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Latest Sumitomo Mitsui Trust Holdings, Inc. Stock Portfolio

$154Billion | No. of Holdings #1048

Sumitomo Mitsui Trust Holdings, Inc. Performance

2026 Q1-4.81%
YTD-4.81%
2025+16.61%

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

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sumitomo Mitsui Trust Group, Inc. reported an equity portfolio of $154.5 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Sumitomo Mitsui Trust Group, Inc. are NVDA, AAPL, MSFT. The fund has invested 6.8% of it's portfolio in NVIDIA CORP and 5.5% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off AMCOR PLC (AMCR), CYBERARK SOFTWARE LTD/ISRAEL (CYBR) and SPDR S&P 500 ETF TRUST (SPY) stocks. They significantly reduced their stock positions in GENPACT LTD (G), DYNATRACE INC (DT) and BAXTER INTERNATIONAL INC (BAX). Sumitomo Mitsui Trust Group, Inc. opened new stock positions in LUMENTUM HOLDINGS INC (LITE), OPTION CARE HEALTH INC (OPCH) and CASEY'S GENERAL STORES INC (CASY). The fund showed a lot of confidence in some stocks as they added substantially to COHERENT CORP (COHR), US FOODS HOLDING CORP (USFD) and REVOLUTION MEDICINES INC (RVMD).
Sumitomo Mitsui Trust Holdings, Inc. Equity Portfolio Value
Last Reported on: 30 Apr, 2026
$154Billion
  as of Apr 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 -4.81% in the last quarter. In trailing 12 months, it's portfolio return was 16.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lumentum holdings inc99,071,600
option care health inc70,286,700
casey's general stores inc50,276,900
ftai aviation ltd46,517,400
amcor plc45,018,700
New stocks bought by Sumitomo Mitsui Trust Holdings, Inc.

Additions

Ticker% Inc.
coherent corp12,767
us foods holding corp9,713
rexford industrial realty in288
four corners property trust75.72
nebius group nv74.91
invesco s&p 500 equal weight69.34
genedx holdings corp65.95
waters corp63.89
Additions to existing portfolio by Sumitomo Mitsui Trust Holdings, Inc.

Reductions

Ticker% Reduced
ishares gold trust-45.31
berkshire hathaway inc-cl a-37.36
roku inc-36.87
elevance health inc-36.47
alexandria real estate equit-29.98
equity lifestyle properties-29.1
booking holdings inc-27.92
airbnb inc-class a-27.83
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 31.7% of it's holdings in Technology sector.

  • Technology
  • Financial Services
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Others
  • Industrials
  • Consumer Defensive
  • Real Estate
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology31.7
Financial Services9.4
Healthcare9.3
Communication Services9.3
Consumer Cyclical9.1
Others8
Industrials7.8
Consumer Defensive4.6
Real Estate3.5
Energy3.4
Utilities2
Basic Materials1.7

Market Cap. Distribution

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

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP52.6
LARGE-CAP37.4
UNALLOCATED8.1
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 50084
Others14.6
RUSSELL 20001.3
Top 5 Winners (%)%
LYB
lyondellbasell indu-cl a
82.8 %
sandisk corp
80.8 %
DOW
dow inc
77.4 %
DOCN
digitalocean holdings inc
74.6 %
APA
apa corp
71.4 %
Top 5 Winners ($)$
XOM
exxon mobil corp
474.8 M
CVX
chevron corp
246.1 M
JNJ
johnson & johnson
217.6 M
TER
teradyne inc
203.6 M
CAT
caterpillar inc
180.8 M
Top 5 Losers (%)%
TEAM
atlassian corp-cl a
-57.9 %
MNKD
mannkind corp
-56.8 %
GENI
genius sports ltd
-54.4 %
net lease office property
-54.3 %
flutter entertainment plc-di
-52.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2059.6 M
NVDA
nvidia corp
-749.3 M
AAPL
apple inc
-618.0 M
TSLA
tesla inc
-592.0 M
AMZN
amazon.com inc
-569.5 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 1048 stocks in it's portfolio. About 31.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for Sumitomo Mitsui Trust Group, Inc. last quarter.

$149.30BTotal Value
500Positions
30 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Sumitomo Mitsui Trust Holdings, Inc., last reported on 30 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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%685,590
$65.10M
0.04%
increased 7.35 percentadded
AAXJ
Ishares 1-5y Inv Grade Corp

Ishares 1-5y Inv Grade Corp

AAXJ
Sumitomo Mitsui Trust Holdings, Inc.'s holding in Ishares 1-5y Inv Grade Corp over time
0.03%987,000
$51.88M
0.03%
decreased 9.82 percentreduced
ACES
Alerian Mlp Etf

Alerian Mlp Etf

ACES
Sumitomo Mitsui Trust Holdings, Inc.'s holding in Alerian Mlp Etf over time
0.03%882,651
$46.46M
0.03%
increased 6.84 percentadded
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
Sumitomo Mitsui Trust Holdings, Inc.'s holding in Aercap Holdings Nv over time
0.03%340,282
$46.68M
0.03%
decreased 9.54 percentreduced