Sumitomo Mitsui (SMFG) discloses $5,271,324,116 in 13F holdings across 229 positions
Rhea-AI Filing Summary
Sumitomo Mitsui Financial Group, Inc., an institutional investment manager, filed a Form 13F combination report covering its U.S. equity holdings. The report lists 229 positions with an aggregate reported value of $5,271,324,116. Two other included managers, Sumitomo Mitsui Banking Corporation and SMBC Trust Bank Ltd., are reported under this manager, alongside two separate other reporting managers.
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Key Figures
13F portfolio value: $5,271,324,116
Number of 13F positions: 229
Other included managers: 2
+3 more
6 metrics
13F portfolio value
$5,271,324,116
Aggregate value of all Form 13F information table entries, rounded to nearest dollar
Number of 13F positions
229
Form 13F Information Table Entry Total reported by the manager
Other included managers
2
Number of other included managers listed under this reporting manager
Other reporting managers listed
2
Sumitomo Mitsui DS Asset Management Company, Ltd and TT International Asset Management LTD
Report phone number
81-3-3283-5709
Contact phone number for the signing Managing Executive Officer
Date of signing
08-13-2026
Date the report was signed in Tokyo by Osahiro Yamamoto
Key Terms
Form 13F, Institutional Investment Manager, 13F COMBINATION REPORT, Other Included Managers, +1 more
5 terms
Form 13F regulatory
"Form 13F Information Table Entry Total"
A Form 13F is a quarterly filing that large investment managers must submit to disclose their holdings in publicly traded stocks and certain other securities. It acts like a peek into the portfolios of big investors, helping other market participants see what large players are buying or selling and offering clues about investment trends, crowded trades, and potential market impact.
Institutional Investment Manager regulatory
"Institutional Investment Manager Filing this Report"
13F COMBINATION REPORT regulatory
"13F COMBINATION REPORT. (Check here if a portion of the holdings"
Other Included Managers regulatory
"List of Other Included Managers Provide a numbered list of the name(s)"
Form 13F File Number regulatory
"Provide a numbered list of the name(s) and Form 13F file number(s)"
FAQ
What does Sumitomo Mitsui Financial Group (SMFG) report in this Form 13F?
Sumitomo Mitsui Financial Group reports 229 equity holdings with an aggregate value of $5,271,324,116. The Form 13F combination report reflects positions managed directly and through related managers, giving investors a snapshot of U.S. reportable securities held as of the reporting date.
How large is SMFG’s reported 13F portfolio value in this report?
The Form 13F shows a total reported portfolio value of $5,271,324,116. This figure is rounded to the nearest dollar and represents the aggregate value of all reportable U.S. equity positions disclosed across 229 entries in the summary information table.
How many positions does SMFG (SMFG) disclose on its 13F summary page?
The summary shows 229 information table entries in Sumitomo Mitsui Financial Group’s 13F report. Each entry corresponds to a distinct reportable security position, forming the basis of the total reported value of $5,271,324,116 under the Form 13F reporting requirements.
What type of Form 13F report did SMFG (SMFG) file?
Sumitomo Mitsui Financial Group filed a Form 13F combination report. This means a portion of the holdings are reported directly in this report, while additional holdings are reported by other related institutional investment managers designated in the filing and listed by name and file number.
Which other managers are associated with SMFG’s (SMFG) 13F report?
The report identifies two other included managers: Sumitomo Mitsui Banking Corporation and SMBC Trust Bank Ltd. It also lists other reporting managers, including Sumitomo Mitsui DS Asset Management Company, Ltd and TT International Asset Management LTD, each with its own Form 13F file number.
Who signed Sumitomo Mitsui Financial Group’s (SMFG) Form 13F and in what capacity?
The Form 13F is signed by Osahiro Yamamoto, Managing Executive Officer and General Manager, PDGMB. The signature, executed in Tokyo on 08-13-2026, represents that the signatory is authorized and that the information provided is true, correct, and complete to the best of their knowledge.
AI-generated analysis. How Rhea-AI works. Not financial advice.
