Top Institutional Investors

Sumitomo Mitsui Trust Group, Inc. — 13F Holdings & Portfolio

CIK 1475365 · latest 13F-HR filed 2026-10-29

Backtest portfolio

Sumitomo Mitsui Trust Group, Inc. manages $174.37B in 13F-reported U.S. long-equity assets across 1,058 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (7.40%), AAPL (6.18%), MSFT (5.00%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 53 new positions and exited 75; 260 existing positions rose in reported value and 547 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$174.37B

Long-equity book

Holdings
1,058

Distinct positions

Period
2026-09-30

Filed 2026-10-29

Q/Q Activity
+53 / −75 / ↑260 / ↓547

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA7.4% · -3%AAPL6.2% · -3%MSFT5.0% · -3%AMZN3.5% · -3%GOOGL2.6% · -2%GOOG2.2% · -2%AVGO2.2% · -1%META2.2% · +1%MU1.7% · -6%AMD1.5% · -11%TSLA1.5% · +0%LLY1.2% · -3%JPM1.1% · -4%GLDM1.0% · +7%BRK.B0.9% · -1%JNJ0.8% · -3%XOM0.8% · -3%V0.8% · -3%INTC0.7% · -2%IAUM0.7% · +7%PLTR0.7% · -9%MA0.7% · +0%AMAT0.6% · +12%WMT0.6% · -3%CAT0.6% · -1%CSCO0.6% · -3%ABBV0.6% · -3%LRCX0.5% · -3%COST0.5% · -4%UNH0.5% · -1%MRK0.5% · -3%CVX0.5% · -2%GS0.5% · +2%PG0.4% · -3%NFLX0.4% · -3%KO0.4% · -2%ISRG0.4% · +11%PANW0.4% · -18%BAC0.4% · -11%CRWD0.4% · +274%TMO0.4% · -3%WELL0.4% · -6%ADI0.4% · -2%GE0.4% · -3%APH0.4% · +91%HD0.4% · -2%SPCX0.4% · +91%AMGN0.4% · -2%LIN0.4% · -6%SNDK0.3% · +460%KLAC0.3% · -3%TXN0.3% · -2%HOOD0.3% · -22%GEV0.3% · -5%PM0.3% · -1%ETN0.3% · -2%QCOM0.3% · -4%MRVL0.3% · -1%RTX0.3% · -3%EQIX0.3% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Dec 26, 2024.

Address
SUMITOMO FUDOSAN ONARIMON TOWER
1-1-1 SHIBAKOEN
MINATO-KU, TOKYO 105-0011
Japan
Phone
-9875
Website
Name Title / Status Ownership Type
HIROSE, HIROAKI ControlCHIEF COMPLIANCE OFFICER AND MANAGING EXECUTIVE OFFICER
since Apr 2022
Less than 5%Individual
HISHIDA, YOSHIO ControlREPRESENTATIVE DIRECTOR AND PRESIDENT
since Oct 2018
Less than 5%Individual
SEMAYA, DAVID, JONATHAN ControlEXECUTIVE CHAIRMAN AND REPRESENTATIVE DIRECTOR
since Apr 2018
Less than 5%Individual
SUMITOMO MITSUI TRUST HOLDINGS, INC. ControlSHAREHOLDER
since Apr 2012
75% or moreForeign Entity
Ownership & leadership changes · 2 filings with changes since Nov 1, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jun 27, 2024 filing
  • ChangedHIROSE, HIROAKI · title CCO/ EXECUTIVE OFFICER OF COMPLIANCE DEPARTMENT → CHIEF COMPLIANCE OFFICER AND MANAGING EXECUTIVE OFFICER
May 26, 2022 filing
  • No longer listedKAMITSUBO, NAOKI · CCO/ MANAGING EXECUTIVE OFFICER OF COMPLIANCE DEPARTMENT · Less than 5% · control person · listed since Apr 2021
  • AddedHIROSE, HIROAKI · CCO/ EXECUTIVE OFFICER OF COMPLIANCE DEPARTMENT · Less than 5% · control person
Nov 1, 2021 filing (earliest on record)
  • ListedHISHIDA, YOSHIO · REPRESENTATIVE DIRECTOR AND PRESIDENT · Less than 5% · control person
  • ListedKAMITSUBO, NAOKI · CCO/ MANAGING EXECUTIVE OFFICER OF COMPLIANCE DEPARTMENT · Less than 5% · control person
  • ListedSEMAYA, DAVID, JONATHAN · EXECUTIVE CHAIRMAN AND REPRESENTATIVE DIRECTOR · Less than 5% · control person
  • ListedSUMITOMO MITSUI TRUST HOLDINGS, INC. · SHAREHOLDER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 260 →

Top Trims

Show all 547 →

New Positions

Show all 53 →

Exited Positions

Show all 75 →

Sumitomo Mitsui Trust Group, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORP NVDA 67066G104 $12.91B 7.40% 56,536,093 SH
2 APPLE INC AAPL 037833100 $10.77B 6.18% 32,337,169 SH
3 MICROSOFT CORP MSFT 594918104 $8.71B 5.00% 16,990,885 SH
4 AMAZON.COM INC AMZN 023135106 $6.05B 3.47% 24,283,104 SH
5 ALPHABET INC-CL A GOOGL 02079K305 $4.59B 2.63% 13,347,650 SH
6 ALPHABET INC-CL C GOOG 02079K107 $3.89B 2.23% 11,428,270 SH
7 BROADCOM INC AVGO 11135F101 $3.87B 2.22% 11,031,781 SH
8 META PLATFORMS INC-CLASS A META 30303M102 $3.77B 2.16% 5,194,923 SH
9 MICRON TECHNOLOGY INC MU 595112103 $2.93B 1.68% 2,755,327 SH
10 ADVANCED MICRO DEVICES AMD 007903107 $2.66B 1.53% 4,346,932 SH
11 TESLA INC TSLA 88160R101 $2.64B 1.52% 7,454,160 SH
12 ELI LILLY & CO LLY 532457108 $2.13B 1.22% 1,839,623 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $1.88B 1.08% 5,696,105 SH
14 SPDR GOLD MINISHARES TRUST GLDM 98149E303 $1.76B 1.01% 21,444,153 SH
15 BERKSHIRE HATHAWAY INC-CL B BRK.B 084670702 $1.61B 0.92% 3,236,670 SH
16 JOHNSON & JOHNSON JNJ 478160104 $1.45B 0.83% 5,475,151 SH
17 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $1.43B 0.82% 8,782,979 SH
18 VISA INC-CLASS A SHARES V 92826C839 $1.42B 0.81% 3,948,776 SH
19 INTEL CORP INTC 458140100 $1.25B 0.72% 10,401,145 SH
20 ISHARES GOLD TRUST MICRO IAUM 46436F103 $1.25B 0.72% 30,134,927 SH
21 PALANTIR TECHNOLOGIES INC-A PLTR 69608A108 $1.17B 0.67% 6,266,090 SH
22 MASTERCARD INC - A MA 57636Q104 $1.15B 0.66% 2,092,074 SH
23 APPLIED MATERIALS INC AMAT 038222105 $1.08B 0.62% 2,103,271 SH
24 WALMART INC WMT 931142103 $1.06B 0.61% 10,205,177 SH
25 CATERPILLAR INC CAT 149123101 $1.05B 0.60% 1,291,495 SH
26 CISCO SYSTEMS INC CSCO 17275R102 $1.01B 0.58% 9,350,812 SH
27 ABBVIE INC ABBV 00287Y109 $1.00B 0.57% 3,828,108 SH
28 LAM RESEARCH CORP LRCX 512807306 $956.7M 0.55% 2,912,268 SH
29 COSTCO WHOLESALE CORP COST 22160K105 $939.6M 0.54% 1,032,165 SH
30 UNITEDHEALTH GROUP INC UNH 91324P102 $924.1M 0.53% 2,517,425 SH
31 MERCK & CO. INC. MRK 58933Y105 $868.8M 0.50% 5,979,041 SH
32 CHEVRON CORP CVX 166764100 $866.9M 0.50% 4,245,375 SH
33 GOLDMAN SACHS GROUP INC GS 38141G104 $807.4M 0.46% 896,699 SH
34 PROCTER & GAMBLE CO/THE PG 742718109 $782.6M 0.45% 5,386,805 SH
35 NETFLIX INC NFLX 64110L106 $774.8M 0.44% 11,135,903 SH
36 COCA-COLA CO/THE KO 191216100 $773.7M 0.44% 8,987,776 SH
37 INTUITIVE SURGICAL INC ISRG 46120E602 $769.9M 0.44% 1,893,485 SH
38 PALO ALTO NETWORKS INC PANW 697435105 $744.6M 0.43% 1,874,031 SH
39 BANK OF AMERICA CORP BAC 060505104 $724.7M 0.42% 13,314,418 SH
40 CROWDSTRIKE HOLDINGS INC - A CRWD 22788C105 $706.6M 0.41% 2,668,876 SH
41 THERMO FISHER SCIENTIFIC INC TMO 883556102 $703.7M 0.40% 1,042,381 SH
42 WELLTOWER INC WELL 95040Q104 $682.6M 0.39% 2,964,611 SH
43 ANALOG DEVICES INC ADI 032654105 $681.0M 0.39% 1,716,544 SH
44 GENERAL ELECTRIC GE 369604301 $675.1M 0.39% 2,161,861 SH
45 AMPHENOL CORP-CL A APH 032095101 $666.1M 0.38% 7,900,956 SH
46 HOME DEPOT INC HD 437076102 $663.6M 0.38% 2,332,548 SH
47 SPACE EXPLORATION TECHN-CL A SPCX 84615Q103 $656.6M 0.38% 4,352,660 SH
48 AMGEN INC AMGN 031162100 $625.1M 0.36% 1,483,024 SH
49 LINDE PLC LIN G54950103 $611.8M 0.35% 1,288,920 SH
50 SANDISK CORP SNDK 80004C200 $602.4M 0.35% 346,234 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-29 $174.37B 1,058 0001214659-26-013361
2026-06-30 2026-07-30 $175.06B 1,080 0001214659-26-009184
2026-03-31 2026-04-30 $154.47B 1,047 0001214659-26-005304
2025-12-31 2026-01-23 $170.27B 1,049 0001214659-26-000765
Filer Information
Address
1-1, SHIBAKOEN, 1-CHOME
MINATO-KU, TOKYO, M0 105-0011
Phone
81-3-6256-6000
Filing Manager
Sumitomo Mitsui Trust Group, Inc.
CHIYODA-KU, TOKYO, M0
Signatory
Hideaki Takamiya
Senior Manager of Risk Management Dept.