.47%
$1.24T
$45.2 Million 0.75% of portfolio
255,005
Q2 2025 Added 5.07%
$2.26T
$45.4 Million 0.75% of portfolio
206,983
Q2 2025 Added 5.74%
$859B
$36.5 Million 0.6% of portfolio
126,034
Q2 2025 Added 1.56%
$201B
$33.9 Million 0.56% of portfolio
42,982
Q2 2025 Added 6.65%
$147B
$25.3 Million 0.42% of portfolio
235,481
Q2 2025 Added 14.51%
$227B
$23.7 Million 0.39% of portfolio
74,212
Q2 2025 Added 28.06%
$306B
$22.9 Million 0.38% of portfolio
88,965
Q2 2025 Added 30.48%
$245B
$22.1 Million 0.37% of portfolio
70,910
Q2 2025 Added 35.09%
$152B
$19.6 Million 0.32% of portfolio
70,322
Q2 2025 Added 14.08%
$55B
$19.1 Million 0.32% of portfolio
147,826
Q2 2025 Added 13.83%
$64.2B
$18.6 Million 0.31% of portfolio
65,794
Q2 2025 Added 9.63%
$19.7B
$18.7 Million 0.31% of portfolio
113,153
Q2 2025 Added 11.31%
$306B
$16.6 Million 0.28% of portfolio
235,234
Q2 2025 Added 3.95%
$439B
$9.59 Million 0.16% of portfolio
9,687
Q2 2025 Reduced 0.85%
$26.4B
$9.25 Million 0.15% of portfolio
19,775
Q2 2025 Reduced 3.81%
$173B
$8.68 Million 0.14% of portfolio
54,471
Q2 2025 Reduced 1.09%
$177B
$4.77 Million 0.08% of portfolio
24,503
Q2 2025 Added 0.86%
$405B
$4.26 Million 0.07% of portfolio
11,632
Q2 2025 Reduced 4.87%
$368B
$3.78 Million 0.06% of portfolio
23,726
Q2 2025 Added 5.67%
$293B
$3.19 Million 0.05% of portfolio
45,917
Q2 2025 Added 37.74%
$12.8B
$3.22 Million 0.05% of portfolio
11,730
Q2 2025 Added 0.23%
$138B
$3.01 Million 0.05% of portfolio
124,200
Q2 2025 Added 10.05%
$202B
$2.67 Million 0.04% of portfolio
20,200
Q2 2025 Reduced 10.79%
$203B
$2.45 Million 0.04% of portfolio
84,642
Q2 2025 Reduced 2.58%
$99B
$2.01 Million 0.03% of portfolio
43,454
Q2 2025 Added 9.85%
$83.7B
$1.79 Million 0.03% of portfolio
19,666
Q2 2025 Added 12.62%
$1.06B
$1.85 Million 0.03% of portfolio
272,238
Q2 2025 New
$15B
$1.63 Million 0.03% of portfolio
22,658
Q2 2025 Added 50.32%
$40.9B
$1.35 Million 0.02% of portfolio
17,808
Q2 2025 Reduced 13.52%
$182B
$722,000 0.01% of portfolio
16,688
Q2 2025 Reduced 0.81%
$84.1B
$615,000 0.01% of portfolio
9,126
Q2 2025 Reduced 16.48%
$45.1B
$542,000 0.01% of portfolio
4,206
Q2 2025 Added 0.33%
$210B
$303,000 0.01% of portfolio
1,030
Q2 2025 Added 56.06%
$29.2B
$888,000 0.01% of portfolio
17,152
Q2 2025 Reduced 14.76%
$80B
$537,000 0.01% of portfolio
2,175
Q2 2025 Reduced 13.38%
$133B
$313,000 0.01% of portfolio
350
Q2 2025 New
$548B
$365,000 0.01% of portfolio
650
Q2 2025 New
$61.8B
$382,000 0.01% of portfolio
1,708
Q2 2025 New
$11B
$530,000 0.01% of portfolio
2,800
Q2 2025 New
$112B
$401,000 0.01% of portfolio
1,049
Q2 2025 New
$545B
$538,000 0.01% of portfolio
402
Q2 2025 Added 101.0%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $6.04 Billion
  • Prior Value $5.4 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 35 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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