Sumitomo Mitsui Trust Group, Inc.
โขCIK: 1475365โขFiling: Q4 2025
Sumitomo Mitsui Trust Holdings, Inc., with $170.3 billion in assets under management, is led by a team known for its strategic focus on technology and growth sectors, as evidenced by significant positions in NVDA, AAPL, and MSFT. Recently, the fund has made notable moves by adding IM8N, LXP, and Q, while exiting KEL and LXPUSD, and achieving substantial gains with investments in CREDO TE and CIEN.
Total AUM
$170.3B
QoQ Performance
-2.0%
Positions
1,049
Top 10 Concentration
41.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
MSFT
NVDA6.9%
AAPL5.6%
MSFT5.3%
AMZN3.5%
GOOGL2.6%
AVGO2.4%
GOOG2.3%
META2.1%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Technology38.6%
Other24.1%
Consumer11.1%
Financial8.4%
Healthcare7.0%
Industrial3.3%
Communication2.2%
Real Estate1.2%
๐ช Exited Positionssold since Q3 2025
+845 more exited positions
Changes from Q3 2025
โ23 increased
โ177 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023