Sumitomo Mitsui Trust Group, Inc.

CIK

1475365

Location

CHIYODA-KU, TOKYO, M0

Portfolio Value

Mega $149,033,908,237

Diversification

Diversified

Filing Date

Global Rank

#53 / 8,605 ▼ 1 · as of Mar 2026

Top Industry

Semiconductors 12.9%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.3%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

981 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

−0.1 pts

Top 5

23.1%

−1.7 pts

Top 10

31.6%

−2.4 pts

HHI

157

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.0%	$49,207,062,918	156
Financial Services	12.2%	$18,190,190,941	135
Healthcare	10.1%	$15,108,490,987	128
Consumer Cyclical	9.7%	$14,441,109,919	81
Industrials	8.4%	$12,574,749,170	122
Communication Services	7.9%	$11,757,815,922	42
Consumer Defensive	4.9%	$7,305,569,695	43
Real Estate	3.6%	$5,394,313,710	139
Energy	3.6%	$5,339,337,468	45
Unclassified	2.3%	$3,400,943,110	6
Utilities	2.2%	$3,217,431,137	39
Basic Materials	2.1%	$3,096,893,260	45

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NU	Nu Holdings Ltd.	+6,159,298	18,979,529	$272,735,831
IAUM	iShares Gold Trust Micro	+4,900,000	26,834,927	$1,253,191,090
ESRT	Empire State Realty Trust, Inc.	+1,750,544	4,905,653	$25,509,395
WRD	WeRide Inc.	+1,605,657	2,305,997	$18,655,515
GENI	Genius Sports Ltd	+1,549,816	3,909,945	$17,321,056
BLSH	Bullish	+1,304,573	3,833,886	$136,984,746
FIG	Figma, Inc.	+1,262,258	1,467,887	$31,031,131
USFD	US Foods Holding Corp.	+1,230,785	1,243,456	$114,659,077
FCPT	Four Corners Property Trust, Inc.	+1,010,648	2,345,427	$55,469,348
REXR	Rexford Industrial Realty, Inc.	+932,303	1,255,895	$41,105,443
KDK	Kodiak AI, Inc.	+888,480	1,677,951	$11,644,979
JOBY	Joby Aviation, Inc.	+870,244	2,679,515	$22,132,793
TEM	Tempus AI, Inc.	+821,490	4,326,313	$195,635,873
HBAN	Huntington Bancshares Inc /Md/	+814,324	5,087,371	$79,617,356
COHR	Coherent Corp.	+749,424	755,294	$179,918,583
HOOD	Robinhood Markets, Inc.	+632,403	6,812,999	$472,140,830
FROG	JFrog Ltd	+517,291	1,592,386	$74,730,674
TRMB	Trimble Inc.	+501,853	3,756,603	$245,043,213
FITB	Fifth Third Bancorp	+433,273	1,903,839	$88,452,359
HST	Host Hotels & Resorts, Inc.	+418,216	2,718,308	$52,082,781
RBLX	Roblox Corp	+416,206	4,451,881	$251,798,389
CRWV	CoreWeave, Inc.	+401,000	1,626,870	$126,033,618
KLAR	Klarna Group plc	+385,811	1,198,554	$15,689,071
CRCL	Circle Internet Group, Inc.	+342,080	2,917,764	$278,383,863
WMT	Walmart Inc.	+330,076	11,026,684	$1,370,396,287
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TME	Tencent Music Entertainment Group	−4,461,780	1,302,541	$12,087,580
LAB	Standard Biotools Inc.	−3,893,103	442,784	$407,361
IAU	Ishares Gold Trust	−2,994,795	3,614,120	$318,620,819
NVDA	Nvidia Corp	−2,612,853	60,623,030	$10,572,656,432
G	Genpact LTD	−2,583,674	10,478	$390,305
AAPL	Apple Inc.	−1,979,747	33,209,803	$8,428,315,903
PINS	Pinterest, Inc.	−1,840,023	2,002,617	$36,727,995
SDGR	Schrodinger, Inc.	−1,523,930	3,190,837	$36,247,908
UBER	Uber Technologies, Inc	−1,439,580	5,182,418	$372,771,326
TTD	Trade Desk, Inc.	−1,377,841	946,685	$21,480,282
AMZN	Amazon Com Inc	−1,270,369	24,620,350	$5,127,680,294
BAX	Baxter International Inc	−1,250,135	29,317	$492,525
DKNG	DraftKings Inc.	−1,214,499	3,156,404	$68,241,454
ROKU	Roku, Inc	−1,094,883	1,874,369	$177,352,794
DRH	DiamondRock Hospitality Co	−1,087,623	220,092	$2,062,262
BAC	Bank Of America Corp /De/	−1,081,912	15,252,703	$743,569,271
MSFT	Microsoft Corp	−933,958	17,687,515	$6,547,387,427
APH	Amphenol Corp /De/	−929,999	4,136,462	$522,641,973
T	At&T Inc.	−897,296	18,777,488	$544,359,377
WFC	Wells Fargo & Company/Mn	−805,446	6,594,835	$525,014,814
RXRX	Recursion Pharmaceuticals, Inc.	−801,804	5,419,221	$16,637,008
PACB	Pacific Biosciences Of California, Inc.	−770,593	7,037,987	$9,290,142
PFE	Pfizer Inc	−765,037	14,366,414	$403,408,905
U	Unity Software Inc.	−760,882	1,111,451	$24,385,234
FR	First Industrial Realty Trust Inc	−752,639	207,278	$11,991,032
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	140,975	$99,071,591
OPCH	Option Care Health, Inc.	2,610,947	$70,286,693
CASY	Caseys General Stores Inc	69,075	$50,276,929
FTAI	FTAI Aviation Ltd.	189,867	$46,517,415
AMCR	Amcor plc	1,132,546	$45,018,703
CDE	Coeur Mining, Inc.	1,927,747	$36,183,811
ASTS	AST SpaceMobile, Inc.	417,845	$34,626,815
PNFP	Pinnacle Financial Partners, Inc.	277,799	$23,929,605
IREN	IREN Ltd	609,054	$20,878,371
PAYP	PayPay Corp	642,029	$13,700,898
QQQ	Invesco Qqq Trust, Series 1	16,491	$9,518,275
BNTX	BioNTech SE	77,694	$6,905,442
OTF	Blue Owl Technology Finance Corp.	258,474	$3,202,492
CNTN	Canton Strategic Holdings, Inc.	728,167	$2,381,106
ATAI	AtaiBeckley Inc.	567,576	$2,009,219
CRS	Carpenter Technology Corp	4,527	$1,784,317
FIVE	Five Below, Inc	7,706	$1,760,666
OVV	Ovintiv Inc.	29,319	$1,740,375
GFI	Gold Fields Ltd	26,408	$1,198,923
MDLN	Medline Inc.	26,448	$1,176,936
VSNT	Versant Media Group, Inc.	30,449	$1,127,221
HL	Hecla Mining Co/De/	41,000	$763,830
JAN	Janus Living, Inc.	23,039	$543,029
AR	ANTERO RESOURCES Corp	12,400	$526,256
GENB	Generate Biomedicines, Inc.	40,344	$504,300
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	56,000	$38,187,520
PD	PagerDuty, Inc.	2,422,159	$31,754,504
NTNX	Nutanix, Inc.	487,330	$25,190,087
NXDR	Nextdoor Holdings, Inc.	11,899,919	$24,989,829
BAH	Booz Allen Hamilton Holding Corp	287,922	$24,289,099
AFG	American Financial Group Inc	146,731	$20,055,193
PAYC	Paycom Software, Inc.	105,796	$16,859,650
BSY	Bentley Systems Inc	372,134	$14,202,494
EXAS	EXACT SCIENCES CORP	87,207	$8,856,742
IBTA	Ibotta, Inc.	389,463	$8,852,493
QFIN	Qfin Holdings, Inc.	229,663	$4,425,606
ATHM	Autohome Inc.	153,169	$3,409,541
MOH	Molina Healthcare, Inc.	19,239	$3,338,736
SFM	Sprouts Farmers Market, Inc.	29,436	$2,345,166
UNM	Unum Group	24,491	$1,898,052
MASI	Masimo Corp	14,572	$1,895,234
TXRH	Texas Roadhouse, Inc.	10,058	$1,669,628
ELME	Elme Communities	94,535	$1,644,909
DCI	DONALDSON Co INC	17,545	$1,555,539
FG	F&G Annuities & Life, Inc.	39,266	$1,211,356
VMI	Valmont Industries Inc	2,862	$1,151,439
NGD	New Gold Inc. /FI	106,446	$927,144
NYT	New York Times Co	13,300	$923,286
WMG	Warner Music Group Corp.	29,242	$896,852
AIV	Apartment Investment & Management Co	150,328	$892,948
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

981 positions · $149,033,908,237 total · as of Mar 31, 2026

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

Showing 1–50 of 981 positions by value · page 1 of 20

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	60,623,030	-2,612,853	$10,572,656,432	−10.4%	7.09%
AAPL	Apple Inc. Technology	Reduced	33,209,803	-1,979,747	$8,428,315,903	−11.9%	5.66%
MSFT	Microsoft Corp Technology	Reduced	17,687,515	-933,958	$6,547,387,427	−27.3%	4.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,620,350	-1,270,369	$5,127,680,294	−14.2%	3.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,222,122	-664,413	$3,802,153,402	−12.5%	2.55%
AVGO	Broadcom Inc. Technology	Reduced	11,116,332	-467,949	$3,440,615,917	−14.2%	2.31%
META	Meta Platforms, Inc. Communication Services	Reduced	5,076,431	-249,706	$2,904,378,468	−17.4%	1.95%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,461,326	-263,413	$2,773,747,940	−20.2%	1.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,110,549	-364,413	$1,797,479,093	−13.8%	1.21%
GLDM	World Gold Trust	Added	18,594,406	+206,914	$1,723,515,492	+9.8%	1.16%
LLY	ELI LILLY & Co Healthcare	Reduced	1,775,707	-80,425	$1,633,242,027	−18.1%	1.10%
XOM	Exxon Mobil Corp Energy	Reduced	9,352,140	-547,794	$1,586,684,072	+33.2%	1.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,253,187	-168,357	$1,558,927,210	−9.4%	1.05%
JNJ	Johnson & Johnson Healthcare	Reduced	5,660,660	-285,675	$1,383,691,730	+12.4%	0.93%
WMT	Walmart Inc. Consumer Defensive	Added	11,026,684	+330,076	$1,370,396,287	+15.0%	0.92%
IAUM	iShares Gold Trust Micro	Added	26,834,927	+4,900,000	$1,253,191,090	+32.9%	0.84%
V	Visa Inc. Financial Services	Reduced	4,083,557	-230,842	$1,234,214,267	−18.4%	0.83%
NFLX	Netflix Inc Communication Services	Reduced	11,651,464	-448,444	$1,120,288,263	−1.3%	0.75%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,268,393	-108,278	$1,071,749,187	−6.9%	0.72%
MA	Mastercard Inc Financial Services	Reduced	2,099,454	-59,560	$1,049,013,185	−14.9%	0.70%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,049,993	-34,432	$1,046,244,524	+11.9%	0.70%
MU	Micron Technology Inc Technology	Reduced	3,084,266	-401,636	$1,041,988,425	+4.7%	0.70%
PLTR	Palantir Technologies Inc. Technology	Reduced	7,055,353	-401,905	$1,032,057,036	−22.1%	0.69%
CAT	Caterpillar Inc Industrials	Reduced	1,313,890	-38,584	$930,838,509	+20.1%	0.62%
CVX	Chevron Corp Energy	Reduced	4,407,428	-219,017	$911,896,853	+29.3%	0.61%
ABBV	AbbVie Inc. Healthcare	Reduced	3,914,633	-188,212	$851,393,531	−9.2%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,612,228	-317,497	$810,630,212	−4.6%	0.54%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,287,579	-489,140	$798,213,254	−3.8%	0.54%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,385,787	-149,936	$784,661,486	−10.1%	0.53%
GS	Goldman Sachs Group Inc Financial Services	Reduced	909,328	-43,009	$769,282,394	−8.1%	0.52%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,269,316	-702,485	$754,136,021	+2.8%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	15,252,703	-1,081,912	$743,569,271	−17.2%	0.50%
KO	Coca Cola Co Consumer Defensive	Reduced	9,511,059	-507,956	$723,316,036	+3.3%	0.49%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,614,343	-56,548	$707,415,072	−19.8%	0.47%
LIN	Linde PLC Basic Materials	Reduced	1,385,731	-94,303	$686,990,000	+8.9%	0.46%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,465,816	+45,359	$675,726,517	−16.0%	0.45%
LRCX	Lam Research Corp Technology	Reduced	3,099,313	-144,573	$662,199,215	+19.3%	0.44%
GE	General Electric Co Industrials	Reduced	2,262,697	-127,615	$642,085,527	−12.8%	0.43%
AMAT	Applied Materials Inc /De Technology	Reduced	1,866,513	-103,941	$637,955,478	+26.0%	0.43%
WELL	Welltower Inc. Real Estate	Reduced	3,177,717	-7,623	$628,266,428	+6.3%	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,901,282	-81,500	$590,899,432	−2.5%	0.40%
VZ	Verizon Communications Inc Communication Services	Reduced	11,463,703	-478,206	$575,477,890	+18.3%	0.39%
IBM	International Business Machines Corp Technology	Reduced	2,348,360	-91,570	$569,218,980	−21.2%	0.38%
ADI	Analog Devices Inc Technology	Added	1,732,139	+51,565	$551,062,701	+20.9%	0.37%
GEV	GE Vernova Inc. Industrials	Reduced	630,862	-26,595	$550,679,439	+28.2%	0.37%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,543,381	-86,654	$550,251,635	+5.6%	0.37%
RTX	RTX Corp Industrials	Reduced	2,828,195	-142,795	$545,558,815	+0.1%	0.37%
T	At&T Inc. Communication Services	Reduced	18,777,488	-897,296	$544,359,377	+11.4%	0.37%
AMGN	Amgen Inc Healthcare	Reduced	1,537,964	-74,404	$541,132,633	+2.5%	0.36%
ORCL	Oracle Corp Technology	Reduced	3,666,848	-197,688	$539,430,009	−28.4%	0.36%