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 | |
|---|---|---|---|---|---|---|
776
Exelixis
EXEL
$13.4B
| $2.59M | ﹤0.01% |
59,139
+1,200
| +2% | +$49.6K |
|
777
Sprott Physical Gold
PHYS
$15.7B
| $2.41M | ﹤0.01% |
72,900
-1,000
| -1% | -$31.7K |
|
778
Teck Resources
TECK
$32.6B
| $2.39M | ﹤0.01% |
49,893
-1,957
| -4% | -$84.8K |
|
779
InvenTrust Properties
IVT
$2.59B
| $2.39M | ﹤0.01% |
84,666
-1,340
| -2% | -$37.7K |
|
780
BP
BP
$107B
| $2.37M | ﹤0.01% |
68,367
-3,244
| -5% | -$114K |
|
781
BorgWarner
BWA
$13.9B
| $2.36M | ﹤0.01% |
52,456
+41,256
| +368% | +$1.81M |
|
782
Sprouts Farmers Market
SFM
$8.01B
| $2.35M | ﹤0.01% |
29,436
+4,200
| +17% | +$377K |
|
783
Park Hotels & Resorts
PK
$2.97B
| $2.27M | ﹤0.01% |
217,037
-10,442
| -5% | -$112K |
|
784
Canadian Natural Resources
CNQ
$93.8B
| $2.27M | ﹤0.01% |
67,053
-1,751
| -3% | -$56.8K |
|
|
XHR
785
Xenia Hotels & Resorts
XHR
$1.79B
| $2.24M | ﹤0.01% |
158,090
-2,979
| -2% | -$40.6K |
|
|
SOLS
786
Solstice Advanced Materials
SOLS
$9.68B
| $2.22M | ﹤0.01% |
+45,703
| New | +$2.15M |
|
787
iShares MSCI India ETF
INDA
$6.63B
| $2.2M | ﹤0.01% |
40,759
-26,841
| -40% | -$1.45M |
|
|
LINE
788
Lineage Inc
LINE
$9.65B
| $2.17M | ﹤0.01% |
61,918
-1,014
| -2% | -$37.5K |
|
|
NSA
789
DELISTED
National Storage Affiliates Trust
NSA
| $2.16M | ﹤0.01% |
76,531
-3,545
| -4% | -$106K |
|
790
Crescent Capital BDC
CCAP
$434M
| $2.15M | ﹤0.01% |
152,822
+16,026
| +12% | +$228K |
|
791
MasTec
MTZ
$21.9B
| $2.11M | ﹤0.01% |
9,709
+169
| +2% | +$35.5K |
|
|
CAI
792
Caris Life Sciences
CAI
$6.43B
| $2.03M | ﹤0.01% |
75,330
+15,778
| +26% | +$444K |
|
793
Hudbay
HBM
$12.3B
| $2.02M | ﹤0.01% |
101,719
+226
| +0.2% | +$3.82K |
|
794
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
| $2.02M | ﹤0.01% |
48,919
-4,278
| -8% | -$177K |
|
795
Douglas Emmett
DEI
$1.96B
| $2.01M | ﹤0.01% |
183,022
-2,500
| -1% | -$31.3K |
|
796
TC Energy
TRP
$65.9B
| $2M | ﹤0.01% |
36,339
-276
| -0.8% | -$14.7K |
|
797
Stellus Capital Investment Corp
SCM
$243M
| $1.98M | ﹤0.01% |
156,050
| – | – |
|
798
Telefônica Brasil
VIV
$19.2B
| $1.96M | ﹤0.01% |
165,187
+9,500
| +6% | +$118K |
|
799
Viking Holdings
VIK
$47.2B
| $1.94M | ﹤0.01% |
27,220
-12,251
| -31% | -$782K |
|
800
Ally Financial
ALLY
$13.3B
| $1.91M | ﹤0.01% |
42,168
| – | – |
|
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.