SMFGSUMITOMO MITSUI FINANCIAL GROUP INC

CUSIP: 86562M209

Guru Owners

$23.3M

Total Value Held

1.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Sarah Ketterer	Causeway Capital Management	1177274	$22.8M	0.31%	$19.33	Q4 2025
Richard Pzena	Pzena Investment Management	28473	$550K	0.00%	$19.33	Q4 2025

Sarah Ketterer

$22.8M

0.31%

Richard Pzena

$550K

0.00%

📊 Fundamentals

Market Cap$126.9B

P/E Ratio14.0x

Below market avg

Forward P/E48.6x

EPS (TTM)$1.42

Revenue (TTM)$3.7T

Profit Margin20.73%

Div Yield2.74%

Beta0.18

52-Week Range

$11.83

$24.34

Current: $19.94

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 14.0x trailing earnings → 48.6x forward · 20.7% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $23.3M

REDUCEDSarah Ketterer$22.8M

INCREASEDRichard Pzena$550K

Q3 '252 owners · $13.8M

INCREASEDSarah Ketterer$13.4M

INCREASEDRichard Pzena$413K

Q2 '252 owners · $4.9M

NEWSarah Ketterer$4.6M

INCREASEDRichard Pzena$363K

Q1 '251 owners · $342K

No changes

💰 DCF Calculator

DCF valuation isn't suitable for financial companies like banks and insurers — their cash flows work differently.

🏛️ Congressional Trades

SMFG: Held by 2 superinvestors · 4 congress member trades

SELLGil CisnerosD

$1,001 - $15,0002025-05-27

SELLRo KhannaD

$1,001 - $15,0002025-05-09

SELLRo KhannaD

$1,001 - $15,0002025-04-11

BUYRo KhannaD

$1,001 - $15,0002024-10-11