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
Q3 		$228M Sell
18,008,147
-953,218
-5% -$13.5M 0.13% 139
2026
Q2 		$253M Sell
18,961,365
-18,164
-0.1% -$245K 0.14% 122
2026
Q1 		$273M Buy
18,979,529
+6,159,298
+48% +$100M 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group's NU Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Nu Holdings (NU) stake by 5% in Q3 2026, selling an estimated $13.5M and leaving 18,008,147 shares worth $228M. The position accounts for 0.13% of the portfolio, ranked #139.

Sumitomo Mitsui Trust Group first reported a position in NU in Q2 2022 and has held it in 18 quarters since. The position peaked at $273M in Q1 2026. 315 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 18,008,147 shares of Nu Holdings worth $228M as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 953,218 Nu Holdings shares in Q3 2026, an estimated $13.5M.
  • Nu Holdings made up 0.13% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #139 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Nu Holdings in Q2 2022 and has held it in 18 quarters since.
  • Sumitomo Mitsui Trust Group's Nu Holdings position peaked at $273M in Q1 2026.
  • 315 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.