SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q2 2024 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2024
Date filed
8/13/2024
Form type
13F-HR
Num holdings
180
Total value ($000)
$3,215,244
Net value change ($000)
-13,663 (-0.4%)
New positions
8
Sold out positions
4
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/13/2024 Next filing: 11/8/2024 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
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 18,279 26.2%
AGG 13,412 18.4%
NVDA 10,480 20.5%
JNK 10,370 NEW
GLD 10,145 17.6%
AVGO 9,265 30.5%
ANET 7,597 28.6%
GOOGL 7,434 26.4%
SJNK 7,312 42.3%
FSLR 6,141 57.9%
Top Reduces (Value $000, Stocks/ETFs)
ESGU -133,424 -100.0%
XYZ -18,241 -23.8%
CME -8,819 -8.7%
AMZN -2,208 -7.0%
ZS -2,066 -89.5%
AMD -1,995 -58.5%
DHI -1,779 -10.6%
CRWD -1,560 -78.1%
BMY -1,255 -12.3%
SHOP -1,239 -53.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3,978 (0.1% 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