Sumitomo Mitsui Trust Group, Inc.: 13F holdings, Q2 2026
Sumitomo Mitsui Trust Group, Inc. reported 1,080 positions worth $175.06B in its Form 13F for Q2 2026 (vs. $154.47B in Q1 2026), filed 2026-07-30.
Top holdings
| Ticker | Company | Value | % of portfolio | Shares | vs. Q1 2026 |
|---|---|---|---|---|---|
| - | NVIDIA CORPORATION | $11.71B | 6.7% | 58,522,212 | -3% |
| AAPL | APPLE INC | $9.63B | 5.5% | 33,282,687 | same |
| - | MICROSOFT CORP | $6.52B | 3.7% | 17,488,121 | -1% |
| AMZN | AMAZON.COM INC | $5.95B | 3.4% | 24,962,064 | +1% |
| GOOGL | ALPHABET INC-CL A | $4.85B | 2.8% | 13,583,734 | +3% |
| AVGO | BROADCOM INC | $4.23B | 2.4% | 11,191,795 | +1% |
| GOOG | ALPHABET INC-CL C | $4.11B | 2.3% | 11,641,017 | -4% |
| - | MICRON TECHNOLOGY INC | $3.38B | 1.9% | 2,924,413 | -5% |
| - | TESLA INC | $3.13B | 1.8% | 7,437,974 | same |
| META | META PLATFORMS INC | $2.90B | 1.7% | 5,153,161 | +2% |
| AMD | ADVANCED MICRO DEVICES | $2.84B | 1.6% | 4,888,302 | -7% |
| LLY | ELI LILLY & CO | $2.27B | 1.3% | 1,895,765 | +7% |
| - | JPMORGAN CHASE & CO | $1.93B | 1.1% | 5,907,580 | -3% |
| BRK/B | BERKSHIRE HATHAWAY INC-CL B | $1.64B | 0.9% | 3,276,032 | +1% |
| - | WORLD GOLD TR | $1.59B | 0.9% | 20,057,308 | +8% |
| - | INTEL CORP | $1.48B | 0.8% | 10,600,700 | -5% |
| - | JOHNSON & JOHNSON | $1.44B | 0.8% | 5,660,854 | same |
| - | VISA INC | $1.40B | 0.8% | 4,080,445 | same |
| CAT | CATERPILLAR INC | $1.39B | 0.8% | 1,307,930 | same |
| AMAT | APPLIED MATERIALS INC | $1.36B | 0.8% | 1,884,226 | +1% |
| - | LAM RESEARCH CORP | $1.30B | 0.7% | 3,000,953 | -3% |
| - | EXXON MOBIL CORP | $1.24B | 0.7% | 9,079,522 | -3% |
| - | WALMART INC | $1.19B | 0.7% | 10,477,039 | -5% |
| - | ISHARES GOLD TR | $1.13B | 0.6% | 28,234,927 | +5% |
| CSCO | CISCO SYS INC | $1.13B | 0.6% | 9,600,711 | -7% |
| - | MASTERCARD INCORPORATED | $1.07B | 0.6% | 2,089,732 | same |
| UNH | UNITEDHEALTH GROUP INC | $1.06B | 0.6% | 2,538,575 | -3% |
| COST | COSTCO WHOLESALE CORP | $1.01B | 0.6% | 1,080,484 | +3% |
| ABBV | ABBVIE INC | $992.86M | 0.6% | 3,945,546 | +1% |
| - | KLA CORP | $954.61M | 0.5% | 3,163,994 | +902% |
Sold out in Q2 2026
| Ticker | Company | Value in Q1 2026 |
|---|---|---|
| - | HONEYWELL INTL INC | $405.03M |
| - | CARNIVAL CORP | $60.23M |
| CTRA | COTERRA ENERGY INC | $57.33M |
| OMCL | OMNICELL COM | $47.09M |
| DWDPEUR | DUPONT DE NEMOURS INC | $41.04M |
| - | HOLOGIC INC | $39.45M |
| ACM | AECOM | $23.24M |
| OKLO | OKLO INC | $10.26M |
| SNAP | SNAP INC | $9.40M |
| - | THOMSON REUTERS CORP | $6.67M |
Every fund's full quarter-over-quarter changes are in the institutional holdings dataset. Source: SEC Form 13F. Not investment advice.