Sumitomo Mitsui Ds Asset Management Company, Ltd Top Holdings and 13F Report (2025) About Sumitomo Mitsui Ds Asset Management Company, LtdInvestment ActivitySumitomo Mitsui Ds Asset Management Company, Ltd has $11.09 billion in total holdings as of June 30, 2025.Sumitomo Mitsui Ds Asset Management Company, Ltd owns shares of 759 different stocks, but just 141 companies or ETFs make up 80% of its holdings.Approximately 5.43% of the portfolio was purchased this quarter.About 2.08% of the portfolio was sold this quarter.This quarter, Sumitomo Mitsui Ds Asset Management Company, Ltd has purchased 771 new stocks and bought additional shares in 456 stocks.Sumitomo Mitsui Ds Asset Management Company, Ltd sold shares of 178 stocks and completely divested from 28 stocks this quarter.Largest Holdings Microsoft $634,143,532NVIDIA $620,134,133Apple $458,650,559Amazon.com $331,150,337Meta Platforms $244,985,357 Largest New Holdings this Quarter 750940108 - RALLIANT CORP $704,705 Holding20717M103 - Confluent $311,251 Holding61945C103 - Mosaic $290,016 Holding751212101 - Ralph Lauren $275,377 Holding15202L107 - Centerspace $275,128 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 1,036,292 shares (about $51.31M)Microsoft 52,496 shares (about $26.11M)NVIDIA 124,035 shares (about $19.60M)Apple 89,436 shares (about $18.35M)Amazon.com 77,842 shares (about $17.08M) Largest Sales this Quarter iShares MSCI World ETF 149,963 shares (about $25.40M)ADVISORS INNER CIRCLE FD III 735,000 shares (about $23.52M)Vanguard Emerging Markets Government Bond ETF 253,923 shares (about $16.59M)SPDR Bloomberg High Yield Bond ETF 119,351 shares (about $11.61M)Booz Allen Hamilton 101,274 shares (about $10.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSumitomo Mitsui Ds Asset Management Company, Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$634,143,532$26,112,035 ▲4.3%1,274,8915.7%Computer and TechnologyNVDANVIDIA$620,134,133$19,596,290 ▲3.3%3,925,1485.6%Computer and TechnologyAAPLApple$458,650,559$18,349,584 ▲4.2%2,235,4664.1%Computer and TechnologyAMZNAmazon.com$331,150,337$17,077,756 ▲5.4%1,509,4143.0%Retail/WholesaleMETAMeta Platforms$244,985,357$9,202,506 ▲3.9%331,9182.2%Computer and TechnologyJPMJPMorgan Chase & Co.$208,492,545$7,858,300 ▲3.9%719,1631.9%FinanceGSThe Goldman Sachs Group$201,841,807$11,619,840 ▲6.1%285,1881.8%FinanceAVGOBroadcom$200,275,988$9,317,521 ▲4.9%726,5591.8%Computer and TechnologyVVisa$179,212,908$7,482,324 ▲4.4%504,7541.6%Business ServicesGOOGLAlphabet$165,512,749$2,317,777 ▲1.4%939,1861.5%Computer and TechnologyHDHome Depot$144,115,185$1,535,488 ▼-1.1%393,0701.3%Retail/WholesaleGOOGAlphabet$129,007,764$3,704,258 ▲3.0%727,2551.2%Computer and TechnologyTSLATesla$120,024,972$4,956,449 ▲4.3%377,8411.1%Auto/Tires/TrucksCATCaterpillar$119,044,597$6,141,482 ▲5.4%306,6501.1%IndustrialsUNHUnitedHealth Group$114,061,535$6,145,809 ▲5.7%365,6171.0%MedicalAXPAmerican Express$110,732,950$4,879,756 ▲4.6%347,1471.0%FinanceVUGVanguard Growth ETF$110,323,3600.0%251,6501.0%ETFIBMInternational Business Machines$107,980,567$6,149,995 ▲6.0%366,3091.0%Computer and TechnologyBNDXVanguard Total International Bond ETF$106,325,300$51,306,817 ▲93.3%2,147,5521.0%ETFMCDMcDonald's$106,076,117$5,184,264 ▲5.1%363,0631.0%Retail/WholesaleLLYEli Lilly and Company$102,067,761$4,797,228 ▲4.9%130,9350.9%MedicalCRMSalesforce$101,193,623$6,029,994 ▲6.3%371,0940.9%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$100,606,615$8,707,608 ▲9.5%1,535,5100.9%FinanceVTVVanguard Value ETF$98,965,3860.0%559,9490.9%ETFVGKVanguard FTSE Europe ETF$97,372,008$155 ▼0.0%1,256,4130.9%ETFSHWSherwin-Williams$94,892,343$5,319,333 ▲5.9%276,3640.9%Basic MaterialsBRK.BBerkshire Hathaway$92,974,435$5,271,576 ▲6.0%191,3960.8%FinancePGProcter & Gamble$88,807,836$4,147,737 ▲4.9%557,4180.8%Consumer StaplesAMGNAmgen$87,945,845$5,058,727 ▲6.1%314,9810.8%MedicalCVXChevron$87,188,534$2,549,498 ▲3.0%608,9010.8%EnergyJNJJohnson & Johnson$86,095,094$4,210,859 ▲5.1%563,6340.8%MedicalWMTWalmart$81,678,665$4,357,272 ▲5.6%835,3310.7%Retail/WholesaleURTHiShares MSCI World ETF$80,225,651$25,400,733 ▼-24.0%473,6430.7%ETFXOMExxon Mobil$76,189,698$2,046,260 ▲2.8%706,7690.7%EnergyNFLXNetflix$75,851,001$2,683,617 ▲3.7%56,6420.7%Consumer DiscretionaryHONHoneywell International$75,149,212$4,372,089 ▲6.2%322,6950.7%Multi-Sector ConglomeratesTRVTravelers Companies$73,513,839$4,197,970 ▲6.1%274,7770.7%FinanceBABoeing$70,270,495$4,138,217 ▲6.3%335,3720.6%AerospaceBACBank of America$64,980,723$3,293,945 ▲5.3%1,373,2190.6%FinanceORCLOracle$62,583,275$1,535,876 ▲2.5%286,2520.6%Computer and TechnologyMAMastercard$62,297,792$2,298,897 ▲3.8%110,8620.6%Business ServicesBNDVanguard Total Bond Market ETF$61,297,785$15,870,431 ▲34.9%832,5110.6%ETFDISWalt Disney$60,021,088$2,833,753 ▲5.0%484,0020.5%Consumer DiscretionaryPMPhilip Morris International$59,510,613$9,148,026 ▲18.2%326,7480.5%Consumer StaplesCOSTCostco Wholesale$59,420,159$2,250,134 ▲3.9%60,0240.5%Retail/WholesaleKOCocaCola$55,431,776$2,832,123 ▲5.4%783,4880.5%Consumer StaplesCSCOCisco Systems$53,642,673$1,580,685 ▲3.0%773,1720.5%Computer and TechnologyABBVAbbVie$52,144,370$1,501,666 ▲3.0%280,9200.5%MedicalVWOBVanguard Emerging Markets Government Bond ETF$47,151,332$16,593,868 ▼-26.0%721,5200.4%ETFMMM3M$46,786,092$2,508,458 ▲5.7%307,3180.4%Multi-Sector ConglomeratesNOWServiceNow$46,516,508$663,112 ▲1.4%45,2460.4%Computer and TechnologyMRKMerck & Co., Inc.$46,308,679$2,090,853 ▲4.7%585,0010.4%MedicalJNKSPDR Bloomberg High Yield Bond ETF$44,189,956$11,609,272 ▼-20.8%454,3020.4%FinancePALANTIR TECHNOLOGIES INC$44,114,924$8,585,297 ▲24.2%323,6130.4%CL AINTUIntuit$43,218,046$1,034,946 ▲2.5%54,8710.4%Computer and TechnologyBKNGBooking$40,895,191$578,924 ▲1.4%7,0640.4%Retail/WholesaleWMBWilliams Companies$37,624,635$1,375,539 ▲3.8%599,0230.3%EnergyAMDAdvanced Micro Devices$37,295,151$1,550,541 ▲4.3%262,8270.3%Computer and TechnologyEQIXEquinix$36,956,741$5,830,795 ▲18.7%46,4590.3%FinanceVZVerizon Communications$36,425,898$1,462,829 ▲4.2%841,8280.3%Computer and TechnologyGEGE Aerospace$36,330,084$928,921 ▲2.6%141,1480.3%AerospaceWELLWelltower$35,670,126$2,066,285 ▲6.1%232,0310.3%FinanceWFCWells Fargo & Company$35,278,919$829,162 ▲2.4%440,3260.3%FinanceISRGIntuitive Surgical$33,912,588$1,220,499 ▲3.7%62,4070.3%MedicalPLDPrologis$32,831,184$1,565,762 ▲5.0%312,3210.3%FinanceETNEaton$32,321,875$260,246 ▼-0.8%90,5400.3%IndustrialsABTAbbott Laboratories$30,945,811$1,020,483 ▲3.4%227,5260.3%MedicalQCOMQUALCOMM$30,686,217$641,181 ▲2.1%192,6800.3%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$30,170,687$11,765,055 ▲63.9%325,7470.3%ETFSPGIS&P Global$30,108,786$649,621 ▲2.2%57,1010.3%FinanceACNAccenture$29,319,316$4,708,713 ▼-13.8%98,0940.3%Computer and TechnologyLINDE PLC$29,243,051$932,261 ▲3.3%62,3280.3%SHSCRWDCrowdStrike$29,164,109$419,671 ▲1.5%57,2620.3%Computer and TechnologyNEENextEra Energy$28,996,109$654,214 ▲2.3%417,6910.3%UtilitiesNKENIKE$28,225,755$1,205,265 ▲4.5%397,3220.3%Consumer DiscretionaryTAT&T$27,962,696$1,063,719 ▲4.0%966,2300.3%Computer and TechnologyIAUiShares Gold Trust$26,949,996$1,716,334 ▼-6.0%432,1680.2%FinanceTTTrane Technologies$26,181,613$903,252 ▼-3.3%59,8560.2%ConstructionAPHAmphenol$26,080,961$312,247 ▲1.2%264,1110.2%Computer and TechnologyPEPPepsiCo$25,930,015$9,844,638 ▼-27.5%196,3800.2%Consumer StaplesREETiShares Global REIT ETF$25,639,119$527,567 ▲2.1%1,038,0210.2%ETFSYKStryker$25,315,572$544,783 ▲2.2%63,9880.2%MedicalTXNTexas Instruments$25,160,222$346,933 ▼-1.4%121,1840.2%Computer and TechnologyUBERUber Technologies$24,866,876$1,372,350 ▲5.8%266,5260.2%Computer and TechnologyDLRDigital Realty Trust$24,822,500$355,808 ▲1.5%142,3880.2%FinanceARISTA NETWORKS INC$24,524,628$400,953 ▲1.7%239,7090.2%COM SHSMMCMarsh & McLennan Companies$24,269,259$507,463 ▲2.1%111,0010.2%FinanceMSMorgan Stanley$24,190,170$831,074 ▲3.6%171,7320.2%FinanceSPOTSpotify Technology$24,116,729$12,331,921 ▲104.6%31,4290.2%Computer and TechnologyFTNTFortinet$24,043,265$403,322 ▲1.7%227,4240.2%Computer and TechnologyRTXRTX$24,040,587$990,892 ▲4.3%164,6390.2%AerospaceTJXTJX Companies$23,559,916$4,651,745 ▲24.6%190,7840.2%Retail/WholesaleADBEAdobe$22,873,893$1,934 ▲0.0%59,1240.2%Computer and TechnologySNPSSynopsys$22,809,133$223,016 ▼-1.0%44,4900.2%Computer and TechnologyCCitigroup$21,955,002$820,897 ▲3.9%257,9300.2%Financial ServicesBSXBoston Scientific$21,730,225$831,568 ▲4.0%202,3110.2%MedicalBKBank of New York Mellon$21,535,944$4,807,966 ▲28.7%236,3730.2%FinancePGRProgressive$21,475,292$710,114 ▲3.4%80,4740.2%FinanceVRTXVertex Pharmaceuticals$21,409,668$768,415 ▲3.7%48,0900.2%MedicalWMWaste Management$21,058,533$7,454,269 ▲54.8%92,0310.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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