SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q3 2024 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
9/30/2024
Date filed
11/8/2024
Form type
13F-HR
Num holdings
168
Total value ($000)
$3,883,489
Net value change ($000)
+668,245 (20.8%)
New positions
6
Sold out positions
12
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2024 Next filing: 2/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ARES 301,508 16.9%
SPY 167,439 336.0%
XLK 68,857 NEW
GLD 21,529 31.8%
CME 11,348 12.2%
SJNK 11,025 44.8%
AGG 10,350 12.0%
VT 9,003 3644.9%
QQQ 6,707 31.9%
DHI 5,958 39.6%
Top Reduces (Value $000, Stocks/ETFs)
LQD -12,607 -14.3%
JNK -10,370 -100.0%
GOOGL -2,698 -78.8%
AMD -1,414 -100.0%
HRB -1,373 -100.0%
NVDA -1,295 -2.1%
SHOP -1,067 -100.0%
FCX -946 -90.6%
SGOV -801 -24.3%
IYE -789 -15.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,855 (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