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 | |
|---|---|---|---|---|---|---|
701
iShares US Basic Materials ETF
IYM
$1.21B
| $6.65M | ﹤0.01% |
+37,063
| New | +$6.79M |
|
702
Goldman Sachs BDC
GSBD
$1.12B
| $6.65M | ﹤0.01% |
701,783
+5,000
| +0.7% | +$46.4K |
|
703
Stanley Black & Decker
SWK
$14.7B
| $6.53M | ﹤0.01% |
69,380
+3,873
| +6% | +$303K |
|
704
Putnam Focused Large Cap Value ETF
PVAL
$14.2B
| $6.53M | ﹤0.01% |
+128,152
| New | +$6.37M |
|
705
iShares Russell 1000 ETF
IWB
$49.4B
| $6.45M | ﹤0.01% |
15,763
+710
| +5% | +$281K |
|
706
Franklin Templeton
BEN
$17.6B
| $6.27M | ﹤0.01% |
188,553
-17,653
| -9% | -$529K |
|
707
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.6B
| $6.25M | ﹤0.01% |
108,300
+4,900
| +5% | +$262K |
|
|
WCC
708
WESCO International
WCC
$17.1B
| $6.17M | ﹤0.01% |
+17,876
| New | +$6.07M |
|
709
J.M. Smucker
SJM
$13.5B
| $6.12M | ﹤0.01% |
54,373
+180
| +0.3% | +$18.3K |
|
710
Hormel Foods
HRL
$11.9B
| $5.84M | ﹤0.01% |
235,478
-711,751
| -75% | -$15.8M |
|
|
NTST
711
NETSTREIT Corp
NTST
$2.04B
| $5.84M | ﹤0.01% |
276,292
-3,869
| -1% | -$78.4K |
|
712
Personalis
PSNL
$1.84B
| $5.59M | ﹤0.01% |
417,488
-66,782
| -14% | -$544K |
|
713
Phillips Edison & Co
PECO
$5.01B
| $5.57M | ﹤0.01% |
133,939
-2,869
| -2% | -$115K |
|
|
SRTA
714
Strata Critical Medical Inc
SRTA
$471M
| $5.55M | ﹤0.01% |
1,052,611
-601,750
| -36% | -$3.17M |
|
715
Revvity
RVTY
$14.5B
| $5.55M | ﹤0.01% |
49,856
+11,084
| +29% | +$1.07M |
|
716
MidCap Financial Investment
MFIC
$792M
| $5.54M | ﹤0.01% |
549,575
| – | – |
|
717
Invesco KBW Bank ETF
KBWB
$6.92B
| $5.48M | ﹤0.01% |
+58,986
| New | +$5.16M |
|
718
Carlyle Secured Lending
CGBD
$804M
| $5.47M | ﹤0.01% |
519,735
| – | – |
|
719
Onto Innovation
ONTO
$13.2B
| $5.41M | ﹤0.01% |
+14,291
| New | +$4.04M |
|
720
nVent Electric
NVT
$25.3B
| $5.36M | ﹤0.01% |
31,575
+157
| +0.5% | +$24.5K |
|
721
Cousins Properties
CUZ
$4.79B
| $5.34M | ﹤0.01% |
178,028
-5,483
| -3% | -$144K |
|
722
Global X Genomics & Biotechnology ETF
GNOM
$91.5M
| $5.29M | ﹤0.01% |
+93,103
| New | +$4.44M |
|
|
MRP
723
Millrose Properties Inc
MRP
$5.32B
| $5.24M | ﹤0.01% |
174,394
+1,290
| +0.7% | +$37.3K |
|
724
Thomson Reuters
TRI
$45.8B
| $5.12M | ﹤0.01% |
62,744
-10,254
| -14% | -$896K |
|
725
Factset
FDS
$10.7B
| $5.11M | ﹤0.01% |
22,194
+2,400
| +12% | +$551K |
|
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.