Sumitomo Mitsui Ds Asset Management Company, Ltd Top Holdings and 13F Report (2026) About Sumitomo Mitsui Ds Asset Management Company, LtdInvestment ActivitySumitomo Mitsui Ds Asset Management Company, Ltd has $14.78 billion in total holdings as of September 30, 2026.Sumitomo Mitsui Ds Asset Management Company, Ltd owns shares of 772 different stocks, but just 129 companies or ETFs make up 80% of its holdings.Approximately 4.55% of the portfolio was purchased this quarter.About 2.51% of the portfolio was sold this quarter.This quarter, Sumitomo Mitsui Ds Asset Management Company, Ltd has purchased 767 new stocks and bought additional shares in 429 stocks.Sumitomo Mitsui Ds Asset Management Company, Ltd sold shares of 141 stocks and completely divested from 26 stocks this quarter.Largest Holdings NVIDIA $940,426,818Apple $801,367,006Microsoft $731,417,455Amazon.com $446,957,161Alphabet $438,291,857 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $109,001,813 Holding30609A109 - ONEOK INC NEW $7,656,308 Holding464288513 - iShares iBoxx $ High Yield Corporate Bond ETF $6,062,838 HoldingM8769Q102 - TEVA PHARMACEUTICAL INDS LTD $5,070,661 Holding817565104 - Service Corporation International $4,302,627 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 669,750 shares (about $109.00M)Vanguard Total Stock Market ETF 194,517 shares (about $72.80M)CrowdStrike 161,434 shares (about $42.74M)SANDISK CORP 18,517 shares (about $32.22M)Amphenol 334,479 shares (about $28.20M) Largest Sales this Quarter SPDR Gold MiniShares Trust 460,906 shares (about $37.88M)Vanguard FTSE Developed Markets ETF 290,958 shares (about $20.54M)HONEYWELL AEROSPACE INC 122,820 shares (about $19.03M)iShares J.P. Morgan USD Emerging Markets Bond ETF 181,891 shares (about $16.52M)iShares U.S. Real Estate ETF 148,897 shares (about $14.15M) 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 PortfolioSectorNVDANVIDIA$940,426,818$11,552,146 ▲1.2%4,117,8166.4%TechnologyAAPLApple$801,367,006$12,716,702 ▲1.6%2,406,3635.4%TechnologyMSFTMicrosoft$731,417,455$5,276,715 ▲0.7%1,426,0434.9%TechnologyAMZNAmazon.com$446,957,161$12,457,251 ▲2.9%1,793,9283.0%Consumer DiscretionaryGOOGLAlphabet$438,291,857$23,742 ▼0.0%1,273,8083.0%Communication ServicesGOOGAlphabet$277,862,907$3,442,155 ▲1.3%815,4691.9%Communication ServicesAVGOBroadcom$272,906,939$7,337,413 ▲2.8%777,0921.8%TechnologyMETAMeta Platforms$264,460,093$2,309,698 ▲0.9%364,6821.8%Communication ServicesGSThe Goldman Sachs Group$259,463,944$323,229 ▲0.1%288,1781.8%FinanceCATCaterpillar$254,120,234$262,696 ▲0.1%313,4231.7%IndustrialsJPMJPMorgan Chase & Co.$232,131,832$68,482 ▼0.0%701,6651.6%FinanceMUMicron Technology$207,187,327$17,151,466 ▲9.0%194,5221.4%TechnologyVVisa$178,239,897$1,572,787 ▲0.9%496,0341.2%FinanceLLYEli Lilly and Company$174,196,080$2,207,709 ▲1.3%150,5481.2%HealthcareAMDAdvanced Micro Devices$166,578,577$4,155,686 ▲2.6%272,2941.1%TechnologyJNJJohnson & Johnson$160,782,691$1,883,625 ▲1.2%607,3231.1%HealthcareTSLATesla$148,200,944$4,866,929 ▲3.4%417,6911.0%Consumer DiscretionaryUNHUnitedHealth Group$137,580,483$1,057,557 ▲0.8%374,7970.9%HealthcareAMGNAmgen$136,761,027$1,162,525 ▲0.9%324,4550.9%HealthcareGLDMSPDR Gold MiniShares Trust$135,422,943$37,877,255 ▼-21.9%1,647,8820.9%ETFVUGVanguard Growth ETF$119,705,458$4,329,065 ▼-3.5%1,328,4370.8%ETFVTVVanguard Value ETF$115,385,424$1,460,917 ▼-1.3%533,9940.8%ETFCVXChevron$112,719,632$1,803,787 ▲1.6%551,9790.8%EnergyHDHome Depot$111,598,030$1,090,735 ▲1.0%392,2740.8%Consumer DiscretionaryURTHiShares MSCI World ETF$111,104,144$2,524,461 ▲2.3%538,7390.8%ETFBRK.BBerkshire Hathaway$110,749,557$3,922,850 ▲3.7%222,4110.7%FinanceAXPAmerican Express$110,019,427$10,948 ▼0.0%361,7870.7%FinanceEXXONMOBIL HOLDINGS CORP$109,001,813$109,001,813 ▲New Holding669,7500.7%COM SHSVGKVanguard FTSE Europe ETF$105,110,200$608,381 ▲0.6%1,210,9470.7%ETFCSCOCisco Systems$101,805,387$784,300 ▲0.8%945,8830.7%TechnologyBNDVanguard Total Bond Market ETF$99,917,802$3,045,001 ▲3.1%1,424,3450.7%ETFTRVTravelers Companies$98,916,908$22,460 ▲0.0%277,4590.7%FinanceINTCIntel$97,069,734$5,964,370 ▲6.5%807,3670.7%TechnologyWALMART INC$94,647,738$2,384,860 ▲2.6%910,7750.6%COMMRKMerck & Co., Inc.$91,518,999$9,444,569 ▼-9.4%629,8190.6%HealthcareSHWSherwin-Williams$89,973,799$170,687 ▲0.2%278,3240.6%MaterialsPGProcter & Gamble$86,273,802$1,217,156 ▲1.4%593,8450.6%Consumer StaplesVTIVanguard Total Stock Market ETF$84,058,046$72,796,042 ▲646.4%224,6100.6%ETFIBMInternational Business Machines$83,179,066$14,295 ▲0.0%378,2070.6%TechnologyCRMSalesforce$83,032,025$358,129 ▲0.4%361,6850.6%TechnologyMCDMcDonald's$81,941,207$335,094 ▲0.4%354,8160.6%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$79,318,927$385,697 ▼-0.5%424,0520.5%CL AABBVAbbVie$76,288,015$8,611,281 ▼-10.1%291,6320.5%HealthcareKOCoca-Cola$75,712,094$590,939 ▲0.8%879,5550.5%Consumer StaplesBACBank of America$75,403,022$4,361,258 ▼-5.5%1,385,3210.5%FinanceWELLWelltower$68,109,136$2,882,605 ▲4.4%295,8180.5%Real EstateMAMastercard$67,216,472$914,337 ▲1.4%121,8860.5%FinancePMPhilip Morris International$66,798,068$1,386,307 ▲2.1%350,0580.5%Consumer StaplesBABoeing$64,876,379$355,728 ▲0.6%348,7040.4%IndustrialsAMATApplied Materials$61,224,971$1,536,186 ▲2.6%119,7250.4%TechnologyHONEYWELL INTL INC$60,625,633$25,419,747 ▲72.2%287,4070.4%COMLAM RESEARCH CORP$60,514,827$1,344,920 ▲2.3%184,2100.4%COM NEWCOSTCostco Wholesale$60,393,776$1,569,426 ▲2.7%66,3420.4%Consumer StaplesCRWDCrowdStrike$59,070,755$42,739,651 ▲261.7%223,1190.4%TechnologyAPHAmphenol$55,784,598$28,196,580 ▲102.2%661,7390.4%TechnologyKLACKLA$53,750,973$3,840,121 ▲7.7%275,7450.4%TechnologySTXSeagate Technology$53,652,518$2,992,071 ▲5.9%58,1700.4%TechnologyEQIXEquinix$52,944,074$2,479,383 ▲4.9%52,3380.4%Real EstateDISWalt Disney$52,597,070$185,568 ▲0.4%501,4020.4%Communication ServicesSANDISK CORP$52,264,556$32,217,543 ▲160.7%30,0390.4%COMMMM3M$51,744,020$95,864 ▲0.2%315,2240.4%IndustrialsARISTA NETWORKS INC$50,533,481$2,784,093 ▼-5.2%248,2120.3%COM SHSGEGE Aerospace$49,584,469$1,384,382 ▲2.9%158,7770.3%IndustrialsVWOBVanguard Emerging Markets Government Bond ETF$49,441,775$6,959,641 ▼-12.3%783,1740.3%ETFPLDPrologis$48,819,450$2,598,618 ▲5.6%375,9970.3%Real EstateMRVLMarvell Technology$47,500,466$3,341,728 ▲7.6%179,7830.3%TechnologyPANWPalo Alto Networks$46,942,177$630,531 ▲1.4%118,1500.3%TechnologyORCLOracle$46,764,105$2,840,600 ▲6.5%340,5980.3%TechnologyBANK OF NY MELLON CORP$45,415,266$648,955 ▲1.4%314,0100.3%COMNFLXNetflix$43,217,460$538,271 ▲1.3%621,1190.3%Communication ServicesNEENextEra Energy$41,913,228$667,194 ▲1.6%553,3830.3%UtilitiesETNEaton$39,947,990$2,132,221 ▼-5.1%92,9650.3%IndustrialsGE VERNOVA INC$38,673,537$1,185,261 ▲3.2%40,6880.3%COMTXNTexas Instruments$37,809,349$1,314,462 ▲3.6%134,9900.3%TechnologyIYRiShares U.S. Real Estate ETF$37,722,897$14,151,171 ▼-27.3%396,9160.3%ETFTMOThermo Fisher Scientific$37,722,469$1,259,643 ▲3.5%55,8810.3%HealthcareWFCWells Fargo & Company$36,507,523$337,731 ▲0.9%456,0590.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$35,296,646$4,209,282 ▼-10.7%434,9020.2%ETFWDCWestern Digital$34,626,671$1,410,189 ▲4.2%76,1930.2%TechnologyRTXRTX$34,583,625$1,022,003 ▲3.0%186,2840.2%IndustrialsMSMorgan Stanley$34,367,670$460,044 ▲1.4%182,7290.2%FinanceWMBWilliams Companies$33,783,197$551,237 ▲1.7%497,0310.2%EnergyCCitigroup$33,317,923$235,783 ▲0.7%257,3210.2%FinanceNOWServiceNow$32,659,979$4,997,233 ▼-13.3%243,7130.2%TechnologyLINDE PLC$32,270,979$547,271 ▲1.7%67,9890.2%SHSISRGIntuitive Surgical$32,187,611$102,064 ▲0.3%79,1570.2%HealthcareTJXTJX Companies$32,006,318$127,150 ▼-0.4%241,9040.2%Consumer DiscretionaryFTNTFortinet$31,882,025$1,666,579 ▼-5.0%178,3510.2%TechnologyACNAccenture$31,866,222$3,848,203 ▲13.7%173,7810.2%TechnologyVWOVanguard FTSE Emerging Markets ETF$31,680,140$12,479,892 ▲65.0%534,1450.2%ETFTTTrane Technologies$31,014,416$236,838 ▼-0.8%68,6190.2%IndustrialsADIAnalog Devices$30,864,038$987,411 ▲3.3%77,8000.2%TechnologyVRTXVertex Pharmaceuticals$30,548,311$2,561,246 ▼-7.7%58,4310.2%HealthcarePHParker-Hannifin$30,185,539$333,442 ▲1.1%31,5940.2%IndustrialsJNKSPDR Bloomberg High Yield Bond ETF$29,924,582$7,830,048 ▲35.4%322,6370.2%ETFPWRQuanta Services$29,630,634$442,689 ▼-1.5%46,1170.2%IndustrialsDLRDigital Realty Trust$29,054,779$2,819,889 ▲10.7%165,5260.2%Real EstateQCOMQualcomm$28,780,543$480,160 ▲1.7%156,3820.2%TechnologyGILDGilead Sciences$28,543,969$450,429 ▲1.6%191,5060.2%HealthcareIAUiShares Gold Trust$28,296,723$4,308,699 ▲18.0%362,3140.2%ETFShowing largest 100 holdings. 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