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 | |
|---|---|---|---|---|---|---|
901
Halozyme
HALO
$12.5B
| $845K | ﹤0.01% |
10,800
| – | – |
|
902
Universal Health Services
UHS
$10B
| $832K | ﹤0.01% |
5,595
-119,916
| -96% | -$19.5M |
|
|
SAFE
903
Safehold
SAFE
$1.07B
| $829K | ﹤0.01% |
52,799
-338
| -0.6% | -$5.12K |
|
904
Crown Holdings
CCK
$12.5B
| $828K | ﹤0.01% |
7,406
+1,568
| +27% | +$158K |
|
905
Globe Life
GL
$13.4B
| $820K | ﹤0.01% |
4,592
-2,450
| -35% | -$383K |
|
906
First Watch Restaurant Group
FWRG
$744M
| $804K | ﹤0.01% |
62,393
| – | – |
|
907
TKO Group
TKO
$13.6B
| $798K | ﹤0.01% |
3,964
+71
| +2% | +$13.8K |
|
|
HNGE
908
Hinge Health
HNGE
$7.45B
| $786K | ﹤0.01% |
9,466
| – | – |
|
909
Astronics
ATRO
$3.28B
| $781K | ﹤0.01% |
+9,606
| New | +$656K |
|
910
VanEck Preferred Securities ex Financials ETF
PFXF
$2.41B
| $779K | ﹤0.01% |
43,683
-2,160
| -5% | -$39.7K |
|
911
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
| $770K | ﹤0.01% |
18,934
+3,639
| +24% | +$140K |
|
912
DigitalOcean
DOCN
$13.2B
| $763K | ﹤0.01% |
4,861
-12,643
| -72% | -$1.71M |
|
913
Assurant
AIZ
$14.1B
| $762K | ﹤0.01% |
2,838
+132
| +5% | +$32.1K |
|
|
INN
914
Summit Hotel Properties
INN
$624M
| $748K | ﹤0.01% |
106,726
-5,051
| -5% | -$27.9K |
|
915
iShares MSCI UAE ETF
UAE
$304M
| $745K | ﹤0.01% |
39,213
+3,900
| +11% | +$75K |
|
916
Ducommun
DCO
$2.54B
| $733K | ﹤0.01% |
+3,960
| New | +$588K |
|
|
PSTL
917
Postal Realty Trust
PSTL
$717M
| $722K | ﹤0.01% |
29,307
-176
| -0.6% | -$3.93K |
|
918
Murphy USA
MUSA
$9.4B
| $722K | ﹤0.01% |
+1,340
| New | +$728K |
|
919
Acuity Brands
AYI
$10B
| $721K | ﹤0.01% |
1,914
+190
| +11% | +$56.3K |
|
|
ARXS
920
Arxis Inc
ARXS
$23.1B
| $720K | ﹤0.01% |
+15,612
| New | +$609K |
|
921
Pinnacle West Capital
PNW
$11.8B
| $714K | ﹤0.01% |
6,675
-354
| -5% | -$36.2K |
|
922
Ingredion
INGR
$6.39B
| $710K | ﹤0.01% |
7,501
| – | – |
|
923
AGCO
AGCO
$9.34B
| $702K | ﹤0.01% |
5,868
| – | – |
|
924
Black Stone Minerals
BSM
$3.12B
| $699K | ﹤0.01% |
50,000
| – | – |
|
925
News Corp Class B
NWS
$18.2B
| $698K | ﹤0.01% |
24,879
+24
| +0.1% | +$713 |
|
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.