Trade Filings

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Gestore A Gestore B

Capital World Investors ⇄ Sumitomo Mitsui Trust Group, Inc.

60Posizioni condivise

27.5%Sovrapposizione di nomi (Jaccard)

15+Solo Capital World…

15+Solo Sumitomo…

Posizioni condivise · Q2 2026

Strumento finanziario	Capital World… peso	Sumitomo Mitsui… peso
NVDA NVIDIA Corporation	2.6%	6.7%
AVGO Broadcom Inc.	5.4%	2.4%
AAPL Apple Inc.	1.3%	5.5%
MSFT Microsoft Corporation	2.4%	3.7%
MU Micron Technology, Inc.	4.0%	1.9%
GOOGL Alphabet Inc.	3.1%	2.8%
AMZN Amazon.com, Inc.	1.7%	3.4%
META Meta Platforms, Inc.	2.7%	1.7%
GOOG Alphabet Inc.	1.8%	2.4%
TSLA Tesla, Inc.	2.3%	1.8%
LLY Eli Lilly and Company	2.3%	1.3%
PM Philip Morris…	2.8%	0.3%
KLAC KLA Corporation	1.6%	0.5%
UNH UnitedHealth Group…	1.5%	0.6%
TSM Taiwan Semiconductor…	1.9%	0.1%
V Visa Inc.	1.1%	0.8%
INTC Intel Corp.	0.9%	0.8%
AMD Advanced Micro Devices…	0.1%	1.6%
VRTX Vertex Pharmaceuticals…	1.5%	0.2%
JPM JPMorgan Chase & Co.	0.6%	1.1%
WDC Western Digital…	1.3%	0.3%
AMGN Amgen Inc.	1.2%	0.3%
JNJ Johnson & Johnson	0.5%	0.8%
BA The Boeing Company	1.0%	0.2%
BAC Bank of America…	0.8%	0.5%
SBUX Starbucks Corporation	1.1%	0.2%
NFLX Netflix, Inc.	0.7%	0.5%
CAT Caterpillar Inc.	0.4%	0.8%
GE GE Aerospace	0.7%	0.5%
ABBV AbbVie Inc.	0.6%	0.6%
GEV GE Vernova Inc.	0.7%	0.4%
DE Deere & Company	0.9%	0.3%
BRK-B Berkshire Hathaway Inc.	0.2%	0.9%
CVS CVS Health Corp.	0.9%	0.2%
UNP Union Pacific Corporation	0.9%	0.2%
HD The Home Depot, Inc.	0.5%	0.5%
CNQ Canadian Natural…	1.0%	0.0%
AMAT Applied Materials, Inc.	0.2%	0.8%
EOG EOG Resources, Inc.	0.8%	0.1%
XONA.DE Exxon Mobil Corporation	0.2%	0.7%
WELL Welltower Inc.	0.5%	0.4%
IBM International Business…	0.5%	0.4%
ASML ASML Holding N.V.	0.9%	0.0%
C Citigroup Inc.	0.6%	0.3%
NET Cloudflare, Inc.	0.7%	0.1%
SO The Southern Company	0.7%	0.1%
GILD Gilead Sciences, Inc.	0.6%	0.2%
MA Mastercard Incorporated	0.2%	0.6%
TDG TransDigm Group…	0.7%	0.1%
COST Costco Wholesale…	0.2%	0.6%
RCL Royal Caribbean Cruises…	0.7%	0.1%
DHI D.R. Horton, Inc.	0.7%	0.1%
LRCX Lam Research Corporation	0.0%	0.7%
ISRG Intuitive Surgical, Inc.	0.4%	0.4%
WMT Walmart Inc.	0.1%	0.7%
GS The Goldman Sachs Group…	0.2%	0.5%
PG The Procter & Gamble…	0.3%	0.5%
SHOP Shopify Inc.	0.5%	0.2%
TMO Thermo Fisher Scientific…	0.4%	0.3%
KO The Coca-Cola Company	0.2%	0.4%

In modo distintivo Capital World…

AZN AstraZeneca PLC	0.7%
TTE TotalEnergies SE	0.5%
BN Brookfield Corporation	0.4%
QSR Restaurant Brands…	0.4%
PFGC Performance Food…	0.3%
RGLD Royal Gold, Inc.	0.2%
CVE Cenovus Energy Inc.	0.2%
TCOM Trip.com Group Limited	0.2%
VNOM Viper Energy, Inc.	0.1%
W Wayfair Inc.	0.1%
ATI ATI Inc.	0.1%
DBD Diebold Nixdorf…	0.1%
FNV Franco-Nevada…	0.1%
TOL Toll Brothers, Inc.	0.1%
TXRH Texas Roadhouse, Inc.	0.1%

In modo distintivo Sumitomo Mitsui Trust…

GLDM SPDR Gold MiniShares…	0.9%
IAUM iShares Gold Trust…	0.6%
CSCO Cisco Systems, Inc.	0.6%
PLTR Palantir Technologies…	0.5%
MRK Merck & Co., Inc.	0.5%
PANW Palo Alto Networks…	0.4%
ADI Analog Devices, Inc.	0.4%
HOOD Robinhood Markets…	0.4%
TXN Texas Instruments…	0.4%
MRVL Marvell Technology…	0.3%
QCOM QUALCOMM Incorporated	0.3%
ETN Eaton Corporation plc	0.3%
EQIX Equinix, Inc.	0.3%
CRWD CrowdStrike Holdings…	0.3%
TER Teradyne, Inc.	0.3%

Provenienza: Sovrapposizione calcolata in tempo reale dalle posizioni in azioni ordinarie analizzate di entrambi i manager per Q2 2026. Solo posizioni lunghe dichiarate — hedging e asset non soggetti a 13F non sono visibili. Metodologia

Confronta gestori

Capital World Investors ⇄ Sumitomo Mitsui Trust Group, Inc.

Posizioni condivise · Q2 2026

In modo distintivo Capital World…

In modo distintivo Sumitomo Mitsui Trust…