SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q1 2023 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2023
Date filed
5/11/2023
Form type
13F-HR
Num holdings
165
Total value ($000)
$3,191,895
Net value change ($000)
+548,066 (20.7%)
New positions
7
Sold out positions
6
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/10/2023 Next filing: 8/9/2023 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
LQD 325,602 506.0%
ARES 200,471 21.9%
ESGU 88,102 NEW
VTS 23,517 NEW
AMZN 23,009 98.7%
XLP 20,204 255.4%
XLK 19,495 42.3%
META 11,293 46.7%
CME 11,022 13.9%
TLT 7,472 229.3%
Top Reduces (Value $000, Stocks/ETFs)
VGT -35,377 -80.7%
XLV -30,878 -60.6%
XLI -29,463 -100.0%
XLF -28,396 -99.9%
XLB -27,029 -99.6%
JEF -26,670 -7.4%
SOXX -14,483 -76.4%
VPU -13,036 -100.0%
DBA -12,034 -100.0%
AMD -9,367 -69.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9,303 (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