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Sumitomo Mitsui Trust Group, Inc.

13F for the quarter to June 30, 2026, filed July 30, 2026 · SEC CIK 1475365

Reported value
$175.1bn
93% in companies we cover
Positions we cover
956
Largest NVDA 6.7%
Copy, a year
+13.9%
S&P 500 +14.1%
Copy Sharpe ratio
0.74
S&P 500 0.78

How copying its 13F would have done

$10.0k$20.0k$40.0k 2013201520172019202120232025 $57.0k$55.6k
CopyS&P 500 $10,000 copying Sumitomo Mitsui Trust Group, Inc.'s filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −31.8% (S&P 500 −31.8%); beta 1.04; alpha −0.6% a year (t = −0.90); last 12 months +9.0% against +12.1%.

Reported value by quarter

Sumitomo Mitsui Trust Group, Inc.: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $50T $100T $150T Reported value, 2013-06-30: $44.1B Reported value, 2013-09-30: $46.3B Reported value, 2013-12-31: $48.2B Reported value, 2014-03-31: $47.5B Reported value, 2014-06-30: $48.7B Reported value, 2014-09-30: $49.9B Reported value, 2014-12-31: $51.5B Reported value, 2015-03-31: $55.4B Reported value, 2015-06-30: $55.7B Reported value, 2015-09-30: $51.7B Reported value, 2015-12-31: $55.9B Reported value, 2016-03-31: $57.2B Reported value, 2016-06-30: $58.1B Reported value, 2016-09-30: $61B Reported value, 2016-12-31: $61.3B Reported value, 2017-03-31: $64.7B Reported value, 2017-06-30: $68.2B Reported value, 2017-09-30: $70.9B Reported value, 2017-12-31: $77.5B Reported value, 2018-03-31: $77.8B Reported value, 2018-06-30: $85.8B Reported value, 2018-09-30: $93B Reported value, 2018-12-31: $93B Reported value, 2019-03-31: $108.1B Reported value, 2019-06-30: $112B Reported value, 2019-09-30: $115.1B Reported value, 2019-12-31: $127.2B Reported value, 2020-03-31: $116.3B Reported value, 2020-06-30: $141.6B Reported value, 2020-09-30: $148.5B Reported value, 2020-12-31: $154.8B Reported value, 2021-03-31: $160B Reported value, 2021-06-30: $169.1B Reported value, 2021-09-30: $160.6B Reported value, 2021-12-31: $164.5B Reported value, 2022-03-31: $150.2B Reported value, 2022-06-30: $130B Reported value, 2022-09-30: $121.7B Reported value, 2022-12-31: $126.3T Reported value, 2023-03-31: $134.2B Reported value, 2023-06-30: $128.4B Reported value, 2023-09-30: $121.8B Reported value, 2023-12-31: $135.3B Reported value, 2024-03-31: $145.7B Reported value, 2024-06-30: $135.5B Reported value, 2024-09-30: $144.3B Reported value, 2024-12-31: $148.2B Reported value, 2025-03-31: $141.5B Reported value, 2025-06-30: $160.5B Reported value, 2025-09-30: $173.8B Reported value, 2025-12-31: $170.3B Reported value, 2026-03-31: $154.5B Reported value, 2026-06-30: $175.1B 2013-06-30 2016-03-31 2018-12-31 2021-09-30 2026-06-30 $175.1B
View chart data
Period Reported value
2013-06-30 $44.1B
2013-09-30 $46.3B
2013-12-31 $48.2B
2014-03-31 $47.5B
2014-06-30 $48.7B
2014-09-30 $49.9B
2014-12-31 $51.5B
2015-03-31 $55.4B
2015-06-30 $55.7B
2015-09-30 $51.7B
2015-12-31 $55.9B
2016-03-31 $57.2B
2016-06-30 $58.1B
2016-09-30 $61B
2016-12-31 $61.3B
2017-03-31 $64.7B
2017-06-30 $68.2B
2017-09-30 $70.9B
2017-12-31 $77.5B
2018-03-31 $77.8B
2018-06-30 $85.8B
2018-09-30 $93B
2018-12-31 $93B
2019-03-31 $108.1B
2019-06-30 $112B
2019-09-30 $115.1B
2019-12-31 $127.2B
2020-03-31 $116.3B
2020-06-30 $141.6B
2020-09-30 $148.5B
2020-12-31 $154.8B
2021-03-31 $160B
2021-06-30 $169.1B
2021-09-30 $160.6B
2021-12-31 $164.5B
2022-03-31 $150.2B
2022-06-30 $130B
2022-09-30 $121.7B
2022-12-31 $126.3T
2023-03-31 $134.2B
2023-06-30 $128.4B
2023-09-30 $121.8B
2023-12-31 $135.3B
2024-03-31 $145.7B
2024-06-30 $135.5B
2024-09-30 $144.3B
2024-12-31 $148.2B
2025-03-31 $141.5B
2025-06-30 $160.5B
2025-09-30 $173.8B
2025-12-31 $170.3B
2026-03-31 $154.5B
2026-06-30 $175.1B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
NVDANVIDIA Corporation6.69%$11.7bn58.52M−3.5% Reduced
AAPLApple Inc.5.50%$9.6bn33.28M+0.2%
MSFTMicrosoft Corporation3.73%$6.5bn17.49M−1.1% Reduced
AMZNAmazon3.40%$5.9bn24.96M+1.4% Added
GOOGLAlphabet Inc. (Class A)2.77%$4.9bn13.58M+2.7% Added
AVGOBroadcom2.42%$4.2bn11.19M+0.7% Added
MUMicron Technology1.93%$3.4bn2.92M−5.2% Reduced
TSLATesla, Inc.1.79%$3.1bn7.44M−0.3%
METAMeta Platforms1.66%$2.9bn5.15M+1.5% Added
AMDAdvanced Micro Devices1.62%$2.8bn4.89M−7.2% Reduced
LLYLilly (Eli)1.30%$2.3bn1.90M+6.8% Added
JPMJPMorgan Chase1.10%$1.9bn5.91M−3.3% Reduced
INTCIntel0.85%$1.5bn10.60M−4.9% Reduced
JNJJohnson & Johnson0.82%$1.4bn5.66M0.0%
VVisa Inc.0.80%$1.4bn4.08M−0.1%
CATCaterpillar Inc.0.80%$1.4bn1.31M−0.5%
AMATApplied Materials0.78%$1.4bn1.88M+0.9% Added
LRCXLam Research0.74%$1.3bn3.00M−3.2% Reduced
WMTWalmart0.68%$1.2bn10.48M−5.0% Reduced
CSCOCisco0.64%$1.1bn9.60M−6.7% Reduced
MAMastercard0.61%$1.1bn2.09M−0.5%
UNHUnitedHealth Group0.60%$1.1bn2.54M−2.9% Reduced
COSTCostco0.58%$1.0bn1.08M+2.9% Added
ABBVAbbVie0.57%$992.9m3.95M+0.8% Added
KLACKLA Corporation0.55%$954.6m3.16M+901.7% Added
GSGoldman Sachs0.51%$892.8m882.7K−2.9% Reduced
BACBank of America0.49%$855.4m15.01M−1.6% Reduced
HDThe Home Depot0.48%$836.8m2.37M−0.5% Reduced
GEGE Aerospace0.48%$835.5m2.24M−1.2% Reduced
NFLXNetflix0.47%$820.8m11.50M−1.3% Reduced
PGProcter & Gamble0.47%$814.1m5.55M−1.1% Reduced
PLTRPalantir Technologies Inc.0.46%$803.2m6.88M−2.4% Reduced
MRKMerck & Co.0.45%$792.7m6.17M−1.6% Reduced
PANWPalo Alto Networks0.45%$780.6m2.29M+1.8% Added
KOThe Coca-Cola Company0.43%$749.3m9.22M−3.1% Reduced
GEVGE Vernova0.42%$742.4m631.9K+0.2%
APHAmphenol0.42%$729.9m4.14M+0.1%
WELLWelltower0.41%$715.1m3.15M−0.8% Reduced
LINLinde plc0.41%$714.6m1.38M−0.6% Reduced
CVXChevron Corporation0.41%$714.4m4.31M−2.2% Reduced
ADIAnalog Devices0.40%$692.8m1.74M+0.7% Added
ISRGIntuitive Surgical0.39%$679.8m1.71M+16.6% Added
IBMIBM0.38%$659.4m2.34M−0.1%
HOODRobinhood Markets0.38%$658.7m6.57M−3.6% Reduced
TXNTexas Instruments0.37%$648.5m2.18M+0.1%
MRVLMarvell Technology0.34%$593.1m1.99M+2.4% Added
QCOMQualcomm0.33%$580.1m3.14M−1.9% Reduced
ETNEaton Corporation0.33%$573.3m1.35M+1.8% Added
AMGNAmgen0.32%$550.7m1.52M−1.1% Reduced
EQIXEquinix0.31%$546.6m524.4K−3.7% Reduced
WDCWestern Digital0.31%$546.2m855.1K+2.2% Added
PMPhilip Morris International0.31%$545.2m3.01M−1.4% Reduced
CRWDCrowdStrike0.31%$544.6m713.6K−3.6% Reduced
CCitigroup0.31%$543.8m3.89M−3.8% Reduced
ORCLOracle Corporation0.31%$542.3m3.70M+0.9% Added
RTXRTX Corporation0.31%$542.0m2.86M+1.0% Added
TMOThermo Fisher Scientific0.31%$541.2m1.08M+0.1%
TERTeradyne0.31%$540.5m1.12M−34.4% Reduced
STXSeagate Technology0.31%$536.9m556.4K+6.5% Added
WFCWells Fargo0.30%$530.3m6.42M−2.7% Reduced
MSMorgan Stanley0.30%$523.2m2.50M−1.5% Reduced
MCDMcDonald's0.29%$510.0m1.89M−0.8% Reduced
PLDPrologis0.29%$509.5m3.76M−4.7% Reduced
ROKRockwell Automation0.29%$504.7m1.02M+3.8% Added
PEPPepsiCo0.28%$480.7m3.55M+0.2%
AXPAmerican Express0.27%$473.7m1.40M−3.4% Reduced
DEDeere & Company0.26%$445.7m702.6K−4.4% Reduced
GLWCorning Inc.0.25%$438.3m1.72M−1.4% Reduced
VZVerizon0.25%$435.4m10.28M−10.3% Reduced
DISThe Walt Disney Company0.24%$429.7m4.46M+0.3%
SHOPShopify Inc.0.23%$409.4m3.59M−2.5% Reduced
NEENextEra Energy0.23%$407.7m4.64M+1.5% Added
BABoeing0.23%$400.9m1.85M−9.2% Reduced
ANETArista Networks0.23%$394.7m2.32M−0.1%
CDNSCadence Design Systems Inc0.22%$392.0m1.04M+2.6% Added
TJXTJX Companies0.22%$389.4m2.57M+0.4%
SPCXSpace Exploration Technologies Corp0.22%$388.5m2.27MNew
TAT&T0.21%$375.9m18.16M−3.3% Reduced
GILDGilead Sciences0.21%$374.3m2.96M+1.1% Added
UNPUnion Pacific Corporation0.20%$356.3m1.31M−0.3%
ABTAbbott Laboratories0.20%$356.2m3.93M+3.1% Added
SNPSSynopsys Inc0.20%$352.3m789.7K−15.7% Reduced
UBERUber0.20%$348.4m4.83M−6.8% Reduced
DHRDanaher Corporation0.20%$341.4m1.79M−4.7% Reduced
PFEPfizer0.19%$331.7m13.78M−4.1% Reduced
BKNGBooking Holdings0.19%$326.8m1.83M+2321.8% Added
SPGSimon Property Group0.19%$326.1m1.46M−3.6% Reduced
COHRCoherent Corp.0.18%$324.7m823.1K+9.0% Added
PGRProgressive Corporation0.18%$323.6m1.48M+3.6% Added
BLKBlackRock0.18%$319.4m332.2K+0.6% Added
SCHWCharles Schwab Corporation0.18%$319.3m3.46M−2.6% Reduced
CRMSalesforce0.18%$314.2m2.01M−13.0% Reduced
CBChubb Limited0.18%$308.9m906.6K−6.7% Reduced
VRTXVertex Pharmaceuticals0.17%$304.0m611.9K−0.4%
COINCoinbase0.17%$300.0m2.05M−0.8% Reduced
CVSCVS Health0.17%$298.9m2.89M+3.2% Added
EMREmerson Electric0.17%$296.8m2.07M+1.9% Added
VRTVertiv0.17%$296.0m884.0K+2.2% Added
CORCencora0.17%$293.6m1.04M+29.1% Added
BMYBristol Myers Squibb0.17%$293.4m5.09M+12.1% Added
MELIMercadolibre Inc0.17%$291.4m171.7K−8.6% Reduced
COPConocoPhillips0.17%$290.5m2.79M+5.4% Added
APPApplovin Corp0.17%$288.7m560.4K+1.8% Added
DELLDell Technologies0.16%$285.9m662.7K−4.3% Reduced
LOWLowe's0.16%$277.0m1.26M−4.7% Reduced
COFCapital One0.16%$276.6m1.38M−4.6% Reduced
SBUXStarbucks0.15%$268.0m2.62M+0.6% Added
SHWSherwin-Williams0.15%$265.8m772.1K−2.0% Reduced
PHParker Hannifin0.15%$264.5m270.4K+0.6% Added
CMCSAComcast0.15%$263.8m10.75M−3.3% Reduced
NXPINXP Semiconductors0.15%$260.4m926.5K+1.6% Added
SPGIS&P Global0.15%$259.6m673.8K−0.9% Reduced
MDTMedtronic0.15%$257.5m3.29M+8.1% Added
PSAPublic Storage0.15%$256.6m806.2K−4.1% Reduced
LMTLockheed Martin0.15%$255.5m501.5K−0.9% Reduced
PWRQuanta Services0.15%$255.2m354.5K+0.8% Added
NUNu Holdings Ltd.0.14%$253.3m18.96M−0.1%
RBLXRoblox Corp0.14%$252.5m4.64M+4.3% Added
TRVThe Travelers Companies0.14%$252.1m763.5K−4.4% Reduced
TTTrane Technologies0.14%$248.1m505.0K−0.1%
CMICummins0.14%$246.6m345.8K−0.1%
NETCloudflare, Inc.0.14%$244.8m997.9K−7.1% Reduced
NEMNewmont0.14%$243.7m2.61M−6.9% Reduced
TDGTransDigm Group0.14%$241.6m181.4K+0.7% Added
SOSouthern Company0.14%$238.5m2.49M+2.2% Added
MOAltria0.14%$237.5m3.30M−1.0% Reduced
TEMTempus AI, Inc.0.14%$236.9m4.09M−5.5% Reduced
ICEIntercontinental Exchange0.14%$236.8m1.92M+2.9% Added
HWMHowmet Aerospace0.13%$235.4m875.4K+4.4% Added
SYKStryker Corporation0.13%$233.4m741.2K−4.3% Reduced
FTNTFortinet0.13%$231.2m1.51M−1.8% Reduced
MMM3M0.13%$229.6m1.42M−0.8% Reduced
DDOGDatadog, Inc.0.13%$228.7m878.5K+0.5% Added
NOWServiceNow0.13%$227.9m2.30M−7.4% Reduced
TRMBTrimble Inc.0.13%$227.7m4.45M+18.4% Added
DUKDuke Energy0.13%$222.4m1.76M−0.1%
PNCPNC Financial Services0.13%$221.6m900.0K+1.9% Added
ELVElevance Health0.13%$221.0m571.3K−5.2% Reduced
TMUST-Mobile US0.13%$219.2m1.31M−1.2% Reduced
ADPAutomatic Data Processing0.12%$217.3m970.2K+1.3% Added
USBU.S. Bancorp0.12%$216.0m3.58M+5.2% Added
SPOTSpotify Technology S.a.0.12%$214.7m467.6K−6.4% Reduced
ADBEAdobe Inc.0.12%$214.2m1.04M−2.4% Reduced
BNYBNY Mellon0.12%$212.5m1.47M−0.6% Reduced
DASHDoorDash0.12%$212.3m1.15M+0.7% Added
CSXCSX Corporation0.12%$211.4m4.45M−2.0% Reduced
CICigna0.12%$210.2m762.3K+0.4%
ADSKAutodesk, Inc.0.12%$210.1m1.08M+4.6% Added
TSMTaiwan Semiconductor Manufacturing Co LTD0.12%$209.0m437.5K+16.4% Added
HONHoneywell Technologies0.12%$208.9m932.9KNew
CompanyBought (value)Shares
KLACKLA Corporation$859.3m2.85M
SPCXSpace Exploration Technologies Corp$388.5m2.27M
BKNGBooking Holdings$313.3m1.76M
HONHoneywell Technologies$208.9m932.9K
LLYLilly (Eli)$144.0m120.1K
GOOGLAlphabet Inc. (Class A)$129.2m361.6K
ISRGIntuitive Surgical$96.9m243.6K
AMZNAmazon$81.4m341.7K
CVNACarvana$79.1m1.20M
CCLCarnival Corporation$76.9m2.69M
CBRSCerebras Systems Inc.$67.9m307.1K
CORCencora$66.2m234.1K
HONAHoneywell Aerospace$65.6m296.5K
CGNXCognex Corp$58.3m805.2K
KIMKimco Realty$50.4m1.99M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
NVDANVIDIA Corporation−$420.4m−2.10M
TERTeradyne−$283.8m−586.6K
AMDAdvanced Micro Devices−$220.8m−380.1K
MUMicron Technology−$184.5m−159.9K
ROKURoku, Inc−$172.3m−1.25M
CSCOCisco−$80.7m−686.9K
IQVIQVIA−$76.1m−394.0K
INTCIntel−$75.7m−542.0K
MSFTMicrosoft Corporation−$74.4m−199.4K
JPMJPMorgan Chase−$66.4m−203.0K
SNPSSynopsys Inc−$65.5m−146.8K
PEverpure−$65.3m−828.5K
FROGJfrog Ltd−$63.4m−697.5K
WMTWalmart−$62.3m−549.6K
TWSTTwist Bioscience Corp−$51.0m−495.8K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
OMCLOmnicell, Inc.$47.1m1.41M
ACMAecom$23.2m274.0K
OKLOOklo Inc.$10.3m206.9K
SNAPSnap Inc$9.4m2.04M
MNDYMonday.com Ltd.$4.1m59.1K
SOLSSolstice Advanced Materials Inc.$2.4m31.2K
MEDPMedpace Holdings, Inc.$1.9m3.9K
CRSCarpenter Technology Corp$1.8m4.5K
ALLYAlly Financial Inc.$1.6m41.2K
WIXWix.com Ltd.$1.0m11.4K
EPDEnterprise Products Partners L.p.$908,16024.0K
HLHecla Mining Co$763,83041.0K
BJBj's Wholesale Club Holdings, Inc.$716,5967.3K
HXLHexcel Corp$608,8367.5K
JANJanus Living, Inc.$543,02923.0K
ALKSAlkermes plc.$491,50413.9K
CALMCal-maine Foods Inc$483,6866.1K
EPAMEPAM Systems, Inc.$398,2112.9K
CAGConagra Brands Inc.$394,35225.1K
GGenpact LTD$390,30610.5K
SAICScience Applications International Corp$386,0404.1K
PENPenumbra Inc$347,7441.1K
POOLPool Corp$346,9961.7K
FHNFirst Horizon Corp$343,67615.1K
ALSNAllison Transmission Holdings Inc$316,0622.7K
SRSpire Inc$309,3753.4K
PTGXProtagonist Therapeutics, Inc$290,9042.8K
JOYYJoyy Inc.$280,9734.8K
ATATAtour Lifestyle Holdings Ltd$269,2657.3K
CMCCommercial Metals Co$264,1494.3K
  • Technology38.9%
  • Financials11.0%
  • Health Care10.1%
  • Industrials9.8%
  • Consumer Discretionary9.4%
  • Communication Services7.1%
  • Consumer Staples4.4%
  • Real Estate3.4%
  • Utilities2.0%
  • Energy2.0%
  • Materials1.9%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 16, 2013 to November 2, 2026+13.9%+14.1%0.740.78−31.8%1.04
2018 onwardsJanuary 5, 2018 to November 2, 2026+13.1%+13.9%0.590.66−31.8%1.05
Last three yearsNovember 3, 2023 to November 2, 2026+21.3%+21.8%1.061.16−18.6%1.06
Last yearNovember 7, 2025 to November 2, 2026+11.5%+14.2%0.610.84−9.8%1.03

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.