Sumitomo Mitsui Trust Group, Inc.

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$170.3B

Total Positions

1,049

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA6.93%

AAPL5.62%

MSFT5.29%

AMZN3.51%

GOOGL2.55%

AVGO2.35%

GOOG2.32%

META2.06%

TSLA2.04%

JPM1.23%

Other11.20%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

HOOD15Q held

Robinhood Markets Inc

Avg $9.08 · $657.4M est. P&L

Est. P&L

+1171.89%

PLTR20Q held

Palantir Technologies Inc

Avg $20.33 · $1.2B est. P&L

Est. P&L

+789.43%

HWM23Q held

Howmet Aerospace Inc

Avg $25.13 · $172.3M est. P&L

Est. P&L

+726.40%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 1049 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	63.2M	$11.8B	6.9%	—	$113.08	+65.84%	28 qtrs	Decreased 0
AAPL Apple Inc	35.2M	$9.6B	5.6%	—	$103.51	+163.58%	28 qtrs	Decreased 0
MSFT Microsoft Corp	18.6M	$9B	5.3%	—	$142.04	+243.20%	28 qtrs	Decreased 0
AMZN Amazon.com Inc	25.9M	$6B	3.5%	—	$120.65	+92.73%	28 qtrs	Decreased 0
GOOGL Alphabet Inc	13.9M	$4.3B	2.6%	—	$98.80	+217.68%	28 qtrs	Decreased 0
AVGO Broadcom Inc	11.6M	$4B	2.4%	—	$162.55	+115.23%	28 qtrs	Decreased 0
GOOG Alphabet Inc	12.6M	$4B	2.3%	—	$97.82	+221.55%	28 qtrs	Decreased 0
META Meta Platforms Inc	5.3M	$3.5B	2.1%	—	$184.72	+260.51%	28 qtrs	Decreased 0
TSLA Tesla Inc	7.7M	$3.5B	2.0%	—	$215.96	+110.43%	28 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	6.5M	$2.1B	1.2%	—	$93.52	+244.28%	28 qtrs	Decreased 0
LLY Eli Lilly & Co	1.9M	$2B	1.2%	—	$141.71	+660.66%	28 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	3.4M	$1.7B	1.0%	—	—	—	28 qtrs	Increased 50
GLDM WORLD GOLD TR	18.4M	$1.6B	0.9%	—	$46.44	+84.95%	15 qtrs	Decreased 0
V Visa Inc	4.3M	$1.5B	0.9%	—	$174.78	+101.90%	28 qtrs	Decreased 0
PLTR Palantir Technologies Inc	7.5M	$1.3B	0.8%	—	$20.33	+789.43%	20 qtrs	Decreased 0
MA Mastercard Inc	2.2M	$1.2B	0.7%	—	$277.76	+107.57%	28 qtrs	Decreased 0
JNJ Johnson & Johnson	5.9M	$1.2B	0.7%	—	$118.48	+74.63%	28 qtrs	Decreased 0
WMT Walmart Inc	10.7M	$1.2B	0.7%	—	$50.34	+122.35%	28 qtrs	Decreased 0
XOM Exxon Mobil Corp	9.9M	$1.2B	0.7%	—	$60.23	+99.56%	28 qtrs	Decreased 0
AMD Advanced Micro Devices Inc	5.4M	$1.2B	0.7%	—	$80.70	+166.84%	28 qtrs	Decreased 0
NFLX Netflix Inc	12.1M	$1.1B	0.7%	—	$87.92	+6.66%	28 qtrs	Increased 73
MU Micron Technology Inc	3.5M	$994.9M	0.6%	—	$56.77	+415.47%	28 qtrs	Decreased 0
IAUM ISHARES GOLD TR	21.9M	$943M	0.6%	—	$33.52	+29.10%	13 qtrs	Increased 54
ABBV AbbVie Inc	4.1M	$937.5M	0.6%	—	$69.21	+229.28%	28 qtrs	Decreased 0
COST Costco Wholesale Corp	1.1M	$935.1M	0.5%	—	$308.22	+180.48%	28 qtrs	Decreased 0
Showing 25 of 1,049 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

CTRECARETRUST REIT INC

Q1 2024 → Q4 2025+106,411 shares+$5.7M

COLDAMERICOLD REALTY TRUST INC

Q1 2024 → Q4 2025+3.5M shares+$37M

BRK/BBerkshire Hathaway Inc

Q1 2024 → Q4 2025+274,789 shares+$597.5M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer