SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q4 2024 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
168
Total value ($000)
$7,507,450
Net value change ($000)
+3,623,961 (93.3%)
New positions
17
Sold out positions
19
Turnover %
17.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/8/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPY 938,699 432.0%
JEF 724,971 NEW
QQQ 537,546 1936.7%
VOO 389,645 4564.2%
ARES 283,199 13.6%
IWF 279,993 NEW
IWB 129,356 NEW
LQD 108,550 144.0%
XLI 60,419 NEW
XLF 59,472 743400.0%
Top Reduces (Value $000, Stocks/ETFs)
ANET -39,067 -100.0%
BLK -15,961 -100.0%
BMY -10,536 -82.1%
FSLR -6,803 -31.0%
DHI -5,040 -24.0%
VT -4,593 -49.7%
SHV -2,634 -22.6%
AMGN -2,269 -13.5%
UNH -2,038 -8.4%
MU -1,731 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,736 (0.0% 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