Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
PFA Pension, Forsikringsaktieselskab ⇄ Sumitomo Mitsui Trust Group, Inc.
60Shared positions
36.2%Name overlap (Jaccard)
15+Only PFA Pension…
15+Only Sumitomo…
Shared holdings · Q2 2026
Distinctively PFA Pension…
| ACM Aecom | 0.1% |
| AFG American Financial… | 0.0% |
| GSK GSK plc | 0.0% |
| EWBC East West Bancorp… | 0.0% |
| TFX Teleflex Incorporated | 0.0% |
| DBX Dropbox, Inc. | 0.0% |
| ENS EnerSys | 0.0% |
| STRL Sterling… | 0.0% |
| AGX Argan, Inc. | 0.0% |
| MEDP Medpace Holdings, Inc. | 0.0% |
| FTDR Frontdoor, Inc. | 0.0% |
| KTB Kontoor Brands, Inc. | 0.0% |
| BYD Boyd Gaming… | 0.0% |
| ANF Abercrombie & Fitch… | 0.0% |
| R Ryder System, Inc. | 0.0% |
Distinctively Sumitomo Mitsui Trust…
| GLDM SPDR Gold MiniShares… | 0.9% |
| CAT Caterpillar Inc. | 0.8% |
| XONA.DE Exxon Mobil… | 0.7% |
| IAUM iShares Gold Trust… | 0.6% |
| CVX Chevron Corporation | 0.4% |
| PM Philip Morris… | 0.3% |
| RTX RTX Corporation | 0.3% |
| SHOP Shopify Inc. | 0.2% |
| SPCX Space Exploration… | 0.2% |
| COP ConocoPhillips | 0.2% |
| PSA Public Storage | 0.1% |
| LMT Lockheed Martin… | 0.1% |
| NU Nu Holdings Ltd. | 0.1% |
| RBLX Roblox Corporation | 0.1% |
| MO Altria Group, Inc. | 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