Sumitomo Mitsui DS Asset Management portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 20, 2026 · data updated on Nov 6, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sumitomo Mitsui DS Asset Management reported a $14.8 bn portfolio of 769 companies (772 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are NVDA, AAPL, MSFT.
Sections with a free account
What changed this quarter
464 positions with a change (23 new, 325 added to, 97 trimmed, 19 sold).
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- NVIDIANVDA6.4%
- AppleAAPL5.4%
- MicrosoftMSFT4.9%
- AlphabetGOOGL · GOOG4.8%
- Amazon.comAMZN3.0%
- BroadcomAVGO1.8%
- Meta PlatformsMETA1.8%
- Goldman Sachs GroupGS1.8%
- CaterpillarCAT1.7%
- JPMorgan ChaseJPM1.6%
- Micron TechnologyMU1.4%
- VisaV1.2%
- Eli LillyLLY1.2%
- Advanced Micro DevicesAMD1.1%
- Johnson & JohnsonJNJ1.1%
Portfolio by sector
- ● Information Technology 33%
- ● Financials 13%
- ● Health Care 9%
- ● Industrials 9%
- ● Communication Services 8%
- ● No sector 8%
- ● Consumer Discretionary 8%
- ● Consumer Staples 4%
- ● Real Estate 3%
- ● Energy 3%
- ● Materials 2%
- ● Utilities 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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