Sumitomo Mitsui Financial Group, Inc. Portfolio Holdings

Sumitomo Mitsui Financial Group, Inc.

  • $5.61 Billion
  • Q3 2025

Sumitomo Mitsui Financial Group, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $5.61 Billion distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ares Management Corp with a value of $2.14B, Jefferies Financial Group Inc. with a value of $605M, Spdr S&P 500 ETF Trust with a value of $590M, Invesco Qqq Trust, Series 1 with a value of $190M, and Spdr Gold Trust with a value of $183M.

Examining the 13F form we can see an decrease of $439M in the current position value, from $6.04B to 5.61B.

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 $5.61 Billion
Financial Services: $2.94 Billion
ETFs: $1.89 Billion
Technology: $342 Million
Communication Services: $121 Million
Consumer Cyclical: $89.7 Million
Healthcare: $86.5 Million
Industrials: $51 Million
Consumer Defensive: $44 Million
Other: $42.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$369,000 0.01% of portfolio
16,831
Q3 2025 Added 18.34%
$0
$526,000 0.01% of portfolio
5,318
Q3 2025 Added 1.39%
$0
$519,000 0.01% of portfolio
12,637
Q3 2025 Added 41.7%
$0
$784,000 0.01% of portfolio
6,630
Q3 2025 Reduced 15.26%
$0
$817,000 0.01% of portfolio
5,751
Q3 2025 Added 13.45%
$0
$613,000 0.01% of portfolio
1,549
Q3 2025 Reduced 22.12%
$0
$39,000 0.0% of portfolio
1,632
Q3 2025 Added 5.49%
$0
$111,000 0.0% of portfolio
938
Q1 2024 Reduced 48.09%
$0
$11,000 0.0% of portfolio
643
Q2 2025 New
$0
$245,000 0.0% of portfolio
5,859
Q3 2025 Reduced 6.76%
$0
$119,000 0.0% of portfolio
2,387
Q3 2025 Reduced 45.06%
$0
$116,000 0.0% of portfolio
3,058
Q3 2025 Added 30.07%
$0
$42,000 0.0% of portfolio
911
Q3 2025 Added 15.46%
$0
$29,000 0.0% of portfolio
555
Q3 2025 Reduced 22.92%
$0
$184,000 0.0% of portfolio
1,990
Q3 2025 Reduced 0.75%
$0
$170,000 0.0% of portfolio
706
Q3 2025 Reduced 11.64%
$0
$47,000 0.0% of portfolio
1,130
Q1 2019 Reduced 93.87%
$0
$58,000 0.0% of portfolio
650
Q3 2025 Reduced 8.45%
$0
$53,000 0.0% of portfolio
593
Q2 2024 Added 80.79%
$0
$14,000 0.0% of portfolio
196
Q1 2025 Reduced 14.04%
$0
$7,000 0.0% of portfolio
114
Q2 2025 New
$0
$254,000 0.0% of portfolio
3,179
Q2 2020 Reduced 62.47%
$0
$105,000 0.0% of portfolio
2,196
Q3 2022 Reduced 49.93%
$0
$277,000 0.0% of portfolio
5,625
Q2 2024 Added 21.75%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $5.61 Billion
  • Prior Value $6.04 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
Track This Portfolio

Track Sumitomo Mitsui Financial Group, Inc. Portfolio

Follow Sumitomo Mitsui Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sumitomo Mitsui Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sumitomo Mitsui Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email