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Sumitomo Mitsui Financial Group (SMFG) reports $5.65B in 13F portfolio holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
13F-HR

Rhea-AI Filing Summary

Sumitomo Mitsui Financial Group, Inc. filed a Form 13F combination report outlining a portion of its institutional investment holdings. The filing’s Form 13F Information Table includes 195 entries with a reported value total of $5,649,434,167, rounded to the nearest dollar.

The report identifies 4 other included managers and notes that some holdings are reported by additional managers. It also names related entities such as Sumitomo Mitsui Banking Corporation and SMBC Nikko Securities Inc. as managers connected to this reporting structure.

Positive

  • None.

Negative

  • None.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 12-31-2025
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: SUMITOMO MITSUI FINANCIAL GROUP, INC.
Address: 1-2, MARUNOUCHI 1-CHOME
CHIYODA-KU
TOKYO, M0 100-0005
Form 13F File Number: 028-17794
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Osahiro Yamamoto
Title: General Manager Planning Dept., Global Markets Business Unit
Phone: 81-3-3283-5709
Signature, Place, and Date of Signing:
/s/ Osahiro Yamamoto Tokyo, M0 02-12-2026
[Signature] [City, State] [Date]
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
Sumitomo Mitsui DS Asset Management Company, Ltd 028-14064 000301509 801-116710
TT International Asset Management LTD 028-20249 000110858 801-45435
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 4
Form 13F Information Table Entry Total: 195
Form 13F Information Table Value Total: 5,649,434,167
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 Sumitomo Mitsui Banking Corporation 028-17800
2 SMBC Trust Bank Ltd. 028-18879
3 SMBC Nikko Securities Inc. 028-20371
4 Sumitomo Mitsui Card Company, Limited 028-20372

FAQ

What does Sumitomo Mitsui Financial Group (SMFG) report in this Form 13F?

Sumitomo Mitsui Financial Group reports a Form 13F combination report covering part of its institutional investment holdings. The Form 13F Information Table shows 195 positions with a total reported value of $5,649,434,167, rounded to the nearest dollar, across multiple related managers.

What is the total value of holdings in SMFG’s latest Form 13F filing?

The Form 13F Information Table Value Total is $5,649,434,167. This figure, rounded to the nearest dollar, represents the aggregate reported value of 195 individual holdings included in the Form 13F Information Table for Sumitomo Mitsui Financial Group’s combination report.

Is Sumitomo Mitsui Financial Group’s Form 13F a holdings, notice, or combination report?

It is filed as a 13F combination report. This means a portion of the holdings for Sumitomo Mitsui Financial Group are reported in this report, while other portions are reported by additional reporting managers identified in the filing’s manager lists.

How many managers are included in SMFG’s Form 13F reporting structure?

The filing lists 4 other included managers related to Sumitomo Mitsui Financial Group. These include entities such as Sumitomo Mitsui Banking Corporation and SMBC Nikko Securities Inc., which participate in reporting the group’s institutional investment holdings on Form 13F.

Which other investment managers are named alongside SMFG in this Form 13F filing?

Named managers include Sumitomo Mitsui Banking Corporation, SMBC Trust Bank Ltd., SMBC Nikko Securities Inc., and Sumitomo Mitsui Card Company, Limited. Additional reporting managers listed are Sumitomo Mitsui DS Asset Management Company, Ltd and TT International Asset Management LTD with their respective Form 13F file numbers.

Who signed the Form 13F for Sumitomo Mitsui Financial Group (SMFG)?

The report is signed by Osahiro Yamamoto, General Manager, Planning Dept., Global Markets Business Unit. The signature block confirms that the signer is authorized and that the information, including required items and schedules, is represented as true, correct, and complete.
Sumitomo Mitsui Finl Group Inc

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