Sumitomo Mitsui DS Asset Management Company, Ltd

CIK 0001411530 · Q2 2026

13F Equity AUM

$14.5B

+17.2% QoQ

Positions

767

-3 QoQ

AUM Rank

#986

Top 8%

Skill Alpha (FF)

+1.5%/yr^ns

No Clear Edge

Rank #1,609 · Top 19%

vs S&P +0.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 20.0%Top 10: 29.8%Top 20: 41.5%

NVDA5.6%

AAPL4.7%

MSFT3.6%

GOOGL3.1%

AMZN2.9%

CAT2.3%

GS2.0%

AVGO2.0%

GOOG2.0%

JPM1.6%

Others (757)70.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology30.9%

Financial Services20.3%

Industrials8.8%

Healthcare8.6%

Communication Services8.3%

Consumer Cyclical8.1%

Real Estate3.5%

Consumer Defensive3.3%

Other8.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 767Median: 0.03%Avg: 0.13%

0–0.5%

722(41.7%)

0.5–1%

26(17.8%)

1–3%

15(23.4%)

3–5%

3(11.5%)

5%+

1(5.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 767vs 20 funds

0%Low

767

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New29Increased295Decreased272Exited32

New Positions

IYR0.4%

+546K

HONEYWELL INTL INC0.3%

+167K

HONEYWELL AEROSPACE …0.3%

+167K

VEA0.2%

+379K

VTI0.1%

+30K

BAM0.1%

+233K

SPACE EXPLORATION TE…0.1%

+54K

RBC0.0%

+9K

CARNIVAL CORP LTD0.0%

+171K

FTI0.0%

+41K

Increased

VUG0.8%

+1.1M(+483%)

BND0.7%

+1.0M(+264%)

GLDM1.2%

+505K(+32%)

IEMG0.3%

+296K(+156%)

GOOGL3.1%

+257K(+25%)

VWOB0.4%

+253K(+39%)

KLAC0.5%

+231K(+910%)

IAU*0.2%

+181K(+144%)

AMZN2.9%

+130K(+8%)

URTH0.7%

+119K(+29%)

Decreased

REET0.1%

-955,982(-68%)

BNDX0.3%

-258,092(-26%)

BAC0.2%

-245,819(-28%)

JNK0.2%

-172,227(-42%)

SNAP0.0%

-159,714(-72%)

PINS0.0%

-99,400(-79%)

ABNB0.1%

-75,502(-55%)

KEY0.0%

-70,512(-38%)

TRMB0.0%

-69,315(-53%)

IBKR0.1%

-69,020(-25%)

Exited

-330,130

-474,192

-145,635

-97,006

-57,098

-27,209

-50,192

-4,823

-18,502

-13,834

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...