Sumitomo Mitsui Financial Group, Inc.
Sumitomo Mitsui Financial Group, Inc. (SMFG) is a major Japanese multinational financial services group and holding company headquartered in Tokyo. Founded in December 2002, it is the parent holding entity above Sumitomo Mitsui Banking Corporation and other financial subsidiaries. The group operates globally in retail, corporate, and investment banking, offering an extensive range of financial products and services to individuals, SMEs, corporations, public institutions, and financial entities. With over 28,000 employees, it is one of Japan's three 'megabanks' and among the world's largest financial groups by assets and market capitalization.
Investment Strategy
SMFG's investment strategy centers on providing universal banking and comprehensive financial services across retail, corporate, and institutional client segments. It focuses on risk management, sustainable finance, international expansion, and leveraging advanced digital technologies to improve efficiency and customer experience. SMFG aims to serve as a financial solutions provider, supporting economic growth in its core markets and globally, while maintaining a strong capital base and prudent risk oversight.
Latest 13F Filing Activity
Sumitomo Mitsui Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 163 equity positions with a total 13F market value of $6B. The fund increased holdings in Ishares TR, Ares Management Corporation, Select Sector SPDR TR among other positions. Sumitomo Mitsui Financial Group, Inc. reduced exposure to SPDR S&P 500 Etf TR, Ishares TR, Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARES | ARES MANAGEMENT CORPORATION | 37.70% | $2.31B | 13,364,740 | $33.95 | $173.20 | +$355.4M |
S SPY | SPDR S&P 500 ETF TR | 11.48% | $705.1M | 1,141,246 | $571.57 | $617.85 | -$269.6M |
J JEF | JEFFERIES FINL GROUP INC | 8.24% | $505.7M | 9,247,081 | $61.55 | $54.69 | +$10.4M |
L LQD | ISHARES TR | 7.90% | $484.9M | 4,423,974 | $109.47 | $109.61 | +$403.7M |
Q QQQ | INVESCO QQQ TR | 2.92% | $179.5M | 325,412 | $504.16 | $551.64 | +$24.2M |