SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q4 2022 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
12/31/2022
Date filed
2/10/2023
Form type
13F-HR
Num holdings
170
Total value ($000)
$2,643,829
Net value change ($000)
+266,646 (11.2%)
New positions
7
Sold out positions
9
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/8/2022 Next filing: 5/11/2023 SEC filing

Snapshot: Change Analysis

Compared to Q3 2022
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)
ARES 86,737 10.5%
JEF 50,190 16.2%
XLK 46,043 NEW
XLI 29,463 NEW
XLF 28,382 86006.1%
VGT 20,042 84.2%
USO 18,128 43.9%
META 13,334 122.8%
XLB 9,545 54.3%
AMZN 7,655 48.9%
Top Reduces (Value $000, Stocks/ETFs)
IWD -13,327 -100.0%
LIT -12,113 -100.0%
XLY -7,835 -100.0%
IGSB -7,216 -13.1%
DBA -7,058 -37.0%
XLE -6,338 -100.0%
TAN -6,257 -100.0%
PFF -5,538 -14.9%
KMB -4,399 -76.3%
CME -4,232 -5.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,808 (0.3% 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