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 | |
|---|---|---|---|---|---|---|
|
AIV
876
Aimco
AIV
$383M
| $893K | ﹤0.01% |
150,328
-2,436
| -2% | -$14.6K |
|
|
PR
877
Permian Resources
PR
$16.9B
| $892K | ﹤0.01% |
63,594
+16,339
| +35% | +$219K |
|
878
MP Materials
MP
$9.1B
| $881K | ﹤0.01% |
17,432
+140
| +0.8% | +$8.88K |
|
879
Globe Life
GL
$14.3B
| $864K | ﹤0.01% |
6,178
+2,242
| +57% | +$304K |
|
880
Seaboard Corp
SEB
$4.06B
| $858K | ﹤0.01% |
+193
| New | +$763K |
|
881
VanEck Preferred Securities ex Financials ETF
PFXF
$2.45B
| $851K | ﹤0.01% |
48,196
-93,085
| -66% | -$1.65M |
|
882
Zillow
ZG
$7.63B
| $834K | ﹤0.01% |
12,219
| – | – |
|
883
AGCO
AGCO
$7.2B
| $826K | ﹤0.01% |
7,918
+2,125
| +37% | +$226K |
|
884
nVent Electric
NVT
$26.7B
| $816K | ﹤0.01% |
8,000
+700
| +10% | +$72.7K |
|
885
Indivior Pharmaceuticals
INDV
$4.58B
| $807K | ﹤0.01% |
22,480
-7,700
| -26% | -$235K |
|
886
iShares MSCI Mexico ETF
EWW
$1.92B
| $800K | ﹤0.01% |
11,535
+2,950
| +34% | +$199K |
|
|
INR
887
Infinity Natural Resources
INR
$243M
| $783K | ﹤0.01% |
53,141
+10,576
| +25% | +$139K |
|
888
Enterprise Products Partners
EPD
$81.7B
| $769K | ﹤0.01% |
24,000
-9,000
| -27% | -$285K |
|
|
WSR
889
DELISTED
Whitestone REIT
WSR
| $747K | ﹤0.01% |
53,753
-607
| -1% | -$7.83K |
|
890
Lyft
LYFT
$6.63B
| $740K | ﹤0.01% |
38,202
+23,300
| +156% | +$484K |
|
891
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
| $725K | ﹤0.01% |
7,000
| – | – |
|
892
TKO Group
TKO
$13.6B
| $717K | ﹤0.01% |
3,430
-56
| -2% | -$10.9K |
|
893
Sprott Physical Silver Trust
PSLV
$13.2B
| $710K | ﹤0.01% |
30,000
-9,000
| -23% | -$165K |
|
|
BCPC
894
Balchem Corp
BCPC
$5.72B
| $709K | ﹤0.01% |
4,626
-6,043
| -57% | -$922K |
|
|
NXRT
895
NexPoint Residential Trust
NXRT
$652M
| $708K | ﹤0.01% |
23,517
-235
| -1% | -$7.2K |
|
896
BioMarin Pharmaceuticals
BMRN
$12.4B
| $695K | ﹤0.01% |
11,700
-440,280
| -97% | -$24M |
|
897
Huntington Ingalls Industries
HII
$12.8B
| $695K | ﹤0.01% |
2,044
+148
| +8% | +$45.9K |
|
898
Akamai
AKAM
$15.9B
| $691K | ﹤0.01% |
7,924
-353,065
| -98% | -$29M |
|
899
Elastic
ESTC
$7.81B
| $689K | ﹤0.01% |
9,130
+4,100
| +82% | +$335K |
|
900
Rambus
RMBS
$11B
| $685K | ﹤0.01% |
7,460
+506
| +7% | +$49.8K |
|
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.