Institutional Manager · CIK 0001475365
Sumitomo Mitsui Trust Group, Inc.
CHIYODA-KU, TOKYO, M0 · File #028-14527
Latest AUM
$170.27B
Positions
1,049
Top-10 Concentration
60.9%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | NETFLIX INC | NFLX | +10,879,276 | +$1.02B | -$1.35B |
| REDUCE | NVIDIA CORP | NVDA | -1,958,209 | -$365.2M | -$5.2M |
| REDUCE | APPLE INC | AAPL | -1,327,588 | -$360.9M | +$629.2M |
| REDUCE | META PLATFORMS INC-CLASS A | META | -535,955 | -$353.8M | -$435.5M |
| ADD | SERVICENOW INC | NOW | +2,064,440 | +$316.3M | -$410.4M |
| REDUCE | TESLA INC | TSLA | -582,821 | -$262.1M | +$41.5M |
| REDUCE | MICROSOFT CORP | MSFT | -496,868 | -$240.3M | -$656.3M |
| REDUCE | ISHARES GOLD TRUST | IAU | -2,395,679 | -$194.5M | +$75.6M |
| REDUCE | ORACLE CORP | ORCL-PD | -941,812 | -$183.6M | -$414.9M |
| REDUCE | BROADCOM INC | AVGO | -522,604 | -$180.9M | +$196.0M |
Sector Allocation
Filing History
- 13F COMBINATION REPORTQ/E Dec 20251,049 pos · $170.27B
- 13F COMBINATION REPORTQ/E Sep 20251,050 pos · $173.80B
- 13F COMBINATION REPORTQ/E Jun 20251,034 pos · $160.50B
- 13F COMBINATION REPORTQ/E Mar 20251,031 pos · $141.47B
- 13F COMBINATION REPORTQ/E Dec 20241,041 pos · $148.15B
- 13F COMBINATION REPORTQ/E Sep 20241,052 pos · $144.29B
- 13F COMBINATION REPORTQ/E Jun 20241,069 pos · $135.48B
- 13F COMBINATION REPORTQ/E Mar 20241,140 pos · $145.66B
- 13F COMBINATION REPORTQ/E Dec 20231,152 pos · $121.80B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 63,235,883 | $11.79B | 12.44% |
| 2 | APPLE INC | AAPL | 35,189,550 | $9.57B | 10.09% |
| 3 | MICROSOFT CORP | MSFT | 18,621,473 | $9.01B | 9.50% |
| 4 | AMAZON.COM INC | AMZN | 25,890,719 | $5.98B | 6.30% |
| 5 | ALPHABET INC-CL A | GOOG | 13,886,535 | $4.35B | 4.59% |
| 6 | BROADCOM INC | AVGO | 11,584,281 | $4.01B | 4.23% |
| 7 | ALPHABET INC-CL C | GOOG | 12,614,639 | $3.96B | 4.18% |
| 8 | META PLATFORMS INC-CLASS A | META | 5,326,137 | $3.52B | 3.71% |
| 9 | TESLA INC | TSLA | 7,724,739 | $3.47B | 3.66% |
| 10 | JPMORGAN CHASE & CO | VYLD | 6,474,962 | $2.09B | 2.20% |
| 11 | ELI LILLY & CO | LLY | 1,856,132 | $1.99B | 2.10% |
| 12 | BERKSHIRE HATHAWAY INC-CL B | BRK-A | 3,421,544 | $1.72B | 1.81% |
| 13 | SPDR GOLD MINISHARES TRUST | GLDW | 18,387,492 | $1.57B | 1.66% |
| 14 | VISA INC-CLASS A SHARES | V | 4,314,399 | $1.51B | 1.60% |
| 15 | PALANTIR TECHNOLOGIES INC-A | PLTR | 7,457,258 | $1.33B | 1.40% |
| 16 | MASTERCARD INC - A | MA | 2,159,014 | $1.23B | 1.30% |
| 17 | JOHNSON & JOHNSON | JNJ | 5,946,335 | $1.23B | 1.30% |
| 18 | WALMART INC | WMT | 10,696,608 | $1.19B | 1.26% |
| 19 | EXXON MOBIL CORP | XOM | 9,899,934 | $1.19B | 1.26% |
| 20 | ADVANCED MICRO DEVICES | AMD | 5,376,671 | $1.15B | 1.21% |