Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SpaceX
SPCX
|
+$386M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
+$131M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$130M |
| 4 |
Eli Lilly
LLY
|
+$123M |
| 5 |
Intuitive Surgical
ISRG
|
+$106M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$432M |
| 2 |
Teradyne
TER
|
+$221M |
| 3 |
Honeywell
HON
|
+$192M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$160M |
| 5 |
Advanced Micro Devices
AMD
|
+$156M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 36.78% |
| 2 | Financials | 11.04% |
| 3 | Healthcare | 9.46% |
| 4 | Communication Services | 9.26% |
| 5 | Consumer Discretionary | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.26T
| $11.7B | 6.69% |
58,522,212
-2,100,818
| -3% | -$432M |
2013 Q2
52 quarters
|
|
2
Apple
AAPL
$5.04T
| $9.6B | 5.5% |
33,282,687
+72,884
| +0.2% | +$20.8M |
2013 Q2
52 quarters
|
|
3
Microsoft
MSFT
$3.96T
| $6.52B | 3.73% |
17,488,121
-199,394
| -1% | -$80.7M |
2013 Q2
52 quarters
|
|
4
Amazon
AMZN
$2.8T
| $5.95B | 3.4% |
24,962,064
+341,714
| +1% | +$85.8M |
2013 Q2
52 quarters
|
|
|
5
Alphabet (Google) Class A
GOOGL
$4.22T
| $4.85B | 2.77% |
13,583,734
+361,612
| +3% | +$130M |
2015 Q4
42 quarters
|
|
6
Broadcom
AVGO
$1.61T
| $4.23B | 2.42% |
11,191,795
+75,463
| +0.7% | +$30.3M |
2018 Q2
32 quarters
|
|
|
7
Alphabet (Google) Class C
GOOG
$4.18T
| $4.11B | 2.35% |
11,641,017
-448,728
| -4% | -$160M |
2015 Q4
42 quarters
|
|
8
Micron Technology
MU
$1.04T
| $3.38B | 1.93% |
2,924,413
-159,853
| -5% | -$120M |
2013 Q2
52 quarters
|
|
9
Tesla
TSLA
$1.44T
| $3.13B | 1.79% |
7,437,974
-23,352
| -0.3% | -$9.29M |
2013 Q3
51 quarters
|
|
10
Meta Platforms (Facebook)
META
$1.78T
| $2.9B | 1.66% |
5,153,161
+76,730
| +2% | +$46.9M |
2013 Q2
52 quarters
|
|
|
11
Advanced Micro Devices
AMD
$892B
| $2.84B | 1.62% |
4,888,302
-380,091
| -7% | -$156M |
2017 Q1
37 quarters
|
|
|
12
Eli Lilly
LLY
$1.12T
| $2.27B | 1.3% |
1,895,765
+120,058
| +7% | +$123M |
2013 Q2
52 quarters
|
|
13
JPMorgan Chase
JPM
$898B
| $1.93B | 1.1% |
5,907,580
-202,969
| -3% | -$63M |
2013 Q2
52 quarters
|
|
14
Berkshire Hathaway Class B
BRK.B
$1.14T
| $1.64B | 0.94% |
3,276,032
+22,845
| +0.7% | +$11M |
2013 Q2
52 quarters
|
|
|
15
SPDR Gold MiniShares Trust
GLDM
$30.9B
| $1.59B | 0.91% |
20,057,308
+1,462,902
| +8% | +$131M |
2022 Q2
16 quarters
|
|
16
Intel
INTC
$498B
| $1.48B | 0.85% |
10,600,700
-542,006
| -5% | -$54.8M |
2013 Q2
52 quarters
|
|
17
Johnson & Johnson
JNJ
$610B
| $1.44B | 0.82% |
5,660,854
+194
| +0% | +$45.2K |
2013 Q2
52 quarters
|
|
18
Visa
V
$756B
| $1.4B | 0.8% |
4,080,445
-3,112
| -0.1% | -$999K |
2013 Q2
52 quarters
|
|
19
Caterpillar
CAT
$334B
| $1.39B | 0.8% |
1,307,930
-5,960
| -0.5% | -$5.24M |
2013 Q2
52 quarters
|
|
20
Applied Materials
AMAT
$337B
| $1.36B | 0.78% |
1,884,226
+17,713
| +0.9% | +$8.17M |
2013 Q2
52 quarters
|
|
21
Lam Research
LRCX
$347B
| $1.3B | 0.74% |
3,000,953
-98,360
| -3% | -$29.9M |
2013 Q2
52 quarters
|
|
22
ExxonMobil
XOM
$732B
| $1.24B | 0.71% |
9,079,522
-272,618
| -3% | -$40.8M |
2013 Q2
52 quarters
|
|
23
Walmart Inc
WMT
$942B
| $1.19B | 0.68% |
10,477,039
-549,645
| -5% | -$68.2M |
2013 Q2
52 quarters
|
|
24
iShares Gold Trust Micro
IAUM
$6.56B
| $1.13B | 0.65% |
28,234,927
+1,400,000
| +5% | +$63M |
2022 Q4
14 quarters
|
|
25
Cisco
CSCO
$423B
| $1.13B | 0.64% |
9,600,711
-686,868
| -7% | -$71.8M |
2013 Q2
52 quarters
|
|
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Sumitomo Mitsui Trust Group's Q2 2026 Portfolio in Review
As of Q2 2026, Sumitomo Mitsui Trust Group held 1,129 positions worth $175B, up 13% from $154B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Sumitomo Mitsui Trust Group's Q2 2026 filing shows 82 new, 351 increased, 584 reduced and 49 closed positions. Its largest new stake was SpaceX: 2,273,875 shares worth $389M. The largest sale was NVIDIA, an estimated $432M.
By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.
- Sumitomo Mitsui Trust Group's largest Q2 2026 buy was SpaceX: 2,273,875 shares worth $389M.
- Sumitomo Mitsui Trust Group added most to SPDR Gold MiniShares Trust in Q2 2026, an estimated $131M increase.
- Sumitomo Mitsui Trust Group's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $432M.
- Sumitomo Mitsui Trust Group fully exited Coterra Energy in Q2 2026, selling an estimated $57.3M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 32% of its $175B portfolio in Q2 2026.
- Sumitomo Mitsui Trust Group opened 82 new positions and closed 49 in Q2 2026.
- Sumitomo Mitsui Trust Group's portfolio value rose 13% quarter-over-quarter to $175B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.