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 |
iShares Gold Trust Micro
IAUM
|
+$157M |
| 2 |
CRCL
Circle Internet Group
CRCL
|
+$132M |
| 3 |
CRWV
CoreWeave
CRWV
|
+$98.8M |
| 4 |
Tencent Music
TME
|
+$88.6M |
| 5 |
Insmed
INSM
|
+$79.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$364M |
| 2 |
Meta Platforms (Facebook)
META
|
+$358M |
| 3 |
Apple
AAPL
|
+$356M |
| 4 |
Tesla
TSLA
|
+$258M |
| 5 |
Microsoft
MSFT
|
+$249M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.85% |
| 2 | Financials | 12.63% |
| 3 | Communication Services | 10.46% |
| 4 | Consumer Discretionary | 10.23% |
| 5 | Healthcare | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FIG
701
Figma
FIG
$12.4B
| $7.68M | ﹤0.01% |
205,629
-7,888
| -4% | -$356K |
|
702
STAG Industrial
STAG
$7.19B
| $7.58M | ﹤0.01% |
206,174
+412
| +0.2% | +$15.6K |
|
703
Ionis Pharmaceuticals
IONS
$9.4B
| $7.42M | ﹤0.01% |
93,751
-21,021
| -18% | -$1.58M |
|
704
Kilroy Realty
KRC
$4.42B
| $7.13M | ﹤0.01% |
190,898
-2,052
| -1% | -$83.9K |
|
705
StoneCo
STNE
$2.58B
| $7.11M | ﹤0.01% |
+480,884
| New | +$8.04M |
|
706
Franklin Resources
BEN
$17.2B
| $7.1M | ﹤0.01% |
297,199
+4,862
| +2% | +$112K |
|
707
Macerich
MAC
$6.92B
| $7.02M | ﹤0.01% |
380,445
-7,774
| -2% | -$137K |
|
708
Tanger
SKT
$4.52B
| $6.88M | ﹤0.01% |
206,090
-4,486
| -2% | -$150K |
|
709
Terreno Realty
TRNO
$7.49B
| $6.71M | ﹤0.01% |
114,217
+253
| +0.2% | +$15.2K |
|
710
Carlyle Secured Lending
CGBD
$758M
| $6.49M | ﹤0.01% |
519,735
+101,242
| +24% | +$1.26M |
|
711
Goldman Sachs BDC
GSBD
$1.1B
| $6.47M | ﹤0.01% |
696,783
-15,182
| -2% | -$149K |
|
712
Healthcare Realty
HR
$6.84B
| $6.47M | ﹤0.01% |
381,440
-6,524
| -2% | -$116K |
|
713
Essential Properties Realty Trust
EPRT
$6.62B
| $6.38M | ﹤0.01% |
215,189
-3,028
| -1% | -$92.3K |
|
714
New Mountain Finance
NMFC
$732M
| $6.36M | ﹤0.01% |
690,497
+84,233
| +14% | +$795K |
|
715
Capital Southwest
CSWC
$1.6B
| $6.31M | ﹤0.01% |
284,778
+64,706
| +29% | +$1.37M |
|
716
MidCap Financial Investment
MFIC
$804M
| $6.29M | ﹤0.01% |
549,575
+46,224
| +9% | +$548K |
|
717
Qiagen
QGEN
$8.72B
| $6.24M | ﹤0.01% |
138,832
-24,233
| -15% | -$1.12M |
|
718
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
| $6.1M | ﹤0.01% |
117,274
+4,174
| +4% | +$216K |
|
|
WRD
719
WeRide Inc
WRD
$2.07B
| $6.08M | ﹤0.01% |
+700,340
| New | +$6.52M |
|
720
SLR Investment Corp
SLRC
$715M
| $5.83M | ﹤0.01% |
377,269
+47,231
| +14% | +$720K |
|
721
Vornado Realty Trust
VNO
$7.38B
| $5.82M | ﹤0.01% |
174,740
-3,086
| -2% | -$113K |
|
722
Nutrien
NTR
$30.7B
| $5.74M | ﹤0.01% |
92,926
-3,939
| -4% | -$232K |
|
723
Standard BioTools
LAB
$314M
| $5.55M | ﹤0.01% |
4,335,887
-1,055,942
| -20% | -$1.42M |
|
724
BHP
BHP
$230B
| $5.5M | ﹤0.01% |
91,178
-3,806
| -4% | -$216K |
|
725
Stanley Black & Decker
SWK
$15.7B
| $5.38M | ﹤0.01% |
72,464
-1,033
| -1% | -$72.7K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q4 2025 Portfolio in Review
As of Q4 2025, Sumitomo Mitsui Trust Group held 1,095 positions worth $170B, down 2% from $174B the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Sumitomo Mitsui Trust Group withdrew a net $6.21B in Q4 2025, closing 46 positions and reducing 710 holdings. Its most notable exit was Kellanova, an estimated $63.3M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 34% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Sumitomo Mitsui Trust Group opened a new position in Insmed worth $75.8M.
- Sumitomo Mitsui Trust Group's largest Q4 2025 buy was Insmed: 435,442 shares worth $75.8M.
- Sumitomo Mitsui Trust Group added most to iShares Gold Trust Micro in Q4 2025, an estimated $157M increase.
- Sumitomo Mitsui Trust Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $364M.
- Sumitomo Mitsui Trust Group fully exited Kellanova in Q4 2025, selling an estimated $63.3M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 34% of its $170B portfolio in Q4 2025.
- Sumitomo Mitsui Trust Group opened 45 new positions and closed 46 in Q4 2025.
- Sumitomo Mitsui Trust Group's portfolio value fell 2% quarter-over-quarter to $170B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2025, filed 23 Jan 2026.