Grufity logo
Grufity logo

Latest Sumitomo Mitsui Trust Holdings, Inc. Stock Portfolio

$175Billion | No. of Holdings #1080

Sumitomo Mitsui Trust Holdings, Inc. Performance

2026 Q2+13.99%
YTD+8.51%
2025+16.61%

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

On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sumitomo Mitsui Trust Group, Inc. reported an equity portfolio of $175.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Sumitomo Mitsui Trust Group, Inc. are NVDA, AAPL, MSFT. The fund has invested 6.7% of it's portfolio in NVIDIA CORP and 5.5% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off HONEYWELL INTERNATIONAL INC (HON), CARNIVAL CORP (CCL) and COTERRA ENERGY INC (CTRA) stocks. They significantly reduced their stock positions in INVESCO S&P 500 EQUAL WEIGHT (CSD), BUILDERS FIRSTSOURCE INC (BLDR) and UNIVERSAL HEALTH SERVICES-B (UHS). Sumitomo Mitsui Trust Group, Inc. opened new stock positions in SPACE EXPLORATION TECHN-CL A, HONEYWELL INTERNATIONAL INC (HON) and SS SPDR S&P 500 ETF TRUST-US (SPY). The fund showed a lot of confidence in some stocks as they added substantially to MEDLINE INC-CL A, FABRINET (FN) and MASTEC INC (MTZ).
Sumitomo Mitsui Trust Holdings, Inc. Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$175Billion
  as of Jul 30, 2026

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 13.99% in the last quarter. In trailing 12 months, it's portfolio return was 18.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn-cl a388,514,000
honeywell international inc208,866,000
ss spdr s&p 500 etf trust-us86,763,500
carnival corp ltd76,896,000
cerebras systems inc - a67,870,000
honeywell aerospace inc65,554,400
xpo inc44,785,700
New stocks bought by Sumitomo Mitsui Trust Holdings, Inc.

Additions

Ticker% Inc.
mastec inc1,269
carvana co414
technipfmc plc407
invesco qqq trust series 1394
kimco realty corp99.95
rexford industrial realty in66.49
cognex corp57.1
sandisk corp53.02
Additions to existing portfolio by Sumitomo Mitsui Trust Holdings, Inc.

Reductions

Ticker% Reduced
roku inc-66.55
everpure inc-a-46.69
jfrog ltd-43.8
draftkings inc-cl a-40.54
teradyne inc-34.43
udr inc-33.84
twist bioscience corp-33.14
iqvia holdings inc-32.14
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 36.1% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Others
  • Consumer Defensive
  • Real Estate
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology36.1
Healthcare9
Communication Services8.9
Financial Services8.8
Consumer Cyclical8.7
Industrials7.8
Others7.6
Consumer Defensive3.9
Real Estate3.2
Energy2.5
Utilities1.8
Basic Materials1.5

Market Cap. Distribution

Sumitomo Mitsui Trust Group, Inc. has about 90.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP55.2
LARGE-CAP35.4
UNALLOCATED7.6
MID-CAP1.4

Stocks belong to which Index?

About 85.3% of the stocks held by Sumitomo Mitsui Trust Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50083.9
Others14.7
RUSSELL 20001.4
Top 5 Winners (%)%
astera labs inc
282.1 %
ABSI
absci corp
252.2 %
MU
micron technology inc
235.4 %
INTC
intel corp
211.1 %
MRVL
marvell technology inc
193.8 %
Top 5 Winners ($)$
MU
micron technology inc
2452.9 M
AMD
advanced micro devices
1917.0 M
NVDA
nvidia corp
1530.4 M
AAPL
apple inc
1182.6 M
INTC
intel corp
1038.2 M
Top 5 Losers (%)%
SBS
cia saneamento basico de-adr
-79.6 %
CVNA
carvana co
-69.3 %
BNR
burning rock biotech ltd-adr
-47.8 %
BZQ
proshares s&p 500 dividend a
-39.8 %
INTU
intuit inc
-39.2 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-303.6 M
NFLX
netflix inc
-286.5 M
GLDM
spdr gold minishares trust
-256.5 M
CVNA
carvana co
-221.4 M
PLTR
palantir technologies inc-a
-206.4 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 1080 stocks in it's portfolio. About 32.2% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Sumitomo Mitsui Trust Group, Inc. last quarter.

$169.64BTotal Value
500Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Sumitomo Mitsui Trust Holdings, Inc., last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Mbs Etf

Ishares Mbs Etf

AAXJ
Sumitomo Mitsui Trust Holdings, Inc.'s holding in Ishares Mbs Etf over time
0.04%713,705
$67.46M
0.04%
increased 4.1 percentadded
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Sumitomo Mitsui Trust Holdings, Inc.'s holding in Aercap Holdings Nv over time
0.03%337,125
$49.15M
0.03%
decreased 0.93 percentreduced