SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q1 2025 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
183
Total value ($000)
$5,459,767
Net value change ($000)
-2,047,683 (-27.3%)
New positions
21
Sold out positions
9
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)

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

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

Snapshot: Change Analysis

Compared to Q4 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)
GLD 26,941 27.8%
CME 15,599 14.2%
AXP 15,591 NEW
GE 13,618 48635.7%
AGG 10,530 10.4%
BSX 7,275 54.0%
IEF 6,491 9.3%
SJNK 6,469 15.5%
JPM 5,923 24.2%
UNH 5,133 23.0%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -410,041 -72.5%
ARES -406,555 -17.2%
VOO -389,376 -97.8%
JEF -229,605 -31.7%
SPY -181,266 -15.7%
IWB -129,356 -100.0%
LQD -102,715 -55.9%
XLK -71,513 -100.0%
XLI -60,419 -100.0%
XLF -59,444 -99.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,954 (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