SEC 13F Intelligence

Managers / Q1 2026

Sumitomo Mitsui Trust Group, Inc.

CIK 0001475365 · 1-1, SHIBAKOEN, 1-CHOME, MINATO-KU, TOKYO, M0, 105-0011 · 81-3-6256-6000

Reported Value
$154.5B
Q1 2026
Positions
1,047
Filings on Record
30
2019–present window
Filed
Apr 30, 2026
original filing

Summary

Sumitomo Mitsui Trust Group, Inc. reported $154.5B in U.S.-listed holdings across 1,047 positions for Q1 2026.

Its largest position, NVDA, represents 6.8% of the portfolio.

Compared with Q4 2025, the fund opened 54 new positions and exited 56.

Portfolio Metrics

Turnover
+4.1%
vs prior filed quarter
Top-10 Concentration
+31.6%
share of reported value
Largest Position
+6.8%
Nvidia
New / Exited
54 / 56
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $93.0BQ4 ’18Q1 ’19: $108.1BQ2 ’19: $112.0BQ3 ’19: $115.1BQ4 ’19: $127.2BQ4 ’19Q1 ’20: $116.3BQ2 ’20: $141.6BQ3 ’20: $148.5BQ4 ’20: $154.8BQ4 ’20Q1 ’21: $160.0BQ2 ’21: $169.1BQ3 ’21: $160.6BQ4 ’21: $164.5BQ4 ’21Q1 ’22: $150.2BQ2 ’22: $130.0BQ3 ’22: $121.7BQ4 ’22: $126.3BQ4 ’22Q1 ’23: $134.2BQ2 ’23: $128.4BQ3 ’23: $121.8BQ4 ’23: $135.3BQ4 ’23Q1 ’24: $145.7BQ2 ’24: $135.5BQ3 ’24: $144.3BQ4 ’24: $148.2BQ4 ’24Q1 ’25: $141.5BQ2 ’25: $160.5BQ3 ’25: $173.8BQ4 ’25: $170.3BQ4 ’25Q1 ’26: $154.5Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 89.6%Other: 3.7%REIT: 3.4%ETP: 2.7%ADR: 0.6%Other: 0.0%
  • Common Stock · 89.6% · $138.4B
  • Other · 3.7% · $5.7B
  • REIT · 3.4% · $5.2B
  • ETP · 2.7% · $4.2B
  • ADR · 0.6% · $962M
  • Other · 0.0% · $49M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LITELUMENTUM HOLDINGS INCNEW+141.0K141.0K+$99M$99M
OPCHOPTION CARE HEALTH INCNEW+2.61M2.61M+$70M$70M
CASYCASEY'S GENERAL STORES INCNEW+69.1K69.1K+$50M$50M
FTAI AVIATION LTDNEW+189.9K189.9K+$47M$47M
AMCOR PLCNEW+1.13M1.13M+$45M$45M
CDECOEUR MINING INCNEW+1.93M1.93M+$36M$36M
ASTSAST SPACEMOBILE INCNEW+417.8K417.8K+$35M$35M
PNFPPINNACLE FINANCIAL PARTNERSNEW+277.8K277.8K+$24M$24M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

49 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1NVDANVIDIA CORPhistory →COM6.84%$10.6B60.62M
2AAPLAPPLE INChistory →COM5.46%$8.4B33.21M
3GOOGLALPHABET INC-CL ACOM4.71%$7.3B25.31M
4MSFTMICROSOFT CORPhistory →COM4.24%$6.5B17.69M
5AMZNAMAZON.COM INChistory →COM3.32%$5.1B24.62M
6AVGOBROADCOM INChistory →COM2.23%$3.4B11.12M
7METAMETA PLATFORMS INC-CLASS Ahistory →COM1.88%$2.9B5.08M
8TSLATESLA INChistory →COM1.80%$2.8B7.46M
9JPMJPMORGAN CHASE & COhistory →COM1.16%$1.8B6.11M
10SPDR GOLD MINISHARES TRUSTCOM1.12%$1.7B18.59M
11LLYELI LILLY & COhistory →COM1.06%$1.6B1.78M
12EXMOCEXXON MOBIL CORPhistory →COM1.03%$1.6B9.35M
13BRK/BBERKSHIRE HATHAWAY INC-CL Bhistory →COM1.01%$1.6B3.25M
14JNJJOHNSON & JOHNSONhistory →COM0.90%$1.4B5.66M
15WMTWALMART INChistory →COM0.89%$1.4B11.03M
16IAUMISHARES GOLD TRUST MICROhistory →COM0.81%$1.3B26.83M
17VVISA INC-CLASS A SHAREShistory →COM0.80%$1.2B4.08M
18NFLXNETFLIX INChistory →COM0.73%$1.1B11.65M
19AMDADVANCED MICRO DEVICEShistory →COM0.69%$1.1B5.27M
20MAMASTERCARD INC - Ahistory →COM0.68%$1.0B2.10M
21COSTCOSTCO WHOLESALE CORPhistory →COM0.68%$1.0B1.05M
22MUMICRON TECHNOLOGY INChistory →COM0.67%$1.0B3.08M
23PLTRPALANTIR TECHNOLOGIES INC-Ahistory →COM0.67%$1.0B7.06M
24CATCATERPILLAR INChistory →COM0.60%$931M1.31M
25CHVCHEVRON CORPhistory →COM0.59%$912M4.41M
26ABBVABBVIE INChistory →COM0.55%$851M3.91M
27PGPROCTER & GAMBLE CO/THEhistory →COM0.52%$811M5.61M
28CSCOCISCO SYSTEMS INChistory →COM0.52%$798M10.29M
29HDHOME DEPOT INChistory →COM0.51%$785M2.39M
30GSGOLDMAN SACHS GROUP INChistory →COM0.50%$769M909.3K
31MRKMERCK & CO. INC.history →COM0.49%$754M6.27M
32BACBANK OF AMERICA CORPhistory →COM0.48%$744M15.25M
33KOCOCA-COLA CO/THEhistory →COM0.47%$723M9.51M
34UNHUNITEDHEALTH GROUP INChistory →COM0.46%$707M2.61M
35LINDE PLCCOM0.44%$687M1.39M
36ISRGINTUITIVE SURGICAL INChistory →COM0.44%$676M1.47M
37LRCXLAM RESEARCH CORPhistory →COM0.43%$662M3.10M
38GENERAL ELECTRICCOM0.42%$642M2.26M
39AMATAPPLIED MATERIALS INChistory →COM0.41%$638M1.87M
40WELLWELLTOWER INChistory →COM0.41%$628M3.18M
41MCDMCDONALD'S CORPhistory →COM0.38%$591M1.90M
42BACVERIZON COMMUNICATIONS INChistory →COM0.37%$575M11.46M
43IBMINTL BUSINESS MACHINES CORPhistory →COM0.37%$569M2.35M
44ADIANALOG DEVICES INChistory →COM0.36%$551M1.73M
45GEVGE VERNOVA INChistory →COM0.36%$551M630.9K
46PEPPEPSICO INChistory →COM0.36%$550M3.54M
47RTXRTX CORPhistory →COM0.35%$546M2.83M
48TAT&T INChistory →COM0.35%$544M18.78M
49AMGNAMGEN INChistory →COM0.35%$541M1.54M

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$154.5B1,047Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$170.3B1,049Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$173.8B1,050Oct 27, 202513F-HRchanges · EDGAR ↗
Q2 2025$160.5B1,034Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$141.5B1,031Apr 25, 202513F-HRchanges · EDGAR ↗
Q4 2024$148.2B1,041Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$144.3B1,052Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$135.5B1,069Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$145.7B1,140Apr 19, 202413F-HRchanges · EDGAR ↗
Q4 2023$135.3B1,142Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$121.8B1,152Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$128.4B1,150Jul 31, 202313F-HRchanges · EDGAR ↗
Q1 2023$134.2B1,164Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$126.3B1,199Jan 30, 202313F-HRchanges · EDGAR ↗
Q3 2022$121.7B1,216Oct 21, 202213F-HRchanges · EDGAR ↗
Q2 2022$130.0B1,230Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$150.2B1,190Apr 27, 202213F-HRchanges · EDGAR ↗
Q4 2021$164.5B1,177Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$160.6B1,195Oct 25, 202113F-HRchanges · EDGAR ↗
Q2 2021$169.1B1,194Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$160.0B1,165Apr 30, 202113F-HRchanges · EDGAR ↗
Q4 2020$154.8B1,130Feb 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$148.5B1,110Oct 30, 202013F-HRchanges · EDGAR ↗
Q2 2020$141.6B1,119Jul 27, 202013F-HRchanges · EDGAR ↗
Q1 2020$116.3B1,120Apr 27, 202013F-HRchanges · EDGAR ↗
Q4 2019$127.2B1,098Jan 31, 202013F-HRchanges · EDGAR ↗
Q3 2019$115.1B1,082Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$112.0B1,015Jul 29, 201913F-HRchanges · EDGAR ↗
Q1 2019$108.1B980May 8, 201913F-HRchanges · EDGAR ↗
Q4 2018$93.0B926Feb 6, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 6 additional managers.

  • Amova Asset Management Americas, Inc.028-13674
  • SUMITOMO MITSUI TRUST BANK Ltd028-13706
  • Amova Asset Management Co., Ltd.028-12975
  • Sumitomo Mitsui Trust Asset Management Co., Ltd.028-13707
  • Amova Asset Management UK Ltd028-24226
  • Amova Asset Management Asia Ltd028-24227

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.