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
|
+$305M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
+$266M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$213M |
| 4 |
BMNR
BitMine Immersion Technologies
BMNR
|
+$192M |
| 5 |
CRCL
Circle Internet Group
CRCL
|
+$152M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Gold Trust
IAU
|
+$441M |
| 2 |
Robinhood
HOOD
|
+$262M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$213M |
| 4 |
Roblox
RBLX
|
+$204M |
| 5 |
ANSS
Ansys
ANSS
|
+$183M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.2% |
| 2 | Financials | 12.77% |
| 3 | Consumer Discretionary | 10.43% |
| 4 | Communication Services | 10.3% |
| 5 | Healthcare | 9.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
iShares Russell 1000 ETF
IWB
$47.1B
| $4.14M | ﹤0.01% |
11,330
+2,305
| +26% | +$812K |
|
752
National Health Investors
NHI
$3.79B
| $4.1M | ﹤0.01% |
51,558
-420,112
| -89% | -$31.4M |
|
753
Oaktree Specialty Lending
OCSL
$1.05B
| $3.96M | ﹤0.01% |
303,769
+63,000
| +26% | +$868K |
|
|
FB
754
ProShares S&P 500 Dynamic Buffer ETF
FB
$1.77M
| $3.95M | ﹤0.01% |
95,543
-23,165
| -20% | -$945K |
|
755
Personalis
PSNL
$1.25B
| $3.85M | ﹤0.01% |
590,996
-49,424
| -8% | -$281K |
|
756
Highwoods Properties
HIW
$3.79B
| $3.78M | ﹤0.01% |
118,917
-357
| -0.3% | -$10.9K |
|
757
Vanguard Russell 2000 ETF
VTWO
$17.2B
| $3.75M | ﹤0.01% |
38,325
+30,725
| +404% | +$2.85M |
|
758
Kinross Gold
KGC
$27.7B
| $3.72M | ﹤0.01% |
149,890
+8,800
| +6% | +$169K |
|
759
Broadstone Net Lease
BNL
$4.25B
| $3.7M | ﹤0.01% |
206,834
-3,732
| -2% | -$64.2K |
|
760
iShares MSCI India ETF
INDA
$6.81B
| $3.52M | ﹤0.01% |
67,600
-60,711
| -47% | -$3.25M |
|
761
Rio Tinto
RIO
$152B
| $3.51M | ﹤0.01% |
53,122
-869
| -2% | -$53.7K |
|
762
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.19B
| $3.44M | ﹤0.01% |
128,293
+31,000
| +32% | +$820K |
|
763
Ryanair
RYAAY
$30B
| $3.34M | ﹤0.01% |
55,540
-6,832
| -11% | -$416K |
|
764
Ralph Lauren
RL
$22.4B
| $3.17M | ﹤0.01% |
10,113
+6,213
| +159% | +$1.85M |
|
765
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
| $3.16M | ﹤0.01% |
73,009
-4,491
| -6% | -$193K |
|
766
Ciena
CIEN
$46.8B
| $3.07M | ﹤0.01% |
+21,083
| New | +$2.15M |
|
767
Apple Hospitality REIT
APLE
$3.97B
| $2.98M | ﹤0.01% |
248,513
+4,373
| +2% | +$54K |
|
768
Douglas Emmett
DEI
$2.05B
| $2.89M | ﹤0.01% |
185,522
-3,196
| -2% | -$50K |
|
|
B
769
Barrick Mining
B
$60.9B
| $2.85M | ﹤0.01% |
87,079
-23,927
| -22% | -$606K |
|
770
Urban Edge Properties
UE
$2.9B
| $2.83M | ﹤0.01% |
138,265
+135
| +0.1% | +$2.69K |
|
771
908 Devices
MASS
$312M
| $2.79M | ﹤0.01% |
318,350
-79,906
| -20% | -$531K |
|
772
Four Corners Property Trust
FCPT
$2.89B
| $2.78M | ﹤0.01% |
113,908
+4,403
| +4% | +$114K |
|
|
MPT
773
Medical Properties Trust
MPT
$2.84B
| $2.75M | ﹤0.01% |
543,029
-113,239
| -17% | -$499K |
|
774
Sprouts Farmers Market
SFM
$7.44B
| $2.75M | ﹤0.01% |
25,236
+700
| +3% | +$102K |
|
775
Astera Labs
ALAB
$42.8B
| $2.62M | ﹤0.01% |
13,405
-1,376
| -9% | -$226K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q3 2025 Portfolio in Review
As of Q3 2025, Sumitomo Mitsui Trust Group held 1,089 positions worth $174B, up 8.3% from $160B the previous quarter. Its ten largest holdings account for 33% of the portfolio.
Sumitomo Mitsui Trust Group's Q3 2025 filing shows 55 new, 572 increased, 386 reduced and 39 closed positions. Its largest new stake was BitMine Immersion Technologies: 3,784,639 shares worth $197M. The largest sale was iShares Gold Trust, an estimated $441M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 33% a quarter earlier, followed by Financials and Consumer Discretionary.
- Sumitomo Mitsui Trust Group's largest Q3 2025 buy was BitMine Immersion Technologies: 3,784,639 shares worth $197M.
- Sumitomo Mitsui Trust Group added most to iShares Gold Trust Micro in Q3 2025, an estimated $305M increase.
- Sumitomo Mitsui Trust Group's biggest Q3 2025 reduction was iShares Gold Trust, cutting an estimated $441M.
- Sumitomo Mitsui Trust Group fully exited Ansys in Q3 2025, selling an estimated $183M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 33% of its $174B portfolio in Q3 2025.
- Sumitomo Mitsui Trust Group opened 55 new positions and closed 39 in Q3 2025.
- Sumitomo Mitsui Trust Group's portfolio value rose 8.3% quarter-over-quarter to $174B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2025, filed 27 Oct 2025.