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 |
Circle Internet Group
CRCL
|
+$132M |
| 3 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
76
GE Vernova
GEV
$247B
| $430M | 0.25% |
657,457
-24,642
| -4% | -$15M |
2024 Q2
6 quarters
|
|
77
Equinix
EQIX
$98.3B
| $414M | 0.24% |
540,817
-3,645
| -0.7% | -$2.86M |
2013 Q2
50 quarters
|
|
78
Progressive
PGR
$124B
| $412M | 0.24% |
1,807,068
+97,275
| +6% | +$22M |
2013 Q2
50 quarters
|
|
79
Gilead Sciences
GILD
$195B
| $401M | 0.24% |
3,269,117
-60,405
| -2% | -$7.34M |
2013 Q2
50 quarters
|
|
80
Accenture
ACN
$138B
| $401M | 0.24% |
1,492,946
-116,666
| -7% | -$29.6M |
2022 Q1
15 quarters
|
|
81
TJX Companies
TJX
$159B
| $399M | 0.23% |
2,599,294
-105,654
| -4% | -$15.6M |
2013 Q2
50 quarters
|
|
82
Adobe
ADBE
$97.9B
| $399M | 0.23% |
1,140,262
-238,867
| -17% | -$81.2M |
2013 Q2
50 quarters
|
|
83
ServiceNow
NOW
$154B
| $398M | 0.23% |
2,599,397
-75,388
| -3% | -$12.9M |
2013 Q4
48 quarters
|
|
84
Texas Instruments
TXN
$255B
| $396M | 0.23% |
2,283,341
-42,618
| -2% | -$7.3M |
2013 Q2
50 quarters
|
|
85
KLA
KLAC
$228B
| $396M | 0.23% |
3,256,070
-67,910
| -2% | -$7.97M |
2013 Q2
50 quarters
|
|
86
Mercado Libre
MELI
$94.1B
| $390M | 0.23% |
193,663
-18,877
| -9% | -$39.7M |
2016 Q4
36 quarters
|
|
87
Applovin
APP
$93.5B
| $389M | 0.23% |
576,709
-42,495
| -7% | -$26.8M |
2024 Q1
7 quarters
|
|
88
NextEra Energy
NEE
$165B
| $383M | 0.23% |
4,774,280
-178,729
| -4% | -$14.8M |
2013 Q2
50 quarters
|
|
89
Palo Alto Networks
PANW
$303B
| $383M | 0.22% |
2,076,626
-5,312
| -0.3% | -$1.07M |
2014 Q4
44 quarters
|
|
90
Charles Schwab
SCHW
$163B
| $382M | 0.22% |
3,823,597
-178,816
| -4% | -$17M |
2013 Q2
50 quarters
|
|
91
Rockwell Automation
ROK
$46.9B
| $381M | 0.22% |
977,999
-19,191
| -2% | -$7.21M |
2013 Q2
50 quarters
|
|
92
Pfizer
PFE
$168B
| $377M | 0.22% |
15,131,451
-483,467
| -3% | -$12.2M |
2013 Q2
50 quarters
|
|
93
S&P Global
SPGI
$125B
| $375M | 0.22% |
717,749
-29,098
| -4% | -$14.4M |
2016 Q2
38 quarters
|
|
94
Blackrock
BLK
$174B
| $371M | 0.22% |
346,624
-12,700
| -4% | -$13.9M |
2013 Q2
50 quarters
|
|
95
Capital One
COF
$122B
| $371M | 0.22% |
1,529,569
-56,817
| -4% | -$12.6M |
2013 Q2
50 quarters
|
|
96
Deere & Co
DE
$175B
| $369M | 0.22% |
793,104
+2,738
| +0.3% | +$1.28M |
2013 Q2
50 quarters
|
|
97
Honeywell
HON
$66.7B
| $367M | 0.22% |
1,879,136
-141,753
| -7% | -$27.7M |
2013 Q2
50 quarters
|
|
98
CrowdStrike
CRWD
$250B
| $355M | 0.21% |
3,032,804
-102,104
| -3% | -$13M |
2020 Q2
22 quarters
|
|
99
Intercontinental Exchange
ICE
$88.9B
| $339M | 0.2% |
2,091,380
-64,633
| -3% | -$10.1M |
2013 Q2
50 quarters
|
|
100
Elevance Health
ELV
$92.9B
| $333M | 0.2% |
949,000
+5,933
| +0.6% | +$2M |
2013 Q2
50 quarters
|
|
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.