Sumitomo Mitsui Trust Group, Inc.
Long book
$154.47B
Q1 2026
Positions
1047
Top-10 weight
32%
concentration
Last quarter
+14.8%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsSumitomo Mitsui Trust Group, Inc. is a mechanically diversified allocator, running a $154.47B US long book across 1047 positions.
The portfolio is moderately concentrated (top 10 ≈ 32% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: NVIDIA CORP, APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A.
Over the last 9 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.1%
Q2 2024
+6.2%
Q3 2024
+3.2%
Q4 2024
-4.4%
Q1 2025
+12.6%
Q2 2025
+8.4%
Q3 2025
+1.9%
Q4 2025
-4.7%
Q1 2026
+14.8%
Sector allocation
Technology 41%
Financials 11%
Industrials 11%
Consumer discretionary 9%
Healthcare 8%
Services media 5%
Other 3%
Utilities 3%
Long book by quarter
What does Sumitomo Mitsui own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 60.6M | $10.57B | 6.8% | -4.1% |
| AAPL APPLE INC | Technology | 33.2M | $8.43B | 5.5% | -5.6% |
| MSFT MICROSOFT CORP | Technology | 17.7M | $6.55B | 4.2% | -5.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 24.6M | $5.13B | 3.3% | -4.9% |
| GOOGL ALPHABET INC-CL A | Technology | 13.2M | $3.80B | 2.5% | -4.8% |
| GOOG ALPHABET INC-CL C | Technology | 12.1M | $3.47B | 2.2% | -4.2% |
| AVGO BROADCOM INC | Technology | 11.1M | $3.44B | 2.2% | -4.0% |
| META META PLATFORMS INC-CLASS A | Technology | 5.1M | $2.90B | 1.9% | -4.7% |
| TSLA TESLA INC | Industrials | 7.5M | $2.77B | 1.8% | -3.4% |
| JPM JPMORGAN CHASE & CO | Financials | 6.1M | $1.80B | 1.2% | -5.6% |
| LLY ELI LILLY & CO | Healthcare | 1.8M | $1.63B | 1.1% | -4.3% |
| XOM EXXON MOBIL CORP | Energy | 9.4M | $1.59B | 1.0% | -5.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.3M | $1.56B | 1.0% | -4.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 5.7M | $1.38B | 0.9% | -4.8% |
| WMT WALMART INC | Consumer discretionary | 11.0M | $1.37B | 0.9% | +3.1% |
| V VISA INC-CLASS A SHARES | Services media | 4.1M | $1.23B | 0.8% | -5.4% |
| NFLX NETFLIX INC | Services media | 11.7M | $1.12B | 0.7% | -3.7% |
| AMD ADVANCED MICRO DEVICES | Technology | 5.3M | $1.07B | 0.7% | -2.0% |
| MA MASTERCARD INC - A | Services media | 2.1M | $1.05B | 0.7% | -2.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.0M | $1.05B | 0.7% | -3.2% |
| MU MICRON TECHNOLOGY INC | Technology | 3.1M | $1.04B | 0.7% | -11.5% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 7.1M | $1.03B | 0.7% | -5.4% |
| CAT CATERPILLAR INC | Industrials | 1.3M | $930.8M | 0.6% | -2.9% |
| CVX CHEVRON CORP | Energy | 4.4M | $911.9M | 0.6% | -4.7% |
| ABBV ABBVIE INC | Healthcare | 3.9M | $851.4M | 0.6% | -4.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 5.6M | $810.6M | 0.5% | -5.4% |
| CSCO CISCO SYSTEMS INC | Technology | 10.3M | $798.2M | 0.5% | -4.5% |
| HD HOME DEPOT INC | Consumer discretionary | 2.4M | $784.7M | 0.5% | -5.9% |
| GS GOLDMAN SACHS GROUP INC | Financials | 909.3K | $769.3M | 0.5% | -4.5% |
| MRK MERCK & CO. INC. | Healthcare | 6.3M | $754.1M | 0.5% | -10.1% |
| BAC BANK OF AMERICA CORP | Financials | 15.3M | $743.6M | 0.5% | -6.6% |
| KO COCA-COLA CO/THE | Consumer staples | 9.5M | $723.3M | 0.5% | -5.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 2.6M | $707.4M | 0.5% | -2.1% |
| LIN LINDE PLC | Materials | 1.4M | $687.0M | 0.4% | -6.4% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 1.5M | $675.7M | 0.4% | +3.2% |
| LRCX LAM RESEARCH CORP | Industrials | 3.1M | $662.2M | 0.4% | -4.5% |
| GE GENERAL ELECTRIC | Industrials | 2.3M | $642.1M | 0.4% | -5.3% |
| AMAT APPLIED MATERIALS INC | Technology | 1.9M | $638.0M | 0.4% | -5.3% |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.9M | $590.9M | 0.4% | -4.1% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 11.5M | $575.5M | 0.4% | -4.0% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 2.3M | $569.2M | 0.4% | -3.8% |
| ADI ANALOG DEVICES INC | Technology | 1.7M | $551.1M | 0.4% | +3.1% |
| GEV GE VERNOVA INC | Industrials | 630.9K | $550.7M | 0.4% | -4.0% |
| PEP PEPSICO INC | Consumer staples | 3.5M | $550.3M | 0.4% | -2.4% |
| RTX RTX CORP | Industrials | 2.8M | $545.6M | 0.4% | -4.8% |
| T AT&T INC | Communications | 18.8M | $544.4M | 0.4% | -4.6% |
| AMGN AMGEN INC | Healthcare | 1.5M | $541.1M | 0.4% | -4.6% |
| ORCL ORACLE CORP | Technology | 3.7M | $539.4M | 0.3% | -5.1% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 1.1M | $530.1M | 0.3% | -1.5% |
| WFC WELLS FARGO & CO | Financials | 6.6M | $525.0M | 0.3% | -10.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 30, 2026 | 1047 | $154.47B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 1049 | $170.27B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 27, 2025 | 1050 | $173.80B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 1034 | $160.50B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 25, 2025 | 1031 | $141.47B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 28, 2025 | 1041 | $148.15B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 5, 2024 | 1052 | $144.29B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 19, 2024 | 1069 | $135.48B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 1140 | $145.66B | canonical | SEC ↗ |
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