1y return+16.8%S&P 500 +20.9%
3y return+58.3%S&P 500 +68.5%
5y return+55.8%S&P 500 +74.5%
10y return+238.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $338 against $357 in the S&P 500.2
Sumitomo Mitsui DS Asset Management Company, LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $813.8M | 5.6% | −1.4% |
| AAPLApple Inc | $685.3M | 4.7% | +1.6% |
| MSFTMicrosoft Corp | $528.1M | 3.6% | +2.5% |
| GOOGLAlphabet Inc | $455.2M | 3.1% | +25.3% |
| AMZNAmazon Com Inc | $415.6M | 2.9% | +8.1% |
| CATCaterpillar Inc | $333.4M | 2.3% | |
| GSGoldman Sachs Group Inc | $291.1M | 2.0% | −1.1% |
| AVGOBroadcom Inc | $285.7M | 2.0% | +2.5% |
| GOOGAlphabet Inc | $284.6M | 2.0% | −3.0% |
| JPMJpmorgan Chase & Co | $229.7M | 1.6% | |
| MUMicron Technology Inc | $205.9M | 1.4% | +9.5% |
| METAMeta Platforms Inc | $203.6M | 1.4% | |
| LLYEli Lilly & Co | $178.3M | 1.2% | |
| TSLATesla Inc | $169.9M | 1.2% | +1.5% |
| VVisa Inc | $168.7M | 1.2% | |
| GLDMWorld Gold Tr | $167.5M | 1.2% | +31.5% |
| UNHUnitedhealth Group Inc | $154.6M | 1.1% | |
| AMDAdvanced Micro Devices Inc | $154.2M | 1.1% | −2.9% |
| JNJJohnson & Johnson | $152.4M | 1.1% | |
| HDHome Depot Inc | $137.0M | 0.9% | |
| AXPAmerican Express Co | $122.4M | 0.8% | −1.3% |
| VUGVanguard Index Fds | $118.6M | 0.8% | −2.8% |
| VTVVanguard Index Fds | $117.8M | 0.8% | +3.3% |
| AMGNAmgen Inc | $116.5M | 0.8% | |
| CSCOCisco Sys Inc | $110.2M | 0.8% | +13.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $813.8M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $285.7M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $84.4M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $154.2M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $333.4M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $178.3M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $291.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $455.2M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $284.6M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $122.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $74.6M
- IGOVIshares Tr was $19.5M
- Carnival CorpCUSIP 143658300 was $3.8M
- CTRACoterra Energy Inc was $3.4M
- Dupont De Nemours IncCUSIP 26614N102 was $2.6M
- VNQIVanguard Intl Equity Index F was $2.2M
- Hologic IncCUSIP 436440101 was $2.1M
- HUBSHubspot Inc was $1.2M
- EQHEquitable Hldgs Inc was $1.2M
- ACMAecom was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.6% | +14.8% |
| March 31, 2026 | −4.1% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −3.5% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +2.3% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +6.0% | +8.3% |
| March 31, 2023 | +5.5% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −5.9% | −4.9% |
| December 31, 2021 | +8.5% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sumitomo Mitsui DS Asset Management Company, Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1411530&type=13F-HR&dateb=&owner=include&count=40CIK 1411530
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1411530/000119312526311231/Filed July 22, 2026 · accession 0001193125-26-311231