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| Sumitomo Mitsui DS Asset Management Company Limited
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|
|---|---|
| CRD # | 301509 |
| SEC # | 801-116710 |
| CIK # | 0001411530 |
| AUM | $158.1 BB (2024-07-16) |
| Employees | 1,000 (25% Investors, 0% Brokers) |
| Phone | 81362050200 |
| Address | Toranomon Hills Business Tower 26F Minatoku Tokyo, Japan |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001411530 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.5 | |
| Nvidia Corp | 399.6 | 0.4 | |
| Apple Inc | 2,382.8 | 0.4 | |
| Amazon Com Inc | 1,093.0 | 0.2 | |
| UnitedHealth Group Inc | 477.0 | 0.2 | |
| Alphabet Inc | 1,475.1 | 0.1 | |
| Facebook Inc | 434.9 | 0.1 | |
| J P Morgan Chase & Co | 340.2 | 0.1 | |
| Home Depot Inc | 277.6 | 0.1 | |
| Alphabet Inc | 1,482.6 | 0.1 | |
| VISA Inc | 419.3 | 0.1 | |
| Goldman Sachs Group Inc | 102.9 | 0.1 | |
| Lilly Eli & Co | 301.8 | 0.1 | |
| Broadcom Inc | 201.3 | 0.1 | |
| Caterpillar Inc | 100.0 | 0.1 | |
| McDonalds Corp | 179.6 | 0.1 | |
| Chevron Corp | 294.6 | 0.1 | |
| Amgen Inc | 130.1 | 0.1 | |
| Salesforce Com Inc | 170.6 | 0.1 | |
| Procter & Gamble Co | 338.1 | 0.1 | |
| Exxon Mobil Corp | 385.5 | 0.1 | |
| American Express Co | 107.1 | 0.1 | |
| Johnson & Johnson | 465.6 | 0.1 | |
| Merck & Co Inc | 232.4 | 0.1 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 43 | 25.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 937 | 89.2 |
| (g) Pension and profit sharing plans | 379 | 31.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 76 | 12.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,435 | 158.1 |
| By Discretionary | ||
| Discretionary | 1,415 | 142.3 |
| Non-Discretionary | 20 | 15.8 |
| Total | 1,435 | 158.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 158.1 | |
| United States Persons | 0.0 | |
| Total | 1,435 | 158.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001411530] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Baillie Gifford Overseas Ltd
✚
|
186.6 | |
|
Olive Street Investment Advisers LLC
✚
|
MO | 178.2 |
|
PFM Asset Management LLC
✚
|
PA | 176.9 |
|
Morgan Stanley Investment Management Limited
✚
|
165.9 | |
|
Northern Trust Global Investments Ltd
✚
|
160.1 | |
|
Equitable Investment Management Group LLC
✚
|
NY | 156.5 |
|
Macquarie Investment Management Global Limited
✚
|
152.4 | |
|
Nuveen Fund Advisors LLC
✚
|
IL | 150.4 |
|
Brighthouse Investment Advisers LLC
✚
|
NC | 137.6 |
|
PRIMECAP Management Co
✚
|
CA | 134.5 |