Sumitomo Mitsui DS Asset Management Company, Ltd — 13F Holdings & Portfolio
CIK 1411530 · latest 13F-HR filed 2026-10-20
Sumitomo Mitsui DS Asset Management Company, Ltd manages $14.78B in 13F-reported U.S. long-equity assets across 772 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (6.36%), AAPL (5.42%), MSFT (4.95%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 31 new positions and exited 26; 229 existing positions rose in reported value and 323 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$14.78B
Long-equity book
Holdings
772
Distinct positions
Period
2026-09-30
Filed 2026-10-20
Q/Q Activity
+31 / −26 / ↑229 / ↓323
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26NVDA6.4% · +1%AAPL5.4% · +2%MSFT4.9% · +1%AMZN3.0% · +3%GOOGL3.0% · -0%GOOG1.9% · +1%AVGO1.8% · +3%META1.8% · +1%GS1.8% · +0%CAT1.7% · +0%JPM1.6% · -0%MU1.4% · +9%V1.2% · +1%LLY1.2% · +1%AMD1.1% · +3%JNJ1.1% · +1%TSLA1.0% · +3%UNH0.9% · +1%AMGN0.9% · +1%GLDM0.9% · -22%VUG0.8% · -4%VTV0.8% · -1%CVX0.8% · +2%HD0.8% · +1%URTH0.8% · +2%BRK.B0.7% · +4%AXP0.7% · -0%XOM0.7% · +1%VGK0.7% · +1%CSCO0.7% · +1%BND0.7% · +3%TRV0.7% · 0%INTC0.7% · +6%WMT0.6% · +3%MRK0.6% · -9%SHW0.6% · +0%PG0.6% · +1%VTI0.6% · +646%IBM0.6% · 0%CRM0.6% · +0%MCD0.6% · +0%PLTR0.5% · -0%ABBV0.5% · -10%KO0.5% · +1%BAC0.5% · -6%WELL0.5% · +4%MA0.5% · +1%PM0.5% · +2%BA0.4% · +1%AMAT0.4% · +3%HON0.4% · +72%LRCX0.4% · +2%COST0.4% · +3%CRWD0.4% · +262%APH0.4% · +102%KLAC0.4% · +8%STX0.4% · +6%EQIX0.4% · +5%DIS0.4% · +0%SNDK0.4% · +161%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 31.7%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Aug 20, 2026.
Assets Under Management
$177.71B
Discretionary
$167.61B
Employees
1,022
Accounts
1,340
Address
TORANOMON HILLS BUSINESS TOWER 26F
1-17-1 TORANOMON
MINATO-KU, TOKYO 105-6426
Japan
1-17-1 TORANOMON
MINATO-KU, TOKYO 105-6426
Japan
Phone
81-3-6205-0200
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Harada, Yasuhiro Control | EXECUTIVE OFFICER since Apr 2024 | Less than 5% | Individual |
| Hori, Tomonori Control | EXECUTIVE OFFICER since Apr 2023 | Less than 5% | Individual |
| IKI, TSUNETO Control | DEPUTY PRESIDENT EXCUTIVE OFFICER AND COO since Apr 2025 | Less than 5% | Individual |
| KINOSHITA, KOICHI Control | MANAGING EXECUTIVE OFFICER since Apr 2020 | Less than 5% | Individual |
| Kito, Yasuko Control | EXECUTIVE OFFICER since Apr 2024 | Less than 5% | Individual |
| Kurashige, Ryota Control | EXECUTIVE OFFICER since Apr 2025 | Less than 5% | Individual |
| Matsui, Tomonobu Control | CHIEF COMPLIANCE OFFICER, DIRECTOR AND MANADING EXECUTIVE OFFIER since Apr 2024 | Less than 5% | Individual |
| Matsumoto, Naruaki Control | EXECUTIVE OFFICER since Apr 2026 | Less than 5% | Individual |
| Matsuo, Kuniaki Control | EXECUTIVE OFFICER since Apr 2026 | Less than 5% | Individual |
| Nagai, Naoto Control | SENIOR MANAGING EXECUTIVE OFFICER since Apr 2025 | Less than 5% | Individual |
| Niijima, Tsuyoshi Control | EXECUTIVE OFFICER since Apr 2021 | Less than 5% | Individual |
| OGIHARA, WATARU Control | REPRESENTATIVE DIRECTOR, PRESIDENT AND CEO since Apr 2025 | Less than 5% | Individual |
| ORIME, NAOYA Control | DIRECTOR(OURSIDE) since Jun 2024 | Less than 5% | Individual |
| Oikawa, Miki Control | DIRECTOR (OUTSIDE) since Jun 2025 | Less than 5% | Individual |
| Okuzumi, Katsuro Control | EXECUTIVE OFFICER since Apr 2025 | Less than 5% | Individual |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. Control | PARENT COMPANY since Feb 2003 | 50–75% | Foreign Entity |
| SUZUKI, TAKENARI Control | MANAGING EXECUTIVE OFFICER since Apr 2020 | Less than 5% | Individual |
| Saga, Yasunori Control | EXECUTIVE OFFICER since Apr 2026 | Less than 5% | Individual |
| Sasaki, Hiroko Control | DIRECTOR (OUTSIDE) since Oct 2022 | Less than 5% | Individual |
| Sonoda, Kenji Control | EXECUTIVE OFFICER since Apr 2024 | Less than 5% | Individual |
| Takeda, Yoshiharu Control | EXECUTIVE OFFICER since Apr 2025 | Less than 5% | Individual |
| Tsuchiya, Yuko Control | MANAGING EXECUTIVE OFFICER since Apr 2024 | Less than 5% | Individual |
| UEYAMA, OSAMU Control | DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER since Apr 2024 | Less than 5% | Individual |
| Umaoka, Kenji Control | EXECUTIVE OFFICER since Apr 2025 | Less than 5% | Individual |
| YANAGISAWA, SHIKO Control | DIRECTOR AND DEPUTY PRESIDENT EXECUTIVE OFFICER since Apr 2024 | Less than 5% | Individual |
| Yasunaga, Tetsuji Control | MANAGING EXECUTIVE OFFICER since Apr 2026 | Less than 5% | Individual |
| DAIWA SECURITIES GROUP INC. | SHAREHOLDER since Apr 1999 | 10–25% | Foreign Entity |
| MITSUI SUMITOMO INSURANCE COMPANY, LIMITED | SHAREHOLDER since Dec 2002 | 10–25% | Foreign Entity |
| SUMITOMO LIFE INSURANCE COMPANY | SHAREHOLDER since Dec 2002 | 10–25% | Foreign Entity |
| SUMITOMO MITSUI TRUST BANK, LIMITED | SHAREHOLDER since Apr 1999 | Less than 5% | Foreign Entity |
Ownership & leadership changes · 15 filings with changes since Apr 30, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Jun 25, 2026 filing
- No longer listedAjisaka, Ryohei · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2021
- No longer listedIMAI, TSUYOSHI · DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedSARUTA, TAKASHI · CHAIRMAN · Less than 5% · control person · listed since Apr 2025
- AddedMatsumoto, Naruaki · EXECUTIVE OFFICER · Less than 5% · control person
- AddedMatsuo, Kuniaki · EXECUTIVE OFFICER · Less than 5% · control person
- AddedSaga, Yasunori · EXECUTIVE OFFICER · Less than 5% · control person
- AddedYasunaga, Tetsuji · MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ChangedNagai, Naoto · title MANAGING EXECUTIVE OFFICER → SENIOR MANAGING EXECUTIVE OFFICER
- ChangedTsuchiya, Yuko · title EXECUTIVE OFFICER → MANAGING EXECUTIVE OFFICER
- ChangedUEYAMA, OSAMU · title SENIOR MANAGING EXECUTIVE OFFICER → DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER
Jun 24, 2025 filing
- No longer listedARAI, JUN · DIRECTOR (EXTERNAL DIRECTOR) · Less than 5% · control person · listed since Apr 2019
- No longer listedTakatsuka, Mineo · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- AddedOikawa, Miki · DIRECTOR (OUTSIDE) · Less than 5% · control person
- ChangedDAIWA SECURITIES GROUP INC. · title PARENT COMPANY → SHAREHOLDER; no longer a control person
- ChangedMITSUI SUMITOMO INSURANCE COMPANY, LIMITED · title PARENT COMPANY → SHAREHOLDER; no longer a control person
- ChangedORIME, NAOYA · title DIRECTOR(EXTERNAL DIRECTOR) → DIRECTOR(OURSIDE)
- ChangedSUMITOMO LIFE INSURANCE COMPANY · title PARENT COMPANY → SHAREHOLDER; no longer a control person
- ChangedSasaki, Hiroko · title DIRECTOR (EXTERNAL DIRECTOR) → DIRECTOR (OUTSIDE)
Mar 31, 2025 filing
- No longer listedIshihara, Daisuke · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2024
- No longer listedYamamoto, Naofumi · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2022
- No longer listedYoda, Koichiro · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2023
- AddedKurashige, Ryota · EXECUTIVE OFFICER · Less than 5% · control person
- AddedOkuzumi, Katsuro · EXECUTIVE OFFICER · Less than 5% · control person
- AddedTakeda, Yoshiharu · EXECUTIVE OFFICER · Less than 5% · control person
- AddedUmaoka, Kenji · EXECUTIVE OFFICER · Less than 5% · control person
- ChangedIKI, TSUNETO · title DEPUTY PRESIDENT EXCUTIVE OFFICER → DEPUTY PRESIDENT EXCUTIVE OFFICER AND COO
- ChangedNagai, Naoto · title EXECUTIVE OFFICER → MANAGING EXECUTIVE OFFICER
- ChangedOGIHARA, WATARU · title DEPURTY PRESIDENT EXECUTIVE OFFICER → REPRESENTATIVE DIRECTOR, PRESIDENT AND CEO
- ChangedSARUTA, TAKASHI · title REPRESENTATIVE DIRECTOR, PRESIDENT AND CEO → CHAIRMAN
Jul 16, 2024 filing
- No longer listedYANAGAWA, NORIYUKI · DIRECTOR (EXTERNAL DIRECTOR) · Less than 5% · control person · listed since Apr 2019
- AddedORIME, NAOYA · DIRECTOR(EXTERNAL DIRECTOR) · Less than 5% · control person
Apr 1, 2024 filing
- No longer listedSAKAI, SATORU · MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- No longer listedSAWANO, TAKAYUKI · REPRESENTATIVE DIRECTOR, DEPUTY PRESIDENT EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- No longer listedSHINBO, KAZUHISA · DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- AddedHarada, Yasuhiro · EXECUTIVE OFFICER · Less than 5% · control person
- AddedIshihara, Daisuke · EXECUTIVE OFFICER · Less than 5% · control person
- AddedKito, Yasuko · EXECUTIVE OFFICER · Less than 5% · control person
- AddedSonoda, Kenji · EXECUTIVE OFFICER · Less than 5% · control person
- AddedTsuchiya, Yuko · EXECUTIVE OFFICER · Less than 5% · control person
- AddedYANAGISAWA, SHIKO · DIRECTOR AND DEPUTY PRESIDENT EXECUTIVE OFFICER · Less than 5% · control person
- ChangedMatsui, Tomonobu · title CHIEF COMPLIANCE OFFICER, EXECUTIVE OFFICER → CHIEF COMPLIANCE OFFICER, DIRECTOR AND MANADING EXECUTIVE OFFIER
- ChangedUEYAMA, OSAMU · title MANAGING EXECUTIVE OFFICER → SENIOR MANAGING EXECUTIVE OFFICER
Jan 8, 2024 filing
- No longer listedMuto, Masaru · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Apr 2022
- ChangedMatsui, Tomonobu · title EXECUTIVE OFFICER → CHIEF COMPLIANCE OFFICER, EXECUTIVE OFFICER
Jul 27, 2023 filing
- No longer listedHODO, CHIKATOMO · DIRECTOR (EXTERNAL DIRECTOR) · Less than 5% · control person · listed since Apr 2019
- No longer listedIMAI, SHINGO · DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- ChangedIMAI, TSUYOSHI · title SENIOR MANAGING EXECUTIVE OFFICER → DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER
Apr 6, 2023 filing
- No longer listedIWAI, KAZUSHI · MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2021
- No longer listedKUME, TAKASHI · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedSHIRAGA, MAKOTO · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- No longer listedYODA, YUICHIRO · MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- AddedHori, Tomonori · EXECUTIVE OFFICER · Less than 5% · control person
- AddedOGIHARA, WATARU · DEPURTY PRESIDENT EXECUTIVE OFFICER · Less than 5% · control person
- AddedYoda, Koichiro · EXECUTIVE OFFICER · Less than 5% · control person
- ChangedAjisaka, Ryohei · title MANAGING EXECUTIVE OFFICER → SENIOR MANAGING EXECUTIVE OFFICER
- ChangedIKI, TSUNETO · title SENIOR MANAGING EXECUTIVE OFFICER → DEPUTY PRESIDENT EXCUTIVE OFFICER
Nov 9, 2022 filing
- AddedNagai, Naoto · EXECUTIVE OFFICER · Less than 5% · control person
- AddedSasaki, Hiroko · DIRECTOR (EXTERNAL DIRECTOR) · Less than 5% · control person
Apr 21, 2022 filing
- AddedMuto, Masaru · CHIEF COMPLIANCE OFFICER · Less than 5%
Older changes (6 more filings)
Apr 4, 2022 filing
- No longer listedHORIKAWA, YOSHIHIRO · DEPUTY PRESIDENT EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedIMAMURA, KENJI · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedITO, SHIN · MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- No longer listedKAWAHORI, TAKASHI · DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- No longer listedWatanabe, Kazuo · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2020
- AddedMatsui, Tomonobu · EXECUTIVE OFFICER · Less than 5% · control person
- AddedYamamoto, Naofumi · EXECUTIVE OFFICER · Less than 5% · control person
- ChangedIMAI, TSUYOSHI · title MANAGING EXECUTIVE OFFICER → SENIOR MANAGING EXECUTIVE OFFICER
- ChangedSHINBO, KAZUHISA · title MANAGING EXECUTIVE OFFICER → DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER
- ChangedSUZUKI, TAKENARI · title EXECUTIVE OFFICER → MANAGING EXECUTIVE OFFICER
Jun 28, 2021 filing
- No longer listedMATSUSHITA, TAKASHI · REPRESENTATIVE DIRECTOR, CHAIRMAN · Less than 5% · control person · listed since Apr 2020
Apr 6, 2021 filing
- No longer listedFUJIWARA, HIDEHIRO · MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedHORIE, KAZUHIRO · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedITAMI, TERUHITO · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedMIYAGAKI, NAOYA · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedOMASA, TAKESHI · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedURATA, YOSHIO · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- AddedNiijima, Tsuyoshi · EXECUTIVE OFFICER · Less than 5% · control person
- ChangedAjisaka, Ryohei · title EXECUTIVE OFFICER → MANAGING EXECUTIVE OFFICER
- ChangedIKI, TSUNETO · title MANAGING EXECUTIVE OFFICER → SENIOR MANAGING EXECUTIVE OFFICER
- ChangedIWAI, KAZUSHI · title EXECUTIVE OFFICER → MANAGING EXECUTIVE OFFICER
- ChangedUEYAMA, OSAMU · title EXECUTIVE OFFICER → MANAGING EXECUTIVE OFFICER
Apr 7, 2020 filing
- No longer listedBABA, TAKAAKI · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedFUKASHIRO, JUN · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedGOTO, MASAAKI · DEPUTY PRESIDENT · Less than 5% · control person · listed since Apr 2019
- No longer listedKAMIYA, MAKOTO · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedKAWAGUCHI, TETSUYA · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedKAWARAZAKI, MITSUYA · MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedKOMAGATA, KEIJI · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedMAEKAWA, HIROYASU · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedONUKI, AKIRA · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedOZAKI, HIDEOMI · MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedSAITO, HIROAKI · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedSHIMODE, TETSUYA · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedTOBE, TETSUYA · EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- No longer listedYOSHIDA, SATORU · MANAGING EXECUTIVE OFFICER · Less than 5% · control person · listed since Apr 2019
- AddedAjisaka, Ryohei · EXECUTIVE OFFICER · Less than 5% · control person
- AddedSAWANO, TAKAYUKI · REPRESENTATIVE DIRECTOR, DEPUTY PRESIDENT EXECUTIVE OFFICER · Less than 5% · control person
- AddedSUZUKI, TAKENARI · EXECUTIVE OFFICER · Less than 5% · control person
- AddedTakatsuka, Mineo · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- AddedWatanabe, Kazuo · EXECUTIVE OFFICER · Less than 5% · control person
- ChangedARAI, JUN · title OUTSIDE DIRECTOR → DIRECTOR (EXTERNAL DIRECTOR)
- ChangedHODO, CHIKATOMO · title OUTSIDE DIRECTOR → DIRECTOR (EXTERNAL DIRECTOR)
- ChangedIMAI, SHINGO · title SENIOR MANAGING EXECUTIVE OFFICER → DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER
- ChangedITO, SHIN · title EXECUTIVE OFFICER → MANAGING EXECUTIVE OFFICER
- ChangedKAWAHORI, TAKASHI · title SENIOR MANAGING EXECUTIVE OFFICER → DIRECTOR AND SENIOR MANAGING EXECUTIVE OFFICER
- ChangedKINOSHITA, KOICHI · title EXECUTIVE OFFICER → MANAGING EXECUTIVE OFFICER
- and 6 more
Oct 10, 2019 filing
- AddedSARUTA, TAKASHI · DEPUTY PRESIDENT EXECUTIVE OFFICER · Less than 5% · control person
Apr 30, 2019 filing (earliest on record)
- ListedARAI, JUN · OUTSIDE DIRECTOR · Less than 5% · control person
- ListedBABA, TAKAAKI · EXECUTIVE OFFICER · Less than 5% · control person
- ListedDAIWA SECURITIES GROUP INC. · PARENT COMPANY · 10–25% · control person
- ListedFUJIWARA, HIDEHIRO · MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedFUKASHIRO, JUN · EXECUTIVE OFFICER · Less than 5% · control person
- ListedGOTO, MASAAKI · DEPUTY PRESIDENT · Less than 5% · control person
- ListedHODO, CHIKATOMO · OUTSIDE DIRECTOR · Less than 5% · control person
- ListedHORIE, KAZUHIRO · EXECUTIVE OFFICER · Less than 5% · control person
- ListedHORIKAWA, YOSHIHIRO · DEPUTY PRESIDENT EXECUTIVE OFFICER · Less than 5% · control person
- ListedIKI, TSUNETO · MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedIMAI, SHINGO · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedIMAI, TSUYOSHI · MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedIMAMURA, KENJI · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedITAMI, TERUHITO · EXECUTIVE OFFICER · Less than 5% · control person
- ListedITO, SHIN · EXECUTIVE OFFICER · Less than 5% · control person
- ListedIWAI, KAZUSHI · EXECUTIVE OFFICER · Less than 5% · control person
- ListedKAMIYA, MAKOTO · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedKAWAGUCHI, TETSUYA · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedKAWAHORI, TAKASHI · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedKAWARAZAKI, MITSUYA · MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedKINOSHITA, KOICHI · EXECUTIVE OFFICER · Less than 5% · control person
- ListedKOMAGATA, KEIJI · SENIOR MANAGING EXECUTIVE OFFICER · Less than 5% · control person
- ListedKUME, TAKASHI · EXECUTIVE OFFICER · Less than 5% · control person
- ListedMAEKAWA, HIROYASU · EXECUTIVE OFFICER · Less than 5% · control person
- ListedMATSUSHITA, TAKASHI · PRESIDENT & CEO · Less than 5% · control person
- and 19 more
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- MICROSOFT CORP$203.3M +38.5%
- NVIDIA CORPORATION$126.6M +15.6%
- APPLE INC$116.1M +16.9%
- VANGUARD INDEX FDS$72.9M +654.9%
- META PLATFORMS INC$60.8M +29.9%
Top Trims
- CATERPILLAR INC-$79.3M -23.8%
- WORLD GOLD TR-$32.1M -19.1%
- GOLDMAN SACHS GROUP INC-$31.6M -10.9%
- HONEYWELL AEROSPACE INC-$30.1M -81.5%
- HOME DEPOT INC-$25.4M -18.5%
New Positions
- EXXONMOBIL HOLDINGS CORP$109.0M
- ONEOK INC NEW$7.7M
- ISHARES TR$6.1M
- TEVA PHARMACEUTICAL INDS LTD$5.1M
- SERVICE CORP INTL$4.3M
Exited Positions
- EXXON MOBIL CORP$90.5M
- AVALONBAY CMNTYS INC$9.8M
- ONEOK INC NEW$9.0M
- ELECTRONIC ARTS INC$6.6M
- TEVA PHARMACEUTICAL INDS LTD$4.0M
Sumitomo Mitsui DS Asset Management Company, Ltd Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $940.4M | 6.36% | 4,117,816 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $801.4M | 5.42% | 2,406,363 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $731.4M | 4.95% | 1,426,043 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $447.0M | 3.02% | 1,793,928 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $438.3M | 2.96% | 1,273,808 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $277.9M | 1.88% | 815,469 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $272.9M | 1.85% | 777,092 | SH |
| 8 | META PLATFORMS INC | META | 30303M102 | $264.5M | 1.79% | 364,682 | SH |
| 9 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $259.5M | 1.76% | 288,178 | SH |
| 10 | CATERPILLAR INC | CAT | 149123101 | $254.1M | 1.72% | 313,423 | SH |
| 11 | JPMORGAN CHASE & CO | JPM | 46625H100 | $232.1M | 1.57% | 701,665 | SH |
| 12 | MICRON TECHNOLOGY INC | MU | 595112103 | $207.2M | 1.40% | 194,522 | SH |
| 13 | VISA INC | V | 92826C839 | $178.2M | 1.21% | 496,034 | SH |
| 14 | ELI LILLY & CO | LLY | 532457108 | $174.2M | 1.18% | 150,548 | SH |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $166.6M | 1.13% | 272,294 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $160.8M | 1.09% | 607,323 | SH |
| 17 | TESLA INC | TSLA | 88160R101 | $148.2M | 1.00% | 417,691 | SH |
| 18 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $137.6M | 0.93% | 374,797 | SH |
| 19 | AMGEN INC | AMGN | 031162100 | $136.8M | 0.93% | 324,455 | SH |
| 20 | WORLD GOLD TR | GLDM | 98149E303 | $135.4M | 0.92% | 1,647,882 | SH |
| 21 | VANGUARD INDEX FDS | VUG | 922908736 | $119.7M | 0.81% | 1,328,437 | SH |
| 22 | VANGUARD INDEX FDS | VTV | 922908744 | $115.4M | 0.78% | 533,994 | SH |
| 23 | CHEVRON CORPORATION | CVX | 166764100 | $112.7M | 0.76% | 551,979 | SH |
| 24 | HOME DEPOT INC | HD | 437076102 | $111.6M | 0.75% | 392,274 | SH |
| 25 | ISHARES INC | URTH | 464286392 | $111.1M | 0.75% | 538,739 | SH |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $110.7M | 0.75% | 222,411 | SH |
| 27 | AMERICAN EXPRESS CO | AXP | 025816109 | $110.0M | 0.74% | 361,787 | SH |
| 28 | EXXONMOBIL HOLDINGS CORP | XOM | 30233Q108 | $109.0M | 0.74% | 669,750 | SH |
| 29 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $105.1M | 0.71% | 1,210,947 | SH |
| 30 | CISCO SYS INC | CSCO | 17275R102 | $101.8M | 0.69% | 945,883 | SH |
| 31 | VANGUARD BD INDEX FDS | BND | 921937835 | $99.9M | 0.68% | 1,424,345 | SH |
| 32 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $98.9M | 0.67% | 277,459 | SH |
| 33 | INTEL CORP | INTC | 458140100 | $97.1M | 0.66% | 807,367 | SH |
| 34 | WALMART INC | WMT | 931142103 | $94.6M | 0.64% | 910,775 | SH |
| 35 | MERCK & CO INC | MRK | 58933Y105 | $91.5M | 0.62% | 629,819 | SH |
| 36 | SHERWIN WILLIAMS CO | SHW | 824348106 | $90.0M | 0.61% | 278,324 | SH |
| 37 | PROCTER & GAMBLE CO | PG | 742718109 | $86.3M | 0.58% | 593,845 | SH |
| 38 | VANGUARD INDEX FDS | VTI | 922908769 | $84.1M | 0.57% | 224,610 | SH |
| 39 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $83.2M | 0.56% | 378,207 | SH |
| 40 | SALESFORCE INC | CRM | 79466L302 | $83.0M | 0.56% | 361,685 | SH |
| 41 | MCDONALDS CORP | MCD | 580135101 | $81.9M | 0.55% | 354,816 | SH |
| 42 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $79.3M | 0.54% | 424,052 | SH |
| 43 | ABBVIE INC | ABBV | 00287Y109 | $76.3M | 0.52% | 291,632 | SH |
| 44 | COCA COLA CO | KO | 191216100 | $75.7M | 0.51% | 879,555 | SH |
| 45 | BANK OF AMER CORP | BAC | 060505104 | $75.4M | 0.51% | 1,385,321 | SH |
| 46 | WELLTOWER INC | WELL | 95040Q104 | $68.1M | 0.46% | 295,818 | SH |
| 47 | MASTERCARD INCORPORATED | MA | 57636Q104 | $67.2M | 0.45% | 121,886 | SH |
| 48 | PHILIP MORRIS INTL INC | PM | 718172109 | $66.8M | 0.45% | 350,058 | SH |
| 49 | BOEING CO | BA | 097023105 | $64.9M | 0.44% | 348,704 | SH |
| 50 | APPLIED MATLS INC | AMAT | 038222105 | $61.2M | 0.41% | 119,725 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-20 | $14.78B | 772 | 0001193125-26-425654 |
| 2026-06-30 | 2026-07-22 | $14.49B | 767 | 0001193125-26-311231 |
| 2026-03-31 | 2026-04-24 | $12.36B | 770 | 0001193125-26-174894 |
| 2025-12-31 | 2026-02-03 | $12.71B | 770 | 0001193125-26-034373 |
Filer Information
Address
TORANOMON HILLS BUSINESS TOWER 26F1-17-1 TORANOMON, MINATO-KU
TOKYO, M0 105-6426
Phone
81-3-6205-1992
Filing Manager
Sumitomo Mitsui DS Asset Management Company, Ltd
TOKYO, M0
Signatory
Akio Noguchi
General Manager / Fund Accounting & Administration Dept.