Latest Sumitomo Mitsui Trust Holdings, Inc. Stock Portfolio

Sumitomo Mitsui Trust Holdings, Inc. Performance:

2025 Q3: 7.45%YTD: 13.58%2024: 19.6%

Performance for 2025 Q3 is 7.45%, and YTD is 13.58%, and 2024 is 19.6%.

About Sumitomo Mitsui Trust Holdings, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Sumitomo Mitsui Trust Group, Inc. reported an equity portfolio of $173.8 Billions as of 30 Sep, 2025.

The top stock holdings of Sumitomo Mitsui Trust Group, Inc. are NVDA, MSFT, AAPL. The fund has invested 7% of it's portfolio in NVIDIA CORP and 5.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off ANSYS INC (ANSS), HESS CORP (HES) and JUNIPER NETWORKS INC (JNPR) stocks. They significantly reduced their stock positions in AVANTOR INC (AVTR), CONAGRA BRANDS INC (CAG) and THE CAMPBELL'S COMPANY (CPB). Sumitomo Mitsui Trust Group, Inc. opened new stock positions in BITMINE IMMERSION TECHNOLOGI (BMNR), BULLISH and SPDR S&P 500 ETF TRUST (SPY). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO NASDAQ 100 ETF (BAB), ANGLOGOLD ASHANTI PLC and TAPESTRY INC (TPR).

Sumitomo Mitsui Trust Holdings, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Sumitomo Mitsui Trust Group, Inc. made a return of 7.45% in the last quarter. In trailing 12 months, it's portfolio return was 16.5%.

New Buys

Ticker	$ Bought
bitmine immersion technologi	196,536,000
bullish	91,782,400
spdr s&p 500 etf trust	70,615,100
jfrog ltd	51,442,600

New stocks bought by Sumitomo Mitsui Trust Holdings, Inc.

Additions

Ticker	% Inc.
invesco nasdaq 100 etf	4,547
anglogold ashanti plc	3,273
tapestry inc	907
exact sciences corp	643
circle internet group inc	282
hdfc bank ltd-adr	104
ishares gold trust micro	95.00
equity lifestyle properties	93.17

Additions to existing portfolio by Sumitomo Mitsui Trust Holdings, Inc.

Reductions

Ticker	% Reduced
guardant health inc	-62.86
sun communities inc	-49.07
ishares mbs etf	-46.92
ishares gold trust	-42.87
kratos defense & security	-29.26
applied materials inc	-28.56
roblox corp -class a	-26.88
robinhood markets inc - a	-25.19

Sumitomo Mitsui Trust Holdings, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Sumitomo Mitsui Trust Holdings, Inc.

Sector Distribution

Sumitomo Mitsui Trust Group, Inc. has about 33.8% of it's holdings in Technology sector.

Sector	%
Technology	33.8
Financial Services	10.1
Consumer Cyclical	9.8
Communication Services	9.5
Healthcare	8.7
Others	7.6
Industrials	7.1
Consumer Defensive	4
Real Estate	3.3
Energy	2.4
Utilities	1.9
Basic Materials	1.6

Market Cap. Distribution

Sumitomo Mitsui Trust Group, Inc. has about 90.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	46.7
LARGE-CAP	43.5
UNALLOCATED	7.6
MID-CAP	1.8

Stocks belong to which Index?

About 84.1% of the stocks held by Sumitomo Mitsui Trust Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	83
Others	15.9
RUSSELL 2000	1.1

Top 5 Winners (%)		%
BE	bloom energy corp- a	253.6 %
MP	mp materials corp	101.6 %
APP	applovin corp-class a	101.5 %
KTOS	kratos defense & security	96.7 %
WDC	western digital corp	86.1 %

Top 5 Winners ($)		$
NVDA	nvidia corp	1856.9 M
AAPL	apple inc	1805.9 M
TSLA	tesla inc	1078.9 M
GOOG	alphabet inc-cl a	954.8 M
GOOG	alphabet inc-cl c	854.8 M

Top 5 Losers (%)		%
IRDM	iridium communications inc	-42.0 %
LNTH	lantheus holdings inc	-37.3 %
MOH	molina healthcare inc	-35.8 %
FDS	factset research systems inc	-35.6 %
IT	gartner inc	-34.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-170.7 M
ISRG	intuitive surgical inc	-138.3 M
CRM	salesforce inc	-97.2 M
ACN	accenture plc-cl a	-83.1 M
INTU	intuit inc	-83.1 M

Sumitomo Mitsui Trust Holdings, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sumitomo Mitsui Trust Holdings, Inc.

Sumitomo Mitsui Trust Group, Inc. has 1050 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Sumitomo Mitsui Trust Group, Inc. last quarter.

Last Reported on: 27 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.05	669,519	85,932,800	reduced	-0.48

AAPL	apple inc	5.35	36,517,100	9,298,360,000	added	0.02

AAXJ	ishares mbs etf	0.03	615,731	58,586,800	reduced	-46.92

ABBV	abbvie inc	0.57	4,256,070	985,451,000	added	1.58

ABC	cencora inc	0.16	913,722	285,566,000	reduced	-9.75

ABNB	airbnb inc-class a	0.13	1,917,790	232,859,000	added	4.81

ABT	abbott laboratories	0.32	4,190,760	561,310,000	added	1.26

ACGL	arch capital group ltd	0.05	999,965	90,726,800	reduced	-4.49

ACHR	archer aviation inc-a	0.04	6,506,420	62,331,500	reduced	-6.67

ACN	accenture plc-cl a	0.23	1,609,610	396,930,000	added	1.23

ADBE	adobe inc	0.28	1,379,130	486,488,000	reduced	-1.43

ADC	agree realty corp	0.03	678,984	48,235,000	added	85.74

ADI	analog devices inc	0.24	1,725,140	423,868,000	added	0.45

ADM	archer-daniels-midland co	0.05	1,521,840	90,915,000	reduced	-1.26

ADP	automatic data processing	0.17	1,032,550	303,053,000	added	0.66

ADPT	adaptive biotechnologies	0.03	3,650,650	54,613,700	reduced	-15.1

ADSK	autodesk inc	0.17	941,631	299,128,000	added	2.22

AEE	ameren corporation	0.04	665,275	69,441,400	added	1.83

AEP	american electric power	0.09	1,458,940	164,131,000	added	5.54

AFL	aflac inc	0.09	1,357,770	151,663,000	added	0.05