Sumitomo Mitsui Trust Group, Inc.

CIK

1475365

Location

CHIYODA-KU, TOKYO, M0

Portfolio Value

Mega $169,821,333,456

Diversification

Diversified

Reports for

SUMITOMO MITSUI TRUST BANK Ltd Amova Asset Management Co., Ltd. Sumitomo Mitsui Trust Asset Management Co., Ltd. Amova Asset Management UK Ltd Amova Asset Management Asia Ltd AHAM Asset Management Berhad

Files via

Amova Asset Management Americas, Inc.

Filing Date

Global Rank

#58 / 8,675 ▼ 4

Top Industry

Semiconductors 16.4%

3Y Alpha vs SPY

+34.0%

Period ended 2 months ago

Filed Jul 30, 2026 · 30d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+259.0%

SPY

+71.3%

Annualised alpha

+33.5%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

998 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.9%

−0.0 pts

Top 5

22.8%

−2.0 pts

Top 10

32.5%

−0.6 pts

HHI

157

Diversified−9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.9%	$64,319,466,097	162
Financial Services	11.4%	$19,302,763,769	140
Healthcare	9.7%	$16,536,412,427	124
Consumer Cyclical	9.4%	$16,003,339,385	86
Industrials	8.8%	$14,891,793,093	130
Communication Services	7.1%	$12,023,042,664	42
Consumer Defensive	4.2%	$7,138,969,309	40
Real Estate	3.3%	$5,682,438,485	136
Energy	2.7%	$4,558,877,978	43
Utilities	1.9%	$3,205,613,172	37
Unclassified	1.9%	$3,182,078,809	10
Basic Materials	1.8%	$2,976,538,268	48

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+2,848,130	3,163,994	$954,608,629
ESRT	Empire State Realty Trust, Inc.	+2,000,283	6,905,936	$37,361,113
KIM	Kimco Realty Corp	+1,987,917	3,976,804	$100,811,981
BKNG	Booking Holdings Inc.	+1,757,951	1,833,665	$326,832,449
GLDM	World Gold Trust	+1,462,902	20,057,308	$1,592,951,401
IAUM	iShares Gold Trust Micro	+1,400,000	28,234,927	$1,129,679,429
CVNA	Carvana Co.	+1,202,008	1,491,778	$98,188,827
NTLA	Intellia Therapeutics, Inc.	+924,468	2,897,529	$49,026,190
DVN	Devon Energy Corp/De	+847,946	2,542,223	$105,044,654
REXR	Rexford Industrial Realty, Inc.	+834,986	2,090,881	$70,044,513
CGNX	Cognex Corp	+805,210	2,215,361	$160,436,443
MDLN	Medline Inc.	+791,274	817,722	$32,250,955
FTI	TechnipFMC plc	+758,456	944,715	$62,634,604
TRMB	Trimble Inc.	+691,865	4,448,468	$227,672,592
KDK	Kodiak AI, Inc.	+683,727	2,361,678	$11,997,324
BMY	Bristol Myers Squibb Co	+549,880	5,092,121	$293,408,012
SVC	Service Properties Trust	+461,435	635,315	$1,073,682
CCL	Carnival Corp Ltd.	+364,053	2,691,493	$76,895,955
AMZN	Amazon Com Inc	+341,714	24,962,064	$5,949,458,333
KTOS	Kratos Defense & Security Solutions, Inc.	+281,172	1,425,509	$71,075,878
CRCL	Circle Internet Group, Inc.	+267,962	3,185,726	$199,522,019
ADM	Archer-Daniels-Midland Co	+251,222	1,408,221	$107,588,084
MDT	Medtronic plc	+247,756	3,291,183	$257,469,246
ISRG	Intuitive Surgical Inc	+243,625	1,709,441	$679,810,496
COR	Cencora, Inc.	+234,073	1,037,565	$293,610,143
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−11,728,133	13,583,734	$4,854,419,019
NVDA	Nvidia Corp	−2,100,818	58,522,212	$11,709,709,399
BZ	Kanzhun Ltd	−2,084,900	846,887	$10,899,435
PINS	Pinterest, Inc.	−1,428,725	573,892	$12,068,948
DKNG	DraftKings Inc.	−1,279,710	1,876,694	$47,405,290
ROKU	Roku, Inc	−1,247,385	626,984	$86,611,569
DOC	Healthpeak Properties, Inc.	−1,201,016	1,205,030	$25,787,642
VZ	Verizon Communications Inc	−1,180,603	10,283,100	$435,386,454
KRG	Kite Realty Group Trust	−1,148,299	675,962	$19,183,801
AUR	Aurora Innovation, Inc.	−1,043,658	5,236,701	$35,714,300
PACB	Pacific Biosciences Of California, Inc.	−1,028,272	6,009,715	$10,096,321
TXG	10x Genomics, Inc.	−915,587	4,194,627	$160,821,999
GRAB	Grab Holdings Ltd	−909,027	3,955,914	$14,913,795
HON	Honeywell International Inc	−859,086	932,853	$208,865,786
TTD	Trade Desk, Inc.	−843,918	102,767	$1,858,027
P	Everpure, Inc.	−828,483	945,790	$74,518,794
COLD	Americold Realty Trust	−789,668	3,216,138	$50,557,689
HST	Host Hotels & Resorts, Inc.	−780,265	1,938,043	$45,950,999
UDR	UDR, Inc.	−729,944	1,426,925	$56,962,846
HRL	Hormel Foods Corp /De/	−711,751	235,478	$5,844,563
FROG	JFrog Ltd	−697,503	894,883	$81,326,967
CSCO	Cisco Systems, Inc.	−686,868	9,600,711	$1,127,699,514
DD	DuPont de Nemours, Inc.	−618,892	277,081	$37,583,266
T	At&T Inc.	−617,907	18,159,581	$375,903,326
ZG	Zillow Group, Inc.	−610,589	12,219	$383,310
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	2,273,875	$388,514,282
SPY	Spdr S&P 500 ETF Trust	116,185	$86,763,472
CBRS	Cerebras Systems Inc.	307,104	$67,869,984
HONA	Honeywell Aerospace Inc.	296,519	$65,471,395
XPO	XPO, Inc.	218,158	$44,785,655
FDXF	FedEx Freight Holding Company, Inc.	260,921	$39,399,071
XE	X-Energy, Inc.	1,448,579	$26,595,910
SN	SharkNinja, Inc.	168,763	$25,697,542
NHP	National Healthcare Properties, Inc.	1,739,224	$25,479,631
YMM	Full Truck Alliance Co. Ltd.	1,566,780	$12,722,253
TIGO	Millicom International Cellular SA	108,456	$9,843,466
WCC	Wesco International Inc	17,876	$6,174,906
ONTO	Onto Innovation Inc.	14,291	$5,408,428
FPS	Forgent Power Solutions, Inc.	60,116	$3,358,079
AUGO	Aura Minerals Inc.	49,235	$3,099,343
BBWI	Bath & Body Works, Inc.	89,012	$2,058,847
MKSI	Mks Inc	3,502	$1,557,689
ALMR	Alamar Biosciences, Inc.	56,452	$1,529,284
IBN	Icici Bank Ltd	50,763	$1,473,649
PAAS	Pan American Silver Corp	26,039	$1,166,286
CP	Canadian Pacific Kansas City Ltd/Cn	11,952	$1,035,640
ATRO	Astronics Corp	9,606	$780,583
DCO	Ducommun Inc /De/	3,960	$733,431
MUSA	Murphy USA Inc.	1,340	$722,085
ARXS	Arxis, Inc.	15,612	$720,337
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
OMCL	Omnicell, Inc.	1,410,865	$47,094,673
ACM	Aecom	273,957	$23,237,032
OKLO	Oklo Inc.	206,946	$10,262,452
BF-B	Brown Forman Corp	355,732	$9,405,554
SNAP	Snap Inc	2,044,227	$9,403,444
MNDY	monday.com Ltd.	59,121	$4,085,852
XLB	State Street Materials Select Sector SPDR ETF	73,736	$3,684,587
SOLS	Solstice Advanced Materials Inc.	31,188	$2,375,278
MEDP	Medpace Holdings, Inc.	3,872	$1,859,295
CRS	Carpenter Technology Corp	4,527	$1,784,317
ALLY	Ally Financial Inc.	41,197	$1,616,158
WIX	Wix.com Ltd.	11,360	$1,023,195
EPD	Enterprise Products Partners L.P.	24,000	$908,160
HL	Hecla Mining Co/De/	41,000	$763,830
BJ	BJ's Wholesale Club Holdings, Inc.	7,281	$716,596
HXL	Hexcel Corp /De/	7,523	$608,836
JAN	Janus Living, Inc.	23,039	$543,029
ALKS	Alkermes plc.	13,900	$491,504
CALM	Cal-Maine Foods Inc	6,111	$483,685
BATRA	Atlanta Braves Holdings, Inc.	10,037	$428,579
EPAM	EPAM Systems, Inc.	2,941	$398,211
CAG	Conagra Brands Inc.	25,086	$394,351
G	Genpact LTD	10,478	$390,305
SAIC	Science Applications International Corp	4,067	$386,039
PEN	Penumbra Inc	1,059	$347,743
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

998 tracked positions · $169,821,333,456 total · filing declares 1,080 positions · $175,059,245,023 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 998 positions by value · page 1 of 20

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	58,522,212	-2,100,818	$11,709,709,399	+10.8%	6.90%
AAPL	Apple Inc. Technology	Added	33,282,687	+72,884	$9,630,678,310	+14.3%	5.67%
MSFT	Microsoft Corp Technology	Reduced	17,488,121	-199,394	$6,523,418,895	−0.4%	3.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,962,064	+341,714	$5,949,458,333	+16.0%	3.50%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,583,734	-11,728,133	$4,854,419,019	−33.2%	2.86%
AVGO	Broadcom Inc. Technology	Added	11,191,795	+75,463	$4,227,700,561	+22.9%	2.49%
MU	Micron Technology Inc Technology	Reduced	2,924,413	-159,853	$3,375,620,681	+224.0%	1.99%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,437,974	-23,352	$3,128,411,864	+12.8%	1.84%
META	Meta Platforms, Inc. Communication Services	Added	5,153,161	+76,730	$2,902,724,059	−0.1%	1.71%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,888,302	-380,091	$2,839,663,514	+165.0%	1.67%
LLY	ELI LILLY & Co Healthcare	Added	1,895,765	+120,058	$2,273,837,603	+39.2%	1.34%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,907,580	-202,969	$1,933,728,161	+7.6%	1.14%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,276,032	+22,788	$1,639,293,652	+2.5%	0.97%
GLDM	World Gold Trust	Added	20,057,308	+1,462,902	$1,592,951,401	−7.6%	0.94%
INTC	Intel Corp Technology	Reduced	10,600,700	-542,006	$1,480,175,741	+201.0%	0.87%
JNJ	Johnson & Johnson Healthcare	Added	5,660,854	+194	$1,437,687,090	+3.9%	0.85%
V	Visa Inc. Financial Services	Reduced	4,080,445	-3,112	$1,399,959,875	+13.4%	0.82%
CAT	Caterpillar Inc Industrials	Reduced	1,307,930	-5,960	$1,392,814,657	+49.6%	0.82%
AMAT	Applied Materials Inc /De Technology	Added	1,884,226	+17,713	$1,362,295,398	+113.5%	0.80%
LRCX	Lam Research Corp Technology	Reduced	3,000,953	-98,360	$1,300,402,963	+96.4%	0.77%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,079,522	-272,618	$1,241,352,247	−21.8%	0.73%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,477,039	-549,645	$1,186,629,437	−13.4%	0.70%
IAUM	iShares Gold Trust Micro	Added	28,234,927	+1,400,000	$1,129,679,429	−9.9%	0.67%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,600,711	-686,868	$1,127,699,514	+41.3%	0.66%
MA	Mastercard Inc Financial Services	Reduced	2,089,732	-9,722	$1,073,286,355	+2.3%	0.63%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,538,575	-75,768	$1,055,107,927	+49.1%	0.62%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,080,484	+30,491	$1,010,760,367	−3.4%	0.60%
ABBV	AbbVie Inc. Healthcare	Added	3,945,546	+30,913	$992,857,195	+16.6%	0.58%
KLAC	Kla Corp Technology	Added	3,163,994	+2,848,130	$954,608,629	+105.3%	0.56%
GS	Goldman Sachs Group Inc Financial Services	Reduced	882,737	-26,591	$892,773,719	+16.1%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	15,011,451	-241,252	$855,352,477	+15.0%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,372,777	-13,010	$836,830,992	+6.6%	0.49%
GE	General Electric Co Industrials	Reduced	2,235,655	-27,042	$835,531,343	+30.1%	0.49%
NFLX	Netflix Inc Communication Services	Reduced	11,496,332	-155,132	$820,838,104	−26.7%	0.48%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,551,507	-60,721	$814,072,986	+0.4%	0.48%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,884,136	-171,217	$803,172,147	−22.2%	0.47%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,169,107	-100,209	$792,730,249	+5.1%	0.47%
PANW	Palo Alto Networks Inc Technology	Added	2,288,912	+40,478	$780,564,770	+116.5%	0.46%
KO	Coca Cola Co Consumer Defensive	Reduced	9,220,120	-290,939	$749,319,152	+3.6%	0.44%
GEV	GE Vernova Inc. Industrials	Added	631,868	+1,006	$742,356,438	+34.8%	0.44%
APH	Amphenol Corp /De/ Technology	Added	4,139,732	+3,270	$729,917,546	—	0.43%
WELL	Welltower Inc. Real Estate	Reduced	3,150,763	-26,954	$715,128,678	+13.8%	0.42%
LIN	Linde PLC Basic Materials	Reduced	1,376,978	-8,753	$714,568,963	+4.0%	0.42%
CVX	Chevron Corp Energy	Reduced	4,309,574	-97,854	$714,354,986	−21.7%	0.42%
ADI	Analog Devices Inc Technology	Added	1,744,372	+12,233	$692,812,227	+25.7%	0.41%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,709,441	+243,625	$679,810,496	+0.6%	0.40%
IBM	International Business Machines Corp Technology	Reduced	2,344,997	-3,363	$659,436,606	+15.8%	0.39%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	6,569,053	-243,946	$658,744,634	+39.5%	0.39%
TXN	Texas Instruments Inc Technology	Added	2,175,608	+2,814	$648,483,476	+53.7%	0.38%
MRVL	Marvell Technology, Inc. Technology	Added	1,990,854	+47,034	$593,055,498	+208.0%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.