8309 · Sumitomo Mitsui Trust Group, Inc. · Held by Funds
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Funds whose latest official portfolio report holds Sumitomo Mitsui Trust Group, Inc. (8309), matched by the security's ISIN: US registered funds from their Form N-PORT reports, and Swedish funds from their quarterly reports to Finansinspektionen. Each row is one fund position with its size, value and weight in that fund. Major shareholders who notified a regulator of a threshold crossing are listed separately and never added to the funds.
Major shareholders
Holders who notified a threshold crossing in the issuer's shares, voting rights or capital, newest event first. Each row is one dated notification, not a current register, and rows are never added together.
| Event date | Holder | Shares | Instruments | Total | Previous total | Published |
|---|---|---|---|---|---|---|
| 2025-09-15 | Sumitomo Mitsui Trust Asset Management Co.,Ltd., filing for 2 joint holders Financial Services Agency (Japan) | — | — | 4.4% | 5.11% | 2025-09-19 |
| 2025-03-14 | Nomura Asset Management Co., Ltd., filing for 3 joint holders Financial Services Agency (Japan) | — | — | 6.13% | 5.11% | 2025-03-24 |
| 2024-03-15 | BlackRock Japan Co., Ltd., filing for 11 joint holders Financial Services Agency (Japan) | — | — | 7.15% | 6.1% | 2024-03-22 |
| 2022-07-15 | Nomura Asset Management Co., Ltd. Financial Services Agency (Japan) | — | — | 5.11% | 6.15% | 2022-07-25 |
| 2021-12-15 | BlackRock Japan Co., Ltd., filing for 8 joint holders Financial Services Agency (Japan) | — | — | 6.1% | 5.07% | 2021-12-21 |
Percentages are of the issuer's voting rights on the event date; a dash was not stated in the notification.An EDINET total is the report's holding ratio: voting and potential shares of the filer and its joint holders together. Newest stored notification published 2026-11-13.
US registered funds (Form N-PORT)
140 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | — | 37,183,104 | $382,342,041 | 0.06% | Long | 2026-07-31 | |
| VANGUARD DEVELOPED MARKETS INDEX FUND | — | 6,167,560 | $230,296,355 | 0.07% | Long | 2026-06-30 | |
| iShares Core MSCI EAFE ETF | IEFA | 18,178,400 | $186,922,691 | 0.10% | Long | 2026-07-31 | |
| iShares MSCI Japan ETF | EWJ | 10,800,456 | $119,563,971 | 0.53% | Long | 2026-08-31 | |
| JPMorgan BetaBuilders Japan ETF | BBJP | 9,222,400 | $94,831,008 | 0.53% | Long | 2026-07-31 | |
| iShares MSCI EAFE ETF | EFA | 8,808,880 | $90,578,904 | 0.12% | Long | 2026-07-31 | |
| iShares MSCI EAFE Value ETF | EFV | 6,539,040 | $67,238,863 | 0.23% | Long | 2026-07-31 | |
| Schwab International Equity ETF | SCHF | 5,768,852 | $64,192,680 | 0.09% | Long | 2026-08-31 | |
| WisdomTree Japan Hedged Equity Fund | DXJ | 1,666,800 | $62,118,490 | 0.88% | Long | 2026-06-30 | |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | — | 6,017,184 | $61,872,784 | 0.06% | Long | 2026-07-31 | |
| Dimensional International Value ETF | DFIV | 5,944,000 | $61,745,178 | 0.29% | Long | 2026-07-31 | |
| Fidelity Series Global ex U.S. Index Fund | FSGEX | 5,000,056 | $51,413,987 | 0.07% | Long | 2026-07-31 | |
| Nuveen International Value Fund | — | 1,171,700 | $43,751,214 | 3.58% | Long | 2026-06-30 | |
| iShares Core MSCI Total International Stock ETF | IXUS | 3,295,600 | $33,887,604 | 0.06% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) Portfolio Developed World ex-US ETF | SPDW | 855,910 | $31,898,150 | 0.08% | Long | 2026-06-30 | |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | — | 2,904,928 | $29,870,448 | 0.14% | Long | 2026-07-31 | |
| iShares Core MSCI International Developed Markets ETF | IDEV | 2,894,400 | $29,762,192 | 0.09% | Long | 2026-07-31 | |
| VANGUARD PACIFIC STOCK INDEX FUND | — | 2,719,888 | $27,967,741 | 0.21% | Long | 2026-07-31 | |
| Avantis International Equity ETF | AVDE | 2,305,200 | $25,519,188 | 0.13% | Long | 2026-08-31 | |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | — | 2,315,968 | $23,814,360 | 0.02% | Long | 2026-07-31 | |
| VANGUARD GLOBAL WELLINGTON FUND | — | 1,990,608 | $22,036,576 | 0.67% | Long | 2026-08-31 | |
| Dimensional International Core Equity Market ETF | DFAI | 1,948,800 | $20,243,776 | 0.12% | Long | 2026-07-31 | |
| Schwab Fundamental International Equity ETF | FNDF | 1,533,386 | $17,062,694 | 0.07% | Long | 2026-08-31 | |
| Fidelity Total International Index Fund | FTIHX | 1,476,976 | $15,187,275 | 0.06% | Long | 2026-07-31 | |
| Dimensional International Core Equity 2 ETF | DFIC | 1,449,600 | $15,058,178 | 0.10% | Long | 2026-07-31 | |
| Franklin FTSE Japan ETF | FLJP | 384,000 | $14,310,955 | 0.38% | Long | 2026-06-30 | |
| Fidelity Global ex U.S. Index Fund | FSGGX | 1,329,816 | $13,674,075 | 0.07% | Long | 2026-07-31 | |
| Xtrackers MSCI EAFE Hedged Equity ETF | DBEF | 1,037,248 | $11,537,964 | 0.12% | Long | 2026-08-31 | |
| Fidelity Enhanced International ETF | FENI | 295,483 | $11,007,353 | 0.11% | Long | 2026-06-30 | |
| Fidelity SAI International Index Fund | FIONX | 1,052,800 | $10,825,608 | 0.12% | Long | 2026-07-31 | |
| Goldman Sachs ActiveBeta(R) International Equity ETF | GSIE | 896,874 | $9,979,931 | 0.16% | Long | 2026-08-31 | |
| iShares MSCI Intl Value Factor ETF | IVLU | 926,400 | $9,525,876 | 0.21% | Long | 2026-07-31 | |
| JPMorgan International Value ETF | JIVE | 892,000 | $9,172,153 | 0.26% | Long | 2026-07-31 | |
| JPMorgan BetaBuilders International Equity ETF | BBIN | 843,200 | $8,670,358 | 0.13% | Long | 2026-07-31 | |
| iShares MSCI Japan Value ETF | EWJV | 746,800 | $8,267,278 | 1.08% | Long | 2026-08-31 | |
| iShares MSCI ACWI ex U.S. ETF | ACWX | 770,800 | $7,925,891 | 0.07% | Long | 2026-07-31 | |
| iShares MSCI ACWI ETF | ACWI | 756,064 | $7,774,365 | 0.02% | Long | 2026-07-31 | |
| iShares MSCI Intl Momentum Factor ETF | IMTM | 744,000 | $7,650,315 | 0.18% | Long | 2026-07-31 | |
| iShares Core MSCI Pacific ETF | IPAC | 719,600 | $7,399,417 | 0.28% | Long | 2026-07-31 | |
| Brandes International ETF | BINV | 192,800 | $7,182,199 | 1.47% | Long | 2026-06-30 | |
| International Equity Index Fund | NOINX | 189,738 | $7,083,096 | 0.11% | Long | 2026-06-30 | |
| T. Rowe Price International Equity ETF | TOUS | 667,200 | $6,860,605 | 0.43% | Long | 2026-07-31 | |
| Carillon ClariVest International Stock Fund | — | 179,400 | $6,698,792 | 0.51% | Long | 2026-06-30 | |
| Dimensional World ex. U.S. Core Equity 2 ETF | DFAX | 643,952 | $6,689,255 | 0.06% | Long | 2026-07-31 | |
| State Street Global All Cap Equity ex-U.S. Index Portfolio | SSGVX | 176,900 | $6,592,729 | 0.05% | Long | 2026-06-30 | |
| Avantis International Large Cap Value ETF | AVIV | 524,400 | $5,805,250 | 0.28% | Long | 2026-08-31 | |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | 516,400 | $5,716,689 | 0.08% | Long | 2026-08-31 | |
| Trillium ESG Global Equity Fund | — | 146,079 | $5,499,443 | 0.67% | Long | 2023-09-30 | |
| Hartford Multifactor Developed Markets (ex-US) ETF | RODM | 402,800 | $4,184,212 | 0.26% | Long | 2026-07-31 | |
| Allspring Global Long/Short Equity Fund | — | 151,600 | $3,812,029 | 0.87% | Long | 2025-01-31 |
Swedish fund portfolios
Swedish UCITS only, published with a two-month delay. Special funds are excluded. Exact-ISIN transferable-security rows; not comprehensive European ownership. Values are SEK; weights are percentages of fund assets, not company ownership. Repeated source rows remain separate.
Reported at 2026-06-30.
| Fund | Reported quantity | Value (SEK) | Fund assets |
|---|---|---|---|
| Handelsbanken Global Tema Handelsbanken Fonder AB · FI 51168 | 1,933,344.00 | 697,330,858.41 | 1.54% |
| AP7 Aktiefond Sjunde AP-fonden · FI 60423 | 1,712,344.00 | 617,619,115.46 | 0.04% |
| Handelsbanken Global Tema Handelsbanken Fonder AB · FI 51168 | 192,300.00 | 69,359,991.84 | 0.15% |
| Swedbank Robur Access Edge Japan Swedbank Robur Fonder AB · FI 60799 | 160,540.00 | 57,904,587.39 | 0.74% |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB · FI 60650 | 88,773.00 | 32,019,209.77 | 0.02% |
| Länsförsäkringar Japan Index Länsförsäkringar Fondförvaltning AB · FI 51491 | 84,015.00 | 30,303,064.10 | 0.5% |
| Swedbank Robur Access Global Swedbank Robur Fonder AB · FI 60800 | 55,600.00 | 20,054,161.32 | 0.03% |
| Avanza Global Avanza Fonder AB · FI 61050 | 50,500.00 | 18,214,662.38 | 0.03% |
| Skandia Global Exponering Skandia Fonder AB · FI 60667 | 47,600.00 | 17,168,670.49 | 0.04% |
| Skandia Japan Exponering Skandia Fonder AB · FI 55170 | 45,100.00 | 16,266,954.60 | 0.56% |
| Nordea Stratega 70 Nordea Funds Ab · FI 51783 | 38,100.00 | 13,803,407.37 | 0.05% |
| Storebrand Global Plus Storebrand Asset Management AS · FI 60869 | 32,200.00 | 11,614,073.32 | 0.02% |
| Nordea Stratega 35 Nordea Funds Ab · FI 60003 | 30,300.00 | 10,977,512.95 | 0.03% |
| SPP Generation 70-tal Storebrand Asset Management AS · FI 56090 | 28,536.00 | 10,292,521.62 | 0.03% |
| Nordea Stratega 50 Nordea Funds Ab · FI 56084 | 27,000.00 | 9,781,942.23 | 0.04% |
| Storebrand Japan Storebrand Asset Management AS · FI 51631 | 26,300.00 | 9,486,028.83 | 0.1% |
| SEB Världenfond SEB Funds AB · FI 56054 | 26,100.00 | 9,413,894.69 | 0.02% |
| Lysa Global Equity Broad Lysa Fonder AB · FI 60920 | 18,300.00 | 6,600,544.77 | 0.03% |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB · FI 60968 | 15,200.00 | 5,482,462.05 | 0.03% |
| Storebrand Global All Countries Storebrand Asset Management AS · FI 51648 | 14,890.00 | 5,370,607.20 | 0.01% |
| Lannebo Marknad Japan Lannebo Kapitalförvaltning AB · FI 51521 | 10,600.00 | 3,823,295.91 | 0.55% |
| SPP Generation 60-tal Storebrand Asset Management AS · FI 56089 | 8,946.00 | 3,226,692.54 | 0.01% |
| SPP Generation 80-tal Storebrand Asset Management AS · FI 51570 | 8,236.00 | 2,970,605.83 | 0.04% |
| Skandia Balanserad Skandia Fonder AB · FI 55143 | 5,992.00 | 2,161,232.64 | 0.01% |
| SEB Active 55 SEB Funds AB · FI 62448 | 5,700.00 | 2,055,908.04 | 0.01% |
| SEB Active 80 SEB Funds AB · FI 62450 | 5,000.00 | 1,803,428.10 | 0.02% |
| GodFond Sverige & Världen Storebrand Asset Management AS · FI 60330 | 4,400.00 | 1,587,016.23 | 0.06% |
| Nordea Stratega 15 Nordea Funds Ab · FI 52346 | 3,900.00 | 1,412,947.21 | 0.01% |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB · FI 51639 | 3,640.00 | 1,312,898.33 | 0.01% |
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB · FI 51640 | 3,368.00 | 1,214,791.64 | 0.01% |
| Länsförsäkringar Globala Mål Index Länsförsäkringar Fondförvaltning AB · FI 60999 | 2,922.00 | 1,053,925.53 | 0.03% |
| SEB Active 30 SEB Funds AB · FI 62447 | 2,600.00 | 937,782.61 | 0.01% |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB · FI 56016 | 2,430.00 | 876,467.84 | 0% |
| Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB · FI 51700 | 2,332.00 | 841,120.58 | 0.01% |
| SEB Global Exposure SEB Funds AB · FI 85214 | 2,312.00 | 833,905.17 | 0.04% |
| Handelsbanken Global Index Core Handelsbanken Fonder AB · FI 83274 | 2,100.00 | 757,441.41 | 0.03% |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB · FI 55624 | 1,680.00 | 605,953.08 | 0.01% |
| SEB Active 20 SEB Funds AB · FI 62445 | 1,100.00 | 396,754.18 | 0% |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB · FI 56015 | 1,047.00 | 377,638.61 | 0% |
| SPP Generation 50-tal Storebrand Asset Management AS · FI 56088 | 976.00 | 352,029.05 | 0% |
| Skandia Försiktig Skandia Fonder AB · FI 52245 | 900.00 | 324,617.72 | 0.01% |
| Storebrand Global Multifactor Storebrand Asset Management AS · FI 61064 | 600.00 | 216,411.30 | 0.01% |
| PLUS Global Index ISEC Services AB · FI 85872 | 200.00 | 72,137.28 | 0.03% |
| Lysa Global Equity Focus Lysa Fonder AB · FI 53137 | 200.00 | 72,137.10 | 0% |
| Storebrand Global Developed Markets Storebrand Asset Management AS · FI 84043 | 200.00 | 72,137.10 | 0.04% |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB · FI 61032 | 42.00 | 15,148.83 | 0% |
Checked 2026-11-12.