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
|
+$305M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
+$266M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$213M |
| 4 |
BMNR
BitMine Immersion Technologies
BMNR
|
+$192M |
| 5 |
CRCL
Circle Internet Group
CRCL
|
+$152M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Gold Trust
IAU
|
+$441M |
| 2 |
Robinhood
HOOD
|
+$262M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$213M |
| 4 |
Roblox
RBLX
|
+$204M |
| 5 |
ANSS
Ansys
ANSS
|
+$183M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.2% |
| 2 | Financials | 12.77% |
| 3 | Consumer Discretionary | 10.43% |
| 4 | Communication Services | 10.3% |
| 5 | Healthcare | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Public Service Enterprise Group
PEG
$38.7B
| $97.6M | 0.06% |
1,169,545
+20,359
| +2% | +$1.71M |
|
302
Warner Bros
WBD
$64.3B
| $97.5M | 0.06% |
4,990,533
+93,054
| +2% | +$1.27M |
|
303
Western Digital
WDC
$159B
| $97M | 0.06% |
807,641
+7,514
| +0.9% | +$614K |
|
304
Alexandria Real Estate Equities
ARE
$9.37B
| $96.9M | 0.06% |
1,162,474
-21,337
| -2% | -$1.71M |
|
305
Encompass Health
EHC
$11.3B
| $96.8M | 0.06% |
762,312
+18,726
| +3% | +$2.23M |
|
306
WEC Energy
WEC
$36.3B
| $96.1M | 0.06% |
838,782
+3,839
| +0.5% | +$416K |
|
307
Entergy
ETR
$50.3B
| $95.6M | 0.06% |
1,025,863
+51,608
| +5% | +$4.54M |
|
308
Iron Mountain
IRM
$35.9B
| $95.3M | 0.05% |
934,752
+10,338
| +1% | +$996K |
|
309
Extra Space Storage
EXR
$32.3B
| $95M | 0.05% |
674,350
-131,255
| -16% | -$18.9M |
|
310
Vulcan Materials
VMC
$36.8B
| $94.4M | 0.05% |
306,829
+4,116
| +1% | +$1.17M |
|
311
Cognizant
CTSH
$25.2B
| $94.1M | 0.05% |
1,403,696
-13,736
| -1% | -$993K |
|
312
Gaming and Leisure Properties
GLPI
$13B
| $93.2M | 0.05% |
1,998,574
+124,745
| +7% | +$5.88M |
|
313
Reddit
RDDT
$34.3B
| $93.1M | 0.05% |
404,913
+52,185
| +15% | +$10.7M |
|
314
CoStar Group
CSGP
$12.2B
| $92.5M | 0.05% |
1,096,701
+75,401
| +7% | +$6.66M |
|
315
Prudential Financial
PRU
$42.6B
| $92.5M | 0.05% |
891,244
+2,451
| +0.3% | +$258K |
|
316
GE HealthCare
GEHC
$32.5B
| $91.8M | 0.05% |
1,222,704
+20,307
| +2% | +$1.51M |
|
|
BLSH
317
Bullish
BLSH
$3.31B
| $91.8M | 0.05% |
+1,442,893
| New | +$88.5M |
|
318
Xylem
XYL
$28.5B
| $91.7M | 0.05% |
622,008
+12,284
| +2% | +$1.7M |
|
319
M&T Bank
MTB
$36.3B
| $91.5M | 0.05% |
463,133
-536
| -0.1% | -$105K |
|
320
Schrodinger
SDGR
$1.13B
| $91.4M | 0.05% |
4,554,569
+904,619
| +25% | +$18.2M |
|
321
Archer Daniels Midland
ADM
$38.7B
| $90.9M | 0.05% |
1,521,844
-19,377
| -1% | -$1.13M |
|
322
Arch Capital
ACGL
$35.7B
| $90.7M | 0.05% |
999,965
-47,056
| -4% | -$4.22M |
|
323
Keurig Dr Pepper
KDP
$42.8B
| $90.4M | 0.05% |
3,543,987
-7,790
| -0.2% | -$244K |
|
324
Flutter Entertainment
FLUT
$18.7B
| $90.1M | 0.05% |
354,642
+3,815
| +1% | +$1.12M |
|
325
Curtiss-Wright
CW
$25.1B
| $89.9M | 0.05% |
165,565
-35,643
| -18% | -$17.6M |
|
Similar funds
Sumitomo Mitsui Trust Group's Q3 2025 Portfolio in Review
As of Q3 2025, Sumitomo Mitsui Trust Group held 1,089 positions worth $174B, up 8.3% from $160B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Sumitomo Mitsui Trust Group's Q3 2025 filing shows 55 new, 572 increased, 386 reduced and 39 closed positions. Its largest new stake was BitMine Immersion Technologies: 3,784,639 shares worth $197M. The largest sale was iShares Gold Trust, an estimated $441M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.
- Sumitomo Mitsui Trust Group's largest Q3 2025 buy was BitMine Immersion Technologies: 3,784,639 shares worth $197M.
- Sumitomo Mitsui Trust Group added most to iShares Gold Trust Micro in Q3 2025, an estimated $305M increase.
- Sumitomo Mitsui Trust Group's biggest Q3 2025 reduction was iShares Gold Trust, cutting an estimated $441M.
- Sumitomo Mitsui Trust Group fully exited Ansys in Q3 2025, selling an estimated $183M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 33% of its $174B portfolio in Q3 2025.
- Sumitomo Mitsui Trust Group opened 55 new positions and closed 39 in Q3 2025.
- Sumitomo Mitsui Trust Group's portfolio value rose 8.3% quarter-over-quarter to $174B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2025, filed 27 Oct 2025.