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 | |
|---|---|---|---|---|---|---|
701
Healthcare Realty
HR
$7.44B
| $6.45M | ﹤0.01% |
379,678
-1,762
| -0.5% | -$30.9K |
|
702
Capital Southwest
CSWC
$1.5B
| $6.3M | ﹤0.01% |
284,778
| – | – |
|
703
Goldman Sachs BDC
GSBD
$992M
| $6.19M | ﹤0.01% |
696,783
| – | – |
|
704
MidCap Financial Investment
MFIC
$792M
| $6.18M | ﹤0.01% |
549,575
| – | – |
|
705
Ionis Pharmaceuticals
IONS
$8.82B
| $6.15M | ﹤0.01% |
81,876
-11,875
| -13% | -$937K |
|
706
Carlyle Secured Lending
CGBD
$726M
| $5.69M | ﹤0.01% |
519,735
| – | – |
|
|
B
707
Barrick Mining
B
$60.9B
| $5.53M | ﹤0.01% |
135,464
+18,367
| +16% | +$848K |
|
708
Kilroy Realty
KRC
$4.6B
| $5.51M | ﹤0.01% |
195,200
+4,302
| +2% | +$141K |
|
709
SLR Investment Corp
SLRC
$722M
| $5.42M | ﹤0.01% |
378,888
+1,619
| +0.4% | +$24K |
|
710
iShares Russell 1000 ETF
IWB
$48.4B
| $5.37M | ﹤0.01% |
15,053
+1,430
| +10% | +$533K |
|
711
New Mountain Finance
NMFC
$663M
| $5.34M | ﹤0.01% |
688,578
-1,919
| -0.3% | -$16K |
|
|
NTST
712
NETSTREIT Corp
NTST
$2.13B
| $5.28M | ﹤0.01% |
280,161
+33,720
| +14% | +$649K |
|
713
BP
BP
$110B
| $5.23M | ﹤0.01% |
111,261
+42,894
| +63% | +$1.68M |
|
714
J.M. Smucker
SJM
$12.4B
| $5.23M | ﹤0.01% |
54,193
-200,907
| -79% | -$21M |
|
715
Phillips Edison & Co
PECO
$5.49B
| $5.12M | ﹤0.01% |
136,808
-2,773
| -2% | -$103K |
|
716
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
| $5M | ﹤0.01% |
103,400
-3,600
| -3% | -$178K |
|
717
Franklin Resources
BEN
$17B
| $4.87M | ﹤0.01% |
206,206
-90,993
| -31% | -$2.34M |
|
|
MRP
718
Millrose Properties Inc
MRP
$4.71B
| $4.85M | ﹤0.01% |
173,104
+5,095
| +3% | +$153K |
|
719
Coupang
CPNG
$28.3B
| $4.76M | ﹤0.01% |
252,366
-154,555
| -38% | -$3.03M |
|
720
A.O. Smith
AOS
$8.1B
| $4.75M | ﹤0.01% |
72,104
+426
| +0.6% | +$30.7K |
|
721
Barings BDC
BBDC
$884M
| $4.75M | ﹤0.01% |
577,412
| – | – |
|
722
Vornado Realty Trust
VNO
$7.52B
| $4.74M | ﹤0.01% |
182,536
+7,796
| +4% | +$231K |
|
723
Brown-Forman Class B
BF.B
$12.1B
| $4.7M | ﹤0.01% |
177,866
-338,866
| -66% | -$9.1M |
|
724
Stanley Black & Decker
SWK
$13.7B
| $4.65M | ﹤0.01% |
65,507
-6,957
| -10% | -$559K |
|
725
Factset
FDS
$8.78B
| $4.3M | ﹤0.01% |
19,794
-8,607
| -30% | -$2.01M |
|
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.