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
|
+$157M |
| 2 |
CRCL
Circle Internet Group
CRCL
|
+$132M |
| 3 |
CRWV
CoreWeave
CRWV
|
+$98.8M |
| 4 |
Tencent Music
TME
|
+$88.6M |
| 5 |
Insmed
INSM
|
+$79.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$364M |
| 2 |
Meta Platforms (Facebook)
META
|
+$358M |
| 3 |
Apple
AAPL
|
+$356M |
| 4 |
Tesla
TSLA
|
+$258M |
| 5 |
Microsoft
MSFT
|
+$249M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.85% |
| 2 | Financials | 12.63% |
| 3 | Communication Services | 10.46% |
| 4 | Consumer Discretionary | 10.23% |
| 5 | Healthcare | 9.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Vanguard Russell 2000 ETF
VTWO
$17.4B
| $5.36M | ﹤0.01% |
53,850
+15,525
| +41% | +$1.54M |
|
727
Shell
SHEL
$245B
| $5.32M | ﹤0.01% |
72,333
-3,019
| -4% | -$222K |
|
728
Barings BDC
BBDC
$965M
| $5.3M | ﹤0.01% |
577,412
+91,314
| +19% | +$809K |
|
729
Quantum-Si Incorporated
QSI
$177M
| $5.16M | ﹤0.01% |
4,690,720
-526,779
| -10% | -$857K |
|
|
B
730
Barrick Mining
B
$73.2B
| $5.1M | ﹤0.01% |
117,097
+30,018
| +34% | +$1.13M |
|
731
iShares Russell 1000 ETF
IWB
$50.2B
| $5.09M | ﹤0.01% |
13,623
+2,293
| +20% | +$849K |
|
|
MRP
732
Millrose Properties Inc
MRP
$4.81B
| $5.02M | ﹤0.01% |
168,009
+35,523
| +27% | +$1.11M |
|
733
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
| $5.01M | ﹤0.01% |
107,000
-14,700
| -12% | -$686K |
|
734
Absci
ABSI
$1.51B
| $4.97M | ﹤0.01% |
1,424,778
-69,269
| -5% | -$252K |
|
735
Phillips Edison & Co
PECO
$5.24B
| $4.96M | ﹤0.01% |
139,581
+1,351
| +1% | +$46.9K |
|
736
A.O. Smith
AOS
$8.7B
| $4.79M | ﹤0.01% |
71,678
+1,016
| +1% | +$68.7K |
|
737
Cousins Properties
CUZ
$4.88B
| $4.71M | ﹤0.01% |
182,845
-1,989
| -1% | -$51.7K |
|
738
Acadia Realty Trust
AKR
$2.84B
| $4.62M | ﹤0.01% |
224,887
-31,331
| -12% | -$625K |
|
739
Independence Realty Trust
IRT
$4.07B
| $4.57M | ﹤0.01% |
261,517
+4,745
| +2% | +$78.7K |
|
740
Alamos Gold
AGI
$13.9B
| $4.44M | ﹤0.01% |
115,110
-11,518
| -9% | -$401K |
|
741
Qfin Holdings
QFIN
$1.61B
| $4.43M | ﹤0.01% |
229,663
-9,319
| -4% | -$209K |
|
|
NTST
742
NETSTREIT Corp
NTST
$2.1B
| $4.35M | ﹤0.01% |
246,441
-1,267,246
| -84% | -$23.1M |
|
743
Align Technology
ALGN
$12.3B
| $4.24M | ﹤0.01% |
27,169
-151,437
| -85% | -$21.7M |
|
744
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
| $4.24M | ﹤0.01% |
73,200
-20,600
| -22% | -$1.18M |
|
745
EPR Properties
EPR
$4.77B
| $4.23M | ﹤0.01% |
84,733
+1,338
| +2% | +$69.7K |
|
746
Personalis
PSNL
$1.51B
| $4.13M | ﹤0.01% |
518,441
-72,555
| -12% | -$635K |
|
747
Fidus Investment
FDUS
$772M
| $4.12M | ﹤0.01% |
213,385
+4,144
| +2% | +$82.4K |
|
|
SNDK
748
Sandisk
SNDK
$177B
| $4.1M | ﹤0.01% |
17,269
+12,684
| +277% | +$2.54M |
|
749
Rio Tinto
RIO
$164B
| $4.1M | ﹤0.01% |
51,174
-1,948
| -4% | -$140K |
|
750
Arm
ARM
$302B
| $4.03M | ﹤0.01% |
36,859
+1,390
| +4% | +$202K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q4 2025 Portfolio in Review
As of Q4 2025, Sumitomo Mitsui Trust Group held 1,095 positions worth $170B, down 2% from $174B the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Sumitomo Mitsui Trust Group withdrew a net $6.21B in Q4 2025, closing 46 positions and reducing 710 holdings. Its most notable exit was Kellanova, an estimated $63.3M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% 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 Insmed worth $75.8M.
- Sumitomo Mitsui Trust Group's largest Q4 2025 buy was Insmed: 435,442 shares worth $75.8M.
- Sumitomo Mitsui Trust Group added most to iShares Gold Trust Micro in Q4 2025, an estimated $157M increase.
- Sumitomo Mitsui Trust Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $364M.
- Sumitomo Mitsui Trust Group fully exited Kellanova in Q4 2025, selling an estimated $63.3M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 34% of its $170B portfolio in Q4 2025.
- Sumitomo Mitsui Trust Group opened 45 new positions and closed 46 in Q4 2025.
- Sumitomo Mitsui Trust Group's portfolio value fell 2% quarter-over-quarter to $170B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2025, filed 23 Jan 2026.