Sumitomo Mitsui Trust Group, Inc. — 13F Holdings & Portfolio
CIK 1475365 · latest 13F-HR filed 2026-04-30
Sumitomo Mitsui Trust Group, Inc. manages $154.47B in 13F-reported U.S. long-equity assets across 1,047 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.84%), AAPL (5.46%), MSFT (4.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 54 new positions, exited 56, added to 310, and trimmed 493.
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.
$154.47B
Long-equity book
1,047
Distinct positions
2026-03-31
Filed 2026-04-30
+54 / −56 / ↑310 / ↓493
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$395.3M +33.2%
- ISHARES GOLD TRUST MICRO$310.2M +32.9%
- CHEVRON CORP$206.8M +29.3%
- COHERENT CORP$178.8M +16506.4%
- WALMART INC$178.7M +15.0%
Top Trims
- MICROSOFT CORP-$2.46B -27.3%
- NVIDIA CORP-$1.22B -10.4%
- APPLE INC-$1.14B -11.9%
- AMAZON.COM INC-$848.4M -14.2%
- TESLA INC-$700.2M -20.2%
New Positions
- LUMENTUM HOLDINGS INC$99.1M
- OPTION CARE HEALTH INC$70.3M
- CASEY'S GENERAL STORES INC$50.3M
- FTAI AVIATION LTD$46.5M
- AMCOR PLC$45.0M
Exited Positions
- AMCOR PLC$56.0M
- CYBERARK SOFTWARE LTD/ISRAEL$43.4M
- SPDR S&P 500 ETF TRUST$38.2M
- PAGERDUTY INC$31.8M
- NUTANIX INC - A$25.2M
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 | $10.57B | 6.84% | 60,623,030 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $8.43B | 5.46% | 33,209,803 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $6.55B | 4.24% | 17,687,515 | SH |
| 4 | AMAZON.COM INC | AMZN | 023135106 | $5.13B | 3.32% | 24,620,350 | SH |
| 5 | ALPHABET INC-CL A | GOOGL | 02079K305 | $3.80B | 2.46% | 13,222,122 | SH |
| 6 | ALPHABET INC-CL C | GOOG | 02079K107 | $3.47B | 2.25% | 12,089,745 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $3.44B | 2.23% | 11,116,332 | SH |
| 8 | META PLATFORMS INC-CLASS A | META | 30303M102 | $2.90B | 1.88% | 5,076,431 | SH |
| 9 | TESLA INC | TSLA | 88160R101 | $2.77B | 1.80% | 7,461,326 | SH |
| 10 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.80B | 1.16% | 6,110,549 | SH |
| 11 | SPDR GOLD MINISHARES TRUST | GLDM | 98149E303 | $1.72B | 1.12% | 18,594,406 | SH |
| 12 | ELI LILLY & CO | LLY | 532457108 | $1.63B | 1.06% | 1,775,707 | SH |
| 13 | EXXON MOBIL CORP | XOM | 30231G102 | $1.59B | 1.03% | 9,352,140 | SH |
| 14 | BERKSHIRE HATHAWAY INC-CL B | BRK.B | 084670702 | $1.56B | 1.01% | 3,253,187 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.38B | 0.90% | 5,660,660 | SH |
| 16 | WALMART INC | WMT | 931142103 | $1.37B | 0.89% | 11,026,684 | SH |
| 17 | ISHARES GOLD TRUST MICRO | IAUM | 46436F103 | $1.25B | 0.81% | 26,834,927 | SH |
| 18 | VISA INC-CLASS A SHARES | V | 92826C839 | $1.23B | 0.80% | 4,083,557 | SH |
| 19 | NETFLIX INC | NFLX | 64110L106 | $1.12B | 0.73% | 11,651,464 | SH |
| 20 | ADVANCED MICRO DEVICES | AMD | 007903107 | $1.07B | 0.69% | 5,268,393 | SH |
| 21 | MASTERCARD INC - A | MA | 57636Q104 | $1.05B | 0.68% | 2,099,454 | SH |
| 22 | COSTCO WHOLESALE CORP | COST | 22160K105 | $1.05B | 0.68% | 1,049,993 | SH |
| 23 | MICRON TECHNOLOGY INC | MU | 595112103 | $1.04B | 0.67% | 3,084,266 | SH |
| 24 | PALANTIR TECHNOLOGIES INC-A | PLTR | 69608A108 | $1.03B | 0.67% | 7,055,353 | SH |
| 25 | CATERPILLAR INC | CAT | 149123101 | $930.8M | 0.60% | 1,313,890 | SH |
| 26 | CHEVRON CORP | CVX | 166764100 | $911.9M | 0.59% | 4,407,428 | SH |
| 27 | ABBVIE INC | ABBV | 00287Y109 | $851.4M | 0.55% | 3,914,633 | SH |
| 28 | PROCTER & GAMBLE CO/THE | PG | 742718109 | $810.6M | 0.52% | 5,612,228 | SH |
| 29 | CISCO SYSTEMS INC | CSCO | 17275R102 | $798.2M | 0.52% | 10,287,579 | SH |
| 30 | HOME DEPOT INC | HD | 437076102 | $784.7M | 0.51% | 2,385,787 | SH |
| 31 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $769.3M | 0.50% | 909,328 | SH |
| 32 | MERCK & CO. INC. | MRK | 58933Y105 | $754.1M | 0.49% | 6,269,316 | SH |
| 33 | BANK OF AMERICA CORP | BAC | 060505104 | $743.6M | 0.48% | 15,252,703 | SH |
| 34 | COCA-COLA CO/THE | KO | 191216100 | $723.3M | 0.47% | 9,511,059 | SH |
| 35 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $707.4M | 0.46% | 2,614,343 | SH |
| 36 | LINDE PLC | LIN | G54950103 | $687.0M | 0.44% | 1,385,731 | SH |
| 37 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $675.7M | 0.44% | 1,465,816 | SH |
| 38 | LAM RESEARCH CORP | LRCX | 512807306 | $662.2M | 0.43% | 3,099,313 | SH |
| 39 | GENERAL ELECTRIC | GE | 369604301 | $642.1M | 0.42% | 2,262,697 | SH |
| 40 | APPLIED MATERIALS INC | AMAT | 038222105 | $638.0M | 0.41% | 1,866,513 | SH |
| 41 | WELLTOWER INC | WELL | 95040Q104 | $628.3M | 0.41% | 3,177,717 | SH |
| 42 | MCDONALD'S CORP | MCD | 580135101 | $590.9M | 0.38% | 1,901,282 | SH |
| 43 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $575.5M | 0.37% | 11,463,703 | SH |
| 44 | INTL BUSINESS MACHINES CORP | IBM | 459200101 | $569.2M | 0.37% | 2,348,360 | SH |
| 45 | ANALOG DEVICES INC | ADI | 032654105 | $551.1M | 0.36% | 1,732,139 | SH |
| 46 | GE VERNOVA INC | GEV | 36828A101 | $550.7M | 0.36% | 630,862 | SH |
| 47 | PEPSICO INC | PEP | 713448108 | $550.3M | 0.36% | 3,543,381 | SH |
| 48 | RTX CORP | RTX | 75513E101 | $545.6M | 0.35% | 2,828,195 | SH |
| 49 | AT&T INC | T | 00206R102 | $544.4M | 0.35% | 18,777,488 | SH |
| 50 | AMGEN INC | AMGN | 031162100 | $541.1M | 0.35% | 1,537,964 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |