SUMITOMO MITSUI FINANCIAL GROUP, INC.
All 13F Filings
- Location
- Tokyo, M0
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 5,649,434
- Description
- Tokyo based institutional asset management platform with a corporate governance structure and a high accountability and controls oriented investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and multi sleeve portfolio balancing for public markets focused allocations. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through hold period discipline and implementation consistency.
- Website
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- Founded
- —
- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 178 | 5,649,434 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q3 2025 | 11/12/2025 | 171 | 5,704,024 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q2 2025 | 8/13/2025 | 227 | 6,139,757 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q1 2025 | 5/14/2025 | 183 | 5,459,767 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q4 2024 | 2/13/2025 | 168 | 7,507,450 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q3 2024 | 3/31/2025 | 1 | 569,158 | 13F-HR/A - NEW HOLDINGS | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q3 2024 | 11/8/2024 | 168 | 3,883,489 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q2 2024 | 8/13/2024 | 180 | 3,215,244 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q1 2024 | 5/13/2024 | 168 | 3,228,907 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q4 2023 | 2/8/2024 | 159 | 3,154,376 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q3 2023 | 11/8/2023 | 172 | 3,105,436 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q2 2023 | 8/9/2023 | 174 | 3,144,243 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q1 2023 | 5/11/2023 | 165 | 3,191,895 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q4 2022 | 2/10/2023 | 170 | 2,643,829 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q3 2022 | 11/8/2022 | 189 | 2,377,183 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q2 2022 | 8/9/2022 | 198 | 3,562,949 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q1 2022 | 5/12/2022 | 193 | 3,409,443 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q4 2021 | 2/10/2022 | 186 | 3,480,558 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q3 2021 | 11/10/2021 | 181 | 4,380,285 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q2 2021 | 8/11/2021 | 162 | 4,543,327 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q1 2021 | 5/13/2021 | 178 | 4,239,642 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q4 2020 | 2/12/2021 | 153 | 4,062,977 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q3 2020 | 11/12/2020 | 153 | 2,927,283 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q2 2020 | 8/14/2020 | 143 | 2,914,706 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q1 2020 | 5/14/2020 | 140 | 2,033,313 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
| Q4 2019 | 2/14/2020 | 126 | 1,271,815 | 13F-HR | SUMITOMO MITSUI FINANCIAL GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.697 K
(0.0% of total reported value)
· QoQ Δ:
-1.002 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.247 M | 92.9% | 8.544 K | 0 | 8.544 K |
| ETFs | 399.3 K | 7.1% | 0 | 62.25 K | -62.25 K |
| Other | 1.554 K | 0.0% | 115 | 0 | 115 |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
5,649,434
Holdings
178
QoQ value change ($000)
-54,590
(-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.