Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q1 2025
Top Holdings771 positions
Apple Inc. | 2.1M | $476.7M | 4.9% | $114.15 | +93.40% | 25 qtrssince 2019-Q1 | Increased 59 |
Microsoft Corp. | 1.2M | $458.9M | 4.7% | $218.05 | +70.16% | 25 qtrssince 2019-Q1 | Increased 60 |
NVIDIA Corp. | 3.8M | $412M | 4.2% | $30.91 | +249.74% | 25 qtrssince 2019-Q1 | Increased 60 |
Amazon.com, Inc. | 1.4M | $272.4M | 2.8% | $132.71 | +43.36% | 25 qtrssince 2019-Q1 | Increased 55 |
Meta Platforms Inc | 319,450 | $184.1M | 1.9% | $261.34 | +119.48% | 25 qtrssince 2019-Q1 | Increased 50 |
UnitedHealth Group Inc. | 345,917 | $181.2M | 1.8% | $343.71 | +46.46% | 25 qtrssince 2019-Q1 | Increased 51 |
JPMorgan Chase & Co. | 692,057 | $169.8M | 1.7% | $113.36 | +110.02% | 25 qtrssince 2019-Q1 | Increased 50 |
Visa Inc | 483,680 | $169.5M | 1.7% | $199.51 | +73.67% | 25 qtrssince 2019-Q1 | Increased 51 |
Goldman Sachs Group, Inc. | 268,770 | $146.8M | 1.5% | $279.62 | +89.64% | 25 qtrssince 2019-Q1 | Increased 51 |
Home Depot Inc. | 397,258 | $145.6M | 1.5% | $226.18 | +55.72% | 25 qtrssince 2019-Q1 | Increased 50 |
Alphabet Inc. | 926,034 | $143.2M | 1.5% | $94.67 | +62.58% | 25 qtrssince 2019-Q1 | Increased 49 |
Broadcom Inc | 692,757 | $116M | 1.2% | $76.90 | +115.24% | 25 qtrssince 2019-Q1 | Increased 51 |
Alphabet Inc. | 706,373 | $110.4M | 1.1% | $89.05 | +74.61% | 25 qtrssince 2019-Q1 | Increased 49 |
McDonald's Corp. | 345,319 | $107.9M | 1.1% | $215.16 | +39.94% | 25 qtrssince 2019-Q1 | Increased 50 |
Eli Lilly & Co. | 124,781 | $103.1M | 1.1% | $277.97 | +194.01% | 25 qtrssince 2019-Q1 | Increased 49 |
Chevron Corp. | 591,096 | $98.9M | 1.0% | $103.99 | +52.54% | 25 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INDEX FDS | 559,949 | $96.7M | 1.0% | $114.20 | +46.68% | 11 qtrssince 2022-Q3 | Decreased 0 |
Berkshire Hathaway Inc. | 180,544 | $96.2M | 1.0% | $290.11 | +83.58% | 25 qtrssince 2019-Q1 | Increased 44 |
Caterpillar Inc | 290,830 | $95.9M | 1.0% | $194.19 | +66.90% | 25 qtrssince 2019-Q1 | Increased 45 |
ISHARES MSCI WORLD ETF | 623,606 | $95.5M | 1.0% | $104.88 | +42.82% | 25 qtrssince 2019-Q1 | Increased 43 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $9.8B across 771 positions as of Q1 2025. Top holdings: AAPL (4.9%), MSFT (4.7%), NVDA (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 13 new positions, 20 exits, 548 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $9.8B across 771 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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