SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q1 2021 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2021
Date filed
5/13/2021
Form type
13F-HR
Num holdings
178
Total value ($000)
$4,239,642
Net value change ($000)
+176,665 (4.3%)
New positions
22
Sold out positions
4
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/12/2021 Next filing: 8/11/2021 SEC filing

Snapshot: Change Analysis

Compared to Q4 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DIA 330,473 168.5%
HYG 156,495 555.2%
ARES 108,932 19.1%
XLI 67,833 447.4%
XLB 52,638 NEW
EEM 42,748 1104.3%
XLK 39,923 265.1%
VWO 39,807 79.2%
SOXX 33,412 1651.6%
XLE 28,896 NEW
Top Reduces (Value $000, Stocks/ETFs)
AGG -297,744 -86.1%
QQQ -195,508 -93.8%
LQD -124,834 -25.8%
EMB -98,571 -98.0%
GLD -67,403 -41.5%
MCHI -59,327 -50.6%
EWY -11,567 -37.8%
AMD -11,051 -92.7%
V -6,776 -100.0%
USO -4,986 -15.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 31,155 (0.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type