Sumitomo Mitsui DS Asset Management Company, Ltd
Institutional investor · Portfolio as of Q2 2025
Top Holdings759 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $634.1M | 5.7% | $230.46 | +114.44% | 26 qtrssince 2019-Q1 | Increased 64 |
NVIDIA CORP | 3.9M | $620.1M | 5.6% | $116.83 | +35.01% | 26 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 2.2M | $458.7M | 4.1% | $140.53 | +45.29% | 26 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 1.5M | $331.2M | 3.0% | $142.01 | +57.24% | 26 qtrssince 2019-Q1 | Increased 56 |
META PLATFORMS INC-CLASS A | 331,918 | $245M | 2.2% | $279.09 | +162.48% | 26 qtrssince 2019-Q1 | Increased 55 |
JPMORGAN CHASE & CO | 719,163 | $208.5M | 1.9% | $120.85 | +134.23% | 26 qtrssince 2019-Q1 | Increased 50 |
GOLDMAN SACHS GROUP INC | 285,188 | $201.8M | 1.8% | $307.31 | +122.49% | 26 qtrssince 2019-Q1 | Increased 51 |
BROADCOM INC | 726,559 | $200.3M | 1.8% | $169.97 | +61.00% | 26 qtrssince 2019-Q1 | Increased 51 |
VISA INC-CLASS A SHARES | 504,754 | $179.2M | 1.6% | $205.86 | +70.80% | 26 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL A | 939,186 | $165.5M | 1.5% | $112.94 | +57.83% | 26 qtrssince 2019-Q1 | Increased 48 |
HOME DEPOT INC | 393,070 | $144.1M | 1.3% | $231.04 | +57.68% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 727,255 | $129M | 1.2% | $111.73 | +59.30% | 26 qtrssince 2019-Q1 | Increased 49 |
TESLA INC | 377,841 | $120M | 1.1% | $247.26 | +30.89% | 26 qtrssince 2019-Q1 | Increased 50 |
CATERPILLAR INC | 306,650 | $119M | 1.1% | $203.95 | +87.96% | 26 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 365,617 | $114.1M | 1.0% | $348.22 | -12.38% | 26 qtrssince 2019-Q1 | Increased 50 |
AMERICAN EXPRESS CO | 347,147 | $110.7M | 1.0% | $152.78 | +106.05% | 26 qtrssince 2019-Q1 | Increased 44 |
VANGUARD GROWTH ETF | 251,650 | $110.3M | 1.0% | $36.61 | +98.71% | 12 qtrssince 2022-Q3 | Unchanged 0 |
INTL BUSINESS MACHINES CORP | 366,309 | $108M | 1.0% | $130.27 | +119.07% | 26 qtrssince 2019-Q1 | Increased 45 |
VANGUARD TOTAL INTL BOND ETF | 2.1M | $106.3M | 1.0% | $45.74 | +3.33% | 26 qtrssince 2019-Q1 | Increased 67 |
MCDONALDS CORP | 363,063 | $106.1M | 1.0% | $222.52 | +29.50% | 26 qtrssince 2019-Q1 | Increased 45 |
Sumitomo Mitsui DS Asset Management Company, Ltd manages $11.1B across 759 positions as of Q2 2025. Top holdings: MSFT (5.7%), NVDA (5.6%), AAPL (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 15 new positions, 27 exits, 456 increased. Top move: BNDX (INCREASED, conviction 67). Portfolio: $11.1B across 759 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