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Nordea Investment Management Ab ⇄ Sumitomo Mitsui Trust Group, Inc.

60Vị thế chung

46.6%Mức độ trùng lặp tên (Jaccard)

15+Chỉ Nordea…

15+Chỉ Sumitomo…

Danh mục nắm giữ chung · Q2 2026

Chứng khoán	Nordea Investment… tỷ trọng	Sumitomo Mitsui… tỷ trọng
NVDA NVIDIA Corporation	6.4%	6.7%
AAPL Apple Inc.	5.4%	5.5%
MSFT Microsoft Corporation	4.0%	3.7%
AMZN Amazon.com, Inc.	2.9%	3.4%
GOOGL Alphabet Inc.	2.6%	2.8%
AVGO Broadcom Inc.	2.9%	2.4%
GOOG Alphabet Inc.	2.5%	2.4%
MU Micron Technology, Inc.	1.8%	1.9%
AMD Advanced Micro Devices…	1.5%	1.6%
META Meta Platforms, Inc.	1.1%	1.7%
LLY Eli Lilly and Company	1.5%	1.3%
LRCX Lam Research Corporation	1.7%	0.7%
TSLA Tesla, Inc.	0.4%	1.8%
JPM JPMorgan Chase & Co.	1.0%	1.1%
CSCO Cisco Systems, Inc.	1.4%	0.6%
AMAT Applied Materials, Inc.	1.2%	0.8%
JNJ Johnson & Johnson	1.0%	0.8%
ABBV AbbVie Inc.	1.0%	0.6%
V Visa Inc.	0.7%	0.8%
MA Mastercard Incorporated	0.9%	0.6%
INTC Intel Corp.	0.5%	0.8%
C Citigroup Inc.	0.9%	0.3%
GEV GE Vernova Inc.	0.8%	0.4%
TJX The TJX Companies, Inc.	0.9%	0.2%
NFLX Netflix, Inc.	0.6%	0.5%
BRK-B Berkshire Hathaway Inc.	0.1%	0.9%
CAT Caterpillar Inc.	0.2%	0.8%
AXP American Express Company	0.7%	0.3%
MRVL Marvell Technology, Inc.	0.6%	0.3%
FTNT Fortinet, Inc.	0.8%	0.1%
AMGN Amgen Inc.	0.7%	0.3%
TT Trane Technologies plc	0.8%	0.1%
WMT Walmart Inc.	0.3%	0.7%
DELL Dell Technologies Inc.	0.8%	0.2%
XONA.DE Exxon Mobil Corporation	0.2%	0.7%
LIN Linde plc	0.5%	0.4%
CRWD CrowdStrike Holdings, Inc.	0.5%	0.3%
EQIX Equinix, Inc.	0.5%	0.3%
MRK Merck & Co., Inc.	0.4%	0.5%
PANW Palo Alto Networks, Inc.	0.4%	0.4%
KLAC KLA Corporation	0.3%	0.5%
WELL Welltower Inc.	0.4%	0.4%
GE GE Aerospace	0.3%	0.5%
ROK Rockwell Automation, Inc.	0.5%	0.3%
EMR Emerson Electric Co.	0.6%	0.2%
GILD Gilead Sciences, Inc.	0.5%	0.2%
WAB Westinghouse Air Brake…	0.7%	0.1%
KO The Coca-Cola Company	0.3%	0.4%
MCK McKesson Corporation	0.6%	0.1%
WFC Wells Fargo & Company	0.4%	0.3%
ANET Arista Networks, Inc.	0.5%	0.2%
GS The Goldman Sachs Group…	0.2%	0.5%
NEE NextEra Energy, Inc.	0.4%	0.2%
PG The Procter & Gamble…	0.2%	0.5%
WM Waste Management, Inc.	0.5%	0.1%
UNH UnitedHealth Group…	0.0%	0.6%
BAC Bank of America…	0.1%	0.5%
COST Costco Wholesale…	0.0%	0.6%
PEP PepsiCo, Inc.	0.3%	0.3%
VZ Verizon Communications…	0.4%	0.2%

Đặc biệt 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%

Đặc biệt 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%

Nguồn gốc: Độ trùng lặp được tính trực tiếp từ các vị thế cổ phiếu thường đã phân tích của cả hai nhà quản lý cho Q2 2026. Chỉ bao gồm các vị thế mua dài hạn được báo cáo — các khoản phòng hộ và tài sản không thuộc 13F không hiển thị. Phương pháp luận

So sánh Quản lý quỹ

Nordea Investment Management Ab ⇄ Sumitomo Mitsui Trust Group, Inc.

Danh mục nắm giữ chung · Q2 2026

Đặc biệt Nordea Investment…

Đặc biệt Sumitomo Mitsui Trust…