CIK: 0001475365
Total reported value
$154.5B
Reporting period: 2026-03-31 · Number of holdings: 1047
Sumitomo Mitsui Trust Group, Inc. disclosed 1047 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $154.5B and a quarterly turnover rate of 17.9%.
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Sumitomo Mitsui Trust Group, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.015 — mathematically equivalent to about 66 equally-sized positions, well below its 1047 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.86), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 69% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim MSFT
-5.0% -$2.5B
Add XOM
-5.5% $395.3M
Add IAUM
+22.3% $310.2M
Trim TSLA
-3.4% -$700.2M
Add GLDM
+1.1% $153.8M
Trim AMZN
-4.9% -$848.4M
Sumitomo Mitsui Trust is not hunting alpha—it is systematically trimming the exact same mega-cap leaders across the board, a textbook capital rotation out of the market's most compressed factor exposures. The uniform weight reductions in MSFT, NVDA, AAPL, AMZN, TSLA, META, AVGO, and GOOGL look like a deliberate regime de-risking, not stock-picking.
This institution is pricing in a mean-reversion regime where the narrow liquidity-driven dominance of mega-cap tech gives way to broader participation. The sell-down of the momentum darlings signals a bet that factor crowding will unwind and that the AI-led concentration risk is a liability. The opposing thesis is that the mega-cap giants will continue to monopolize earnings growth and command structural premiums, leaving this rotation premature.
Despite 1,047 holdings and a near-zero HHI, the portfolio still carries a 39% weight in Information Technology—a sector-level crowding that diversification across thousands of names cannot hedge. If the AI narrative cracks, the entire spine of this book suffers multiple compression, as its extreme dispersion masks a hidden concentration in a single factor story.
Compiled by AI from public 13F filings; reflects historical positioning only and carries no investment recommendation.
Showing top 200 holdings (of 1047 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.84% | -0.09% | -4.13% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.46% | -0.16% | -5.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.24% | -1.05% | -5.02% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.32% | -0.19% | -4.91% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.46% | -0.09% | -4.78% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.25% | -0.07% | -4.16% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 2.23% | -0.12% | -4.04% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.88% | -0.18% | -4.69% | |
| 9 | TSLA | Tesla INC | Stock-Consumer Disc | 1.80% | -0.24% | -3.41% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.07% | -5.63% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.12% | +0.20% | +1.13% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.06% | -0.11% | -4.33% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | +0.33% | -5.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | — | -4.92% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | +0.18% | -4.80% | |
| 16 | WMT | Walmart INC | Stock-Consumer Staples | 0.89% | +0.19% | +3.09% | |
| 17 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.81% | +0.26% | +22.34% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.09% | -5.35% | |
| 19 | NFLX | Netflix INC | Stock-Comm Services | 0.73% | — | -3.71% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.69% | — | -2.01% | |
| 21 | MA | Mastercard INC - A | Stock-Financials | 0.68% | -0.04% | -2.76% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | — | -3.18% | |
| 23 | MU | Micron Technology INC | Stock-Tech | 0.67% | — | -11.52% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.67% | -0.11% | -5.39% | |
| 25 | CAT | Caterpillar INC | Stock-Industrials | 0.60% | +0.14% | -2.85% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.59% | +0.18% | -4.73% | |
| 27 | ABBV | Abbvie INC | Stock-Healthcare | 0.55% | — | -4.59% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | — | -5.35% | |
| 29 | CSCO | Cisco Systems INC | Stock-Tech | 0.52% | — | -4.54% | |
| 30 | HD | Home Depot INC | Stock-Consumer Disc | 0.51% | — | -5.91% | |
| 31 | GS | Goldman Sachs Group INC | Stock-Financials | 0.50% | — | -4.52% | |
| 32 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.49% | — | -10.08% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | -0.05% | -6.62% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.47% | — | -5.07% | |
| 35 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.46% | -0.06% | -2.12% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.44% | — | -6.37% | |
| 37 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.44% | -0.03% | +3.19% | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.43% | — | -4.46% | |
| 39 | GE | General Electric | Stock-Industrials | 0.42% | — | -5.34% | |
| 40 | AMAT | Applied Materials INC | Stock-Tech | 0.41% | +0.11% | -5.28% | |
| 41 | WELL | Welltower INC | Stock-Real Estate | 0.41% | — | -0.24% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | — | -4.11% | |
| 43 | VZ | Verizon Communications INC | Stock-Comm Services | 0.37% | — | -4.00% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | -0.05% | -3.75% | |
| 45 | ADI | Analog Devices INC | Stock-Tech | 0.36% | — | +3.07% | |
| 46 | GEV | GE Vernova INC | Stock-Industrials | 0.36% | +0.11% | -4.05% | |
| 47 | PEP | Pepsico INC | Stock-Consumer Staples | 0.36% | — | -2.39% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.35% | — | -4.81% | |
| 49 | T | At&t INC | Stock-Comm Services | 0.35% | — | -4.56% | |
| 50 | AMGN | Amgen INC | Stock-Healthcare | 0.35% | — | -4.61% |
Performance for Q3 2026
+3%
Performance Last 4 Quarters
+20.7%
Based on 76% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 1047 | $154.5B | 18 | |
| 2025-12-31 | 1049 | $170.3B | 12 | |
| 2025-09-30 | 1050 | $173.8B | 26 | |
| 2025-06-30 | 1034 | $160.5B | 0 | |
| 2025-03-31 | 1031 | $141.5B | 100 | |
| 2024-12-31 | 1041 | $148.2B | 0 | |
| 2024-09-30 | 1052 | $144.3B | 0 | |
| 2024-06-30 | 1069 | $135.5B | 0 | |
| 2024-03-31 | 1140 | $145.7B | 0 | |
| 2023-12-31 | 1142 | $135.3B | 0 | |
| 2023-09-30 | 1152 | $121.8B | 0 | |
| 2023-06-30 | 1150 | $128.4B | 0 | |
| 2023-03-31 | 1164 | $134.2B | 0 | |
| 2022-12-31 | 1199 | $126.3B | 0 | |
| 2022-09-30 | 1216 | $121.7B | 0 | |
| 2022-06-30 | 1230 | $130.0B | 0 | |
| 2022-03-31 | 1190 | $150.2B | 0 | |
| 2021-12-31 | 1177 | $164.5B | 0 | |
| 2021-09-30 | 1195 | $160.6B | 0 | |
| 2021-06-30 | 1194 | $169.1B | 97 | |
| 2021-03-31 | 1165 | $160.0B | 14 | |
| 2020-12-31 | 1130 | $154.8B | 16 | |
| 2020-09-30 | 1110 | $148.5B | 14 | |
| 2020-06-30 | 1119 | $141.6B | 24 | |
| 2020-03-31 | 1120 | $116.3B | 22 | |
| 2019-12-31 | 1098 | $127.2B | 14 | |
| 2019-09-30 | 1082 | $115.1B | 11 | |
| 2019-06-30 | 1015 | $112.0B | 11 | |
| 2019-03-31 | 980 | $108.1B | 17 | |
| 2018-12-31 | 926 | $93.0B | 13 | |
| 2018-09-30 | 900 | $93.0B | 12 | |
| 2018-06-30 | 905 | $85.8B | 14 | |
| 2018-03-31 | 904 | $77.8B | 10 | |
| 2017-12-31 | 904 | $77.5B | 13 | |
| 2017-09-30 | 905 | $70.9B | 10 | |
| 2017-06-30 | 892 | $68.2B | 10 | |
| 2017-03-31 | 881 | $64.7B | 10 | |
| 2016-12-31 | 885 | $61.3B | 12 | |
| 2016-09-30 | 878 | $61.0B | 11 | |
| 2016-06-30 | 861 | $58.1B | 11 | |
| 2016-03-31 | 892 | $57.2B | 11 | |
| 2015-12-31 | 881 | $55.9B | 14 | |
| 2015-09-30 | 882 | $51.7B | 14 | |
| 2015-06-30 | 914 | $55.7B | 9 | |
| 2015-03-31 | 901 | $55.4B | 12 | |
| 2014-12-31 | 889 | $51.5B | 12 | |
| 2014-09-30 | 852 | $49.9B | 9 | |
| 2014-06-30 | 801 | $48.7B | 9 | |
| 2014-03-31 | 784 | $47.5B | 10 | |
| 2013-12-31 | 796 | $48.2B | 9 | |
| 2013-09-30 | 775 | $46.3B | 9 | |
| 2013-06-30 | 747 | $44.1B | 0 |
Sumitomo Mitsui Trust Group, Inc.'s most significant position changes for 2026-03-31: Trim: Microsoft CORP (MSFT) — shares -5.02%; Trim: Exxon Mobil CORP (XOM) — shares -5.53%; Add: Ishares Gold Trust Micro (IAUM) — shares +22.34%; Trim: Tesla INC (TSLA) — shares -3.41%; Add: Spdr Gold Minishares Trust (GLDM) — shares +1.13%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -5.53% | Trim |
| 2 | IAUM | Ishares Gold Trust Micro | +0.3% | +22.34% | Add |
| 3 | GLDM | Spdr Gold Minishares Trust | +0.2% | +1.13% | Add |
| 4 | WMT | Walmart INC | +0.2% | +3.09% | Add |
| 5 | CVX | Chevron CORP | +0.2% | -4.73% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.2% | -4.80% | Trim |
| 7 | CAT | Caterpillar INC | +0.1% | -2.85% | Trim |
| 8 | COHR | Coherent CORP | +0.1% | +12767.02% | Add |
| 9 | AMAT | Applied Materials INC | +0.1% | -5.28% | Trim |
| 10 | GEV | GE Vernova INC | +0.1% | -4.05% | Trim |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | — | -4.92% | Trim |
| 12 | ISRG | Intuitive Surgical INC | 0% | +3.19% | Add |
| 13 | MA | Mastercard INC - A | 0% | -2.76% | Trim |
| 14 | BAC | Bank Of America CORP | -0.1% | -6.62% | Trim |
| 15 | IBM | Intl Business Machines CORP | -0.1% | -3.75% | Trim |
| 16 | SHOP | Shopify INC - Class A | -0.1% | +4.12% | Add |
| 17 | DHR | Danaher CORP | -0.1% | -10.58% | Trim |
| 18 | AXP | American Express Co | -0.1% | -4.79% | Trim |
| 19 | UNH | Unitedhealth Group INC | -0.1% | -2.12% | Trim |
| 20 | APH | Amphenol Corp-cl A | -0.1% | -18.36% | Trim |
| 21 | QCOM | Qualcomm INC | -0.1% | -3.02% | Trim |
| 22 | NOW | Servicenow INC | -0.1% | -4.65% | Trim |
| 23 | ADBE | Adobe INC | -0.1% | -6.17% | Trim |
| 24 | COIN | Coinbase Global INC -class A | -0.1% | -6.19% | Trim |
| 25 | PGR | Progressive CORP | -0.1% | -20.90% | Trim |
| 26 | ACN | Accenture plc | -0.1% | -7.56% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | -4.16% | Trim |
| 28 | JPM | Jpmorgan Chase & Co | -0.1% | -5.63% | Trim |
| 29 | WFC | Wells Fargo & Co | -0.1% | -10.88% | Trim |
| 30 | UBER | Uber Technologies INC | -0.1% | -21.74% | Trim |
| 31 | ROKU | Roku INC | -0.1% | -36.87% | Trim |
| 32 | NVDA | Nvidia CORP | -0.1% | -4.13% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | -0.1% | -4.78% | Trim |
| 34 | V | Visa Inc-class A Shares | -0.1% | -5.35% | Trim |
| 35 | ORCL | Oracle CORP | -0.1% | -5.12% | Trim |
| 36 | APP | Applovin Corp-class A | -0.1% | -4.57% | Trim |
| 37 | ELV | Elevance Health INC | -0.1% | -36.47% | Trim |
| 38 | HOOD | Robinhood Markets INC - A | -0.1% | +10.23% | Add |
| 39 | INTU | Intuit INC | -0.1% | -8.92% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | -4.33% | Trim |
| 41 | PLTR | Palantir Technologies Inc-a | -0.1% | -5.39% | Trim |
| 42 | CRM | Salesforce INC | -0.1% | -6.97% | Trim |
| 43 | IAU | Ishares Gold Trust | -0.1% | -45.31% | Trim |
| 44 | AVGO | Broadcom INC | -0.1% | -4.04% | Trim |
| 45 | BKNG | Booking Holdings INC | -0.1% | -27.92% | Trim |
| 46 | AAPL | Apple INC | -0.2% | -5.63% | Trim |
| 47 | META | Meta Platforms Inc-class A | -0.2% | -4.69% | Trim |
| 48 | AMZN | Amazon.com INC | -0.2% | -4.91% | Trim |
| 49 | TSLA | Tesla INC | -0.2% | -3.41% | Trim |
| 50 | MSFT | Microsoft CORP | -1.1% | -5.02% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-30 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-23 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-27 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-25 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-05 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-19 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-19 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-30 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-30 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-31 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-27 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-30 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-21 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-26 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-27 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-02 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-25 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-02 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-30 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-30 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-27 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-27 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-31 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-31 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-29 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-08 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-06 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-07 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-01 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-01 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-06 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-07 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-07 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-02 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-27 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-28 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-29 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-06 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-09 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-31 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-08 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-04 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-11 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-09 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-07 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-12 | 13F-HR | View on EDGAR |
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