Latest Sumitomo Mitsui Trust Holdings, Inc. Stock Portfolio

Sumitomo Mitsui Trust Holdings, Inc. Performance:

2025 Q4: -3.06%YTD: 10.08%2024: 19.82%

Performance for 2025 Q4 is -3.06%, and YTD is 10.08%, and 2024 is 19.82%.

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 $170.3 Billions as of 31 Dec, 2025.

The top stock holdings of Sumitomo Mitsui Trust Group, Inc. are NVDA, AAPL, MSFT. The fund has invested 6.9% of it's portfolio in NVIDIA CORP and 5.6% of portfolio in APPLE INC.

The fund managers got completely rid off KELLANOVA (K), LXP INDUSTRIAL TRUST (LXP) and INVESCO QQQ TRUST SERIES 1 (QQQ) stocks. They significantly reduced their stock positions in DAVITA INC (DVA), POOL CORP (POOL) and AKAMAI TECHNOLOGIES INC (AKAM). Sumitomo Mitsui Trust Group, Inc. opened new stock positions in INSMED INC (INSM), LXP INDUSTRIAL TRUST (LXP) and QNITY ELECTRONICS INC. The fund showed a lot of confidence in some stocks as they added substantially to COMFORT SYSTEMS USA INC (FIX), CREDO TECHNOLOGY GROUP HOLDI (CRDO) and ASTERA LABS INC.

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 -3.06% in the last quarter. In trailing 12 months, it's portfolio return was 10.08%.

Performance
S&P 500

New Buys

Ticker	$ Bought
insmed inc	75,784,300
lxp industrial trust	55,707,100

New stocks bought by Sumitomo Mitsui Trust Holdings, Inc.

Additions

Ticker	% Inc.
comfort systems usa inc	24,703
credo technology group holdi	3,194
astera labs inc	1,932
ciena corp	1,278
sabra health care reit inc	1,019
netflix inc	891
flex ltd	659
coreweave inc-cl a	387

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

Reductions

Ticker	% Reduced
reddit inc-cl a	-47.56
ishares gold trust	-26.61
pinterest inc- class a	-26.15
centene corp	-25.75
archer-daniels-midland co	-22.44
oracle corp	-19.6
teradyne inc	-19.56
roku inc	-19.5

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 33.3% of it's holdings in Technology sector.

Sector	%
Technology	33.3
Financial Services	10.1
Consumer Cyclical	9.7
Communication Services	9.7
Healthcare	9.5
Others	7.7
Industrials	7.1
Consumer Defensive	3.9
Real Estate	3.2
Energy	2.3
Utilities	1.8
Basic Materials	1.6

Market Cap. Distribution

Sumitomo Mitsui Trust Group, Inc. has about 90% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	47.1
LARGE-CAP	42.9
UNALLOCATED	7.7
MID-CAP	1.8

Stocks belong to which Index?

About 85% of the stocks held by Sumitomo Mitsui Trust Group, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	83.8
Others	14.9
RUSSELL 2000	1.2

Top 5 Winners (%)		%
BNR	burning rock biotech ltd-adr	127.2 %
NRIX	nurix therapeutics inc	96.3 %
COHR	coherent corp	69.9 %
ALB	albemarle corp	68.7 %
FOLD	amicus therapeutics inc	68.4 %

Top 5 Winners ($)		$
GOOG	alphabet inc-cl a	987.4 M
GOOG	alphabet inc-cl c	901.4 M
AAPL	apple inc	617.8 M
LLY	eli lilly & co	594.6 M
MU	micron technology inc	432.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
NOW	servicenow inc	-75.1 %
ARCT	arcturus therapeutics holdin	-66.3 %
TPL	texas pacific land corp	-60.1 %
MSTR	strategy inc	-52.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-7360.7 M
NOW	servicenow inc	-1202.2 M
MSFT	microsoft corp	-647.8 M
META	meta platforms inc-class a	-415.6 M
ORCL	oracle corp	-374.3 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 1049 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Sumitomo Mitsui Trust Group, Inc. last quarter.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.05	636,708	86,636,900	reduced	-4.9

AAPL	apple inc	5.62	35,189,600	9,566,630,000	reduced	-3.64

AAXJ	ishares mbs etf	0.04	638,653	60,812,500	added	3.72

AAXJ	ishares 1-5y inv grade corp	0.03	1,094,500	57,877,200	added	41.41

ABBV	abbvie inc	0.55	4,102,840	937,459,000	reduced	-3.6

ABC	cencora inc	0.17	877,888	296,507,000	reduced	-3.92

ABNB	airbnb inc-class a	0.14	1,799,910	244,284,000	reduced	-6.15

ABT	abbott laboratories	0.30	4,025,130	504,308,000	reduced	-3.95

ACGL	arch capital group ltd	0.06	1,033,830	99,165,400	added	3.39

ACHR	archer aviation inc-a	0.04	7,914,190	59,514,700	added	21.64

ACN	accenture plc-cl a	0.23	1,492,950	400,557,000	reduced	-7.25

ADBE	adobe inc	0.23	1,140,260	399,080,000	reduced	-17.32

ADC	agree realty corp	0.03	727,114	52,374,000	added	7.09

ADI	analog devices inc	0.27	1,680,570	455,772,000	reduced	-2.58

ADM	archer-daniels-midland co	0.04	1,180,370	67,859,400	reduced	-22.44

ADP	automatic data processing	0.15	1,006,680	258,950,000	reduced	-2.5

ADSK	autodesk inc	0.16	946,476	280,166,000	added	0.51

AEE	ameren corporation	0.04	637,359	63,646,700	reduced	-4.2

AEP	american electric power	0.10	1,425,100	164,328,000	reduced	-2.32

AFL	aflac inc	0.08	1,282,530	141,424,000	reduced	-5.54