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
|
+$238M |
| 2 |
Coherent
COHR
|
+$172M |
| 3 |
US Foods
USFD
|
+$109M |
| 4 |
Nu Holdings
NU
|
+$99.8M |
| 5 |
Option Care Health
OPCH
|
+$84.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$515M |
| 2 |
NVIDIA
NVDA
|
+$479M |
| 3 |
Microsoft
MSFT
|
+$391M |
| 4 |
Amazon
AMZN
|
+$280M |
| 5 |
iShares Gold Trust
IAU
|
+$275M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.31% |
| 2 | Financials | 11.81% |
| 3 | Communication Services | 9.91% |
| 4 | Healthcare | 9.78% |
| 5 | Consumer Discretionary | 9.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
UHT
926
Universal Health Realty Income Trust
UHT
$609M
| $519K | ﹤0.01% |
12,817
-755
| -6% | -$31.3K |
|
927
Zillow
ZG
$7.28B
| $506K | ﹤0.01% |
12,219
| – | – |
|
|
GENB
928
Generate Biomedicines
GENB
$1.84B
| $504K | ﹤0.01% |
+40,344
| New | +$493K |
|
|
FPI
929
Farmland Partners
FPI
$424M
| $499K | ﹤0.01% |
44,457
-405
| -0.9% | -$4.64K |
|
|
BFS
930
Saul Centers
BFS
$890M
| $497K | ﹤0.01% |
15,247
+3,048
| +25% | +$101K |
|
|
INN
931
Summit Hotel Properties
INN
$761M
| $494K | ﹤0.01% |
111,777
-1,317
| -1% | -$5.91K |
|
932
Baxter International
BAX
$11.5B
| $493K | ﹤0.01% |
29,317
-1,250,135
| -98% | -$24.2M |
|
933
iShares MSCI Indonesia ETF
EIDO
$493M
| $492K | ﹤0.01% |
31,130
+4,200
| +16% | +$73.4K |
|
934
Alkermes
ALKS
$8.81B
| $492K | ﹤0.01% |
13,900
+530
| +4% | +$16.4K |
|
935
Charles River Laboratories
CRL
$10.6B
| $491K | ﹤0.01% |
2,848
+242
| +9% | +$44.9K |
|
|
NVMI
936
Nova
NVMI
$14.4B
| $488K | ﹤0.01% |
1,124
+30
| +3% | +$13.2K |
|
|
BNR
937
Burning Rock Biotech
BNR
$99.7M
| $486K | ﹤0.01% |
30,137
-1,670
| -5% | -$43.7K |
|
938
Cal-Maine
CALM
$4.13B
| $484K | ﹤0.01% |
6,111
+3,226
| +112% | +$265K |
|
939
Acuity Brands
AYI
$9.76B
| $483K | ﹤0.01% |
1,724
+290
| +20% | +$88.1K |
|
|
BDN
940
Brandywine Realty Trust
BDN
$547M
| $483K | ﹤0.01% |
178,114
-1,807
| -1% | -$5.41K |
|
941
NetEase
NTES
$82.9B
| $482K | ﹤0.01% |
4,302
-2,690
| -38% | -$334K |
|
942
Wynn Resorts
WYNN
$9.82B
| $476K | ﹤0.01% |
4,690
+240
| +5% | +$26.3K |
|
|
AHRT
943
AH Realty Trust
AHRT
$542M
| $475K | ﹤0.01% |
86,387
-1,425
| -2% | -$9.1K |
|
944
Norwegian Cruise Line
NCLH
$8.93B
| $475K | ﹤0.01% |
25,386
-41
| -0.2% | -$896 |
|
945
Indivior Pharmaceuticals
INDV
$4.78B
| $470K | ﹤0.01% |
15,420
-7,060
| -31% | -$233K |
|
946
VanEck Vietnam ETF
VNM
$505M
| $466K | ﹤0.01% |
26,916
+9,600
| +55% | +$176K |
|
947
MGM Resorts International
MGM
$11.7B
| $453K | ﹤0.01% |
12,242
+2,311
| +23% | +$82.3K |
|
948
KBR
KBR
$4.36B
| $440K | ﹤0.01% |
11,925
+785
| +7% | +$32.2K |
|
949
Atlanta Braves Holdings Series B
BATRK
$3.23B
| $429K | ﹤0.01% |
10,037
-405
| -4% | -$16.8K |
|
950
Vaxcyte
PCVX
$8.38B
| $426K | ﹤0.01% |
7,331
-953
| -12% | -$51.7K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q1 2026 Portfolio in Review
As of Q1 2026, Sumitomo Mitsui Trust Group held 1,101 positions worth $154B, down 9.3% from $170B the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Sumitomo Mitsui Trust Group withdrew a net $7.66B in Q1 2026, closing 54 positions and reducing 687 holdings. Its most notable exit was CyberArk, an estimated $43.4M position sold in full.
By sector, the portfolio is most concentrated in Technology at 32% 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 Option Care Health worth $70.3M.
- Sumitomo Mitsui Trust Group's largest Q1 2026 buy was Option Care Health: 2,610,947 shares worth $70.3M.
- Sumitomo Mitsui Trust Group added most to iShares Gold Trust Micro in Q1 2026, an estimated $238M increase.
- Sumitomo Mitsui Trust Group's biggest Q1 2026 reduction was Apple, cutting an estimated $515M.
- Sumitomo Mitsui Trust Group fully exited CyberArk in Q1 2026, selling an estimated $43.4M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 32% of its $154B portfolio in Q1 2026.
- Sumitomo Mitsui Trust Group opened 52 new positions and closed 54 in Q1 2026.
- Sumitomo Mitsui Trust Group's portfolio value fell 9.3% quarter-over-quarter to $154B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.