Sumitomo Mitsui DS Asset Management Company, Ltd
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 772,788 | 818,555 | +45,767 | 188,212,517 | 256,862,559 | +68,650,042 |
| ALPHABET INC | 1,004,874 | 978,431 | -26,443 | 244,284,869 | 306,248,903 | +61,964,034 |
| ELI LILLY & CO | 0 | 146,267 | +146,267 | 0 | 157,190,220 | +157,190,220 |
| APPLE INC | 2,263,558 | 2,291,385 | +27,827 | 576,369,774 | 622,935,926 | +46,566,152 |
| SPDR SERIES TRUST | 0 | 464,261 | +464,261 | 0 | 45,130,812 | +45,130,812 |
| CATERPILLAR INC | 308,035 | 307,405 | -630 | 146,978,900 | 176,103,102 | +29,124,202 |
| MERCK & CO INC | 0 | 723,049 | +723,049 | 0 | 76,108,138 | +76,108,138 |
| AMAZON COM INC | 1,541,556 | 1,571,406 | +29,850 | 338,479,451 | 362,711,933 | +24,232,482 |
| GOLDMAN SACHS GROUP INC | 0 | 284,471 | +284,471 | 0 | 250,050,009 | +250,050,009 |
| MICRON TECHNOLOGY INC | 0 | 159,153 | +159,153 | 0 | 45,423,858 | +45,423,858 |
| VANGUARD BD INDEX FDS | 0 | 779,726 | +779,726 | 0 | 57,754,305 | +57,754,305 |
| AMGEN INC | 315,810 | 315,229 | -581 | 89,121,582 | 103,177,604 | +14,056,022 |
| NEXTERA ENERGY INC | 0 | 568,580 | +568,580 | 0 | 45,645,602 | +45,645,602 |
| BANK NEW YORK MELLON CORP | 236,354 | 339,868 | +103,514 | 25,753,132 | 39,455,276 | +13,702,144 |
| JOHNSON & JOHNSON | 0 | 577,158 | +577,158 | 0 | 119,442,848 | +119,442,848 |
| ADVANCED MICRO DEVICES INC | 263,721 | 261,960 | -1,761 | 42,667,421 | 56,101,354 | +13,433,933 |
| AMERICAN EXPRESS CO | 362,631 | 361,265 | -1,366 | 120,451,513 | 133,649,987 | +13,198,474 |
| COMFORT SYS USA INC | 0 | 13,800 | +13,800 | 0 | 12,879,402 | +12,879,402 |
| BROADCOM INC | 765,061 | 759,834 | -5,227 | 252,401,275 | 262,978,547 | +10,577,272 |
| SALESFORCE INC | 0 | 369,498 | +369,498 | 0 | 97,883,715 | +97,883,715 |
| INTUITIVE SURGICAL INC | 0 | 71,874 | +71,874 | 0 | 40,706,559 | +40,706,559 |
| WALMART INC | 0 | 854,598 | +854,598 | 0 | 95,210,763 | +95,210,763 |
| ACCENTURE PLC IRELAND | 87,365 | 110,149 | +22,784 | 21,544,209 | 29,552,977 | +8,008,768 |
| CONSTELLATION ENERGY CORP | 66,247 | 84,118 | +17,871 | 21,799,900 | 29,716,366 | +7,916,466 |
| CISCO SYS INC | 804,744 | 811,337 | +6,593 | 55,060,584 | 62,497,289 | +7,436,705 |
| LAM RESEARCH CORP | 0 | 168,519 | +168,519 | 0 | 28,847,082 | +28,847,082 |
| VERTEX PHARMACEUTICALS INC | 0 | 62,761 | +62,761 | 0 | 28,453,327 | +28,453,327 |
| PROLOGIS INC. | 0 | 335,187 | +335,187 | 0 | 42,789,972 | +42,789,972 |
| EXXON MOBIL CORP | 0 | 722,308 | +722,308 | 0 | 86,922,545 | +86,922,545 |
| ABBVIE INC | 286,491 | 316,523 | +30,032 | 66,334,126 | 72,322,340 | +5,988,214 |
| APPLIED MATLS INC | 106,433 | 107,985 | +1,552 | 21,791,092 | 27,751,065 | +5,959,973 |
| BANK AMERICA CORP | 1,457,831 | 1,474,641 | +16,810 | 75,209,501 | 81,105,255 | +5,895,754 |
| ARES MANAGEMENT CORPORATION | 109,891 | 144,625 | +34,734 | 17,570,472 | 23,375,739 | +5,805,267 |
| THERMO FISHER SCIENTIFIC INC | 0 | 53,133 | +53,133 | 0 | 30,787,917 | +30,787,917 |
| INTERNATIONAL BUSINESS MACHS | 0 | 369,836 | +369,836 | 0 | 109,549,122 | +109,549,122 |
| WESTERN DIGITAL CORP | 0 | 96,743 | +96,743 | 0 | 16,665,917 | +16,665,917 |
| API GROUP CORP | 0 | 146,177 | +146,177 | 0 | 5,592,732 | +5,592,732 |
| NEXTPOWER INC | 0 | 58,323 | +58,323 | 0 | 5,080,517 | +5,080,517 |
| WELLTOWER INC | 0 | 265,169 | +265,169 | 0 | 49,218,018 | +49,218,018 |
| WORLD GOLD TR | 0 | 1,537,910 | +1,537,910 | 0 | 131,291,377 | +131,291,377 |
| WELLS FARGO CO NEW | 0 | 445,865 | +445,865 | 0 | 41,554,618 | +41,554,618 |
| HEALTHEQUITY INC | 0 | 47,817 | +47,817 | 0 | 4,380,515 | +4,380,515 |
| CITIGROUP INC | 258,662 | 261,235 | +2,573 | 26,254,193 | 30,483,512 | +4,229,319 |
| MSCI INC | 0 | 41,630 | +41,630 | 0 | 23,884,380 | +23,884,380 |
| PARKER-HANNIFIN CORP | 0 | 34,662 | +34,662 | 0 | 30,466,512 | +30,466,512 |
| AMPHENOL CORP NEW | 315,540 | 318,535 | +2,995 | 39,048,075 | 43,046,820 | +3,998,745 |
| COCA COLA CO | 791,178 | 806,135 | +14,957 | 52,470,925 | 56,356,898 | +3,885,973 |
| INSMED INC | 0 | 22,303 | +22,303 | 0 | 3,881,614 | +3,881,614 |
| NEWMONT CORP | 0 | 173,721 | +173,721 | 0 | 17,346,042 | +17,346,042 |
| MORGAN STANLEY | 0 | 174,510 | +174,510 | 0 | 30,980,760 | +30,980,760 |
| CIENA CORP | 0 | 15,328 | +15,328 | 0 | 3,584,759 | +3,584,759 |
| BERKSHIRE HATHAWAY INC DEL | 197,145 | 203,987 | +6,842 | 99,112,677 | 102,534,066 | +3,421,389 |
| DARDEN RESTAURANTS INC | 51,243 | 70,634 | +19,391 | 9,754,617 | 12,998,069 | +3,243,452 |
| TRAVELERS COMPANIES INC | 0 | 275,614 | +275,614 | 0 | 79,944,597 | +79,944,597 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 51,532 | +51,532 | 0 | 14,191,397 | +14,191,397 |
| RTX CORPORATION | 0 | 172,260 | +172,260 | 0 | 31,592,484 | +31,592,484 |
| CARVANA CO | 11,797 | 17,832 | +6,035 | 4,450,300 | 7,525,461 | +3,075,161 |
| GENERAL MTRS CO | 0 | 146,040 | +146,040 | 0 | 11,875,973 | +11,875,973 |
| CAPITAL ONE FINL CORP | 92,393 | 93,230 | +837 | 19,640,904 | 22,595,223 | +2,954,319 |
| AMRIZE LTD | 0 | 54,307 | +54,307 | 0 | 2,936,923 | +2,936,923 |
| TESLA INC | 0 | 388,191 | +388,191 | 0 | 174,577,257 | +174,577,257 |
| DANAHER CORPORATION | 88,853 | 89,687 | +834 | 17,615,996 | 20,531,148 | +2,915,152 |
| GILEAD SCIENCES INC | 0 | 180,762 | +180,762 | 0 | 22,186,728 | +22,186,728 |
| BRISTOL-MYERS SQUIBB CO | 296,257 | 300,526 | +4,269 | 13,361,191 | 16,210,372 | +2,849,181 |
| REGENERON PHARMACEUTICALS | 0 | 14,057 | +14,057 | 0 | 10,850,177 | +10,850,177 |
| WARNER BROS DISCOVERY INC | 0 | 299,145 | +299,145 | 0 | 8,621,359 | +8,621,359 |
| CREDO TECHNOLOGY GROUP HOLDI | 12,760 | 32,468 | +19,708 | 1,857,984 | 4,671,821 | +2,813,837 |
| INTUIT | 0 | 70,384 | +70,384 | 0 | 46,623,769 | +46,623,769 |
| KLA CORP | 0 | 18,493 | +18,493 | 0 | 22,470,474 | +22,470,474 |
| CRH PLC | 74,862 | 93,885 | +19,023 | 8,975,954 | 11,716,848 | +2,740,894 |
| VANGUARD WORLD FD | 0 | 9,707 | +9,707 | 0 | 7,316,942 | +7,316,942 |
| FLEX LTD | 0 | 41,324 | +41,324 | 0 | 2,496,796 | +2,496,796 |
| ASTERA LABS INC | 0 | 14,902 | +14,902 | 0 | 2,479,097 | +2,479,097 |
| VANGUARD INTL EQUITY INDEX F | 0 | 1,237,735 | +1,237,735 | 0 | 103,487,023 | +103,487,023 |
| WASTE MGMT INC DEL | 0 | 104,032 | +104,032 | 0 | 22,856,871 | +22,856,871 |
| QNITY ELECTRONICS INC | 0 | 27,590 | +27,590 | 0 | 2,252,724 | +2,252,724 |
| FREEPORT-MCMORAN INC | 0 | 186,133 | +186,133 | 0 | 9,453,695 | +9,453,695 |
| GE AEROSPACE | 0 | 149,565 | +149,565 | 0 | 46,070,507 | +46,070,507 |
| DATADOG INC | 0 | 130,450 | +130,450 | 0 | 17,739,896 | +17,739,896 |
| BLOOM ENERGY CORP | 0 | 24,340 | +24,340 | 0 | 2,114,903 | +2,114,903 |
| S&P GLOBAL INC | 0 | 63,794 | +63,794 | 0 | 33,338,106 | +33,338,106 |
| ISHARES TR | 0 | 37,228 | +37,228 | 0 | 5,267,390 | +5,267,390 |
| VENTAS INC | 0 | 168,401 | +168,401 | 0 | 13,030,869 | +13,030,869 |
| AIRBNB INC | 141,039 | 140,339 | -700 | 17,124,955 | 19,046,809 | +1,921,854 |
| AMERICAN WTR WKS CO INC NEW | 136,504 | 160,146 | +23,642 | 18,999,992 | 20,899,053 | +1,899,061 |
| CHUBB LIMITED | 54,297 | 54,807 | +510 | 15,325,328 | 17,106,361 | +1,781,033 |
| NEBIUS GROUP N.V. | 0 | 21,261 | +21,261 | 0 | 1,779,652 | +1,779,652 |
| UNITED PARCEL SERVICE INC | 0 | 109,941 | +109,941 | 0 | 10,905,048 | +10,905,048 |
| ROCKET COS INC | 0 | 90,471 | +90,471 | 0 | 1,751,519 | +1,751,519 |
| GE VERNOVA INC | 0 | 38,071 | +38,071 | 0 | 24,882,063 | +24,882,063 |
| FEDEX CORP | 0 | 31,377 | +31,377 | 0 | 9,063,560 | +9,063,560 |
| MARRIOTT INTL INC NEW | 0 | 31,888 | +31,888 | 0 | 9,892,933 | +9,892,933 |
| VERTIV HOLDINGS CO | 0 | 134,373 | +134,373 | 0 | 21,769,770 | +21,769,770 |
| CARDINAL HEALTH INC | 32,253 | 32,621 | +368 | 5,062,431 | 6,703,616 | +1,641,185 |
| CUMMINS INC | 17,837 | 17,956 | +119 | 7,533,814 | 9,165,640 | +1,631,826 |
| EQUINIX INC | 0 | 52,265 | +52,265 | 0 | 40,043,352 | +40,043,352 |
| IONQ INC | 0 | 34,253 | +34,253 | 0 | 1,536,932 | +1,536,932 |
| ECHOSTAR CORP | 0 | 14,079 | +14,079 | 0 | 1,530,387 | +1,530,387 |
| 3M CO | 310,917 | 310,744 | -173 | 48,248,100 | 49,750,114 | +1,502,014 |
| DIAMONDBACK ENERGY INC | 0 | 31,709 | +31,709 | 0 | 4,766,814 | +4,766,814 |