# Sumitomo Mitsui Trust Group, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1475365. Source: https://holderbook.com/funds/1475365-sumitomo-mitsui-trust-group-inc/

- Reported value: $175.1B
- Positions: 1,080
- Weight of the ten largest: 32.2%
- Filed: 2026-07-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.7B | 58,522,212 | 6.7% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $9.6B | 33,282,687 | 5.5% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $6.5B | 17,488,121 | 3.7% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.9B | 24,962,064 | 3.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.9B | 13,583,734 | 2.8% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $4.2B | 11,191,795 | 2.4% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.1B | 11,641,017 | 2.3% | 31 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $3.4B | 2,924,413 | 1.9% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $3.1B | 7,437,974 | 1.8% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.9B | 5,153,161 | 1.7% | 31 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $2.8B | 4,888,302 | 1.6% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.3B | 1,895,765 | 1.3% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.9B | 5,907,580 | 1.1% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.6B | 3,276,032 | 0.9% | 31 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $1.6B | 20,057,308 | 0.9% | 17 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.5B | 10,600,700 | 0.8% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.4B | 5,660,854 | 0.8% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.4B | 4,080,445 | 0.8% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.4B | 1,307,930 | 0.8% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.4B | 1,884,226 | 0.8% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.3B | 3,000,953 | 0.7% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.2B | 9,079,522 | 0.7% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.2B | 10,477,039 | 0.7% | 31 |
| ISHARES GOLD TRUST MICRO | [IAUM](https://holderbook.com/stocks/IAUM/) | $1.1B | 28,234,927 | 0.6% | 15 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.1B | 9,600,711 | 0.6% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.1B | 2,089,732 | 0.6% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.1B | 2,538,575 | 0.6% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.0B | 1,080,484 | 0.6% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $992.9M | 3,945,546 | 0.6% | 31 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $954.6M | 3,163,994 | 0.5% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $892.8M | 882,737 | 0.5% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $855.4M | 15,011,451 | 0.5% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $836.8M | 2,372,777 | 0.5% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $835.5M | 2,235,655 | 0.5% | 17 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $820.8M | 11,496,332 | 0.5% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $814.1M | 5,551,507 | 0.5% | 31 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $803.2M | 6,884,136 | 0.5% | 22 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $792.7M | 6,169,107 | 0.5% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $780.6M | 2,288,912 | 0.4% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $749.3M | 9,220,120 | 0.4% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $742.4M | 631,868 | 0.4% | 9 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $729.9M | 4,139,732 | 0.4% | 31 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $715.1M | 3,150,763 | 0.4% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $714.6M | 1,376,978 | 0.4% | 14 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $714.4M | 4,309,574 | 0.4% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $692.8M | 1,744,372 | 0.4% | 31 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $679.8M | 1,709,441 | 0.4% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $659.4M | 2,344,997 | 0.4% | 31 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $658.7M | 6,569,053 | 0.4% | 17 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $648.5M | 2,175,608 | 0.4% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $593.1M | 1,990,854 | 0.3% | 17 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $580.1M | 3,139,023 | 0.3% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $573.3M | 1,345,357 | 0.3% | 18 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $550.7M | 1,520,877 | 0.3% | 31 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $546.6M | 524,377 | 0.3% | 31 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $546.2M | 855,124 | 0.3% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $545.2M | 3,013,862 | 0.3% | 31 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $544.6M | 713,573 | 0.3% | 25 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $543.8M | 3,885,334 | 0.3% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $542.3M | 3,700,161 | 0.3% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $542.0M | 2,856,949 | 0.3% | 25 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $541.2M | 1,079,405 | 0.3% | 31 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $540.5M | 1,117,097 | 0.3% | 31 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $536.9M | 556,378 | 0.3% | 17 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $530.3M | 6,417,152 | 0.3% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $523.2M | 2,502,924 | 0.3% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $510.0M | 1,886,789 | 0.3% | 31 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $509.5M | 3,760,925 | 0.3% | 31 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $504.7M | 1,019,528 | 0.3% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $480.7M | 3,550,169 | 0.3% | 31 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $473.7M | 1,400,384 | 0.3% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $445.7M | 702,626 | 0.3% | 31 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $438.3M | 1,715,833 | 0.3% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $435.4M | 10,283,100 | 0.2% | 31 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $429.7M | 4,464,015 | 0.2% | 31 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $409.4M | 3,585,720 | 0.2% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $407.7M | 4,644,707 | 0.2% | 31 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $400.9M | 1,851,978 | 0.2% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $394.7M | 2,323,503 | 0.2% | 7 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $392.0M | 1,044,325 | 0.2% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $389.4M | 2,570,347 | 0.2% | 31 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $388.5M | 2,273,875 | 0.2% | 1 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $375.9M | 18,159,581 | 0.2% | 31 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $374.3M | 2,962,648 | 0.2% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $356.3M | 1,309,851 | 0.2% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $356.2M | 3,925,734 | 0.2% | 31 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $352.3M | 789,740 | 0.2% | 31 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $348.4M | 4,827,707 | 0.2% | 29 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $341.4M | 1,792,544 | 0.2% | 31 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $331.7M | 13,775,929 | 0.2% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $326.8M | 1,833,665 | 0.2% | 31 |
| SIMON PPTY GROUP INC NEW | [SPG](https://holderbook.com/stocks/SPG/) | $326.1M | 1,457,893 | 0.2% | 31 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $324.7M | 823,081 | 0.2% | 9 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $323.6M | 1,481,427 | 0.2% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $319.4M | 332,181 | 0.2% | 7 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $319.3M | 3,460,277 | 0.2% | 31 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $314.2M | 2,005,451 | 0.2% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $308.9M | 906,554 | 0.2% | 18 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $304.0M | 611,907 | 0.2% | 31 |
| COINBASE GLOBAL INC | [COIN](https://holderbook.com/stocks/COIN/) | $300.0M | 2,051,897 | 0.2% | 17 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +14.7% | +14.8% | -0.1% | 100% |
| Q1 2026 | -5.0% | -4.6% | -0.4% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.6% | 100% |
| Q3 2025 | +8.1% | +7.8% | +0.3% | 100% |
| Q2 2025 | +12.2% | +10.5% | +1.8% | 100% |
| Q1 2025 | -4.7% | -4.6% | -0.2% | 100% |
| Q4 2024 | +2.9% | +2.1% | +0.8% | 100% |
| Q3 2024 | +5.8% | +5.4% | +0.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $175.1B | 1,080 |
| Q1 2026 | $154.5B | 1,047 |
| Q4 2025 | $170.3B | 1,049 |
| Q3 2025 | $173.8B | 1,050 |
| Q2 2025 | $160.5B | 1,034 |
| Q1 2025 | $141.5B | 1,031 |
| Q4 2024 | $148.2B | 1,041 |
| Q3 2024 | $144.3B | 1,052 |
| Q2 2024 | $135.5B | 1,069 |
| Q1 2024 | $145.7B | 1,118 |
| Q4 2023 | $135.3B | 1,122 |
| Q3 2023 | $121.8B | 1,131 |