Sumitomo Mitsui Trust Holdings, Inc.

Sumitomo Mitsui Trust Holdings, Inc. is an institution, managing $173.79B across 1,051 long positions as of Q3 2025 with 36% Technology concentration.

Portfolio Value: $173.79B
Positions: 1,051
Top Holding: NVDA at 7%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Sumitomo Mitsui Trust Holdings, Inc.'s portfolio (33.4% of total portfolio)

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Holding	Sector	Market Value	Weight	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$12.2B	7.00%	0.27% 65.2M shares	≤ Q2 2013 Held for 12y 4m+
2 Microsoft MSFT	Software - Infrastructure Technology	$9.9B	5.70%	0.26% 19.1M shares	≤ Q2 2013 Held for 12y 4m+
3 Apple AAPL	Consumer Electronics Technology	$9.3B	5.35%	0.25% 36.5M shares	≤ Q2 2013 Held for 12y 4m+
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$5.8B	3.35%	0.25% 26.5M shares	≤ Q2 2013 Held for 12y 4m+
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$4.3B	2.48%	0.23% 5.9M shares	≤ Q2 2013 Held for 12y 4m+
6 Broadcom Inc. AVGO	Semiconductors Technology	$4.0B	2.30%	0.26% 12.1M shares	Q2 2018 Held for 7y 4m
7 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$3.7B	2.13%	0.25% 8.3M shares	Q3 2013 Held for 12y 1m
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$3.5B	2.01%	0.12% 14.4M shares	≤ Q2 2013 Held for 12y 4m+
9 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$3.2B	1.83%	0.11% 13.0M shares	Q2 2014 Held for 11y 4m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$2.1B	1.24%	0.25% 6.8M shares	≤ Q2 2013 Held for 12y 4m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Sumitomo Mitsui Trust Holdings, Inc.'s latest filing

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Market Value

$173.79B

Prior: $160.19B

Q/Q Change

+8.49%

+$13.6B

Net Flows % of MV

+0.334%

Turnover Ratio

2.55%

New Purchases

25 stocks

$1.1B

Added To

571 stocks

+$3.9B

Sold Out Of

41 stocks

$356.2M

Reduced Holdings

387 stocks

-$3.8B

Increased Positions

Position	Shares Δ	Change
1 IAUM iShares Gold Trust Micro IAUM	New	0 → 18.1M +$698.2M
2 BitMine Immersion Technologies, Inc. BMNR	New	0 → 3.8M +$196.5M
3 BLSH Bullish BLSH	New	0 → 1.4M +$91.8M
4 JFrog Ltd. FROG	New	0 → 1.1M +$51.4M
5 GeneDx Holdings WGS	New	0 → 292.3K +$31.5M

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	519.7K → 0 −$182.5M
2 Hess HES	Sold	729.4K → 0 −$101.1M
3 Juniper Networks JNPR	Sold	965.2K → 0 −$38.5M
4 Blade Air Mobility BLDE	Sold	3.0M → 0 −$12.1M
5 Ares Acquisition Corporation AACT	Sold	325.5K → 0 −$3.7M

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Analytics

Portfolio insights and performance metrics for Sumitomo Mitsui Trust Holdings, Inc.

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Sector Allocation

Technology

35.60%

Financial Services

11.40%

Consumer Cyclical

10.00%

Communication Services

9.60%

Healthcare

9.20%

Industrials

7.40%

Consumer Defensive

4.20%

Real Estate

3.30%

Energy

2.50%

Utilities

2.10%

Basic Materials

1.70%

ETF

0.60%

Market Cap Distribution

Mega Cap (> $200B)

53.08%

Large Cap ($10B - $200B)

41.77%

Mid Cap ($2B - $10B)

1.41%

Small Cap ($300M - $2B)

0.45%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.35%

N/A (ETF or Unknown)

2.94%

Portfolio Concentration

Top 10 Holdings %

33.37%

Top 20 Holdings %

41.47%

Top 50 Holdings %

54.94%

Top 100 Holdings %

67.94%