Sumitomo Mitsui Trust Group, Inc.

hedge fundUpdated 42 days ago

Managed by Sumitomo Mitsui Trust Holdings, Inc. • Latest filing Q2 2026

Portfolio value

$175.1B

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

8.5%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$134.2B
Q2 2023	$128.4B
Q3 2023	$121.8B
Q4 2023	$135.3B
Q1 2024	$145.7B
Q2 2024	$135.5B
Q3 2024	$144.3B
Q4 2024	$148.2B
Q1 2025	$141.5B
Q2 2025	$160.5B
Q3 2025	$173.8B
Q4 2025	$170.3B
Q1 2026	$154.5B
Q2 2026	$175.1B

Top holdings

1,080 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	N NVDA NVIDIA CORP	$11.7B	58.52M	6.69%	Trimmed(-3.5%)
2	A AAPL APPLE INC	$9.6B	33.28M	5.50%	Added(+0.2%)
3	M MSFT MICROSOFT CORP	$6.5B	17.49M	3.73%	Trimmed(-1.1%)
4	A AMZN AMAZON.COM INC	$5.9B	24.96M	3.40%	Added(+1.4%)
5	G GOOGN ALPHABET INC-CL A	$4.9B	13.58M	2.77%	Added(+2.7%)
6	A AVGO BROADCOM INC	$4.2B	11.19M	2.42%	Added(+0.7%)
7	G GOOGN ALPHABET INC-CL C	$4.1B	11.64M	2.35%	Trimmed(-3.7%)
8	M MU MICRON TECHNOLOGY INC	$3.4B	2.92M	1.93%	Trimmed(-5.2%)
9	T TSLA TESLA INC	$3.1B	7.44M	1.79%	Trimmed(-0.3%)
10	M META META PLATFORMS INC-CLASS A	$2.9B	5.15M	1.66%	Added(+1.5%)
11	A AMD ADVANCED MICRO DEVICES	$2.8B	4.89M	1.62%	Trimmed(-7.2%)
12	L LLY ELI LILLY & CO	$2.3B	1.90M	1.30%	Added(+6.8%)
13	J JPM-PM JPMORGAN CHASE & CO	$1.9B	5.91M	1.10%	Trimmed(-3.3%)
14	B BRK-A BERKSHIRE HATHAWAY INC-CL B	$1.6B	3.28M	0.94%	Added(+0.7%)
15	G GLD SPDR GOLD MINISHARES TRUST	$1.6B	20.06M	0.91%	Added(+7.9%)
16	I INTC INTEL CORP	$1.5B	10.60M	0.85%	Trimmed(-4.9%)
17	J JNJ JOHNSON & JOHNSON	$1.4B	5.66M	0.82%	Added(0.0%)
18	V V VISA INC-CLASS A SHARES	$1.4B	4.08M	0.80%	Trimmed(-0.1%)
19	C CAT CATERPILLAR INC	$1.4B	1.31M	0.80%	Trimmed(-0.5%)
20	A AMAT APPLIED MATERIALS INC	$1.4B	1.88M	0.78%	Added(+0.9%)

N

NVIDIA CORP

-3.5%

Value

$11.7B

Shares

58.52M

% Port

6.69%

A

APPLE INC

+0.2%

Value

$9.6B

Shares

33.28M

% Port

5.50%

M

MICROSOFT CORP

-1.1%

Value

$6.5B

Shares

17.49M

% Port

3.73%

A

AMAZON.COM INC

+1.4%

Value

$5.9B

Shares

24.96M

% Port

3.40%

G

ALPHABET INC-CL A

+2.7%

Value

$4.9B

Shares

13.58M

% Port

2.77%

A

BROADCOM INC

+0.7%

Value

$4.2B

Shares

11.19M

% Port

2.42%

G

ALPHABET INC-CL C

-3.7%

Value

$4.1B

Shares

11.64M

% Port

2.35%

M

8.MU

MICRON TECHNOLOGY INC

-5.2%

Value

$3.4B

Shares

2.92M

% Port

1.93%

T

TESLA INC

-0.3%

Value

$3.1B

Shares

7.44M

% Port

1.79%

M

META PLATFORMS INC-CLASS A

+1.5%

Value

$2.9B

Shares

5.15M

% Port

1.66%

A

11.AMD

ADVANCED MICRO DEVICES

-7.2%

Value

$2.8B

Shares

4.89M

% Port

1.62%

L

12.LLY

ELI LILLY & CO

+6.8%

Value

$2.3B

Shares

1.90M

% Port

1.30%

J

JPMORGAN CHASE & CO

-3.3%

Value

$1.9B

Shares

5.91M

% Port

1.10%

B

BERKSHIRE HATHAWAY INC-CL B

+0.7%

Value

$1.6B

Shares

3.28M

% Port

0.94%

G

15.GLD

SPDR GOLD MINISHARES TRUST

+7.9%

Value

$1.6B

Shares

20.06M

% Port

0.91%

I

INTEL CORP

-4.9%

Value

$1.5B

Shares

10.60M

% Port

0.85%

J

17.JNJ

JOHNSON & JOHNSON

0.0%

Value

$1.4B

Shares

5.66M

% Port

0.82%

V

18.V

VISA INC-CLASS A SHARES

-0.1%

Value

$1.4B

Shares

4.08M

% Port

0.80%

C

19.CAT

CATERPILLAR INC

-0.5%

Value

$1.4B

Shares

1.31M

% Port

0.80%

A

APPLIED MATERIALS INC

+0.9%

Value

$1.4B

Shares

1.88M

% Port

0.78%

View full portfolio (1,080 holdings) →

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