CR04995-2025

The PSE makes no representation on the accuracy, validity, correctness and completeness of the information stated in the respective PORs of listed companies. The PSE shall use the information contained in the POR submitted by the company in computing a company's weight in the index and this may be updated or adjusted consistent with the policy of the Exchange in managing the PSEi and sector indices.

SM Investments CorporationSM

PSE Disclosure Form POR-1 - Public Ownership Report Reference: Amended Rule on Minimum Public Ownership

Report Type

Report Date Jun 30, 2025
Computation of Public Ownership
Number of Issued
Common Shares
1,233,154,140
Less: Number of Treasury
Common Shares, if any
4,528,720
Number of Outstanding
Common Shares
1,228,625,420

Less :

A. Directors
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
Amando M. Tetangco, Jr. 0 100 100 0
Teresita T. Sy 25,440,594 60,507,091 85,947,685 6.99
Henry T. Sy, Jr. 1,861,182 75,017,188 76,878,370 6.26
Harley T. Sy, Jr. 92,401,812 583,486 92,985,298 7.57
Frederic C. DyBuncio 0 10 10 0
Robert G. Vergara 100 0 100 0
Ramon M. Lopez 0 1,180 1,180 0
Lily K. Gruba 0 10 10 0
Marife B. Zamora 0 610 610 0
119,703,688 136,109,675 255,813,363 20.82
B. Officers
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
Erwin G. Pato 0 0 0 0
Elizabeth Anne C. Uychaco 0 0 0 0
Franklin C. Gomez 0 13,880 13,880 0
Atty. Arthur A. Sy 0 0 0 0
Ulysses C. Naguit 0 75 75 0
Vicky L. Salas 0 0 0 0
Shiela P. Alarcio 0 0 0 0
Atty. Elmer B. Serrano 0 0 0 0
0 13,955 13,955 0
C. Principal/Substantial Stockholders
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
Hans T. Sy 80,975,419 23,940,287 104,915,706 8.54
Herbert T. Sy 87,093,995 12,000,000 99,093,995 8.07
Elizabeth T. Sy 41,586,030 35,573,314 77,159,344 6.27
209,655,444 71,513,601 281,169,045 22.88
D. Affiliates
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
Multi Realty Dev 1,648 0 1,648 0
SM Prime Holdings, Inc. 146,104 0 146,104 0.01
Intercontinental Development Corporation 7,039,562 0 7,039,562 0.57
Belle Corporation 48,877 0 48,877 0
Sysmart Corporation 28,365,152 68,820 28,433,972 2.32
Tansmart Holdings, Inc. 27,285,000 0 27,285,000 2.22
Syntrix Holdings, Inc. 47,032,000 171,180 47,203,180 3.84
109,918,343 240,000 110,158,343 8.96
E. Government
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
F. Banks
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
G. Employees
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
H. Lock-Up Shares
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
I. Others
Name Direct Indirect Total direct & indirect shares % to Total Outstanding Shares
- - - - -
0 0 0 0
Number of Listed
Common Shares
1,226,114,578
Total Number of
Non-Public Shares
647,154,706
Total Number of Shares Owned
by the Public
581,470,714
Public Ownership Percentage 47.33
Other Relevant Information

Please see attachment

Filed on behalf by:
Name Elmer Serrano
Designation Corporate Secretary