SUMITOMO MITSUI FINANCIAL GROUP, INC.

TOKYO, M0 How do I update this listing?

Sumitomo Mitsui Financial Group is based out of Tokyo. Their last reported 13F filing for Q1 2020 included $2,033,313,000 in managed 13F securities and a top 10 holdings concentration of 82.4%. Sumitomo Mitsui Financial Group's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 1,895,000. Sumitomo Mitsui Financial Group has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 14 13F filings The firm last filed a Form D notice of exempt offering of securities on 2019-07-30. The notice included securities offered of Equity

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $2.033 Billion
  • Prior Market Value $1.272 Billion
  • New Purchases25 stocks
  • Additional Purchases76 stocks
  • Sold out of11 stocks
  • Reduced holdings in28 stocks
  • Top 10 Holdings % 82.40 %
  • Turnover % [1]:25.71%
  • Turnover Alt % [2]: 71.39 %
  • Time Held Top20:5.90 quarters
  • Time Held Top10:3.20 quarters
  • Time Held All:6.50 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -2.04%
Performance Last 4 Quarters: 13.25%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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13F Managers

Subsidiaries/Managers included in latest 13F
Name
SMBC Trust Bank Ltd.
Sumitomo Mitsui Banking Corporation

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Form 4 - Recent Insider Transactions

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Form D Filings

Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.

Form D Filings
Filing Date Form Type Industry Group Securities Offered Total Offering Amount Total Amount Sold Total Remaining
2019-07-30 D COMMERCIAL BANKING Equity 289,090 289,090 0
2018-08-06 D COMMERCIAL BANKING Equity 324,072 324,072 0
Other Issuers in Filings
Name Address
No Other Issuers
Related Parties included in filings
Name Address Relationship
ARTHUR MITCHELL subscription required
    DIRECTOR
ATSUHIKO INOUE subscription required
    DIRECTOR
ERIKO SAKURAI subscription required
    DIRECTOR
GOTARO MICHIHIRO subscription required
    EXECUTIVE OFFICER
HIROSHI MUNEMASA subscription required
    EXECUTIVE OFFICER
JUN OHTA subscription required
    EXECUTIVE OFFICER DIRECTOR
KATSUNORI TANIZAKI subscription required
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KATSUYOSHI SHINBO subscription required
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KIMIO MATSUURA subscription required
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KOZO OGINO subscription required
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