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 $9.81 billion in total holdings as of March 31, 2025.Sumitomo Mitsui Ds Asset Management Company, Ltd owns shares of 771 different stocks, but just 152 companies or ETFs make up 80% of its holdings.Approximately 4.62% of the portfolio was purchased this quarter.About 0.91% of the portfolio was sold this quarter.This quarter, Sumitomo Mitsui Ds Asset Management Company, Ltd has purchased 778 new stocks and bought additional shares in 548 stocks.Sumitomo Mitsui Ds Asset Management Company, Ltd sold shares of 138 stocks and completely divested from 20 stocks this quarter.Largest Holdings Apple $476,697,644Microsoft $458,874,859NVIDIA $411,964,627Amazon.com $272,370,889Meta Platforms $184,118,202 Largest New Holdings this Quarter 78351F107 - Ryan Specialty $3,297,187 Holding632307104 - Natera $1,850,774 Holding60471A101 - Mirion Technologies $1,271,955 Holding15101Q207 - CELESTICA INC $1,000,651 Holding601137102 - MILLROSE PPTYS INC $658,827 Holding Largest Purchases this Quarter Microsoft 53,265 shares (about $20.00M)NVIDIA 144,458 shares (about $15.66M)Apple 66,935 shares (about $14.87M)Amazon.com 66,050 shares (about $12.57M)Visa 28,492 shares (about $9.99M) Largest Sales this Quarter Vanguard FTSE Europe ETF 120,585 shares (about $8.47M)Ares Management 47,094 shares (about $6.90M)Merck & Co., Inc. 73,767 shares (about $6.62M)Adobe 17,192 shares (about $6.59M)Texas Instruments 31,407 shares (about $5.64M) 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 PortfolioSectorAAPLApple$476,697,644$14,868,272 ▲3.2%2,146,0304.9%Computer and TechnologyMSFTMicrosoft$458,874,859$19,995,148 ▲4.6%1,222,3954.7%Computer and TechnologyNVDANVIDIA$411,964,627$15,656,358 ▲4.0%3,801,1134.2%Computer and TechnologyAMZNAmazon.com$272,370,889$12,566,673 ▲4.8%1,431,5722.8%Retail/WholesaleMETAMeta Platforms$184,118,202$7,965,872 ▲4.5%319,4501.9%Computer and TechnologyUNHUnitedHealth Group$181,174,029$9,872,164 ▲5.8%345,9171.8%MedicalJPMJPMorgan Chase & Co.$169,761,582$6,692,275 ▲4.1%692,0571.7%FinanceVVisa$169,510,493$9,985,306 ▲6.3%483,6801.7%Business ServicesGSThe Goldman Sachs Group$146,826,363$8,976,091 ▲6.5%268,7701.5%FinanceHDHome Depot$145,591,084$5,604,365 ▲4.0%397,2581.5%Retail/WholesaleGOOGLAlphabet$143,201,898$5,125,852 ▲3.7%926,0341.5%Computer and TechnologyAVGOBroadcom$115,988,305$8,129,899 ▲7.5%692,7571.2%Computer and TechnologyGOOGAlphabet$110,356,654$2,842,605 ▲2.6%706,3731.1%Computer and TechnologyMCDMcDonald's$107,867,296$5,745,421 ▲5.6%345,3191.1%Retail/WholesaleLLYEli Lilly and Company$103,057,876$2,789,098 ▲2.8%124,7811.1%MedicalCVXChevron$98,884,450$3,509,410 ▲3.7%591,0961.0%EnergyVTVVanguard Value ETF$96,725,590$1,364,819 ▼-1.4%559,9491.0%ETFBRK.BBerkshire Hathaway$96,154,124$4,111,518 ▲4.5%180,5441.0%FinanceCATCaterpillar$95,915,734$5,660,357 ▲6.3%290,8301.0%IndustrialsURTHiShares MSCI World ETF$95,523,967$1,070,575 ▲1.1%623,6061.0%ETFTSLATesla$93,877,600$3,797,471 ▲4.2%362,2381.0%Auto/Tires/TrucksCRMSalesforce$93,652,541$4,952,047 ▲5.6%348,9811.0%Computer and TechnologyVUGVanguard Growth ETF$93,316,853$5,909,758 ▲6.8%251,6501.0%ETFAMGNAmgen$92,487,668$5,520,978 ▲6.3%296,8630.9%MedicalSHWSherwin-Williams$91,093,894$5,792,015 ▲6.8%260,8720.9%Basic MaterialsPGProcter & Gamble$90,558,461$4,506,416 ▲5.2%531,3840.9%Consumer StaplesAXPAmerican Express$89,283,973$4,463,001 ▲5.3%331,8490.9%FinanceJNJJohnson & Johnson$88,901,351$4,176,349 ▲4.9%536,0670.9%MedicalVGKVanguard FTSE Europe ETF$88,212,897$8,466,273 ▼-8.8%1,256,4150.9%ETFGLDMSPDR Gold MiniShares Trust$86,807,533$6,445,844 ▲8.0%1,402,6100.9%FinanceIBMInternational Business Machines$85,898,602$4,768,553 ▲5.9%345,4460.9%Computer and TechnologyXOMExxon Mobil$81,798,508$1,627,676 ▲2.0%687,7870.8%EnergyWMTWalmart$69,421,611$3,084,677 ▲4.7%790,7690.7%Retail/WholesaleTRVTravelers Companies$68,517,884$4,072,155 ▲6.3%259,0860.7%FinanceHONHoneywell International$64,355,272$3,907,635 ▲6.5%303,9210.7%Multi-Sector ConglomeratesVWOBVanguard Emerging Markets Government Bond ETF$62,623,441$773,482 ▼-1.2%975,4430.6%ETFMAMastercard$58,523,321$1,607,636 ▲2.8%106,7710.6%Business ServicesABBVAbbVie$57,163,342$2,841,091 ▲5.2%272,8300.6%MedicalJNKSPDR Bloomberg High Yield Bond ETF$54,669,131$2,007,971 ▼-3.5%573,6530.6%FinanceCOSTCostco Wholesale$54,619,741$1,587,965 ▲3.0%57,7510.6%Retail/WholesaleBACBank of America$54,399,604$8,801,483 ▲19.3%1,303,6090.6%FinanceBNDXVanguard Total International Bond ETF$54,251,713$2,386,224 ▲4.6%1,111,2600.6%ETFBABoeing$53,829,332$3,506,167 ▲7.0%315,6220.5%AerospaceKOCoca-Cola$53,246,462$2,237,122 ▲4.4%743,4580.5%Consumer StaplesNFLXNetflix$50,951,574$2,925,347 ▲6.1%54,6380.5%Consumer DiscretionaryMRKMerck & Co., Inc.$50,138,859$6,621,326 ▼-11.7%558,5880.5%MedicalCSCOCisco Systems$46,306,505$1,877,712 ▲4.2%750,3890.5%Computer and TechnologyDISWalt Disney$45,515,604$2,263,290 ▲5.2%461,1510.5%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$45,316,300$2,171,843 ▲5.0%616,9680.5%ETFPMPhilip Morris International$43,892,020$484,920 ▼-1.1%276,5200.4%Consumer StaplesMMM3M$42,712,909$2,369,439 ▲5.9%290,8410.4%Multi-Sector ConglomeratesPEPPepsiCo$40,624,444$916,433 ▲2.3%270,9380.4%Consumer StaplesORCLOracle$39,038,727$1,953,286 ▲5.3%279,2270.4%Computer and TechnologyVZVerizon Communications$36,651,833$1,589,641 ▲4.5%808,0210.4%Computer and TechnologyACNAccenture$35,525,130$452,458 ▲1.3%113,8480.4%Computer and TechnologyNOWServiceNow$35,508,640$1,126,538 ▲3.3%44,6010.4%Computer and TechnologyWMBWilliams Companies$34,488,870$407,324 ▲1.2%577,1230.4%EnergyWELLWelltower$33,490,174$1,544,663 ▲4.8%218,5900.3%FinancePLDPrologis$33,249,253$709,867 ▲2.2%297,4260.3%FinanceINTUIntuit$32,883,462$1,136,495 ▲3.6%53,5570.3%Computer and TechnologyBKNGBooking$32,082,521$179,669 ▲0.6%6,9640.3%Retail/WholesaleEQIXEquinix$31,903,830$2,091,373 ▲7.0%39,1290.3%FinanceWFCWells Fargo & Company$30,868,049$292,329 ▲1.0%429,9770.3%FinanceISRGIntuitive Surgical$29,795,938$943,985 ▲3.3%60,1610.3%MedicalABTAbbott Laboratories$29,186,051$805,716 ▲2.8%220,0230.3%MedicalQCOMQUALCOMM$28,979,141$924,271 ▲3.3%188,6540.3%Computer and TechnologyNEENextEra Energy$28,942,048$664,948 ▲2.4%408,2670.3%UtilitiesTMOThermo Fisher Scientific$28,526,910$866,322 ▲3.1%57,3290.3%MedicalSPGIS&P Global$28,387,039$2,276,288 ▲8.7%55,8690.3%Business ServicesLINDE PLC$28,097,183$893,098 ▲3.3%60,3410.3%SHSGEGE Aerospace$27,528,431$924,893 ▲3.5%137,5390.3%IndustrialsIAUiShares Gold Trust$27,103,381$1,464,036 ▼-5.1%459,6910.3%FinanceMMCMarsh & McLennan Companies$26,521,180$5,113,893 ▲23.9%108,6800.3%FinanceTAT&T$26,285,525$408,250 ▼-1.5%929,4740.3%Computer and TechnologyFIFiserv$25,944,875$554,946 ▲2.2%117,4880.3%Business ServicesAMDAdvanced Micro Devices$25,880,206$1,749,868 ▲7.3%251,9000.3%Computer and TechnologyETNEaton$24,809,652$430,035 ▲1.8%91,2690.3%IndustrialsREETiShares Global REIT ETF$24,664,220$1,486,046 ▲6.4%1,016,6620.3%ETFNKENIKE$24,144,999$813,433 ▲3.5%380,3560.2%Consumer DiscretionarySYKStryker$23,306,945$453,028 ▲2.0%62,6110.2%MedicalADBEAdobe$22,673,910$6,593,648 ▼-22.5%59,1190.2%Computer and TechnologyVRTXVertex Pharmaceuticals$22,478,194$336,950 ▲1.5%46,3640.2%MedicalTXNTexas Instruments$22,077,044$5,643,838 ▼-20.4%122,8550.2%Computer and TechnologyPGRProgressive$22,021,857$813,654 ▲3.8%77,8130.2%FinancePALANTIR TECHNOLOGIES INC$21,997,510$1,101,336 ▲5.3%260,6340.2%CL AFTNTFortinet$21,524,602$503,247 ▲2.4%223,6090.2%Computer and TechnologyRTXRTX$20,909,208$1,267,510 ▲6.5%157,8530.2%AerospaceTTTrane Technologies$20,862,423$601,402 ▲3.0%61,9210.2%ConstructionADVISORS INNER CIRCLE FD III$20,385,0000.0%750,0000.2%RAYLIANT SMDAMDLRDigital Realty Trust$20,110,322$1,760,891 ▲9.6%140,3470.2%FinanceVWOVanguard FTSE Emerging Markets ETF$19,927,073$6,179,891 ▲45.0%440,2800.2%ETFCRWDCrowdStrike$19,898,910$1,372,594 ▲7.4%56,4380.2%Computer and TechnologyPFEPfizer$19,814,664$647,488 ▲3.4%781,9520.2%MedicalTMUST-Mobile US$19,751,209$712,649 ▲3.7%74,0550.2%Computer and TechnologyBSXBoston Scientific$19,628,121$691,532 ▲3.7%194,5690.2%MedicalMSMorgan Stanley$19,347,619$590,817 ▲3.1%165,8320.2%FinanceSNPSSynopsys$19,266,086$786,511 ▲4.3%44,9250.2%Computer and TechnologyCOPConocoPhillips$18,877,450$2,057,237 ▲12.2%179,7510.2%EnergyGILDGilead Sciences$18,781,597$887,996 ▲5.0%167,6180.2%MedicalUNPUnion Pacific$18,742,100$671,630 ▲3.7%79,3350.2%TransportationShowing largest 100 holdings. 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