Back to Sumitomo Mitsui Trust Group, Inc.

Sumitomo Mitsui Trust Group, Inc.

Q2 2026 13F filing

Updated 42 days ago

1,080 disclosed positions worth $175.1B

Portfolio value
$175.1B
Total holdings
1,080
New positions
86
Closed positions
53
Increased
352
Decreased
579
Turnover
12.9%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

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
10.META

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
16.INTC

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
20.AMAT

APPLIED MATERIALS INC

+0.9%
Value
$1.4B
Shares
1.88M
% Port
0.78%
L
21.LRCX

LAM RESEARCH CORP

-3.2%
Value
$1.3B
Shares
3.00M
% Port
0.74%
X
22.XOM

EXXON MOBIL CORP

-2.9%
Value
$1.2B
Shares
9.08M
% Port
0.71%
W
23.WMT

WALMART INC

-5.0%
Value
$1.2B
Shares
10.48M
% Port
0.68%
I
24.IAUM

ISHARES GOLD TRUST MICRO

+5.2%
Value
$1.1B
Shares
28.23M
% Port
0.65%
C
25.CSCO

CISCO SYSTEMS INC

-6.7%
Value
$1.1B
Shares
9.60M
% Port
0.64%
M
26.MA

MASTERCARD INC - A

-0.5%
Value
$1.1B
Shares
2.09M
% Port
0.61%
U
27.UNH

UNITEDHEALTH GROUP INC

-2.9%
Value
$1.1B
Shares
2.54M
% Port
0.60%
C
28.COST

COSTCO WHOLESALE CORP

+2.9%
Value
$1B
Shares
1.08M
% Port
0.58%
A
29.ABBV

ABBVIE INC

+0.8%
Value
$992.9M
Shares
3.95M
% Port
0.57%
K
30.KLAC

KLA CORP

+901.7%
Value
$954.6M
Shares
3.16M
% Port
0.55%
G

GOLDMAN SACHS GROUP INC

-2.9%
Value
$892.8M
Shares
882.7K
% Port
0.51%
B

BANK OF AMERICA CORP

-1.6%
Value
$855.4M
Shares
15.01M
% Port
0.49%
H
33.HD

HOME DEPOT INC

-0.6%
Value
$836.8M
Shares
2.37M
% Port
0.48%
G
34.GE

GENERAL ELECTRIC

-1.2%
Value
$835.5M
Shares
2.24M
% Port
0.48%
N
35.NFLX

NETFLIX INC

-1.3%
Value
$820.8M
Shares
11.50M
% Port
0.47%
P
36.PG

PROCTER & GAMBLE CO/THE

-1.1%
Value
$814.1M
Shares
5.55M
% Port
0.47%
P
37.PLTR

PALANTIR TECHNOLOGIES INC-A

-2.4%
Value
$803.2M
Shares
6.88M
% Port
0.46%
M
38.MRK

MERCK & CO. INC.

-1.6%
Value
$792.7M
Shares
6.17M
% Port
0.45%
P
39.PANW

PALO ALTO NETWORKS INC

+1.8%
Value
$780.6M
Shares
2.29M
% Port
0.45%
K
40.KO

COCA-COLA CO/THE

-3.1%
Value
$749.3M
Shares
9.22M
% Port
0.43%
G
41.GEV

GE VERNOVA INC

+0.2%
Value
$742.4M
Shares
631.9K
% Port
0.42%
A
42.APH

AMPHENOL CORP-CL A

+0.1%
Value
$729.9M
Shares
4.14M
% Port
0.42%
W
43.WELL

WELLTOWER INC

-0.8%
Value
$715.1M
Shares
3.15M
% Port
0.41%
L
44.LIN

LINDE PLC

-0.6%
Value
$714.6M
Shares
1.38M
% Port
0.41%
C
45.CVX

CHEVRON CORP

-2.2%
Value
$714.4M
Shares
4.31M
% Port
0.41%
A
46.ADI

ANALOG DEVICES INC

+0.7%
Value
$692.8M
Shares
1.74M
% Port
0.40%
I
47.ISRG

INTUITIVE SURGICAL INC

+16.6%
Value
$679.8M
Shares
1.71M
% Port
0.39%
I
48.IBM

INTL BUSINESS MACHINES CORP

-0.1%
Value
$659.4M
Shares
2.34M
% Port
0.38%
H
49.HOOD

ROBINHOOD MARKETS INC - A

-3.6%
Value
$658.7M
Shares
6.57M
% Port
0.38%
T
50.TXN

TEXAS INSTRUMENTS INC

+0.1%
Value
$648.5M
Shares
2.18M
% Port
0.37%