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 |
SPCX
SpaceX
SPCX
|
+$386M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
+$131M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$130M |
| 4 |
Eli Lilly
LLY
|
+$123M |
| 5 |
Intuitive Surgical
ISRG
|
+$106M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$432M |
| 2 |
Teradyne
TER
|
+$221M |
| 3 |
Honeywell
HON
|
+$192M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$160M |
| 5 |
Advanced Micro Devices
AMD
|
+$156M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 36.78% |
| 2 | Financials | 11.04% |
| 3 | Healthcare | 9.46% |
| 4 | Communication Services | 9.26% |
| 5 | Consumer Discretionary | 9.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Workday
WDAY
$47.2B
| $61.3M | 0.04% |
501,070
-9,768
| -2% | -$1.24M |
|
402
Live Nation Entertainment
LYV
$40.4B
| $61.1M | 0.03% |
333,625
-10,093
| -3% | -$1.66M |
|
403
Crown Castle
CCI
$32.3B
| $60.9M | 0.03% |
804,222
-25,505
| -3% | -$2.24M |
|
404
Casey's General Stores
CASY
$28B
| $60.8M | 0.03% |
76,557
+7,482
| +11% | +$6.03M |
|
405
Cboe Global Markets
CBOE
$31.2B
| $60.8M | 0.03% |
250,524
-9,720
| -4% | -$2.97M |
|
406
Guardant Health
GH
$21.7B
| $60.7M | 0.03% |
404,816
-78,951
| -16% | -$8.59M |
|
407
West Pharmaceutical
WST
$23.9B
| $60.3M | 0.03% |
168,080
-4,700
| -3% | -$1.44M |
|
408
Church & Dwight Co
CHD
$23.4B
| $60.1M | 0.03% |
620,316
-12,726
| -2% | -$1.22M |
|
409
Invesco QQQ Trust
QQQ
$490B
| $60M | 0.03% |
81,507
+65,016
| +394% | +$44.7M |
|
410
Williams-Sonoma
WSM
$26.8B
| $59.9M | 0.03% |
257,106
-3,214
| -1% | -$637K |
|
411
Veeva Systems
VEEV
$44.5B
| $59.8M | 0.03% |
337,191
-12,918
| -4% | -$2.13M |
|
412
Tapestry
TPR
$24.4B
| $59.8M | 0.03% |
408,282
-4,074
| -1% | -$584K |
|
|
FISV
413
Fiserv Inc
FISV
$28.2B
| $59.6M | 0.03% |
1,215,313
-12,130
| -1% | -$678K |
|
414
Equity Lifestyle Properties
ELS
$12.1B
| $59.5M | 0.03% |
923,941
+156,089
| +20% | +$9.87M |
|
|
BMNR
415
BitMine Immersion Technologies
BMNR
$15.1B
| $59.3M | 0.03% |
4,452,071
-455,104
| -9% | -$8.8M |
|
416
Otis Worldwide
OTIS
$27.1B
| $59.1M | 0.03% |
826,066
-6,066
| -0.7% | -$453K |
|
417
Labcorp
LH
$26.5B
| $59M | 0.03% |
210,660
+32,844
| +18% | +$8.63M |
|
418
CubeSmart
CUBE
$8.89B
| $58.4M | 0.03% |
1,467,234
+164,078
| +13% | +$6.53M |
|
419
Expeditors International
EXPD
$24.5B
| $57.9M | 0.03% |
355,159
+13,203
| +4% | +$2.04M |
|
420
Willis Towers Watson
WTW
$31.1B
| $57.9M | 0.03% |
221,386
-47
| -0% | -$12.6K |
|
421
Copart
CPRT
$31.2B
| $57.8M | 0.03% |
2,049,752
-81,101
| -4% | -$2.62M |
|
422
Revolution Medicines
RVMD
$45B
| $57.4M | 0.03% |
306,300
+35,328
| +13% | +$5.16M |
|
|
PPL
423
PPL Corp
PPL
$26.4B
| $57.4M | 0.03% |
1,577,966
+8,446
| +0.5% | +$312K |
|
424
UDR
UDR
$11.7B
| $57M | 0.03% |
1,426,925
-729,944
| -34% | -$27M |
|
425
Regency Centers
REG
$13.8B
| $56.6M | 0.03% |
709,875
+225,184
| +46% | +$17.7M |
|
Similar funds
Sumitomo Mitsui Trust Group's Q2 2026 Portfolio in Review
As of Q2 2026, Sumitomo Mitsui Trust Group held 1,129 positions worth $175B, up 13% from $154B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Sumitomo Mitsui Trust Group's Q2 2026 filing shows 82 new, 351 increased, 584 reduced and 49 closed positions. Its largest new stake was SpaceX: 2,273,875 shares worth $389M. The largest sale was NVIDIA, an estimated $432M.
By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 32% a quarter earlier, followed by Financials and Healthcare.
- Sumitomo Mitsui Trust Group's largest Q2 2026 buy was SpaceX: 2,273,875 shares worth $389M.
- Sumitomo Mitsui Trust Group added most to SPDR Gold MiniShares Trust in Q2 2026, an estimated $131M increase.
- Sumitomo Mitsui Trust Group's biggest Q2 2026 reduction was NVIDIA, cutting an estimated $432M.
- Sumitomo Mitsui Trust Group fully exited Coterra Energy in Q2 2026, selling an estimated $57.3M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 32% of its $175B portfolio in Q2 2026.
- Sumitomo Mitsui Trust Group opened 82 new positions and closed 49 in Q2 2026.
- Sumitomo Mitsui Trust Group's portfolio value rose 13% quarter-over-quarter to $175B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.