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Storebrand Asset Management As ⇄ Sumitomo Mitsui Trust Group, Inc.

60Общие позиции

47.5%Пересечение по названиям (Жаккар)

15+Только Storebrand…

15+Только Sumitomo…

Совместные позиции · Q2 2026

Ценная бумага	Storebrand Asset… вес	Sumitomo Mitsui… вес
NVDA NVIDIA Corporation	6.8%	6.7%
AAPL Apple Inc.	5.9%	5.5%
MSFT Microsoft Corporation	3.7%	3.7%
AMZN Amazon.com, Inc.	3.4%	3.4%
GOOGL Alphabet Inc.	3.0%	2.8%
GOOG Alphabet Inc.	2.6%	2.4%
AVGO Broadcom Inc.	2.3%	2.4%
MU Micron Technology, Inc.	1.7%	1.9%
TSLA Tesla, Inc.	1.6%	1.8%
META Meta Platforms, Inc.	1.6%	1.7%
AMD Advanced Micro Devices…	1.2%	1.6%
LLY Eli Lilly and Company	1.4%	1.3%
JPM JPMorgan Chase & Co.	1.4%	1.1%
V Visa Inc.	1.5%	0.8%
AMAT Applied Materials, Inc.	0.9%	0.8%
LRCX Lam Research Corporation	0.9%	0.7%
INTC Intel Corp.	0.8%	0.8%
MA Mastercard Incorporated	1.0%	0.6%
CSCO Cisco Systems, Inc.	0.9%	0.6%
BRK-B Berkshire Hathaway Inc.	0.3%	0.9%
KLAC KLA Corporation	0.7%	0.5%
ABBV AbbVie Inc.	0.7%	0.6%
PANW Palo Alto Networks, Inc.	0.7%	0.4%
BAC Bank of America…	0.7%	0.5%
GS The Goldman Sachs Group…	0.6%	0.5%
PG The Procter & Gamble…	0.6%	0.5%
UNH UnitedHealth Group…	0.5%	0.6%
KO The Coca-Cola Company	0.6%	0.4%
JNJ Johnson & Johnson	0.2%	0.8%
MRK Merck & Co., Inc.	0.5%	0.5%
HD The Home Depot, Inc.	0.5%	0.5%
NFLX Netflix, Inc.	0.4%	0.5%
LIN Linde plc	0.5%	0.4%
WM Waste Management, Inc.	0.8%	0.1%
C Citigroup Inc.	0.6%	0.3%
WELL Welltower Inc.	0.4%	0.4%
PWR Quanta Services, Inc.	0.7%	0.1%
ABT Abbott Laboratories	0.6%	0.2%
CRWD CrowdStrike Holdings, Inc.	0.5%	0.3%
COST Costco Wholesale…	0.2%	0.6%
WDC Western Digital…	0.5%	0.3%
TXN Texas Instruments…	0.4%	0.4%
MS Morgan Stanley	0.4%	0.3%
STX Seagate Technology…	0.4%	0.3%
GLW Corning Inc	0.4%	0.2%
VZ Verizon Communications…	0.4%	0.2%
WFC Wells Fargo & Company	0.3%	0.3%
ORCL Oracle Corporation	0.3%	0.3%
MRVL Marvell Technology, Inc.	0.3%	0.3%
PEP PepsiCo, Inc.	0.4%	0.3%
APH Amphenol Corporation	0.2%	0.4%
DE Deere & Company	0.4%	0.3%
DELL Dell Technologies Inc.	0.4%	0.2%
AMGN Amgen Inc.	0.3%	0.3%
ISRG Intuitive Surgical, Inc.	0.2%	0.4%
MCD McDonald's Corporation	0.3%	0.3%
QCOM QUALCOMM Incorporated	0.3%	0.3%
AXP American Express Company	0.3%	0.3%
TMO Thermo Fisher Scientific…	0.3%	0.3%
PLD Prologis, Inc.	0.3%	0.3%

Отличительным образом Storebrand Asset…

VMI Valmont Industries…	0.1%
ARW Arrow Electronics…	0.1%
WTS Watts Water…	0.1%
HASI HA Sustainable…	0.1%
AVT Avnet, Inc.	0.1%
ORA Ormat Technologies…	0.1%
WMS Advanced Drainage…	0.1%
NOMD Nomad Foods Limited	0.1%
SON Sonoco Products…	0.1%
JKS JinkoSolar Holding…	0.1%
SOLS Solstice Advanced…	0.1%
BFH Bread Financial…	0.1%
UNM Unum Group	0.1%
AMKR Amkor Technology, Inc.	0.0%
SBSW Sibanye Stillwater…	0.0%

Отличительным образом Sumitomo Mitsui Trust…

GLDM SPDR Gold MiniShares…	0.9%
CAT Caterpillar Inc.	0.8%
XONA.DE Exxon Mobil…	0.7%
WMT Walmart Inc.	0.7%
IAUM iShares Gold Trust…	0.6%
GE GE Aerospace	0.5%
PLTR Palantir Technologies…	0.5%
GEV GE Vernova Inc.	0.4%
CVX Chevron Corporation	0.4%
IBM International…	0.4%
ETN Eaton Corporation plc	0.3%
PM Philip Morris…	0.3%
RTX RTX Corporation	0.3%
SHOP Shopify Inc.	0.2%
BA The Boeing Company	0.2%

Происхождение: Пересечение рассчитывается в реальном времени на основе разобранных позиций в обыкновенных акциях обоих управляющих за Q2 2026. Только отчётные длинные позиции — хеджи и активы, не включаемые в 13F, не видны. Методология

Сравнение управляющих

Storebrand Asset Management As ⇄ Sumitomo Mitsui Trust Group, Inc.

Совместные позиции · Q2 2026

Отличительным образом Storebrand Asset…

Отличительным образом Sumitomo Mitsui Trust…