Sumitomo Mitsui DS Asset Management Company, Ltd Q2 2025 Filing

Filed July 10, 2025

Portfolio Value

$11.1B

Holdings

759

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (759 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,274,891$634.1B5717.17%
2
NVDANVIDIA CORPORATION
3,925,148$620.1B5590.87%
3
AAPLAPPLE INC
2,235,466$458.7B4135.00%
4
AMZNAMAZON COM INC
1,509,414$331.2B2985.51%
5
METAMETA PLATFORMS INC
331,918$245.0B2208.68%
6
JPMJPMORGAN CHASE & CO.
719,163$208.5B1879.68%
7
GSGOLDMAN SACHS GROUP INC
285,188$201.8B1819.72%
8
AVGOBROADCOM INC
726,559$200.3B1805.60%
9
VVISA INC
504,754$179.2B1615.71%
10
GOOGLALPHABET INC
939,186$165.5B1492.19%
11
HDHOME DEPOT INC
393,070$144.1B1299.28%
12
GOOGALPHABET INC
727,255$129.0B1163.08%
13
TSLATESLA INC
377,841$120.0B1082.09%
14
CATCATERPILLAR INC
306,650$119.0B1073.26%
15
UNHUNITEDHEALTH GROUP INC
365,617$114.1B1028.33%
16
AXPAMERICAN EXPRESS CO
347,147$110.7B998.32%
17
VUGVANGUARD INDEX FDS
251,650$110.3B994.63%
18
IBMINTERNATIONAL BUSINESS MACHS
366,309$108.0B973.51%
19
BNDXVANGUARD CHARLOTTE FDS
2,147,552$106.3B958.58%
20
MCDMCDONALDS CORP
363,063$106.1B956.34%
21
LLYELI LILLY & CO
130,935$102.1B920.20%
22
CRMSALESFORCE INC
371,094$101.2B912.32%
23
GLDMWORLD GOLD TR
1,535,510$100.6B907.03%
24
VTVVANGUARD INDEX FDS
559,949$99.0B892.23%
25
VGKVANGUARD INTL EQUITY INDEX F
1,256,413$97.4B877.86%
26
SHWSHERWIN WILLIAMS CO
276,364$94.9B855.51%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
191,396$93.0B838.22%
28
PGPROCTER AND GAMBLE CO
557,418$88.8B800.65%
29
AMGNAMGEN INC
314,981$87.9B792.88%
30
CVXCHEVRON CORP NEW
608,901$87.2B786.05%
31
JNJJOHNSON & JOHNSON
563,634$86.1B776.20%
32
WMTWALMART INC
835,331$81.7B736.38%
33
URTHISHARES INC
473,643$80.2B723.28%
34
XOMEXXON MOBIL CORP
706,769$76.2B686.89%
35
NFLXNETFLIX INC
56,642$75.9B683.84%
36
HONHONEYWELL INTL INC
322,695$75.1B677.51%
37
TRVTRAVELERS COMPANIES INC
274,777$73.5B662.77%
38
BABOEING CO
335,372$70.3B633.53%
39
BACBANK AMERICA CORP
1,373,219$65.0B585.84%
40
ORCLORACLE CORP
286,252$62.6B564.22%
41
MAMASTERCARD INCORPORATED
110,862$62.3B561.65%
42
BNDVANGUARD BD INDEX FDS
832,511$61.3B552.63%
43
DISDISNEY WALT CO
484,002$60.0B541.12%
44
4I1PHILIP MORRIS INTL INC
326,748$59.5B536.52%
45
COSTCOSTCO WHSL CORP NEW
60,024$59.4B535.71%
46
KOCOCA COLA CO
783,488$55.4B499.75%
47
CSCOCISCO SYS INC
773,172$53.6B483.62%
48
ABBVABBVIE INC
280,920$52.1B470.11%
49
VWOBVANGUARD WHITEHALL FDS
721,520$47.2B425.10%
50
MMM3M CO
307,318$46.8B421.80%
51
NOWSERVICENOW INC
45,246$46.5B419.37%
52
MRKMERCK & CO INC
585,001$46.3B417.50%
53
JNKSPDR SERIES TRUST
454,302$44.2B398.40%
54
PLTRPALANTIR TECHNOLOGIES INC
323,613$44.1B397.72%
55
INTUINTUIT
54,871$43.2B389.64%
56
BKNGBOOKING HOLDINGS INC
7,064$40.9B368.69%
57
WMBWILLIAMS COS INC
599,023$37.6B339.21%
58
AMDADVANCED MICRO DEVICES INC
262,827$37.3B336.24%
59
EQIXEQUINIX INC
46,459$37.0B333.19%
60
BACVERIZON COMMUNICATIONS INC
841,828$36.4B328.40%
61
GEGE AEROSPACE
141,148$36.3B327.54%
62
WELLWELLTOWER INC
232,031$35.7B321.59%
63
WFCWELLS FARGO CO NEW
440,326$35.3B318.06%
64
ISRGINTUITIVE SURGICAL INC
62,407$33.9B305.74%
65
PLDPROLOGIS INC.
312,321$32.8B295.99%
66
ETNEATON CORP PLC
90,540$32.3B291.40%
67
ABTABBOTT LABS
227,526$30.9B278.99%
68
QCOMQUALCOMM INC
192,680$30.7B276.65%
69
EMBISHARES TR
325,747$30.2B272.01%
70
SPGIS&P GLOBAL INC
57,101$30.1B271.45%
71
ACNACCENTURE PLC IRELAND
98,094$29.3B264.33%
72
LINLINDE PLC
62,328$29.2B263.64%
73
CRWDCROWDSTRIKE HLDGS INC
57,262$29.2B262.93%
74
NEENEXTERA ENERGY INC
417,691$29.0B261.42%
75
NKENIKE INC
397,322$28.2B254.47%
76
TAT&T INC
966,230$28.0B252.10%
77
IAU*ISHARES GOLD TR
432,168$26.9B242.97%
78
TTTRANE TECHNOLOGIES PLC
59,856$26.2B236.04%
79
APHAMPHENOL CORP NEW
264,111$26.1B235.13%
80
PEPPEPSICO INC
196,380$25.9B233.77%
81
REETISHARES TR
1,038,021$25.6B231.15%
82
SYKSTRYKER CORPORATION
63,988$25.3B228.23%
83
TXNTEXAS INSTRS INC
121,184$25.2B226.83%
84
UBERUBER TECHNOLOGIES INC
266,526$24.9B224.19%
85
FQIDIGITAL RLTY TR INC
142,388$24.8B223.79%
86
ANETARISTA NETWORKS INC
239,709$24.5B221.10%
87
MRSHMARSH & MCLENNAN COS INC
111,001$24.3B218.80%
88
DWDMORGAN STANLEY
171,732$24.2B218.09%
89
SPOTSPOTIFY TECHNOLOGY S A
31,429$24.1B217.43%
90
FTNTFORTINET INC
227,424$24.0B216.76%
91
RTXRTX CORPORATION
164,639$24.0B216.74%
92
TJXTJX COS INC NEW
190,784$23.6B212.41%
93
ADBEADOBE INC
59,124$22.9B206.22%
94
SNPSSYNOPSYS INC
44,490$22.8B205.64%
95
TRVCCITIGROUP INC
257,930$22.0B197.94%
96
BSXBOSTON SCIENTIFIC CORP
202,311$21.7B195.91%
97
BKBANK NEW YORK MELLON CORP
236,373$21.5B194.16%
98
PGRPROGRESSIVE CORP
80,474$21.5B193.61%
99
VRTXVERTEX PHARMACEUTICALS INC
48,090$21.4B193.02%
100
WMWASTE MGMT INC DEL
92,031$21.1B189.85%
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