SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q3 2025 13F-HR Holdings

Location
Tokyo, M0
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
171
Total value ($000)
$5,704,024
Net value change ($000)
-435,733 (-7.1%)
New positions
12
Sold out positions
24
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/13/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IVV 140,553 NEW
JEF 99,221 19.6%
GLD 37,356 25.6%
KW 19,622 991.5%
GOOGL 18,509 40.9%
ANET 15,830 32.9%
AGG 12,724 10.7%
QQQ 10,435 5.8%
UNH 10,348 46.8%
NVDA 9,643 12.4%
Top Reduces (Value $000, Stocks/ETFs)
LQD -398,306 -82.1%
ARES -177,885 -7.7%
XLK -139,277 -100.0%
SPY -114,636 -16.3%
EWY -48,810 -100.0%
SHV -2,993 -21.8%
TLT -2,631 -8.3%
CME -2,562 -2.0%
INTU -2,005 -5.9%
META -1,848 -3.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,697 (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