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SUMITOMO MITSUI FINANCIAL GROUP, INC. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for SUMITOMO MITSUI FINANCIAL GROUP, INC. with $5.7B in long positions as of Q3 2025, 52% allocated to Financial Services, and 75% concentrated in top 10 positions.

Portfolio Value
$5.7B
Top 10 Concentration
75%
Top Sector
Financial Services (52%)
US Exposure
100%
Market Cap Focus
Large Cap
Countries
1

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Financial Services: 52.00%Financial ServicesETF: 29.90%ETFTechnology: 7.00%Communication Services: 2.10%Consumer Cyclical: 1.60%Healthcare: 1.50%Industrials: 0.90%Consumer Defensive: 0.70%Energy: 0.40%Real Estate: 0.40%Basic Materials: 0.30%
Financial Services
52.00%
ETF
29.90%
Technology
7.00%
Communication Services
2.10%
Consumer Cyclical
1.60%
Healthcare
1.50%
Industrials
0.90%
Consumer Defensive
0.70%
Energy
0.40%
Real Estate
0.40%
Basic Materials
0.30%

Industry Breakdown

42 industries across all sectors

Asset Management: 37.95%Asset ManagementETF: 29.94%ETFFinancial - Capital Markets: 10.61%Financial - Capital MarketsSemiconductors: 3.08%Financial - Data & Stock Exchanges: 2.24%Software - Infrastructure: 2.12%36 more: 10.85%36 more
Asset Management
Financial Services
37.95%
ETF
ETF
29.94%
Financial - Capital Markets
Financial Services
10.61%
Semiconductors
Technology
3.08%
Financial - Data & Stock Exchanges
Financial Services
2.24%
Software - Infrastructure
Technology
2.12%
Internet Content & Information
Communication Services
2.02%
Computer Hardware
Technology
1.12%
Specialty Retail
Consumer Cyclical
0.94%
Banks - Diversified
Financial Services
0.70%
Medical - Healthcare Plans
Healthcare
0.57%
Software - Application
Technology
0.57%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 9.61%Mega Cap (> $200B)Large Cap ($10B - $200B): 56.86%Large Cap ($10B - $200B)Small Cap ($300M - $2B): 0.38%N/A (ETF or Unknown): 33.16%N/A (ETF or Unknown)
Mega Cap (> $200B)
9.61%
Large Cap ($10B - $200B)
56.86%
Small Cap ($300M - $2B)
0.38%
N/A (ETF or Unknown)
33.16%

Portfolio Concentration

Top 10 Holdings %
75.07%
Top 20 Holdings %
85.95%
Top 50 Holdings %
97.44%
Top 100 Holdings %
99.89%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
100.0%
International
-
Countries
1
United States of America
100.00% ($5.7B)
150 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
23.3 quarters
Avg. Top 20
23.9 quarters
Avg. All Positions
18.9 quarters
Median Holding Period
20.5 quarters
Persistence Rate
80.0%
Persistent Holdings Weight
95.66%
Persistent Positions
120
Longest Held
iShares Currency Hedged MSCI Eurozone ETF of ISHARES TRUST logo
iShares Currency Hedged MSCI Eurozone ETF of ISHARES TRUSTHEZU - 35 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.000%
Avg. Position Weight
0.67%
Largest Position
Ares Management Corporation Class A Common Stock logo
Ares Management Corporation Class A Common StockARES - 37.48%
Largest Ownership Stake
Ares Management Corporation Class A Common Stock logo
Ares Management Corporation Class A Common StockARES - 6.09%
Avg. Ownership Stake
3.96%
Ownership Stake >5%
1
Ownership Stake >1%
3

Historical (Since Q4 2016)

Avg. New Position
0.87%
Avg. Ownership Stake
4.38%
Largest Position
Ares Management Corporation Class A Common Stock logo
Ares Management Corporation Class A Common StockARES - 55.47% (Q2 2024)
Largest Ownership Stake
Ares Management Corporation Class A Common Stock logo
Ares Management Corporation Class A Common StockARES - 7.81% (Q2 2021)

Portfolio Turnover

Current Quarter

Turnover Ratio
9.4%
Value Traded
$538.55M
Positions Added
1
Positions Exited
24

Historical (Since Q4 2016)

Avg. Turnover Ratio
22.7%
Avg. Positions Added
10
Avg. Positions Exited
15
Highest Turnover
52.5%
Q2 2019
Lowest Turnover
4.0%
Q1 2024

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