Sumitomo Mitsui Trust Group, Inc.

Bank

CIK

1475365

Location

CHIYODA-KU, TOKYO, M0

Portfolio Value

Mega $175,189,051,502

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

#61 / 8,807 ▼ 5

Top Industry

Semiconductors 15.9%

Period ended 4 months ago

Filed Jul 30, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Bank

SEC filer profile, Oct 17, 2026

Records disagree; the first in precedence decides.

SIC code

6029

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 33.8%, 60.0 effective positions, active share 25.2%; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

6.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.3 quarters (12+), a floor since 85.1% of the book was already held when coverage starts

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share against every 13F filer's combined book at 20% or less, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,024 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.7%

−0.2 pts

Top 5

24.4%

−0.2 pts

Top 10

33.8%

+1.1 pts

HHI

167

Diversified+3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.1%	$65,049,383,643	162
Financial Services	11.2%	$19,575,356,064	140
Healthcare	9.4%	$16,529,281,075	124
Communication Services	9.3%	$16,207,596,099	43
Consumer Cyclical	9.1%	$16,003,630,619	86
Industrials	8.5%	$14,931,417,331	130
Consumer Defensive	4.1%	$7,143,554,441	41
Real Estate	3.2%	$5,678,062,311	136
Energy	2.6%	$4,558,266,138	43
Unclassified	1.9%	$3,330,955,311	34
Utilities	1.8%	$3,205,010,196	37
Basic Materials	1.7%	$2,976,538,274	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
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
SRTA	Strata Critical Medical, Inc.	−601,750	1,052,611	$5,547,259
PFE	Pfizer Inc	−590,485	13,775,929	$331,724,370
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	$65,554,420
XPO	XPO, Inc.	218,158	$44,785,655
FDXF	FedEx Freight Holding Company, Inc.	260,921	$39,399,071
BAI	iShares A.I. Innovation and Tech Active ETF	987,034	$27,686,303
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
SETM	Sprott Funds Trust Sprott Critical Materials ETF	266,991	$8,319,439
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
KBDU	KraneShares 2x Long BIDU Daily ETF	67,338	$2,775,672
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
—		20,653	$1,187,547
PAAS	Pan American Silver Corp	26,039	$1,166,286
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	34,600	$1,050,802
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
SNAP	Snap Inc	2,044,227	$9,403,444
MNDY	monday.com Ltd.	59,121	$4,085,852
—		73,736	$3,684,587
SOLS	Solstice Advanced Materials Inc.	31,188	$2,375,278
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	37,823	$2,317,036
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
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
POOL	Pool Corp	1,715	$346,995
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,024 tracked positions · $175,189,051,502 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 1,024 positions by value · page 1 of 21

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%	6.68%
AAPL	Apple Inc. Technology	Added	33,282,687	+72,884	$9,630,678,310	+14.3%	5.50%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,224,751	-87,116	$8,967,539,555	+23.3%	5.12%
MSFT	Microsoft Corp Technology	Reduced	17,488,121	-199,394	$6,523,418,895	−0.4%	3.72%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,962,064	+341,714	$5,949,458,333	+16.0%	3.40%
AVGO	Broadcom Inc. Technology	Added	11,191,795	+75,463	$4,227,700,561	+22.9%	2.41%
MU	Micron Technology Inc Technology	Reduced	2,924,413	-159,853	$3,375,620,681	+224.0%	1.93%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	7,437,974	-23,352	$3,128,411,864	+12.8%	1.79%
META	Meta Platforms, Inc. Communication Services	Added	5,153,161	+76,730	$2,902,724,059	−0.1%	1.66%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,888,302	-380,091	$2,839,663,514	+165.0%	1.62%
LLY	ELI LILLY & Co Healthcare	Added	1,895,765	+120,058	$2,273,837,603	+39.2%	1.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,907,580	-202,969	$1,933,728,161	+7.6%	1.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,276,091	+22,847	$1,683,475,802	+5.2%	0.96%
GLDM	World Gold Trust	Added	20,057,308	+1,462,902	$1,592,951,401	−7.6%	0.91%
INTC	Intel Corp Technology	Reduced	10,600,700	-542,006	$1,480,175,741	+201.0%	0.84%
APH	Amphenol Corp /De/ Technology	Added	4,139,732	+3,270	$1,459,835,092	+39.7%	0.83%
JNJ	Johnson & Johnson Healthcare	Added	5,660,854	+194	$1,437,687,090	+3.9%	0.82%
V	Visa Inc. Financial Services	Reduced	4,080,445	-3,112	$1,399,959,875	+13.4%	0.80%
CAT	Caterpillar Inc Industrials	Reduced	1,307,930	-5,960	$1,392,814,657	+49.6%	0.80%
AMAT	Applied Materials Inc /De Technology	Added	1,884,226	+17,713	$1,362,295,398	+113.5%	0.78%
LRCX	Lam Research Corp Technology	Reduced	3,000,953	-98,360	$1,300,402,963	+96.4%	0.74%
XOM	ExxonMobil Holdings Corp Energy	Reduced	9,079,522	-272,618	$1,241,352,247	−21.8%	0.71%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,477,039	-549,645	$1,186,629,437	−13.4%	0.68%
IAUM	iShares Gold Trust Micro	Added	28,234,927	+1,400,000	$1,129,679,429	−9.9%	0.64%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,600,711	-686,868	$1,127,699,514	+41.3%	0.64%
MA	Mastercard Inc Financial Services	Reduced	2,089,732	-9,722	$1,073,286,355	+2.3%	0.61%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,538,575	-75,768	$1,055,107,927	+49.1%	0.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,080,484	+30,491	$1,010,760,367	−3.4%	0.58%
ABBV	AbbVie Inc. Healthcare	Added	3,945,546	+30,913	$992,857,195	+16.6%	0.57%
KLAC	Kla Corp Technology	Added	3,163,994	+2,848,130	$954,608,629	+105.3%	0.54%
GS	Goldman Sachs Group Inc Financial Services	Reduced	882,737	-26,591	$892,773,719	+16.1%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	15,011,451	-241,252	$855,352,477	+15.0%	0.49%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,372,777	-13,010	$836,830,992	+6.6%	0.48%
GE	General Electric Co Industrials	Reduced	2,235,655	-27,042	$835,531,343	+30.1%	0.48%
NFLX	Netflix Inc Communication Services	Reduced	11,496,332	-155,132	$820,838,104	−26.7%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,551,507	-60,721	$814,072,986	+0.4%	0.46%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,884,136	-171,217	$803,172,147	−22.2%	0.46%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,169,107	-100,209	$792,730,249	+5.1%	0.45%
PANW	Palo Alto Networks Inc Technology	Added	2,288,912	+40,478	$780,564,770	+116.5%	0.45%
KO	Coca Cola Co Consumer Defensive	Reduced	9,220,120	-290,939	$749,319,152	+3.6%	0.43%
GEV	GE Vernova Inc. Industrials	Added	631,868	+1,006	$742,356,438	+34.8%	0.42%
WELL	Welltower Inc. Real Estate	Reduced	3,150,763	-26,954	$715,128,678	+13.8%	0.41%
LIN	Linde PLC Basic Materials	Reduced	1,376,978	-8,753	$714,568,963	+4.0%	0.41%
CVX	Chevron Corp Energy	Reduced	4,309,574	-97,854	$714,354,986	−21.7%	0.41%
ADI	Analog Devices Inc Technology	Added	1,744,372	+12,233	$692,812,227	+25.7%	0.40%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,709,441	+243,625	$679,810,496	+0.6%	0.39%
IBM	International Business Machines Corp Technology	Reduced	2,344,997	-3,363	$659,436,606	+15.8%	0.38%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	6,569,053	-243,946	$658,744,634	+39.5%	0.38%
TXN	Texas Instruments Inc Technology	Added	2,175,608	+2,814	$648,483,476	+53.7%	0.37%
MRVL	Marvell Technology, Inc. Technology	Added	1,990,854	+47,034	$593,055,498	+208.0%	0.34%

Showing the top 50 of 1,024 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.