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 | |
|---|---|---|---|---|---|---|
126
Corning
GLW
$140B
| $237M | 0.15% |
1,740,855
-87,657
| -5% | -$10.6M |
|
127
Southern Company
SO
$106B
| $235M | 0.15% |
2,439,489
-147,638
| -6% | -$13.7M |
|
128
Starbucks
SBUX
$119B
| $233M | 0.15% |
2,605,461
-143,547
| -5% | -$13.6M |
|
129
Travelers Companies
TRV
$81.6B
| $233M | 0.15% |
798,746
-33,039
| -4% | -$9.68M |
|
130
Duke Energy
DUK
$98.2B
| $230M | 0.15% |
1,758,086
-117,497
| -6% | -$14.7M |
|
131
Public Storage
PSA
$54.4B
| $228M | 0.15% |
840,435
-15,857
| -2% | -$4.55M |
|
132
Western Digital
WDC
$189B
| $226M | 0.15% |
836,666
-50,393
| -6% | -$13.2M |
|
133
Cloudflare
NET
$96.7B
| $222M | 0.14% |
1,074,397
-51,205
| -5% | -$9.76M |
|
134
Altria Group
MO
$122B
| $220M | 0.14% |
3,333,982
+45,145
| +1% | +$2.9M |
|
135
Applovin
APP
$144B
| $219M | 0.14% |
550,338
-26,371
| -5% | -$12.7M |
|
136
Vertiv
VRT
$117B
| $217M | 0.14% |
865,061
+27,415
| +3% | +$6.09M |
|
137
Boston Scientific
BSX
$64.2B
| $215M | 0.14% |
3,422,813
-34,648
| -1% | -$2.77M |
|
138
Northrop Grumman
NOC
$72.8B
| $213M | 0.14% |
312,115
-21,357
| -6% | -$14.8M |
|
139
Regeneron Pharmaceuticals
REGN
$70.8B
| $211M | 0.14% |
273,669
-11,362
| -4% | -$8.7M |
|
140
Trane Technologies
TT
$104B
| $211M | 0.14% |
505,570
-24,212
| -5% | -$10.3M |
|
141
American Tower
AMT
$76.1B
| $211M | 0.14% |
1,220,578
+1,428
| +0.1% | +$257K |
|
142
IQVIA
IQV
$33.7B
| $209M | 0.14% |
1,225,851
+93,779
| +8% | +$18.3M |
|
143
TransDigm Group
TDG
$67.4B
| $209M | 0.14% |
180,192
-16,576
| -8% | -$21.7M |
|
144
3M
MMM
$89.1B
| $208M | 0.13% |
1,430,201
-75,159
| -5% | -$12M |
|
145
Waste Management
WM
$93.6B
| $206M | 0.13% |
895,169
-44,229
| -5% | -$10.2M |
|
146
Seagate
STX
$202B
| $205M | 0.13% |
522,344
+3,538
| +0.7% | +$1.35M |
|
147
Cigna
CI
$76.8B
| $203M | 0.13% |
759,530
-24,769
| -3% | -$6.85M |
|
148
Constellation Energy
CEG
$93.6B
| $203M | 0.13% |
725,283
-35,480
| -5% | -$10.8M |
|
149
CVS Health
CVS
$141B
| $201M | 0.13% |
2,799,884
-68,340
| -2% | -$5.26M |
|
150
L3Harris
LHX
$51.7B
| $201M | 0.13% |
581,188
+13,674
| +2% | +$4.78M |
|
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.