SUMITOMO MITSUI FINANCIAL GROUP, INC.

Q3 2024 13F-HR/A Holdings

Location
Tokyo, M0
Holdings as of
9/30/2024
Date filed
11/9/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
172
Total value ($000)
$4,533,123
Net value change ($000)
+1,214,219 (36.6%)
New positions
7
Sold out positions
11
Turnover %
14.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/9/2026 Next filing: 11/9/2026 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)
JEF 569,158 NEW
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 6,713 31.9%
Top Reduces (Value $000, Stocks/ETFs)
LQD -12,607 -14.3%
JNK -10,370 -100.0%
GOOGL -2,630 -78.2%
AMD -1,438 -100.0%
NVDA -1,294 -2.1%
SHOP -1,062 -100.0%
FCX -955 -91.0%
SGOV -801 -24.3%
IYE -789 -15.4%
OKTA -618 -99.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 85,387 (1.9% 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