Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Nordea Investment Management Ab ⇄ Sumitomo Mitsui Trust Group, Inc.
60Shared positions
46.6%Name overlap (Jaccard)
15+Only Nordea…
15+Only Sumitomo…
Shared holdings · Q2 2026
Distinctively Nordea Investment…
| GFL GFL Environmental Inc. | 0.3% |
| RRX Regal Rexnord… | 0.2% |
| SFM Sprouts Farmers… | 0.2% |
| LKQ LKQ Corporation | 0.2% |
| OC Owens Corning | 0.2% |
| DY Dycom Industries, Inc. | 0.2% |
| NTNX Nutanix, Inc. | 0.1% |
| SCI Service Corporation… | 0.1% |
| CNM Core & Main, Inc. | 0.1% |
| SON Sonoco Products… | 0.1% |
| DOX Amdocs Limited | 0.1% |
| PRIM Primoris Services… | 0.1% |
| UNM Unum Group | 0.1% |
| LFUS Littelfuse, Inc. | 0.1% |
| ABM ABM Industries Inc. | 0.1% |
Distinctively Sumitomo Mitsui Trust…
| GLDM SPDR Gold MiniShares… | 0.9% |
| IAUM iShares Gold Trust… | 0.6% |
| ETN Eaton Corporation plc | 0.3% |
| PM Philip Morris… | 0.3% |
| BA The Boeing Company | 0.2% |
| COP ConocoPhillips | 0.2% |
| LMT Lockheed Martin… | 0.1% |
| TDG TransDigm Group… | 0.1% |
| TEM Tempus AI, Inc. | 0.1% |
| IAU iShares Gold Trust | 0.1% |
| QQQM Invesco NASDAQ 100 ETF | 0.1% |
| HON Honeywell… | 0.1% |
| IVV iShares Core S&P 500… | 0.1% |
| GD General Dynamics… | 0.1% |
| LHX L3Harris… | 0.1% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology