Sumitomo Mitsui DS Asset Management Company, Ltd Q2 2025 Filing
Filed July 10, 2025
Portfolio Value
$11.1T
Holdings
759
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (759 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,274,891 | $634.1B | 5.72% | |
| 2 | NVDANVIDIA CORPORATION | 3,925,148 | $620.1B | 5.59% | |
| 3 | AAPLAPPLE INC | 2,235,466 | $458.7B | 4.13% | |
| 4 | AMZNAMAZON COM INC | 1,509,414 | $331.2B | 2.99% | |
| 5 | METAMETA PLATFORMS INC | 331,918 | $245.0B | 2.21% | |
| 6 | JPMJPMORGAN CHASE & CO. | 719,163 | $208.5B | 1.88% | |
| 7 | GSGOLDMAN SACHS GROUP INC | 285,188 | $201.8B | 1.82% | |
| 8 | AVGOBROADCOM INC | 726,559 | $200.3B | 1.81% | |
| 9 | VVISA INC | 504,754 | $179.2B | 1.62% | |
| 10 | GOOGLALPHABET INC | 939,186 | $165.5B | 1.49% | |
| 11 | HDHOME DEPOT INC | 393,070 | $144.1B | 1.30% | |
| 12 | GOOGALPHABET INC | 727,255 | $129.0B | 1.16% | |
| 13 | TSLATESLA INC | 377,841 | $120.0B | 1.08% | |
| 14 | CATCATERPILLAR INC | 306,650 | $119.0B | 1.07% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 365,617 | $114.1B | 1.03% | |
| 16 | AXPAMERICAN EXPRESS CO | 347,147 | $110.7B | 1.00% | |
| 17 | VUGVANGUARD INDEX FDS | 251,650 | $110.3B | 0.99% | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 366,309 | $108.0B | 0.97% | |
| 19 | BNDXVANGUARD CHARLOTTE FDS | 2,147,552 | $106.3B | 0.96% | |
| 20 | MCDMCDONALDS CORP | 363,063 | $106.1B | 0.96% | |
| 21 | LLYELI LILLY & CO | 130,935 | $102.1B | 0.92% | |
| 22 | CRMSALESFORCE INC | 371,094 | $101.2B | 0.91% | |
| 23 | GLDMWORLD GOLD TR | 1,535,510 | $100.6B | 0.91% | |
| 24 | VTVVANGUARD INDEX FDS | 559,949 | $99.0B | 0.89% | |
| 25 | VGKVANGUARD INTL EQUITY INDEX F | 1,256,413 | $97.4B | 0.88% | |
| 26 | SHWSHERWIN WILLIAMS CO | 276,364 | $94.9B | 0.86% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 191,396 | $93.0B | 0.84% | |
| 28 | PGPROCTER AND GAMBLE CO | 557,418 | $88.8B | 0.80% | |
| 29 | AMGNAMGEN INC | 314,981 | $87.9B | 0.79% | |
| 30 | CVXCHEVRON CORP NEW | 608,901 | $87.2B | 0.79% | |
| 31 | JNJJOHNSON & JOHNSON | 563,634 | $86.1B | 0.78% | |
| 32 | WMTWALMART INC | 835,331 | $81.7B | 0.74% | |
| 33 | URTHISHARES INC | 473,643 | $80.2B | 0.72% | |
| 34 | XOMEXXON MOBIL CORP | 706,769 | $76.2B | 0.69% | |
| 35 | NFLXNETFLIX INC | 56,642 | $75.9B | 0.68% | |
| 36 | HONHONEYWELL INTL INC | 322,695 | $75.1B | 0.68% | |
| 37 | TRVTRAVELERS COMPANIES INC | 274,777 | $73.5B | 0.66% | |
| 38 | BABOEING CO | 335,372 | $70.3B | 0.63% | |
| 39 | BACBANK AMERICA CORP | 1,373,219 | $65.0B | 0.59% | |
| 40 | ORCLORACLE CORP | 286,252 | $62.6B | 0.56% | |
| 41 | MAMASTERCARD INCORPORATED | 110,862 | $62.3B | 0.56% | |
| 42 | BNDVANGUARD BD INDEX FDS | 832,511 | $61.3B | 0.55% | |
| 43 | DISDISNEY WALT CO | 484,002 | $60.0B | 0.54% | |
| 44 | 4I1PHILIP MORRIS INTL INC | 326,748 | $59.5B | 0.54% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 60,024 | $59.4B | 0.54% | |
| 46 | KOCOCA COLA CO | 783,488 | $55.4B | 0.50% | |
| 47 | CSCOCISCO SYS INC | 773,172 | $53.6B | 0.48% | |
| 48 | ABBVABBVIE INC | 280,920 | $52.1B | 0.47% | |
| 49 | VWOBVANGUARD WHITEHALL FDS | 721,520 | $47.2B | 0.43% | |
| 50 | MMM3M CO | 307,318 | $46.8B | 0.42% | |
| 51 | NOWSERVICENOW INC | 45,246 | $46.5B | 0.42% | |
| 52 | MRKMERCK & CO INC | 585,001 | $46.3B | 0.42% | |
| 53 | JNKSPDR SERIES TRUST | 454,302 | $44.2B | 0.40% | |
| 54 | PLTRPALANTIR TECHNOLOGIES INC | 323,613 | $44.1B | 0.40% | |
| 55 | INTUINTUIT | 54,871 | $43.2B | 0.39% | |
| 56 | BKNGBOOKING HOLDINGS INC | 7,064 | $40.9B | 0.37% | |
| 57 | WMBWILLIAMS COS INC | 599,023 | $37.6B | 0.34% | |
| 58 | AMDADVANCED MICRO DEVICES INC | 262,827 | $37.3B | 0.34% | |
| 59 | EQIXEQUINIX INC | 46,459 | $37.0B | 0.33% | |
| 60 | BACVERIZON COMMUNICATIONS INC | 841,828 | $36.4B | 0.33% | |
| 61 | GEGE AEROSPACE | 141,148 | $36.3B | 0.33% | |
| 62 | WELLWELLTOWER INC | 232,031 | $35.7B | 0.32% | |
| 63 | WFCWELLS FARGO CO NEW | 440,326 | $35.3B | 0.32% | |
| 64 | ISRGINTUITIVE SURGICAL INC | 62,407 | $33.9B | 0.31% | |
| 65 | PLDPROLOGIS INC. | 312,321 | $32.8B | 0.30% | |
| 66 | ETNEATON CORP PLC | 90,540 | $32.3B | 0.29% | |
| 67 | ABTABBOTT LABS | 227,526 | $30.9B | 0.28% | |
| 68 | QCOMQUALCOMM INC | 192,680 | $30.7B | 0.28% | |
| 69 | EMBISHARES TR | 325,747 | $30.2B | 0.27% | |
| 70 | SPGIS&P GLOBAL INC | 57,101 | $30.1B | 0.27% | |
| 71 | ACNACCENTURE PLC IRELAND | 98,094 | $29.3B | 0.26% | |
| 72 | LINLINDE PLC | 62,328 | $29.2B | 0.26% | |
| 73 | CRWDCROWDSTRIKE HLDGS INC | 57,262 | $29.2B | 0.26% | |
| 74 | NEENEXTERA ENERGY INC | 417,691 | $29.0B | 0.26% | |
| 75 | NKENIKE INC | 397,322 | $28.2B | 0.25% | |
| 76 | TAT&T INC | 966,230 | $28.0B | 0.25% | |
| 77 | IAU*ISHARES GOLD TR | 432,168 | $26.9B | 0.24% | |
| 78 | TTTRANE TECHNOLOGIES PLC | 59,856 | $26.2B | 0.24% | |
| 79 | APHAMPHENOL CORP NEW | 264,111 | $26.1B | 0.24% | |
| 80 | PEPPEPSICO INC | 196,380 | $25.9B | 0.23% | |
| 81 | REETISHARES TR | 1,038,021 | $25.6B | 0.23% | |
| 82 | SYKSTRYKER CORPORATION | 63,988 | $25.3B | 0.23% | |
| 83 | TXNTEXAS INSTRS INC | 121,184 | $25.2B | 0.23% | |
| 84 | UBERUBER TECHNOLOGIES INC | 266,526 | $24.9B | 0.22% | |
| 85 | FQIDIGITAL RLTY TR INC | 142,388 | $24.8B | 0.22% | |
| 86 | ANETARISTA NETWORKS INC | 239,709 | $24.5B | 0.22% | |
| 87 | MRSHMARSH & MCLENNAN COS INC | 111,001 | $24.3B | 0.22% | |
| 88 | DWDMORGAN STANLEY | 171,732 | $24.2B | 0.22% | |
| 89 | SPOTSPOTIFY TECHNOLOGY S A | 31,429 | $24.1B | 0.22% | |
| 90 | FTNTFORTINET INC | 227,424 | $24.0B | 0.22% | |
| 91 | RTXRTX CORPORATION | 164,639 | $24.0B | 0.22% | |
| 92 | TJXTJX COS INC NEW | 190,784 | $23.6B | 0.21% | |
| 93 | ADBEADOBE INC | 59,124 | $22.9B | 0.21% | |
| 94 | SNPSSYNOPSYS INC | 44,490 | $22.8B | 0.21% | |
| 95 | TRVCCITIGROUP INC | 257,930 | $22.0B | 0.20% | |
| 96 | BSXBOSTON SCIENTIFIC CORP | 202,311 | $21.7B | 0.20% | |
| 97 | BKBANK NEW YORK MELLON CORP | 236,373 | $21.5B | 0.19% | |
| 98 | PGRPROGRESSIVE CORP | 80,474 | $21.5B | 0.19% | |
| 99 | VRTXVERTEX PHARMACEUTICALS INC | 48,090 | $21.4B | 0.19% | |
| 100 | WMWASTE MGMT INC DEL | 92,031 | $21.1B | 0.19% |
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