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 | |
|---|---|---|---|---|---|---|
726
Legend Biotech
LEGN
$4.19B
| $5.01M | ﹤0.01% |
173,561
+6,971
| +4% | +$188K |
|
727
New Mountain Finance
NMFC
$707M
| $4.94M | ﹤0.01% |
688,578
| – | – |
|
728
Barings BDC
BBDC
$944M
| $4.92M | ﹤0.01% |
577,412
| – | – |
|
729
GlobalFoundries
GFS
$24.8B
| $4.92M | ﹤0.01% |
59,687
+15,148
| +34% | +$1.06M |
|
730
Tanger
SKT
$4.29B
| $4.85M | ﹤0.01% |
123,004
-3,055
| -2% | -$113K |
|
731
A.O. Smith
AOS
$8.22B
| $4.84M | ﹤0.01% |
77,176
+5,072
| +7% | +$307K |
|
732
Global X Uranium ETF
URA
$6.45B
| $4.79M | ﹤0.01% |
109,649
+101,455
| +1,238% | +$5.14M |
|
733
SLR Investment Corp
SLRC
$686M
| $4.72M | ﹤0.01% |
381,476
+2,588
| +0.7% | +$36K |
|
734
EPR Properties
EPR
$4.6B
| $4.72M | ﹤0.01% |
81,284
-1,690
| -2% | -$96.1K |
|
735
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.7B
| $4.6M | ﹤0.01% |
68,100
+1,200
| +2% | +$77.2K |
|
736
Brown-Forman Class B
BF.B
$12.3B
| $4.59M | ﹤0.01% |
172,050
-5,816
| -3% | -$157K |
|
|
CMPS
737
Compass Pathways
CMPS
$1.84B
| $4.57M | ﹤0.01% |
323,209
-45,619
| -12% | -$463K |
|
738
Albemarle
ALB
$14.9B
| $4.53M | ﹤0.01% |
33,579
-20,688
| -38% | -$3.65M |
|
739
BP
BP
$113B
| $4.49M | ﹤0.01% |
121,482
+10,221
| +9% | +$448K |
|
740
COPT Defense Properties
CDP
$3.99B
| $4.48M | ﹤0.01% |
123,241
-608
| -0.5% | -$19.8K |
|
741
VanEck Gold Miners ETF
GDX
$30.2B
| $4.44M | ﹤0.01% |
58,812
+53,012
| +914% | +$4.68M |
|
742
Coupang
CPNG
$27.5B
| $4.41M | ﹤0.01% |
253,777
+1,411
| +0.6% | +$25.5K |
|
743
Fidus Investment
FDUS
$745M
| $4.39M | ﹤0.01% |
230,108
+16,723
| +8% | +$311K |
|
744
Crane Co
CR
$11.8B
| $4.37M | ﹤0.01% |
19,569
+7,784
| +66% | +$1.47M |
|
745
Viking Holdings
VIK
$38.3B
| $4.27M | ﹤0.01% |
40,821
+5,825
| +17% | +$504K |
|
746
Broadstone Net Lease
BNL
$3.99B
| $4.2M | ﹤0.01% |
203,421
-3,831
| -2% | -$77.3K |
|
747
Independence Realty Trust
IRT
$3.79B
| $4.2M | ﹤0.01% |
251,669
-4,843
| -2% | -$78.4K |
|
748
Vanguard Morningstar Total Stock Market ETF
VTI
$693B
| $4.14M | ﹤0.01% |
11,200
+1,300
| +13% | +$465K |
|
749
iShares MSCI South Korea ETF
EWY
$28.8B
| $4.01M | ﹤0.01% |
+19,857
| New | +$3.5M |
|
750
Apple Hospitality REIT
APLE
$3.68B
| $3.96M | ﹤0.01% |
235,306
-4,805
| -2% | -$68.7K |
|
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.