SEC 13F Intelligence

Managers / Q1 2025 · view latest →

SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK 0001022837 · 1-2, MARUNOUCHI 1-CHOME, CHIYODA-KU, TOKYO, M0, 100-0005 · 81-3-3282-8111

Reported Value
$5.5B
Q1 2025
Positions
194
Filings on Record
31
2019–present window
Filed
May 14, 2025
original filing

Summary

Sumitomo Mitsui Financial Group, Inc. reported $5.5B in U.S.-listed holdings across 194 positions for Q1 2025.

The portfolio is heavily concentrated: ARES alone accounts for 35.9% of reported value.

Compared with Q4 2024, the fund opened 42 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.6BQ4 ’18Q1 ’19: $1.1BQ2 ’19: $1.3BQ3 ’19: $1.2BQ4 ’19: $1.3BQ4 ’19Q1 ’20: $2.0BQ2 ’20: $2.9BQ3 ’20: $2.9BQ4 ’20: $4.1BQ4 ’20Q1 ’21: $4.2BQ2 ’21: $4.5BQ3 ’21: $4.4BQ4 ’21: $3.5BQ4 ’21Q1 ’22: $3.4BQ2 ’22: $3.6BQ3 ’22: $2.4BQ4 ’22: $2.64TQ4 ’22Q1 ’23: $3.2BQ2 ’23: $3.1BQ3 ’23: $3.1BQ4 ’23: $3.2BQ4 ’23Q1 ’24: $3.2BQ2 ’24: $3.2BQ3 ’24: $3.9BQ4 ’24: $7.5BQ4 ’24Q1 ’25: $5.5BQ2 ’25: $6.1BQ3 ’25: $5.7BQ4 ’25: $5.6BQ4 ’25Q1 ’26: $4.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 63.2%ETP: 36.8%Other: 0.0%ADR: 0.0%
  • Common Stock · 63.2% · $3.8B
  • ETP · 36.8% · $2.2B
  • Other · 0.0% · $2M
  • ADR · 0.0% · $957,565

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$4.9B203May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.6B195Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$5.7B183Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$6.1B239Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$5.5B194May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$7.5B183Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$3.9B174Nov 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$3.2B192Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$3.2B173May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$3.2B166Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.1B185Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.1B185Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.2B175May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.64T170Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$2.4B189Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.6B198Aug 9, 202213F-HRchanges · EDGAR ↗
Q1 2022$3.4B193May 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$3.5B186Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$4.4B181Nov 10, 202113F-HRchanges · EDGAR ↗
Q2 2021$4.5B162Aug 11, 202113F-HRchanges · EDGAR ↗
Q1 2021$4.2B178May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.1B153Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.9B153Nov 12, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.9B143Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.0B140May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.3B126Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.2B128Nov 8, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.3B117Aug 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.1B116May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.6B106Feb 8, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 6 additional managers.

  • Sumitomo Mitsui DS Asset Management Company, Ltd028-14064
  • TT International Asset Management LTD028-20249
  • Sumitomo Mitsui Banking Corporation028-17800
  • SMBC Trust Bank Ltd.028-18879
  • SMBC Nikko Securities Inc.028-20371
  • Sumitomo Mitsui Card Company, Limited028-20372

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.