SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q2 2025 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
6/30/2025
Date filed
8/13/2025
Form type
13F-HR
Num holdings
227
Total value ($000)
$6,139,757
Net value change ($000)
+679,990 (12.5%)
New positions
35
Sold out positions
18
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2025 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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 403,718 497.2%
ARES 355,368 18.1%
XLK 139,277 NEW
EWY 48,810 NEW
AVGO 24,536 54.8%
QQQ 24,249 15.6%
NVDA 22,206 39.8%
GLD 21,888 17.7%
META 12,869 31.6%
ANET 12,352 34.5%
Top Reduces (Value $000, Stocks/ETFs)
SPY -269,588 -27.7%
IWF -249,513 -100.0%
UNH -5,357 -19.5%
UCON -5,208 -100.0%
SGOV -2,748 -51.2%
BAB -1,687 -8.5%
SCHD -1,253 -25.0%
VCLT -765 -11.0%
VCSH -739 -9.1%
PEP -728 -21.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 13,186 (0.2% 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