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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TMOTHERMO FISHER SCIENTIFIC INC | 51,095 | $20.7B | 186.78% | |
| 102 | BLKBLACKROCK INC | 19,717 | $20.7B | 186.51% | |
| 103 | FISVFISERV INC | 118,700 | $20.5B | 184.50% | |
| 104 | SCHWSCHWAB CHARLES CORP | 224,140 | $20.5B | 184.37% | |
| 105 | GEVGE VERNOVA INC | 37,362 | $19.8B | 178.24% | |
| 106 | PFEPFIZER INC | 808,995 | $19.6B | 176.80% | |
| 107 | PHPARKER-HANNIFIN CORP | 27,822 | $19.4B | 175.20% | |
| 108 | MDLZMONDELEZ INTL INC | 287,986 | $19.4B | 175.10% | |
| 109 | AMATAPPLIED MATLS INC | 105,707 | $19.4B | 174.47% | |
| 110 | ECLECOLAB INC | 71,722 | $19.3B | 174.22% | |
| 111 | COFCAPITAL ONE FINL CORP | 89,353 | $19.0B | 171.39% | |
| 112 | GILDGILEAD SCIENCES INC | 171,348 | $19.0B | 171.27% | |
| 113 | UNPUNION PAC CORP | 82,039 | $18.9B | 170.17% | |
| 114 | DEDEERE & CO | 35,978 | $18.3B | 164.94% | |
| 115 | INTCINTEL CORP | 812,908 | $18.2B | 164.17% | |
| 116 | MUMICRON TECHNOLOGY INC | 146,968 | $18.1B | 163.31% | |
| 117 | PANWPALO ALTO NETWORKS INC | 87,893 | $18.0B | 162.16% | |
| 118 | ADPAUTOMATIC DATA PROCESSING IN | 57,736 | $17.8B | 160.53% | |
| 119 | SPGSIMON PPTY GROUP INC NEW | 110,531 | $17.8B | 160.20% | |
| 120 | OREALTY INCOME CORP | 307,919 | $17.7B | 159.93% | |
| 121 | PWRQUANTA SVCS INC | 46,816 | $17.7B | 159.58% | |
| 122 | CITCINTAS CORP | 78,300 | $17.5B | 157.33% | |
| 123 | CMCSACOMCAST CORP NEW | 486,647 | $17.4B | 156.59% | |
| 124 | ADIANALOG DEVICES INC | 71,858 | $17.1B | 154.20% | |
| 125 | DHRDANAHER CORPORATION | 85,472 | $16.9B | 152.22% | |
| 126 | LOWLOWES COS INC | 75,502 | $16.8B | 151.03% | |
| 127 | PSAPUBLIC STORAGE OPER CO | 56,649 | $16.6B | 149.86% | |
| 128 | TMUST-MOBILE US INC | 69,199 | $16.5B | 148.64% | |
| 129 | TWTRADEWEB MKTS INC | 111,757 | $16.4B | 147.51% | |
| 130 | KLACKLA CORP | 17,645 | $15.8B | 142.49% | |
| 131 | CEGCONSTELLATION ENERGY CORP | 48,800 | $15.8B | 142.00% | |
| 132 | CBCHUBB LIMITED | 54,118 | $15.7B | 141.36% | |
| 133 | ABNBAIRBNB INC | 116,088 | $15.4B | 138.51% | |
| 134 | ARESARES MANAGEMENT CORPORATION | 88,584 | $15.3B | 138.32% | |
| 135 | MIGAMICROSTRATEGY INC | 37,876 | $15.3B | 138.03% | |
| 136 | COPCONOCOPHILLIPS | 168,299 | $15.1B | 136.16% | |
| 137 | LRCXLAM RESEARCH CORP | 155,078 | $15.1B | 136.09% | |
| 138 | VWOVANGUARD INTL EQUITY INDEX F | 302,086 | $14.9B | 134.70% | |
| 139 | ZTSZOETIS INC | 94,784 | $14.8B | 133.26% | |
| 140 | VRTVERTIV HOLDINGS CO | 115,080 | $14.8B | 133.23% | |
| 141 | CMECME GROUP INC | 53,148 | $14.6B | 132.07% | |
| 142 | CLCOLGATE PALMOLIVE CO | 160,553 | $14.6B | 131.58% | |
| 143 | SOSOUTHERN CO | 158,859 | $14.6B | 131.52% | |
| 144 | MDTMEDTRONIC PLC | 166,802 | $14.5B | 131.09% | |
| 145 | AWCAMERICAN WTR WKS CO INC NEW | 103,670 | $14.4B | 130.02% | |
| 146 | MOALTRIA GROUP INC | 244,957 | $14.4B | 129.48% | |
| 147 | KSAISHARES TR | 366,966 | $14.1B | 127.51% | |
| 148 | AMTAMERICAN TOWER CORP NEW | 63,163 | $14.0B | 125.86% | |
| 149 | WSOWATSCO INC | 31,465 | $13.9B | 125.28% | |
| 150 | SBUXSTARBUCKS CORP | 150,350 | $13.8B | 124.20% | |
| 151 | EOGEOG RES INC | 114,089 | $13.6B | 123.03% | |
| 152 | ICEINTERCONTINENTAL EXCHANGE IN | 73,115 | $13.4B | 120.94% | |
| 153 | BMYBRISTOL-MYERS SQUIBB CO | 289,500 | $13.4B | 120.82% | |
| 154 | BXBLACKSTONE INC | 89,054 | $13.3B | 120.09% | |
| 155 | DUKDUKE ENERGY CORP NEW | 112,340 | $13.3B | 119.51% | |
| 156 | T7DTRANSDIGM GROUP INC | 8,680 | $13.2B | 119.00% | |
| 157 | IEMGISHARES INC | 217,379 | $13.0B | 117.65% | |
| 158 | MCKMCKESSON CORP | 17,292 | $12.7B | 114.24% | |
| 159 | SNOWSNOWFLAKE INC | 56,545 | $12.7B | 114.07% | |
| 160 | ELVELEVANCE HEALTH INC | 32,056 | $12.5B | 112.41% | |
| 161 | CITHE CIGNA GROUP | 37,686 | $12.5B | 112.32% | |
| 162 | WDAYWORKDAY INC | 51,430 | $12.3B | 111.28% | |
| 163 | IBKRINTERACTIVE BROKERS GROUP IN | 222,526 | $12.3B | 111.16% | |
| 164 | LMTLOCKHEED MARTIN CORP | 26,391 | $12.2B | 110.19% | |
| 165 | MLB1MERCADOLIBRE INC | 4,630 | $12.1B | 109.10% | |
| 166 | HWMHOWMET AEROSPACE INC | 64,436 | $12.0B | 108.13% | |
| 167 | CVSCVS HEALTH CORP | 169,127 | $11.7B | 105.18% | |
| 168 | VICIVICI PPTYS INC | 348,535 | $11.4B | 102.44% | |
| 169 | DRIDARDEN RESTAURANTS INC | 51,376 | $11.2B | 100.96% | |
| 170 | ORLYOREILLY AUTOMOTIVE INC | 124,146 | $11.2B | 100.88% | |
| 171 | DASHDOORDASH INC | 44,880 | $11.1B | 99.74% | |
| 172 | AJGGALLAGHER ARTHUR J & CO | 34,548 | $11.1B | 99.71% | |
| 173 | IDXXIDEXX LABS INC | 20,613 | $11.1B | 99.67% | |
| 174 | RCLROYAL CARIBBEAN GROUP | 35,035 | $11.0B | 98.91% | |
| 175 | MSIMOTOROLA SOLUTIONS INC | 25,957 | $10.9B | 98.39% | |
| 176 | MSCIMSCI INC | 18,701 | $10.8B | 97.24% | |
| 177 | EXREXTRA SPACE STORAGE INC | 72,245 | $10.7B | 96.03% | |
| 178 | USBUS BANCORP DEL | 235,293 | $10.6B | 95.99% | |
| 179 | DDOGDATADOG INC | 79,225 | $10.6B | 95.95% | |
| 180 | UPSUNITED PARCEL SERVICE INC | 105,293 | $10.6B | 95.82% | |
| 181 | KKRKKR & CO INC | 78,319 | $10.4B | 93.93% | |
| 182 | CDNSCADENCE DESIGN SYSTEM INC | 33,257 | $10.2B | 92.39% | |
| 183 | AVBAVALONBAY CMNTYS INC | 49,878 | $10.2B | 91.51% | |
| 184 | MCOMOODYS CORP | 20,207 | $10.1B | 91.38% | |
| 185 | IRMIRON MTN INC DEL | 97,014 | $10.0B | 89.71% | |
| 186 | HCAHCA HEALTHCARE INC | 25,421 | $9.7B | 87.80% | |
| 187 | PNCPNC FINL SVCS GROUP INC | 51,837 | $9.7B | 87.12% | |
| 188 | ABGCENCORA INC | 31,794 | $9.5B | 85.95% | |
| 189 | PYPLPAYPAL HLDGS INC | 127,850 | $9.5B | 85.66% | |
| 190 | VENVENTAS INC | 149,411 | $9.4B | 85.06% | |
| 191 | AONAON PLC | 26,140 | $9.3B | 84.08% | |
| 192 | NEMNEWMONT CORP | 158,928 | $9.3B | 83.48% | |
| 193 | HLTHILTON WORLDWIDE HLDGS INC | 34,744 | $9.3B | 83.43% | |
| 194 | ITWILLINOIS TOOL WKS INC | 37,292 | $9.2B | 83.13% | |
| 195 | CMGCHIPOTLE MEXICAN GRILL INC | 162,398 | $9.1B | 82.21% | |
| 196 | EMREMERSON ELEC CO | 67,916 | $9.1B | 81.64% | |
| 197 | TKOTKO GROUP HOLDINGS INC | 49,186 | $8.9B | 80.68% | |
| 198 | NOCNORTHROP GRUMMAN CORP | 17,743 | $8.9B | 79.98% | |
| 199 | CSXCSX CORP | 270,737 | $8.8B | 79.64% | |
| 200 | APPAPPLOVIN CORP | 24,769 | $8.7B | 78.18% |