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Portfolio (Quarterly) Guide ↗

Sumitomo Mitsui DS Asset Management Company, Ltd

· CIK 0001411530
13F Portfolio $12.4B AUM 770 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 415 Added 98 Reduced 24 Exited
Page 20 of 39  ·  770 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 12,802.0 $3.7M 0.03% $290.70 -0.6%
382 PPL PPL CORP Utilities 97,114.0 $3.7M 0.03% +2K +2.1% $38.20 -5.5%
383 KEY KEYCORP Financial Services 183,274.0 $3.7M 0.03% $20.05 +15.3%
384 TPL TEXAS PACIFIC LAND CORPORATI Energy 7,737.0 $3.7M 0.03% $474.56 -11.7%
385 UDR UDR INC Real Estate 108,651.0 $3.7M 0.03% +4K +4.2% $33.78 +17.1%
386 FE FIRSTENERGY CORP Utilities 72,155.0 $3.7M 0.03% +2K +2.1% $50.66 -2.6%
387 HUBB HUBBELL INC Industrials 7,438.0 $3.7M 0.03% +1K +16.6% $490.74 -2.8%
388 HPQ HP INC Technology 189,854.0 $3.6M 0.03% +23K +14.1% $19.21 +30.7%
389 INSM INSMED INC Healthcare 22,303.0 $3.6M 0.03% $163.52 -34.8%
390 STLD STEEL DYNAMICS INC Basic Materials 20,071.0 $3.6M 0.03% +469.0 +2.4% $180.00 +32.6%
391 XYL XYLEM INC Industrials 30,090.0 $3.6M 0.03% +574.0 +1.9% $119.50 -2.1%
392 FICO FAIR ISAAC CORP Technology 3,366.0 $3.6M 0.03% +103.0 +3.2% $1067.54 +14.4%
393 JBL JABIL INC Technology 13,512.0 $3.6M 0.03% +314.0 +2.4% $265.63 +19.8%
394 RDDT REDDIT INC Communication Services 26,591.0 $3.6M 0.03% +1K +4.0% $134.65 +26.5%
395 EIX EDISON INTL Utilities 48,697.0 $3.6M 0.03% +1K +2.2% $73.18 +9.8%
396 CFG CITIZENS FINL GROUP INC Financial Services 58,954.0 $3.5M 0.03% +1K +2.2% $59.97 +20.8%
397 VRSK VERISK ANALYTICS INC Industrials 18,590.0 $3.5M 0.03% +358.0 +2.0% $189.75 +2.9%
398 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 117,077.0 $3.5M 0.03% $30.12 +0.1%
399 ON ON SEMICONDUCTOR CORP Technology 56,684.0 $3.5M 0.03% +9K +19.2% $61.92 +49.1%
400 NTRS NORTHERN TR CORP Financial Services 24,933.0 $3.5M 0.03% +503.0 +2.1% $139.57 +28.0%
Page 20 of 39  ·  770 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.4%
Financial Services 15.2%
Industrials 9.9%
Healthcare 9.6%
Consumer Cyclical 9.5%
Communication Services 9.1%
Consumer Defensive 4.7%
Real Estate 4.0%
Energy 4.0%
Utilities 2.5%