Corporate Events

kAIgentic Pte Ltd. announced that it has received $10 million in a round of funding on June 4, 2026. The transaction included participation from returning Sumitomo Mitsui Financial Group, Inc. The company has issued convertible preferred stock in the transaction.

Sumitomo Mitsui Banking Corporation and Toshiba Corporation announced the joint development of the SMBC/TOSHIBA Quantum Driven Diversified Japan Equity Index and the SMBC/TOSHIBA Quantum Driven Diversified U.S. Equity Index, new equity indices realized with advanced quantum-driven technologies. SMBC and Toshiba have together developed new Indices that combine SMBC’s expertise in financial markets with Toshiba’s advanced quantum-driven technologies. These Indices use solutions to large-scale combinatorial optimization problems to realize well diversified equity portfolios that are difficult to construct with traditional methodologies. The Indices use the constituent stocks of existing Japanese and U.S. equity indices as their pools of candidate securities, the universes they explore. Individual components for the Indices are selected quarterly through calculations made by the Simulated Bifurcation Machine, Toshiba’s quantum-driven optimization computer. The weight given to an individual stock is determined based on its historical price volatility. Calculation of the Indices has started, with the end of 2015 as the base date. The Indices are constructed through an optimization process that selects a subset of stocks from the universe so as to keep correlations across constituent pairs low. By building a portfolio of stocks whose price movements are less likely to move in tandem, the Indices aims to preserve the benefits of diversification even during broad market downturns. Executing these calculations across a large universe is a challenge for conventional classical computers, due to the immense scale of potential combination patterns. However, it can be done with Toshiba’s Simulated Bifurcation Machine, the technology underpinning the Indices. The methodology powering the Indices is geared to actual fund management, and the aim is to use the capabilities of advanced technologies to provide investors with a diversified equity portfolio. This is done by adopting proprietary and practical calculation rules that consider the liquidity of constituent stocks, the need to contain the transaction costs of periodic rebalancing and other factors (joint patent application pending). SMBC led the development of the Indices, using financial engineering expertise cultivated within its global market and treasury divisions to develop the calculation methodology. It will now promote diversified investment strategies based on the Indices to asset management companies. Toshiba provides the Indices with a customized version of the quantum-driven optimization technology of the Simulated Bifurcation Machine. It also handles system maintenance and will execute the quarterly rebalancing calculations. Daily calculation and distribution of the Indices will be done by S&P Dow Jones Indices (S&P DJI), one of the leading independent providers of global indices. S&P DJI manages accurate adjustments of market data that provides the basis for corporate actions such as stock splits and dividend payments, and delivers transparent, reliable index data to the market. Publication of the Indices marks the start of a collaborative initiative by SMBC and Toshiba. They will now move forward by promoting proposal activities that aim for broad utilization of the Indices in financial markets. As a first step, they will start exploratory discussions with management firms on index funds, ETFs and other investment vehicles linked to the Indices. While the Indices are built on advanced computational technologies, value to investors can only be realized when they are used to develop financial products that offer investors in Japan and overseas practical diversification options. Alongside new indices derived from the current methodology, SMBC and Toshiba will continue to pursue the application of advanced technologies in the financial sector, including quantum and quantum-driven technologies.

SMBC Group appointed Elaine He to a senior APAC debt capital markets role. He takes over as head of Debt Capital Markets Syndicate and co-head of Debt Capital Markets for Asia Pacific excluding Japan. The executive is based in Hong Kong and will function as an MD.

Sumitomo Mitsui Financial Group, Inc. provided consolidated earnings guidance for the year ending March 31, 2027. For the year, the company expects profit attributable to owners of parent of JPY 1,700,000 million or JPY 223.75 per share. Forecasted earnings per share is calculated by dividing the forecasted profit attributable to owners of parent by the number of issued common stock. The number of common stock shares used as the basis for this calculation is the average of “the number of issued common stock shares at the beginning of the year (excluding treasury stock)” and “the expected number of issued common stock shares at the end of the year (excluding treasury stock).” At a meeting of the Board of Directors held on May 13, 2026, the Company resolved to implement a stock split and a repurchase of its own shares. Forecasted earnings per share reflects the impact of the stock split and the repurchase of its own shares.

Fujitsu Limited, Sumitomo Mitsui Financial Group, Inc. and SoftBank Corp. announced they entered into a basic agreement regarding a business alliance in the health and medical fields with the objective of ensuring the continued sustainability of Japan's healthcare system, which is based on universal health insurance. The agreement, concluded on May 18, will see the three companies build a Japan-developed healthcare platform aimed at achieving sustainable healthcare, contributing to the extension of healthy life expectancy of citizens, optimizing the management of healthcare institutions, and curbing national healthcare costs. Under the Alliance, the companies will establish a data platform that enables the secure and appropriate management and utilization of medical data held within healthcare information systems, based on individual consent. In addition, by combining this medical data with personal health data that is controlled by individuals themselves--also linked and managed based on individual consent--they will develop app-based AI agents that act as personalized health partners tailored to each individual. The data platform and related apps will be built within Japan-based data centers as Japan-developed healthcare infrastructure. Through this initiative, the companies aim to realize a secure and integrated framework that supports the entire patient journey--from daily health management to medical consultations, ongoing treatment, and post-treatment follow-up. Ultimately, this will enhance support for improving individual health outcomes, promoting behavioral change, and enabling more advanced assessments of disease risks. Furthermore, through this Alliance, the companies will create new businesses that contribute to streamlining costs caused by duplicate testing and prescriptions, disease aggravation due to interrupted treatment, and the progression of preventable illnesses and frailty. By promoting the optimization of healthcare delivery, they aim to help curb future healthcare cost increases on the scale of approximately JPY 5 trillion, thereby contributing to the achievement of sustainable healthcare.

Sumitomo Mitsui Financial Group, Inc. reported earnings results for the full year ended March 31, 2026. For the full year, the company reported net interest income was JPY 2,719,640 million compared to JPY 2,338,220 million a year ago. Net income was JPY 1,582,973 million compared to JPY 1,177,996 million a year ago. Basic earnings per share from continuing operations was JPY 411.97 compared to JPY 301.55 a year ago. Diluted earnings per share from continuing operations was JPY 411.88 compared to JPY 301.48 a year ago.

The Board of Directors of Sumitomo Mitsui Financial Group, Inc. has authorized a buyback plan on May 13, 2026.

Sumitomo Mitsui Financial Group, Inc. (TSE:8316) announces a share repurchase program. Under the program, the company will repurchase up to 40,000,000 shares, representing 1.05% of its issued share capital, for ¥180,000 million. The purpose of the program to enhance shareholder returns and improve capital efficiency. The shares repurchased will be cancelled. The program is valid till July 31, 2026. As of April 30, 2026, there are 3,817,440,285 outstanding shares (excluding treasury stock) and 10,057,855 shares in treasury.

Sumitomo Mitsui Financial Group, Inc., Board Meeting, May 13, 2026. Agenda: To consider to implement a stock split and propose partial amendments to the Articles of Incorporation to conduct the stock split; and to consider to oppose the shareholder proposal.

SMFG India Credit Company Limited announced that it has received INR 10,750,000,000 in a round of funding on April 24, 2026. The transaction included participation from returning investor, Sumitomo Mitsui Financial Group, Inc.. The company has issued common shares in the transaction.

On April 16, 2026, ExaWizards Inc. closed the transaction. The total number of outstanding shares are 96,728,500 shares and total Amount of capital is ¥5,189,208,090

Sumitomo Mitsui Financial Group, Inc., 2026 Earnings Call, May 18, 2026

Sumitomo Mitsui Financial Group, Inc. announced that they will report fiscal year 2026 results on May 13, 2026

Sumitomo Mitsui Financial Group, Inc. (TSE:8316) and Sumitomo Mitsui Card Co., Ltd. agreed to acquire an additional 40% stake in CCC MK HOLDINGS Co.,Ltd. from Culture Convenience Club Co., Ltd. on October 3, 2025. Upon completion, Sumitomo Mitsui Financial Group, Inc. will own 25% and Sumitomo Mitsui Card Co., Ltd. will own 55% stake in CCC MK HOLDINGS Co.,Ltd. Sumitomo Mitsui Financial Group, Inc. (TSE:8316) and Sumitomo Mitsui Card Co., Ltd. completed the acquisition of an additional 40% stake in CCC MK HOLDINGS Co.,Ltd. from Culture Convenience Club Co., Ltd. on March 31, 2026. CCCMK Holdings changed its company name to V Point Marketing.

Sumitomo Mitsui Financial Group, Inc. has completed a Fixed-Income Offering in the amount of €1 billion. Security Name: Fixed to Floating Rate Notes due April 02, 2034 Security Type: Corporate Bond/Note (Non Convertible) Principal Amount: €1 billion Price\Range: 100% Security Features: Callable; Euro MTN; EuroBonds; MTN; Senior; Variable Rate Coupon Type: Variable Transaction Features: Regulation S

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed to Floating Rate Notes due 2034 Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Senior; Variable Rate Coupon Type: Variable Transaction Features: Regulation S

Sumitomo Mitsui Financial Group, Inc. provided consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects profit attributable to owners of parent of JPY 1,500,000 million or JPY 390.16 per share.

On March 24, 2026, Jefferies Financial Group Inc. (NYSE:JEF) experienced a dramatic surge in pre-market trading, with shares climbing roughly 10% before the open. The rally was sparked by reports that Japan’s Sumitomo Mitsui Financial Group, Inc. (TSE:8316) (SMFG) is exploring a takeover of the U.S.-listed investment bank. SMFG’s interest has attracted considerable investor attention, prompting market participants to bid aggressively for Jefferies shares ahead of the company’s earnings announcement. The pre-market spike aligns with Reuters coverage of SMFG’s potential acquisition plans, which highlighted the Japanese group’s intent to expand its global presence in capital markets and wealth management. Analysts noted that, while SMFG’s offer has not yet been formally announced, the mere possibility of a takeover has already reshaped sentiment toward Jefferies. Investors appear to be positioning themselves for a potential premium that a merger might bring, driving the 10% jump in early trading.

Sumitomo Mitsui Financial Group, Inc., Board Meeting, Mar 06, 2026. Agenda: To consider the changes in Representative Executive Officer.

CIMB Group Holdings Berhad (KLSE:CIMB) is one of the banks that are seeking to purchase assets of HSBC Indonesia (PT Bank HSBC Indonesia). The move comes as lenders seek to strengthen their presence in Southeast Asia's biggest economy. Potential bidders include Singapore's DBS Group Holdings Ltd. (SGX:D05), Oversea-Chinese Banking Corporation Limited (SGX:O39) and United Overseas Bank Limited (SGX:U11), along with Malaysia's CIMB Group Holdings Bhd and Sumitomo Mitsui Financial Group, Inc. (TSE:8316). HSBC Holdings plc (LSE:HSBA) is looking to sell its consumer banking operations in Indonesia. The assets could be valued at more than USD 200 million.

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed to Floating Rate Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Eurodollar bonds; Senior; Subordinated; Variable Rate Coupon Type: Variable

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Subordinated Unsecured Bonds Security Type: Corporate Bond/Note (Non Convertible) Principal Amount: ¥50 billion Security Features: Perpetual; Subordinated; Unsecured

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Subordinated Unsecured Bonds Security Type: Corporate Bond/Note (Non Convertible) Principal Amount: ¥150 billion Security Features: Perpetual; Subordinated; Unsecured

Sumitomo Mitsui Financial Group, Inc. has announced the appointment of Salim Zaman as global head of FX. He retains his existing role as co-head of global markets and treasury in Asia Pacific. The executive will oversee the bank's global FX strategy.

The company closed its plan on January 31, 2026.

From January 1, 2026 to January 31, 2026, the company has repurchased 11,321,900 shares, representing 0.3% for ¥61,333.79 million. With this, the company has completed the repurchase of 29,909,500 shares, representing 0.78% for ¥149,999.6 million under the buyback announced on November 14, 2025.

Sumitomo Mitsui Financial Group, Inc. expected to report Fiscal Year 2026 results on May 14, 2026. This event was calculated by S&P Global (Created on January 30, 2026).

SMBC Nikko Securities America, Inc. has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $500 million Fixed-Income Offering.

Goldman Sachs & Co. LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $500 million Fixed-Income Offering.

J.P. Morgan Securities LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $500 million Fixed-Income Offering.

Jefferies LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $500 million Fixed-Income Offering.

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Floating Rate Senior Unsubordinated Unsecured Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Eurodollar bonds; Floating Rate; Senior; Unsecured; Unsubordinated Coupon Type: Variable

Sumitomo Mitsui Financial Group, Inc. has completed a Fixed-Income Offering in the amount of $1 billion. Security Name: Fixed to Floating Rate Senior Unsubordinated Unsecured Notes due January 15, 2047 Security Type: Corporate Bond/Note (Non Convertible) Principal Amount: $1 billion Price\Range: 100% Discount Per Security: 0.75% Security Features: Callable; EuroBonds; Eurodollar bonds; Senior; Unsecured; Unsubordinated; Variable Rate Coupon Type: Variable

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed to Floating Rate Senior Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Eurodollar bonds; Senior; Variable Rate Coupon Type: Variable

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed-to-Floating Rate Senior Unsubordinated Unsecured Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Eurodollar bonds; Floating Rate; Senior; Unsecured; Unsubordinated Coupon Type: Variable

SMBC Nikko Securities America, Inc. has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $400 million Fixed-Income Offering.

Goldman Sachs & Co. LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $400 million Fixed-Income Offering.

J.P. Morgan Securities LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $400 million Fixed-Income Offering.

Jefferies LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $400 million Fixed-Income Offering.

SMBC Nikko Securities America, Inc. has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $800 million Fixed-Income Offering.

Goldman Sachs & Co. LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $800 million Fixed-Income Offering.

J.P. Morgan Securities LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $800 million Fixed-Income Offering.

Jefferies LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $800 million Fixed-Income Offering.

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed Rate Senior Unsubordinated Unsecured Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: EuroBonds; Eurodollar bonds; Senior; Unsecured; Unsubordinated Coupon Type: Fixed

From November 14, 2025 to December 31, 2025, the company has repurchased 18,587,600 shares, representing 0.48% for ¥88,665.81 million. With this, the company has completed the repurchase of 18,587,600 shares, representing 0.48% for ¥88,665.81 million under the buyback announced on November 14, 2025.

Sumitomo Mitsui Financial Group, Inc. announced that they will report Q3, 2026 results on Jan 30, 2026

Sumitomo Mitsui Financial Group, Inc. (TSE:8316) reached an agreement to acquire an unknown majority stake in kAIgentic Pte Ltd. on November 13, 2025.

Sumitomo Mitsui Financial Group, Inc., ¥ 79.0, Cash Dividend, Mar-30-2026

Sumitomo Mitsui Financial Group, Inc. revised consolidated earnings guidance for the year ending March 31, 2026. For the year, the company expects profit attributable to owners of parent of JPY 1,500,000 million or JPY 390.39 per share.

Sumitomo Mitsui Financial Group, Inc. announced dividend of JPY 78.00 per share for the second quarter ended September 30, 2025 compared to JPY 180.00 per share paid a year ago. Dividend payment date: December 2, 2025. Record date: September 30, 2025. The company provided year end dividend for the year ending March 31, 2026. The company expects to pay year end dividend of JPY 79.00 per share for the year ending March 31, 2026 compared to JPY 62.00 per share paid a year ago.

Sumitomo Mitsui Financial Group, Inc. (TSE:8316) announces a share repurchase program. Under the program, the company will repurchase up to 50,000,000 shares, representing 1.3% of its issued share capital, for ¥150,000 million. The purpose of the program to enhance shareholder returns and improve capital efficiency. The shares repurchased will be cancelled. The program is valid till January 31, 2026. As of October 31, 2025, there are 3,847,300,534 outstanding shares (excluding treasury stock) and 10,107,106 shares in treasury.

The Board of Directors of Sumitomo Mitsui Financial Group, Inc. has authorized a buyback plan on November 14, 2025.

Sumitomo Mitsui Financial Group, Inc., Board Meeting, Nov 14, 2025. Agenda: To consider the Notice regarding Distribution of Interim Dividends from Surplus and Revision of Dividend Forecast.

SMBC Group on November 12, 2025 announced the appointment of Juan (JC) Kreutz as Americas Head of Structured Finance Solutions and Deputy Head for the Americas business. Based in New York, JC will oversee the bank’s structured product businesses, including project finance debt & advisory, real estate finance, leveraged finance, fund finance, transportation, leasing, and global trade finance, while also overseeing SMBC’s Latin America region. Before being appointed to his current role, JC was General Manager of Global Structured Finance for SMBC Americas, where he oversaw several industry groups in North and South America, including power & new energies, infrastructure, real estate, municipal finance, and Latin American corporate finance. Prior to SMBC, JC built out the Debt Capital Markets (DCM) Group at BBVA Securities, where he also served as the Head of Natural Resources DCM. He previously held roles in energy finance and investment banking at Barclays, WestLB, Credit Suisse, and Merrill Lynch. JC holds a bachelor’s degree in business administration from Georgetown University and a Master of Business Administration from The Stern School of Business at New York University. JC succeeds Carl Adams, who has retired after 12 years of leadership with the bank.

Sumitomo Mitsui Financial Group, Inc., Q2 2026 Earnings Call, Nov 18, 2025

On October 23, 2025, Asuene Inc. closed the trasnaction. The company has received ¥2,980,000,000 in series C2 round of funding. The company has received ¥780,000,000 in its second tranche from new investors, JGC MIRAI Innovation Fund L.P., a fund managed by Global Brain Corporation, SFV-GB Fund II, a fund managed by Sony Financial Ventures Inc., and returning investor, Sumitomo Mitsui Financial Group, Inc. The company has raised ¥780,000,000 through a new share issuance and ¥2,200,000,000 through a secondary share transfer by existing shareholders. The company raised the total amount to ¥11,500,000,000 to the date.

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Subordinated Unsecured Bonds due October 21, 2035 Security Type: Corporate Bond/Note (Non Convertible) Principal Amount: ¥20 billion Security Features: Subordinated; Unsecured

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Subordinated Unsecured Bonds due October 21, 2035 Security Type: Corporate Bond/Note (Non Convertible) Principal Amount: ¥30 billion Security Features: Callable; Subordinated; Unsecured

Sumitomo Mitsui Financial Group, Inc. has completed a Fixed-Income Offering in the amount of €800 million. Security Name: Fixed to Floating Rate Notes due October 06, 2036 Security Type: Corporate Bond/Note (Non Convertible) Principal Amount: €800 million Price\Range: 100% Security Features: Callable; Variable Rate Coupon Type: Variable Transaction Features: Regulation S

Sumitomo Mitsui Financial Group, Inc. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects profit attributable to owners of parent of JPY 1,300,000 million and earnings per share of JPY 338.00.

Sumitomo Mitsui Financial Group, Inc. reported impairment charges for the first quarter ended June 30, 2025. For the quarter, the company reported losses on impairment of fixed assets of JPY 508 million against JPY 82 million a year ago.

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Unsecured Subordinated Bonds due October 28, 2035 Security Type: Corporate Bond/Note (Non Convertible) Security Features: Subordinated; Unsecured

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Unsecured Notes due October 28, 2035 Security Type: Corporate Bond/Note (Non Convertible) Security Features: Unsecured

Sumitomo Mitsui Financial Group, Inc. (TSE:8316) and Sumitomo Mitsui Card Co., Ltd. agreed to acquire an additional 40% stake in CCC MK HOLDINGS Co.,Ltd. from Culture Convenience Club Co., Ltd. on October 3, 2025. Upon completion, Sumitomo Mitsui Financial Group, Inc. will own 25% and Sumitomo Mitsui Card Co., Ltd. will own 55% stake in CCC MK HOLDINGS Co.,Ltd.

Sumitomo Mitsui Financial Group, Inc. announced that they will report Q2, 2026 results on Nov 14, 2025

Jefferies Financial Group, Inc. (Jefferies) and Sumitomo Mitsui Financial Group, Inc. (SMFG), Sumitomo Mitsui Banking Corporation (SMBC), and SMBC Nikko Securities Inc. (SMBC Nikko) (collectively, SMBC Group) announced that they are significantly expanding their Global Strategic Alliance. SMBC Group and Jefferies initially entered into a Strategic Alliance in 2021 to collaborate on future corporate and investment banking business opportunities. In 2023, the Alliance was expanded to enhance collaboration across M&A, equity and debt capital markets, with a particular focus on investment grade clients in the U.S.SMBC Group and Jefferies subsequently added Memoranda of Understanding to expand their alliance to the EMEA region, Canada, Asia and Australia, as well as to expand the scope of Joint Coverage initiatives to larger global sponsors, pre-IPO companies, and sub-investment grade corporate clients. On September 19, 2025, Jefferies and SMBC Group announce the next significant steps in their Global Strategic Alliance that will further capitalize on their unique business strengths and enhance their abilities to meet the global needs of their borrowing, investing, corporate and sponsor clients. This will include combining their Japanese equities and ECM businesses, expanding joint coverage of larger sponsors and implementing in EMEA joint origination, underwriting and execution of syndicated leveraged loans for these clients, SMBC agreeing to increase its equity ownership in Jefferies to up to 20% in the open market, SMBC providing Jefferies approximately $2.5 billion in new credit facilities to support Jefferies and to facilitate collaboration efforts, including EMEA leveraged lending, U.S. pre-IPO lending and asset-backed securitization, subject to receipt of applicable regulatory approvals. Japanese Equities Joint Venture: SMBC Group and Jefferies have entered into a Memorandum of Understanding to establish a joint venture in Japan to conduct the principal aspects of their wholesale Japanese equity research, sales and trading and equity capital markets businesses. Jefferies and SMBC Group anticipate the joint venture will begin serving clients in January 2027. The new joint venture will be integrated with Jefferies’ leading global equities business to provide institutional investors with insight and execution across markets around the world on a seamless and consistent basis. With SMBC and SMBC Nikko’s expertise in the domestic market and balance sheet strength, and Jefferies’ leading position with global investors and advanced trading technology, SMBC Group and Jefferies have the goal of ultimately being the leading provider in wholesale equities and equity capital markets in Japan. Joint Sponsor Coverage: SMBC Group and Jefferies will expand their joint coverage of larger sponsors to offer the investment and corporate banking capabilities of both Jefferies and SMBC Group to such large sponsor clients in EMEA. Expanding SMBC’s Equity Ownership in Jefferies from 15% to up to 20%. SMBC intends to increase its economic ownership of Jefferies to up to 20% (on an as-converted and fully diluted basis) by purchasing shares in the open market and then exchanging those common shares for either non-voting common shares or non-voting preferred shares that will be mandatorily convertible into non-voting common shares. SMBC will continue to own less than 5% of a voting interest in Jefferies. The increased investment is subject to receipt of required applicable regulatory approvals. New and Enhanced Credit Facilities: SMBC Group has agreed to extend total of approximately $2.5 billion credit facilities to support Jefferies and to advance collaboration in key areas, including structured finance such as EMEA leveraged lending, U.S. pre-IPO lending and asset-backed securitization. This newly agreed, substantial financing package of approximately $2.5 billion aims to enhance our commitment to deepening the partnership, enhances our combined capabilities across these focus areas, and enables us to deliver exceptional services to the clients.

Sumitomo Mitsui Financial Group, Inc. (TSE:8316) (SMFG) is in talks to increase its stake in Jefferies Financial Group Inc. (NYSE:JEF)(JEF) from the current 15% to about 20% as part of deepening ties between the companies, Bloomberg's Cathy Chan, Katherine Doherty, Manuel Baigorri and Hideki Suzuki report, citing people familiar with the matter. The report notes that Sumitomo Mitsui could proceed by potentially acquiring Jefferies' preferred stock, also indicating that the two financial companies are in discussions to merge parts of their equities businesses in Japan.

From July 1, 2025 to July 31, 2025, the company has repurchased 10,034,900 shares, representing 0.26% for ¥36,577.18 million. With this, the company has completed the repurchase of 27,551,100 shares, representing 0.71% for ¥99,999.66 million under the buyback announced on May 14, 2025.

The company closed its plan on July 31, 2025.

On July 28, 2025, Sumitomo Mitsui Financial Group, Inc. closed the transaction. The transaction includes participation from 6 investors.

Sumitomo Mitsui Financial Group, Inc. announced that it will receive ¥78,828,569.82 in funding on July 25, 2025. The company will issue common shares in the transaction. The company issued securities pursuant to exemption provided under Regulation D. The transaction is expected to continue less than a year.

Money Forward, Inc. announced that, as previously disclosed in announcement dated April 16, 2025, titled " Notice Regarding the Initiation of Discussions on the Provision of BaaS/Digital Banking with Sumitomo Mitsui Financial Group and Sumitomo Mitsui Banking Corporation" that company has resolved at today's Board of Directors meeting to enter into a legally binding agreement (the " Final Agreement") with the SMBC Group, as planned. This joint venture involves Sumitomo Mitsui Financial group (Head Office: Chiyoda-ku, Tokyo; Director President and Group CEO: Toru Nakashima, "Sumitomo Mitsui Financial Group," collectively referred to as "SMBC Group") and Sumitomo Mitsui banking Corporation. Items previously disclosed as "planned" have been implemented or confirmed as scheduled. (1) Establishment of a Subsidiary. (1) Company name, SMF Inc., (2) Address, 1-21, Shibaura 3-chome, Minato-ku, Tokyo, (3) Name of title of representative, Norifumi Yoshimoto Representative Director, (4) Business description, System development, (5) Capital an capital reserve, Capital: 250 million, Capital reserve: 250 million, (6) Date of incorporation, May 23, 2025, (7) Fiscal year, March 31, (8) Voting rights ratio, The Company: 100%. (2) Conversion of the New Subsidiary into a Joint Venture Company. Through a third-party allotment of shares by the New Subsidiary to the Company and Sumitomo Mitsui Financial Corporation, and the subsequent subscription and payment for these shares by the Company and SumitomoMui Banking Corporation (the "Investment"), the New Subsidiary will become a joint venture company (the "Joint Venture Company") of the Company and Sumitom Mitsui Banking Corporation. The ownership ratio will be 50% for the Company and 50% for Sumitomo Mitsui Banking Corp. After becoming a joint venture company, the Joint Venture Company will be an equity-method affiliate of both company and Sumitomo Mitsui Bank Corporation.

Nearly two months after acquiring a significant stake in private lender Yes Bank Limited (NSEI:YESBANK), Japanese financial major Sumitomo Mitsui Financial Group, Inc. (TSE:8316) (SMFG) is considering an additional investment of around $1.1 billion, Bloomberg reported on July 15, 2025. According to the report, the deal would involve SMFG acquiring 5% stake from the United States (US)-based investment fund The Carlyle Group Inc. (NasdaqGS:CG) and other minority shareholders. Additionally, the Japanese major may also buy about $680 million in convertible bonds issued by YES Bank to help boost growth, the report added. Earlier this year, SMFG acquired a 20% stake in YES Bank for approximately $1.6 billion. State Bank of India and seven private lenders that had invested in YES Bank during its reconstruction in 2020, sold their stake to SMFG then. If the latest deal goes through, its total shareholding in the Indian bank will rise to 25%. However, according to Bloomberg, the deal is still under consideration with no financial decision made yet. Importantly, the proposed increase keeps SMFG just under the 26% threshold that, under Securities and Exchange Board of India (Sebi) regulations, would trigger a mandatory open offer for an additional 25% stake. According to Sebi regulations, an open offer is triggered when an acquirer's shareholding in a target company exceeds 25% of the target company's total shares or voting rights. Shares of YES Bank were trading up 2% at INR 20.30 apiece on the BSE after the reports of the SMFG deal surfaced.

Sumitomo Mitsui Financial Group, Inc. expected to report First-Half, 2026 results on November 14, 2025. This event was calculated by S&P Global (Created on July 7, 2025).

SMBC Nikko Securities America, Inc. has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $700 million Fixed-Income Offering.

Goldman Sachs & Co. LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $700 million Fixed-Income Offering.

BofA Securities, Inc. has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $700 million Fixed-Income Offering.

Jefferies LLC has been added as the Co-Lead Underwriter for Sumitomo Mitsui Financial Group, Inc.'s $700 million Fixed-Income Offering.

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed to Floating Rate Senior Unsubordinated Unsecured Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Eurodollar bonds; Senior; Unsecured; Unsubordinated; Variable Rate Coupon Type: Variable

From May 14, 2025 to June 30, 2025, the company has repurchased 17,516,200 shares, representing 0.45% for ¥63,422.48 million. With this, the company has completed the repurchase of 17,516,200 shares, representing 0.45% for ¥63,422.48 million under the buyback announced on May 14, 2025.

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed to Floating Rate Senior Unsubordinated Unsecured Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Eurodollar bonds; Senior; Unsecured; Unsubordinated; Variable Rate Coupon Type: Variable

Sumitomo Mitsui Financial Group, Inc. has completed a Fixed-Income Offering in the amount of $700 million. Security Name: Fixed to Floating Rate Senior Unsubordinated Unsecured Notes due July 8, 2033 Security Type: Corporate Bond/Note (Non Convertible) Principal Amount: $700 million Price\Range: 100% Discount Per Security: 0.4% Security Features: Callable; EuroBonds; Eurodollar bonds; Senior; Unsecured; Unsubordinated; Variable Rate Coupon Type: Variable

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed to Floating Rate Senior Unsubordinated Unsecured Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Eurodollar bonds; Senior; Unsecured; Unsubordinated; Variable Rate Coupon Type: Variable

Sumitomo Mitsui Financial Group, Inc. has announced a Fixed-Income Offering. Security Name: Fixed to Floating Rate Subordinated Unsecured Prepectual Notes Security Type: Corporate Bond/Note (Non Convertible) Security Features: Callable; EuroBonds; Eurodollar bonds; Perpetual; Subordinated; Unsecured; Variable Rate Coupon Type: Variable

Sumitomo Mitsui Financial Group, Inc. announced that at the AGM held on June 27, 2025, approved the appointment of Makoto Takashima, Honami Matsugasaki, Jun Sawada, Yoriko Goto, Isao Teshirogi and Norimitsu Takashima as Directors.

Sumitomo Mitsui Financial Group, Inc. at its Ordinary General Meeting of Shareholders held on June 27, 2025, approved partial Amendment to the Articles of Incorporation.

Sumitomo Mitsui Financial Group, Inc. announced that they will report Q1, 2026 results on Jul 31, 2025