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
|
+$238M |
| 2 |
Coherent
COHR
|
+$172M |
| 3 |
US Foods
USFD
|
+$109M |
| 4 |
Nu Holdings
NU
|
+$99.8M |
| 5 |
Option Care Health
OPCH
|
+$84.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$515M |
| 2 |
NVIDIA
NVDA
|
+$479M |
| 3 |
Microsoft
MSFT
|
+$391M |
| 4 |
Amazon
AMZN
|
+$280M |
| 5 |
iShares Gold Trust
IAU
|
+$275M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.31% |
| 2 | Financials | 11.81% |
| 3 | Communication Services | 9.91% |
| 4 | Healthcare | 9.78% |
| 5 | Consumer Discretionary | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Kimco Realty
KIM
$17.6B
| $44.7M | 0.03% |
1,988,887
-56,984
| -3% | -$1.26M |
|
477
Guardant Health
GH
$19.6B
| $44.7M | 0.03% |
483,767
-156,738
| -24% | -$15.7M |
|
478
Zoom
ZM
$26.3B
| $44.3M | 0.03% |
551,641
-3,486
| -0.6% | -$292K |
|
479
Burlington
BURL
$22.3B
| $43.6M | 0.03% |
134,133
-8,217
| -6% | -$2.52M |
|
480
West Pharmaceutical
WST
$24.9B
| $43.3M | 0.03% |
172,780
-3,336
| -2% | -$830K |
|
481
Evergy
EVRG
$19.6B
| $43.3M | 0.03% |
528,399
-27,353
| -5% | -$2.16M |
|
482
W.P. Carey
WPC
$16.8B
| $43.2M | 0.03% |
636,131
-30,793
| -5% | -$2.16M |
|
483
Zimmer Biomet
ZBH
$17.4B
| $43.1M | 0.03% |
476,834
-43,614
| -8% | -$4M |
|
484
Ryan Specialty Holdings
RYAN
$5.43B
| $43.1M | 0.03% |
1,277,042
-112,887
| -8% | -$4.82M |
|
485
Fortive
FTV
$18.6B
| $42.6M | 0.03% |
771,336
-56,925
| -7% | -$3.19M |
|
486
Mid-America Apartment Communities
MAA
$15.6B
| $42.5M | 0.03% |
347,792
-16,428
| -5% | -$2.17M |
|
487
Liberty Media Series C
FWONK
$24.9B
| $41.7M | 0.03% |
490,736
-18,555
| -4% | -$1.62M |
|
488
International Flavors & Fragrances
IFF
$19.7B
| $41.4M | 0.03% |
570,107
-36,721
| -6% | -$2.7M |
|
489
Tyson Foods
TSN
$20.4B
| $41.3M | 0.03% |
643,835
-85,765
| -12% | -$5.33M |
|
490
AeroVironment
AVAV
$7.53B
| $41.2M | 0.03% |
225,276
+22,114
| +11% | +$5.83M |
|
491
HP
HPQ
$22.7B
| $41.1M | 0.03% |
2,141,897
-54,480
| -2% | -$1.06M |
|
492
Rexford Industrial Realty
REXR
$8.33B
| $41.1M | 0.03% |
1,255,895
+932,303
| +288% | +$35M |
|
493
Broadridge
BR
$17.4B
| $41.1M | 0.03% |
252,845
-8,623
| -3% | -$1.64M |
|
494
lululemon athletica
LULU
$13.2B
| $41M | 0.03% |
268,119
-15,708
| -6% | -$2.82M |
|
495
DuPont de Nemours
DD
$18.3B
| $41M | 0.03% |
298,658
-13,498
| -4% | -$1.86M |
|
496
Berkshire Hathaway Class A
BRK.A
$1.06T
| $40.9M | 0.03% |
57
-34
| -37% | -$25M |
|
497
GeneDx Holdings
WGS
$1.8B
| $40.7M | 0.03% |
633,457
+251,732
| +66% | +$23M |
|
498
KeyCorp
KEY
$25.2B
| $40.5M | 0.03% |
2,021,953
-18,341
| -0.9% | -$384K |
|
499
Alliant Energy
LNT
$18.9B
| $40.5M | 0.03% |
563,892
-38,172
| -6% | -$2.63M |
|
500
MongoDB
MDB
$24.7B
| $40.4M | 0.03% |
165,223
-27,438
| -14% | -$9.18M |
|
Similar funds
Sumitomo Mitsui Trust Group's Q1 2026 Portfolio in Review
As of Q1 2026, Sumitomo Mitsui Trust Group held 1,101 positions worth $154B, down 9.3% from $170B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Sumitomo Mitsui Trust Group withdrew a net $7.66B in Q1 2026, closing 54 positions and reducing 687 holdings. Its most notable exit was CyberArk, an estimated $43.4M position sold in full.
By sector, the portfolio is most concentrated in Technology at 32% 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 Option Care Health worth $70.3M.
- Sumitomo Mitsui Trust Group's largest Q1 2026 buy was Option Care Health: 2,610,947 shares worth $70.3M.
- Sumitomo Mitsui Trust Group added most to iShares Gold Trust Micro in Q1 2026, an estimated $238M increase.
- Sumitomo Mitsui Trust Group's biggest Q1 2026 reduction was Apple, cutting an estimated $515M.
- Sumitomo Mitsui Trust Group fully exited CyberArk in Q1 2026, selling an estimated $43.4M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 32% of its $154B portfolio in Q1 2026.
- Sumitomo Mitsui Trust Group opened 52 new positions and closed 54 in Q1 2026.
- Sumitomo Mitsui Trust Group's portfolio value fell 9.3% quarter-over-quarter to $154B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.