Sumitomo Mitsui Trust Group, Inc.

CHIYODA-KU, TOKYO, M0 · CIK 1475365 · 13F filing filed 2026-07-30

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entity三井住友トラストグループ株式会社 (JP)

Other 13F filers in this group: Amova Asset Management Co., Ltd. files a notice, Sumitomo Mitsui Trust Asset Management Co., Ltd. files a notice

$175.1bn reported value +13.3% vs Q1 2026

1,080positions

32.2%in top 10

86 new 350 added 581 reduced 53 sold out vs Q1 2026

This report includes the holdings of 6 other managers that share the investment decisions:

AHAM Asset Management Berhad – reports through this filing
Amova Asset Management Asia Ltd – reports through this filing
Amova Asset Management Co., Ltd. – reports through this filing
Amova Asset Management UK Ltd – reports through this filing
SUMITOMO MITSUI TRUST BANK Ltd – reports through this filing
Sumitomo Mitsui Trust Asset Management Co., Ltd. – reports through this filing

Also in the report of:

Amova Asset Management Americas, Inc. – $7.7bn of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	58,522,212	$11.7bn6.69%	6.69%	Reduced -2.1m	-2,100,818 -3.5%
2	APPLE INC COM AAPL	AAPL	33,282,687	$9.6bn5.50%	5.50%	Added +72.9k	+72,884 0.2%
3	MICROSOFT CORP COM MSFT	MSFT	17,488,121	$6.5bn3.73%	3.73%	Reduced -199.4k	-199,394 -1.1%
4	AMAZON COM INC COM AMZN	AMZN	24,962,064	$5.9bn3.40%	3.40%	Added +341.7k	+341,714 1.4%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,583,734	$4.9bn2.77%	2.77%	Added +361.6k	+361,612 2.7%
6	BROADCOM INC COM AVGO	AVGO	11,191,795	$4.2bn2.42%	2.42%	Added +75.5k	+75,463 0.7%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	11,641,017	$4.1bn2.35%	2.35%	Reduced -448.7k	-448,728 -3.7%
8	MICRON TECHNOLOGY INC COM MU	MU	2,924,413	$3.4bn1.93%	1.93%	Reduced -159.9k	-159,853 -5.2%
9	TESLA INC COM TSLA	TSLA	7,437,974	$3.1bn1.79%	1.79%	Reduced -23.4k	-23,352 -0.3%
10	META PLATFORMS INC CL A META	META	5,153,161	$2.9bn1.66%	1.66%	Added +76.7k	+76,730 1.5%
11	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,888,302	$2.8bn1.62%	1.62%	Reduced -380.1k	-380,091 -7.2%
12	ELI LILLY & CO COM LLY	LLY	1,895,765	$2.3bn1.30%	1.30%	Added +120.1k	+120,058 6.8%
13	JPMORGAN CHASE & CO COM JPM	JPM	5,907,580	$1.9bn1.10%	1.10%	Reduced -203.0k	-202,969 -3.3%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,276,032	$1.6bn0.94%	0.94%	Added +22.8k	+22,845 0.7%
15	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	20,057,308	$1.6bn0.91%	0.91%	Added +1.5m	+1,462,902 7.9%
16	INTEL CORP COM INTC	INTC	10,600,700	$1.5bn0.85%	0.85%	Reduced -542.0k	-542,006 -4.9%
17	JOHNSON & JOHNSON COM JNJ	JNJ	5,660,854	$1.4bn0.82%	0.82%	Added +194	+194 0.0%
18	VISA INC COM CL A V	V	4,080,445	$1.4bn0.80%	0.80%	Reduced -3.1k	-3,112 -0.1%
19	CATERPILLAR INC COM CAT	CAT	1,307,930	$1.4bn0.80%	0.80%	Reduced -6.0k	-5,960 -0.5%
20	APPLIED MATLS INC COM AMAT	AMAT	1,884,226	$1.4bn0.78%	0.78%	Added +17.7k	+17,713 0.9%
21	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,000,953	$1.3bn0.74%	0.74%	Reduced -98.4k	-98,360 -3.2%
22	EXXON MOBIL CORP COM XOM	XOM	9,079,522	$1.2bn0.71%	0.71%	Reduced -272.6k	-272,618 -2.9%
23	WALMART INC COM WMT	WMT	10,477,039	$1.2bn0.68%	0.68%	Reduced -549.6k	-549,645 -5.0%
24	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	28,234,927	$1.1bn0.65%	0.65%	Added +1.4m	+1,400,000 5.2%
25	CISCO SYS INC COM CSCO	CSCO	9,600,711	$1.1bn0.64%	0.64%	Reduced -686.9k	-686,868 -6.7%
26	MASTERCARD INCORPORATED CL A MA	MA	2,089,732	$1.1bn0.61%	0.61%	Reduced -9.7k	-9,722 -0.5%
27	UNITEDHEALTH GROUP INC COM UNH	UNH	2,538,575	$1.1bn0.60%	0.60%	Reduced -75.8k	-75,768 -2.9%
28	COSTCO WHSL CORP NEW COM COST	COST	1,080,484	$1.0bn0.58%	0.58%	Added +30.5k	+30,491 2.9%
29	ABBVIE INC COM ABBV	ABBV	3,945,546	$992.9m0.57%	0.57%	Added +30.9k	+30,913 0.8%
30	KLA CORP COM NEW KLAC	KLAC	3,163,994	$954.6m0.55%	0.55%	Added +5.4k	+5,354 0.2%
31	GOLDMAN SACHS GROUP INC COM GS	GS	882,737	$892.8m0.51%	0.51%	Reduced -26.6k	-26,591 -2.9%
32	BANK AMERICA CORP COM BAC	BAC	15,011,451	$855.4m0.49%	0.49%	Reduced -241.3k	-241,252 -1.6%
33	HOME DEPOT INC COM HD	HD	2,372,777	$836.8m0.48%	0.48%	Reduced -13.0k	-13,010 -0.6%
34	GE AEROSPACE COM NEW GE	GE	2,235,655	$835.5m0.48%	0.48%	Reduced -27.0k	-27,042 -1.2%
35	NETFLIX INC COM NFLX	NFLX	11,496,332	$820.8m0.47%	0.47%	Reduced -155.1k	-155,132 -1.3%
36	PROCTER AND GAMBLE CO COM PG	PG	5,551,507	$814.1m0.47%	0.47%	Reduced -60.7k	-60,721 -1.1%
37	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	6,884,136	$803.2m0.46%	0.46%	Reduced -171.2k	-171,217 -2.4%
38	MERCK & CO INC COM MRK	MRK	6,169,107	$792.7m0.45%	0.45%	Reduced -100.2k	-100,209 -1.6%
39	PALO ALTO NETWORKS INC COM PANW	PANW	2,288,912	$780.6m0.45%	0.45%	Added +40.5k	+40,478 1.8%
40	COCA COLA CO COM KO	KO	9,220,120	$749.3m0.43%	0.43%	Reduced -290.9k	-290,939 -3.1%
41	GE VERNOVA INC COM GEV	GEV	631,868	$742.4m0.42%	0.42%	Added +1.0k	+1,006 0.2%
42	AMPHENOL CORP CL A APH	APH	4,139,732	$729.9m0.42%	0.42%	Added +3.3k	+3,270 0.1%
43	WELLTOWER INC COM WELL	WELL	3,150,763	$715.1m0.41%	0.41%	Reduced -27.0k	-26,954 -0.8%
44	LINDE PLC SHS LIN	LIN	1,376,978	$714.6m0.41%	0.41%	Reduced -8.8k	-8,753 -0.6%
45	CHEVRON CORP NEW COM CVX	CVX	4,309,574	$714.4m0.41%	0.41%	Reduced -97.9k	-97,854 -2.2%
46	ANALOG DEVICES INC COM ADI	ADI	1,744,372	$692.8m0.40%	0.40%	Added +12.2k	+12,233 0.7%
47	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	1,709,441	$679.8m0.39%	0.39%	Added +243.6k	+243,625 16.6%
48	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,344,997	$659.4m0.38%	0.38%	Reduced -3.4k	-3,363 -0.1%
49	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	6,569,053	$658.7m0.38%	0.38%	Reduced -243.9k	-243,946 -3.6%
50	TEXAS INSTRS INC COM TXN	TXN	2,175,608	$648.5m0.37%	0.37%	Added +2.8k	+2,814 0.1%
51	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,990,854	$593.1m0.34%	0.34%	Added +47.0k	+47,034 2.4%
52	QUALCOMM INC COM QCOM	QCOM	3,139,023	$580.1m0.33%	0.33%	Reduced -61.1k	-61,111 -1.9%
53	EATON CORP PLC SHS ETN	ETN	1,345,357	$573.3m0.33%	0.33%	Added +23.9k	+23,860 1.8%
54	AMGEN INC COM AMGN	AMGN	1,520,877	$550.7m0.31%	0.31%	Reduced -17.1k	-17,087 -1.1%
55	EQUINIX INC COM EQIX	EQIX	524,377	$546.6m0.31%	0.31%	Reduced -20.2k	-20,214 -3.7%
56	WESTERN DIGITAL CORP COM WDC	WDC	855,124	$546.2m0.31%	0.31%	Added +18.5k	+18,458 2.2%
57	PHILIP MORRIS INTL INC COM PM	PM	3,013,862	$545.2m0.31%	0.31%	Reduced -43.5k	-43,483 -1.4%
58	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	713,573	$544.6m0.31%	0.31%	Reduced -26.7k	-26,702 -3.6%
59	CITIGROUP INC COM NEW C	C	3,885,334	$543.8m0.31%	0.31%	Reduced -151.5k	-151,497 -3.8%
60	ORACLE CORP COM ORCL	ORCL	3,700,161	$542.3m0.31%	0.31%	Added +33.3k	+33,313 0.9%
61	RTX CORPORATION COM RTX	RTX	2,856,949	$542.0m0.31%	0.31%	Added +28.8k	+28,754 1.0%
62	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	1,079,405	$541.2m0.31%	0.31%	Added +866	+866 0.1%
63	TERADYNE INC COM TER	TER	1,117,097	$540.5m0.31%	0.31%	Reduced -586.6k	-586,618 -34.4%
64	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	556,378	$536.9m0.31%	0.31%	Added +34.0k	+34,034 6.5%
65	WELLS FARGO CO NEW COM WFC	WFC	6,417,152	$530.3m0.30%	0.30%	Reduced -177.7k	-177,683 -2.7%
66	MORGAN STANLEY COM NEW MS	MS	2,502,924	$523.2m0.30%	0.30%	Reduced -39.3k	-39,272 -1.5%
67	MCDONALDS CORP COM MCD	MCD	1,886,789	$510.0m0.29%	0.29%	Reduced -14.5k	-14,493 -0.8%
68	PROLOGIS INC. COM PLD	PLD	3,760,925	$509.5m0.29%	0.29%	Reduced -185.6k	-185,627 -4.7%
69	ROCKWELL AUTOMATION INC COM ROK	ROK	1,019,528	$504.7m0.29%	0.29%	Added +37.6k	+37,643 3.8%
70	PEPSICO INC COM PEP	PEP	3,550,169	$480.7m0.27%	0.27%	Added +6.8k	+6,788 0.2%
71	AMERICAN EXPRESS CO COM AXP	AXP	1,400,384	$473.7m0.27%	0.27%	Reduced -49.6k	-49,581 -3.4%
72	DEERE & CO COM DE	DE	702,626	$445.7m0.25%	0.25%	Reduced -32.7k	-32,698 -4.5%
73	CORNING INC COM GLW	GLW	1,715,833	$438.3m0.25%	0.25%	Reduced -25.0k	-25,022 -1.4%
74	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,283,100	$435.4m0.25%	0.25%	Reduced -1.2m	-1,180,603 -10.3%
75	DISNEY WALT CO COM DIS	DIS	4,464,015	$429.7m0.25%	0.25%	Added +11.5k	+11,539 0.3%
76	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	3,585,720	$409.4m0.23%	0.23%	Reduced -92.9k	-92,882 -2.5%
77	NEXTERA ENERGY INC COM NEE	NEE	4,644,707	$407.7m0.23%	0.23%	Added +67.6k	+67,620 1.5%
78	BOEING CO COM BA	BA	1,851,978	$400.9m0.23%	0.23%	Reduced -188.3k	-188,335 -9.2%
79	ARISTA NETWORKS INC COM SHS ANET	ANET	2,323,503	$394.7m0.23%	0.23%	Reduced -1.5k	-1,489 -0.1%
80	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	1,044,325	$392.0m0.22%	0.22%	Added +26.0k	+25,997 2.5%
81	TJX COS INC NEW COM TJX	TJX	2,570,347	$389.4m0.22%	0.22%	Added +9.0k	+8,966 0.3%
82	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,273,875	$388.5m0.22%	0.22%	New
83	AT&T INC COM T	T	18,159,581	$375.9m0.21%	0.21%	Reduced -617.9k	-617,907 -3.3%
84	GILEAD SCIENCES INC COM GILD	GILD	2,962,648	$374.3m0.21%	0.21%	Added +31.4k	+31,416 1.1%
85	UNION PAC CORP COM UNP	UNP	1,309,851	$356.3m0.20%	0.20%	Reduced -4.4k	-4,414 -0.3%
86	ABBOTT LABS COM ABT	ABT	3,925,734	$356.2m0.20%	0.20%	Added +117.5k	+117,491 3.1%
87	SYNOPSYS INC COM SNPS	SNPS	789,740	$352.3m0.20%	0.20%	Reduced -146.8k	-146,830 -15.7%
88	UBER TECHNOLOGIES INC COM UBER	UBER	4,827,707	$348.4m0.20%	0.20%	Reduced -354.7k	-354,711 -6.8%
89	DANAHER CORPORATION COM DHR	DHR	1,792,544	$341.4m0.20%	0.20%	Reduced -88.4k	-88,409 -4.7%
90	PFIZER INC COM PFE	PFE	13,775,929	$331.7m0.19%	0.19%	Reduced -590.5k	-590,485 -4.1%
91	BOOKING HOLDINGS INC COM BKNG	BKNG	1,833,665	$326.8m0.19%	0.19%	Reduced -59.2k	-59,185 -3.1%
92	SIMON PPTY GROUP INC NEW COM SPG	SPG	1,457,893	$326.1m0.19%	0.19%	Reduced -55.2k	-55,178 -3.6%
93	COHERENT CORP COM COHR	COHR	823,081	$324.7m0.19%	0.19%	Added +67.8k	+67,787 9.0%
94	PROGRESSIVE CORP COM PGR	PGR	1,481,427	$323.6m0.18%	0.18%	Added +52.1k	+52,094 3.6%
95	BLACKROCK INC COM BLK	BLK	332,181	$319.4m0.18%	0.18%	Added +1.9k	+1,866 0.6%
96	SCHWAB CHARLES CORP COM SCHW	SCHW	3,460,277	$319.3m0.18%	0.18%	Reduced -92.1k	-92,148 -2.6%
97	SALESFORCE INC COM CRM	CRM	2,005,451	$314.2m0.18%	0.18%	Reduced -300.7k	-300,722 -13.0%
98	CHUBB LIMITED COM CB	CB	906,554	$308.9m0.18%	0.18%	Reduced -64.6k	-64,631 -6.7%
99	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	611,907	$304.0m0.17%	0.17%	Reduced -2.5k	-2,541 -0.4%
100	COINBASE GLOBAL INC COM CL A COIN	COIN	2,051,897	$300.0m0.17%	0.17%	Reduced -16.8k	-16,813 -0.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		895,970	$405.0m896.0k shares
CARNIVAL CORP		2,327,440	$60.2m2.3m shares
COTERRA ENERGY INC CTRA	CTRA	1,631,360	$57.3m1.6m shares
OMNICELL COM OMCL	OMCL	1,410,865	$47.1m1.4m shares
DUPONT DE NEMOURS INC DWDP	DWDP	298,658	$41.0m298.7k shares
HOLOGIC INC HOLX	HOLX	521,877	$39.4m521.9k shares
AECOM ACM	ACM	273,957	$23.2m274.0k shares
OKLO INC OKLO	OKLO	206,946	$10.3m206.9k shares
SNAP INC SNAP	SNAP	2,044,227	$9.4m2.0m shares
THOMSON REUTERS CORP		74,143	$6.7m74.1k shares
MONDAY COM LTD MNDY	MNDY	59,121	$4.1m59.1k shares
SELECT SECTOR SPDR TR XLB	XLB	73,736	$3.7m73.7k shares
SOLSTICE ADVANCED MATLS INC SOLS	SOLS	31,188	$2.4m31.2k shares
SELECT SECTOR SPDR TR XLE	XLE	37,823	$2.3m37.8k shares
ISHARES TR ILF	ILF	63,623	$2.3m63.6k shares
MEDPACE HLDGS INC MEDP	MEDP	3,872	$1.9m3.9k shares
CARPENTER TECHNOLOGY CORP CRS	CRS	4,527	$1.8m4.5k shares
ISHARES TR HYG	HYG	21,400	$1.7m21.4k shares
VERIS RESIDENTIAL INC		88,371	$1.7m88.4k shares
ALLY FINL INC ALLY	ALLY	41,197	$1.6m41.2k shares
WIX COM LTD WIX	WIX	11,360	$1.0m11.4k shares
ENTERPRISE PRODS PARTNERS L EPD	EPD	24,000	$908.2k24.0k shares
PEAKSTONE REALTY TRUST PKST	PKST	41,063	$857.8k41.1k shares
HECLA MNG CO HL	HL	41,000	$763.8k41.0k shares
BJS WHSL CLUB HLDGS INC BJ	BJ	7,281	$716.6k7.3k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
ARCTURUS THERAPEUTICS HLDGS ARCT · 13G · filed 2025-10-27	ARCT	7.2%≈ $13.1m	+0.1 pts	13G	2025-10-27
GCM GROSVENOR INC GCMG · 13G · filed 2026-04-30	GCMG	6.2%≈ $46.2m	-1.3 pts	13G	2026-04-30