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 | |
|---|---|---|---|---|---|---|
|
TMHC
901
DELISTED
Taylor Morrison
TMHC
| $660K | ﹤0.01% |
10,000
+600
| +6% | +$39.5K |
|
902
TPG
TPG
$6.76B
| $658K | ﹤0.01% |
11,446
+3,618
| +46% | +$214K |
|
903
Black Stone Minerals
BSM
$3.14B
| $657K | ﹤0.01% |
50,000
-18,000
| -26% | -$227K |
|
904
Oceaneering
OII
$4.64B
| $654K | ﹤0.01% |
26,394
-741
| -3% | -$17K |
|
905
State Street SPDR S&P Metals & Mining ETF
XME
$3.75B
| $652K | ﹤0.01% |
7,000
-5,000
| -42% | -$399K |
|
906
APA Corp
APA
$13B
| $645K | ﹤0.01% |
26,585
+2,685
| +11% | +$56.7K |
|
907
DigitalOcean
DOCN
$12.5B
| $645K | ﹤0.01% |
18,884
| – | – |
|
908
US Foods
USFD
$22.5B
| $644K | ﹤0.01% |
8,400
-1,100
| -12% | -$87.5K |
|
|
INN
909
Summit Hotel Properties
INN
$766M
| $635K | ﹤0.01% |
115,716
-2,364
| -2% | -$12.9K |
|
910
iShares Mortgage Real Estate ETF
REM
$549M
| $633K | ﹤0.01% |
28,815
-2,464
| -8% | -$54.9K |
|
911
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
| $633K | ﹤0.01% |
5,679
-498
| -8% | -$54.7K |
|
|
AHRT
912
AH Realty Trust
AHRT
$536M
| $624K | ﹤0.01% |
88,985
+5,732
| +7% | +$40.6K |
|
913
AGCO
AGCO
$8.41B
| $620K | ﹤0.01% |
+5,793
| New | +$640K |
|
914
Coherent
COHR
$43.4B
| $617K | ﹤0.01% |
5,727
-1,944
| -25% | -$194K |
|
|
ALX
915
Alexander's
ALX
$1.36B
| $615K | ﹤0.01% |
2,621
+254
| +11% | +$59.7K |
|
916
Match Group
MTCH
$9.19B
| $613K | ﹤0.01% |
17,362
+2,528
| +17% | +$90.2K |
|
917
Sprott Physical Silver Trust
PSLV
$11.8B
| $612K | ﹤0.01% |
39,000
+2,000
| +5% | +$26.7K |
|
|
PR
918
Permian Resources
PR
$17.4B
| $605K | ﹤0.01% |
47,255
+7,131
| +18% | +$97.8K |
|
|
GOOD
919
Gladstone Commercial Corp
GOOD
$623M
| $597K | ﹤0.01% |
48,471
-985
| -2% | -$13.1K |
|
920
Charles River Laboratories
CRL
$11.3B
| $594K | ﹤0.01% |
3,794
-687
| -15% | -$109K |
|
921
iShares MSCI Mexico ETF
EWW
$1.89B
| $586K | ﹤0.01% |
8,585
+3,800
| +79% | +$237K |
|
922
Norwegian Cruise Line
NCLH
$9.53B
| $565K | ﹤0.01% |
22,931
+2,199
| +11% | +$53.4K |
|
923
Globe Life
GL
$14B
| $563K | ﹤0.01% |
3,936
-14,965
| -79% | -$2.03M |
|
924
Viatris
VTRS
$20.8B
| $561K | ﹤0.01% |
56,634
-314,306
| -85% | -$3.06M |
|
|
INR
925
Infinity Natural Resources
INR
$232M
| $558K | ﹤0.01% |
42,565
+5,326
| +14% | +$76.3K |
|
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.