What smart money is saying about Sony Financial Group
8729.T
No fund has written a full thesis on Sony Financial Group in our archive, but 3 fund letters report a position in it — most recently Clearbridge Global Growth Strategy in December 2025.
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3
Reported positions
0
Bought
2
Sold
3
Letters
Position history
Between Q3 2025 and Q4 2025, 3 fund letters reported a position in Sony Financial Group — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 2 | 0 | 2 | 0 |
| Q3 2025 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions · 2 moves
- December 2025
“The Strategy also closed positions in Netflix and T-Mobile US in communication services, Lenovo in IT, Starbucks and Airbnb in consumer discretionary, Tokio Marine, Marsh & McLennan and Sony Financial Group in financials as well as Argenx, Zai Lab and MoonLake Immunotherapeutics in health care.”
Sony Financial Group - December 2025
“In addition to the transactions mentioned above, we initiated a position in Sandvik in industrials and Mettler-Toledo in health care and closed positions in Mitsubishi Heavy Industries in industrials, Givaudan in materials, Lenovo in IT, BYD in consumer discretionary as well as Tokio Marine and Sony Financial Group in financials.”
Sony Financial Group - September 2025
“During the quarter, in addition to the transactions mentioned above, the Strategy initiated a new position in Entain in the consumer discretionary sector and acquired Sony Financial via a spin-off in the financials sector.”
Sony Financial Group
Read the letters behind these Sony Financial Group positions
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