§ 13F · FUND PROFILE
Sumitomo Mitsui Trust Group, Inc..
Japanese trust bank, long-term stewardship
AUM · $173.8B (13F)Positions · 1050Turnover · 95% · Q1Filed · Apr 30, 2026
CONCENTRATION
32%
Top 10 holdings
NEW BUYS
+54
+$492M deployed
EXITS
0
No exits
SECTOR SHIFT
TECHNOLOGY → OTHER
-2pp · +2pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 60.62M | $10.6B | 6.8% | −4% |
| 2 | AAPL | APPLE INC | 33.21M | $8.4B | 5.5% | −6% |
| 3 | MSFT | MICROSOFT CORP | 17.69M | $6.5B | 4.2% | −5% |
| 4 | AMZN | AMAZON.COM INC | 24.62M | $5.1B | 3.3% | −5% |
| 5 | GOOGL | ALPHABET INC-CL A | 13.22M | $3.8B | 2.5% | −5% |
| 6 | GOOG | ALPHABET INC-CL C | 12.09M | $3.5B | 2.2% | −4% |
| 7 | AVGO | BROADCOM INC | 11.12M | $3.4B | 2.2% | −4% |
| 8 | META | META PLATFORMS INC-CLASS A | 5.08M | $2.9B | 1.9% | −5% |
| 9 | TSLA | TESLA INC | 7.46M | $2.8B | 1.8% | −3% |
| 10 | JPM | JPMORGAN CHASE & CO | 6.11M | $1.8B | 1.2% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other44.7% (+2pp)
Technology15.8% (−2pp)
Semiconductors13.8% (±0)
Media8.6% (−1pp)
Retail7.3% (±0)
Financial Services6.1% (−1pp)
§ 03 · THE SUMITOMO SIGNAL
AC read
Sumitomo Mitsui Trust Group, Inc. is a Quality / Compounder fund managing $173.8 billion in assets. The fund runs a massive portfolio of 1,050 positions, broad diversification across holdings, with the top 10 accounting for 32%. Trading activity is aggressive at 95% quarterly turnover, with 54 new positions and 0 exits last quarter. Top sector allocations: Other (45%), Technology (16%), Semiconductors (14%).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Busy quarter
+54 buys · −0 exits · 940 changed
Q4 2025
Busy quarter
+47 buys · −0 exits · 962 changed
Q3 2025
Busy quarter
+57 buys · −0 exits · 956 changed
Q2 2025
Busy quarter
+48 buys · −0 exits · 947 changed