Data as of Q4 2025 (Dec 31, 2025)

Sumitomo Mitsui Trust Group, Inc.

โ€ขCIK: 1475365โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

NFLX
NETFLIX INC
+891.3%
0.7% of portfolio
NOW
SERVICENOW INC
+385.9%
0.2% of portfolio
IAUM
ISHARES GOLD TRUST MICRO
+21.0%
0.6% of portfolio
CRCL
CIRCLE INTERNET GROUP INC
+98.2%
0.1% of portfolio
IQV
IQVIA HOLDINGS INC
+41.6%
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

NVDA
NVIDIA CORP
-3.0%
6.9% of portfolio
AAPL
APPLE INC
-3.6%
5.6% of portfolio
META
META PLATFORMS INC-CLASS A
-9.1%
2.1% of portfolio
TSLA
TESLA INC
-7.0%
2.0% of portfolio
MSFT
MICROSOFT CORP
-2.6%
5.3% of portfolio

Sector Breakdown

Technology38.6%
Other24.1%
Consumer11.1%
Financial8.4%
Healthcare7.0%
Industrial3.3%
Communication2.2%
Real Estate1.2%

๐Ÿšช Exited Positionssold since Q3 2025

MIGA
STRATEGY INC
SOLD
$201.1M
SE
SEA LTD-ADR
SOLD
$196.6M
BMNR
BITMINE IMMERSION TECHNOLOGI
SOLD
$196.5M
AJG
ARTHUR J GALLAGHER & CO
SOLD
$184.4M
AZO
AUTOZONE INC
SOLD
$180.0M
+845 more exited positions

Changes from Q3 2025

โ†‘23 increased
โ†“177 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023