SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY LTD
Q1 2023 Form 13-F
TOKYO
CIK 0001411530
· CRD 301509
· SEC-registered investment adviser
Consolidated report · includes
1 manager
since Q3 2026
$5.5B Reported Value Total
SUMITOMO MITSUI DS ASSET MANAGEMENT COMPANY, LIMITED reports 1,512 total accounts under management (AUM). There are 1,485 discretionary accounts valued at $128,737,000,000, and 27 non-discretionary accounts valued at $19,735,000,000.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-20
Reported value
$5.5B
Quarter over quarter
+5.5%
Holdings
779
Top-10 concentration
24.0%
Filing Structure
Reports holdings for
- SUMITOMO MITSUI FINANCIAL GROUP INC · File #028-17794 · since Q3 2026 · declared by one filing
Key People
Form ADV owners & control persons
Yasuhiro Harada
EXECUTIVE OFFICER
Tomonori Hori
EXECUTIVE OFFICER
Tsuneto Iki
DEPUTY PRESIDENT EXCUTIVE OFFICER AND COO
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | May 02, 2023 |
| Form | 13F-HR |
| Reported value | $5.5B |
| Positions | 779 |
| Change in reported value | +12.5% |
| New positions | 22 |
| Exited positions | 12 |
| Position turnover | 4.3% |
| Top-10 concentration | 24.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 20, 2026
|
772 | $14.8B |
|
Q2 2026 13F
Filed Jul 22, 2026
|
767 | $14.5B |
|
Q1 2026 13F
Filed Apr 24, 2026
|
770 | $12.4B |
|
Q4 2025 13F
Filed Feb 3, 2026
|
770 | $12.7B |
|
Q3 2025 13F
Filed Oct 24, 2025
|
757 | $12.3B |
|
Q2 2025 13F
Filed Jul 10, 2025
|
759 | $11.1B |
|
Q1 2025 13F
Filed Apr 28, 2025
|
771 | $9.8B |
|
Q4 2024 13F
Filed Jan 28, 2025
|
778 | $9.8B |
|
Q3 2024 13F
Filed Oct 17, 2024
|
775 | $9.3B |
|
Q2 2024 13F
Filed Jul 30, 2024
|
777 | $8.5B |
|
Q1 2024 13F
Filed May 2, 2024
|
771 | $8.0B |
|
Q4 2023 13F
Filed Feb 1, 2024
|
788 | $7.6B |
|
Q3 2023 13F
Filed Oct 30, 2023
|
778 | $6.4B |
|
Q2 2023 13F
Filed Aug 4, 2023
|
778 | $6.5B |
|
Q1 2023 13F
Filed May 2, 2023
|
779 | $5.5B |
|
Q4 2022 13F
Filed Jan 26, 2023
|
769 | $4.9B |
|
Q3 2022 13F
Filed Oct 19, 2022
|
762 | $4.4B |
|
Q2 2022 13F
Filed Jul 13, 2022
|
760 | $4.2B |
|
Q1 2022 13F
Filed Apr 19, 2022
|
771 | $4.7B |
|
Q4 2021 13F
Filed Jan 20, 2022
|
770 | $4.8B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $246.3M | 4.44% |
| 2 | AAPL APPLE INC | $245.5M | 4.42% |
| 3 | BNDX VANGUARD CHARLOTTE FDS | $170.9M | 3.08% |
| 4 | UNH UNITEDHEALTH GROUP INC | $141.1M | 2.54% |
| 5 | BND VANGUARD BD INDEX FDS | $103.2M | 1.86% |
| 6 | HD HOME DEPOT INC | $99.0M | 1.78% |
| 7 | V VISA INC | $83.7M | 1.51% |
| 8 | VUG VANGUARD INDEX FDS | $81.2M | 1.46% |
| 9 | MCD MCDONALDS CORP | $80.1M | 1.44% |
| 10 | AMZN AMAZON COM INC | $78.2M | 1.41% |
| 11 | VTV VANGUARD INDEX FDS | $76.9M | 1.39% |
| 12 | CVX CHEVRON CORP NEW | $76.4M | 1.38% |
| 13 | NVDA NVIDIA CORPORATION | $74.4M | 1.34% |
| 14 | VGK VANGUARD INTL EQUITY INDEX F | $74.3M | 1.34% |
| 15 | GS GOLDMAN SACHS GROUP INC | $70.0M | 1.26% |
| 16 | URTH ISHARES INC | $69.4M | 1.25% |
| 17 | JPM JPMORGAN CHASE & CO | $68.5M | 1.23% |
| 18 | JNJ JOHNSON & JOHNSON | $63.3M | 1.14% |
| 19 | GOOGL ALPHABET INC | $61.0M | 1.1% |
| 20 | PG PROCTER AND GAMBLE CO | $58.1M | 1.05% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.