Sumitomo Mitsui DS Asset Management Company, Ltd Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$12.7B

Holdings

770

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (770 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
4,116,258$767.7B6040.91%
2
MSFTMICROSOFT CORP
1,345,944$650.9B5122.14%
3
AAPLAPPLE INC
2,291,385$622.9B4901.89%
4
AMZNAMAZON COM INC
1,571,406$362.7B2854.18%
5
GOOGLALPHABET INC
978,431$306.2B2409.87%
6
AVGOBROADCOM INC
759,834$263.0B2069.38%
7
GOOGALPHABET INC
818,555$256.9B2021.25%
8
GSGOLDMAN SACHS GROUP INC
284,471$250.1B1967.65%
9
METAMETA PLATFORMS INC
363,321$239.8B1887.18%
10
JPMJPMORGAN CHASE & CO.
711,055$229.1B1802.92%
11
CATCATERPILLAR INC
307,405$176.1B1385.76%
12
TSLATESLA INC
388,191$174.6B1373.75%
13
VVISA INC
481,334$168.8B1328.35%
14
LLYELI LILLY & CO
146,267$157.2B1236.93%
15
AXPAMERICAN EXPRESS CO
361,265$133.6B1051.69%
16
GLDMWORLD GOLD TR
1,537,910$131.3B1033.13%
17
HDHOME DEPOT INC
378,502$130.2B1024.88%
18
UNHUNITEDHEALTH GROUP INC
366,251$120.9B951.39%
19
JNJJOHNSON & JOHNSON
577,158$119.4B939.89%
20
MCDMCDONALDS CORP
365,037$111.6B877.92%
21
VUGVANGUARD INDEX FDS
228,416$111.4B876.88%
22
VTVVANGUARD INDEX FDS
575,021$109.8B864.20%
23
IBMINTERNATIONAL BUSINESS MACHS
369,836$109.5B862.04%
24
VGKVANGUARD INTL EQUITY INDEX F
1,237,735$103.5B814.34%
25
AMGNAMGEN INC
315,229$103.2B811.90%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
203,987$102.5B806.84%
27
CRMSALESFORCE INC
369,498$97.9B770.24%
28
CVXCHEVRON CORP NEW
630,927$96.2B756.68%
29
WMTWALMART INC
854,598$95.2B749.21%
30
URTHISHARES INC
491,232$91.3B718.10%
31
SHWSHERWIN WILLIAMS CO
274,128$88.8B698.97%
32
XOMEXXON MOBIL CORP
722,308$86.9B683.99%
33
PGPROCTER AND GAMBLE CO
566,340$81.2B638.67%
34
BACBANK AMERICA CORP
1,474,641$81.1B638.22%
35
TRVTRAVELERS COMPANIES INC
275,614$79.9B629.08%
36
MRKMERCK & CO INC
723,049$76.1B598.90%
37
BABOEING CO
339,991$73.8B580.88%
38
ABBVABBVIE INC
316,523$72.3B569.10%
39
MAMASTERCARD INCORPORATED
119,424$68.2B536.48%
40
PLTRPALANTIR TECHNOLOGIES INC
359,684$63.9B503.09%
41
HONHONEYWELL INTL INC
323,038$63.0B495.91%
42
CSCOCISCO SYS INC
811,337$62.5B491.79%
43
BNDVANGUARD BD INDEX FDS
779,726$57.8B454.47%
44
KOCOCA COLA CO
806,135$56.4B443.47%
45
AMDADVANCED MICRO DEVICES INC
261,960$56.1B441.46%
46
DISDISNEY WALT CO
493,038$56.1B441.39%
47
ORCLORACLE CORP
286,913$55.9B440.05%
48
NFLXNETFLIX INC
590,582$55.4B435.72%
49
4I1PHILIP MORRIS INTL INC
339,988$54.5B429.13%
50
COSTCOSTCO WHSL CORP NEW
61,395$52.9B416.61%
51
MMM3M CO
310,744$49.8B391.48%
52
VWOBVANGUARD WHITEHALL FDS
735,670$49.6B390.35%
53
WELLWELLTOWER INC
265,169$49.2B387.30%
54
BNDXVANGUARD CHARLOTTE FDS
1,014,102$49.0B385.59%
55
INTUINTUIT
70,384$46.6B366.88%
56
GEGE AEROSPACE
149,565$46.1B362.53%
57
NEENEXTERA ENERGY INC
568,580$45.6B359.18%
58
MUMICRON TECHNOLOGY INC
159,153$45.4B357.43%
59
JNKSPDR SERIES TRUST
464,261$45.1B355.13%
60
BKNGBOOKING HOLDINGS INC
8,072$43.2B340.16%
61
REETISHARES TR
1,730,143$43.2B339.68%
62
APHAMPHENOL CORP NEW
318,535$43.0B338.73%
63
PLDPROLOGIS INC.
335,187$42.8B336.71%
64
NOWSERVICENOW INC
273,711$41.9B329.94%
65
WFCWELLS FARGO CO NEW
445,865$41.6B326.99%
66
ISRGINTUITIVE SURGICAL INC
71,874$40.7B320.32%
67
EQIXEQUINIX INC
52,265$40.0B315.10%
68
BKBANK NEW YORK MELLON CORP
339,868$39.5B310.47%
69
TJXTJX COS INC NEW
239,093$36.7B289.01%
70
WMBWILLIAMS COS INC
593,234$35.7B280.60%
71
ANETARISTA NETWORKS INC
270,382$35.4B278.78%
72
BACVERIZON COMMUNICATIONS INC
867,852$35.3B278.15%
73
QCOMQUALCOMM INC
204,338$35.0B275.04%
74
APPAPPLOVIN CORP
51,637$34.8B273.79%
75
SPGIS&P GLOBAL INC
63,794$33.3B262.34%
76
RTXRTX CORPORATION
172,260$31.6B248.60%
77
ETNEATON CORP PLC
97,988$31.2B245.59%
78
DWDMORGAN STANLEY
174,510$31.0B243.78%
79
TMOTHERMO FISHER SCIENTIFIC INC
53,133$30.8B242.26%
80
CRWDCROWDSTRIKE HLDGS INC
65,303$30.6B240.88%
81
TRVCCITIGROUP INC
261,235$30.5B239.87%
82
PHPARKER-HANNIFIN CORP
34,662$30.5B239.74%
83
ABTABBOTT LABS
238,968$29.9B235.60%
84
CEGCONSTELLATION ENERGY CORP
84,118$29.7B233.84%
85
ACNACCENTURE PLC IRELAND
110,149$29.6B232.55%
86
TTTRANE TECHNOLOGIES PLC
75,924$29.5B232.52%
87
INTCINTEL CORP
797,977$29.4B231.70%
88
LRCXLAM RESEARCH CORP
168,519$28.8B227.00%
89
VRTXVERTEX PHARMACEUTICALS INC
62,761$28.5B223.90%
90
AMATAPPLIED MATLS INC
107,985$27.8B218.37%
91
LINLINDE PLC
65,008$27.7B218.11%
92
PEPPEPSICO INC
188,458$27.0B212.83%
93
SYKSTRYKER CORPORATION
76,651$26.9B211.99%
94
NKENIKE INC
405,593$25.8B203.34%
95
SNPSSYNOPSYS INC
54,843$25.8B202.71%
96
TAT&T INC
1,010,475$25.1B197.51%
97
GEVGE VERNOVA INC
38,071$24.9B195.80%
98
FQIDIGITAL RLTY TR INC
159,308$24.6B193.94%
99
MSCIMSCI INC
41,630$23.9B187.94%
100
UBERUBER TECHNOLOGIES INC
288,895$23.6B185.75%
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