Sumitomo Mitsui Trust Group
NU icon

Sumitomo Mitsui Trust Group’s Nu Holdings NU Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$273M Buy
18,979,529
+6,159,298
+48% +$99.8M 0.18% 110
2025
Q4 		$215M Sell
12,820,231
-874,928
-6% -$14.1M 0.13% 147
2025
Q3 		$219M Buy
13,695,159
+1,703,787
+14% +$23.8M 0.13% 155
2025
Q2 		$165M Sell
11,991,372
-366,739
-3% -$4.39M 0.1% 190
2025
Q1 		$127M Sell
12,358,111
-467,898
-4% -$5.53M 0.09% 221
2024
Q4 		$133M Sell
12,826,009
-1,013,201
-7% -$13.5M 0.09% 211
2024
Q3 		$189M Buy
13,839,210
+6,313,657
+84% +$84.9M 0.13% 157
2024
Q2 		$97M Sell
7,525,553
-2,633,924
-26% -$30.7M 0.07% 263
2024
Q1 		$121M Buy
10,159,477
+1,853,273
+22% +$18.9M 0.08% 245
2023
Q4 		$69.2M Sell
8,306,204
-1,916,987
-19% -$15.5M 0.05% 385
2023
Q3 		$74.1M Buy
10,223,191
+24,113
+0.2% +$180K 0.06% 344
2023
Q2 		$80.5M Sell
10,199,078
-3,406,007
-25% -$20.9M 0.06% 335
2023
Q1 		$64.8M Sell
13,605,085
-168,681
-1% -$752K 0.05% 410
2022
Q4 		$56.1M Sell
13,773,766
-142,902
-1% -$621K 0.04% 463
2022
Q3 		$61.2M Buy
13,916,668
+58,314
+0.4% +$268K 0.05% 418
2022
Q2 		$51.8M Buy
+13,858,354
New +$70.3M 0.04% 495

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group's NU Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Nu Holdings (NU) stake by 48% in Q1 2026, buying an estimated $99.8M and bringing the position to 18,979,529 shares worth $273M. The position accounts for 0.18% of the portfolio, ranked #110.

Sumitomo Mitsui Trust Group first reported a position in NU in Q2 2022 and has held it in 16 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 18,979,529 shares of Nu Holdings worth $273M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 6,159,298 Nu Holdings shares in Q1 2026, an estimated $99.8M.
  • Nu Holdings made up 0.18% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #110 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.