Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q1 2025
Top Holdings771 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.1M | $476.7M | 4.9% | $137.88 | +60.12% | 25 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 1.2M | $458.9M | 4.7% | $219.13 | +71.94% | 25 qtrssince 2019-Q1 | Increased 60 |
NVIDIA CORP | 3.8M | $412M | 4.2% | $115.50 | -5.06% | 25 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 1.4M | $272.4M | 2.8% | $137.59 | +40.07% | 25 qtrssince 2019-Q1 | Increased 55 |
META PLATFORMS INC-CLASS A | 319,450 | $184.1M | 1.9% | $261.39 | +120.15% | 25 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 345,917 | $181.2M | 1.8% | $350.67 | +44.23% | 25 qtrssince 2019-Q1 | Increased 51 |
JPMORGAN CHASE & CO | 692,057 | $169.8M | 1.7% | $114.50 | +107.84% | 25 qtrssince 2019-Q1 | Increased 50 |
VISA INC-CLASS A SHARES | 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% | $284.31 | +88.14% | 25 qtrssince 2019-Q1 | Increased 51 |
HOME DEPOT INC | 397,258 | $145.6M | 1.5% | $231.04 | +52.21% | 25 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL A | 926,034 | $143.2M | 1.5% | $112.01 | +37.40% | 25 qtrssince 2019-Q1 | Increased 49 |
BROADCOM INC | 692,757 | $116M | 1.2% | $166.09 | +1.22% | 25 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC-CL C | 706,373 | $110.4M | 1.1% | $109.77 | +41.78% | 25 qtrssince 2019-Q1 | Increased 49 |
MCDONALDS CORP | 345,319 | $107.9M | 1.1% | $219.14 | +37.73% | 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 VALUE ETF | 559,949 | $96.7M | 1.0% | $117.05 | +43.68% | 11 qtrssince 2022-Q3 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 180,544 | $96.2M | 1.0% | $289.11 | +82.05% | 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 INC MSCI WORLD ETF | 623,606 | $95.5M | 1.0% | $105.25 | +42.98% | 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 Rating: 3/5.0.
Active quarter - 12 new positions, 19 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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