1y return+16.5%S&P 500 +20.9%
3y return+63.9%S&P 500 +68.5%
5y return+50.3%S&P 500 +74.5%
10y return+215.3%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $315 against $357 in the S&P 500.2
Sumitomo Mitsui Trust Group, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $11.7B | 6.7% | −3.5% |
| AAPLApple Inc | $9.6B | 5.5% | |
| MSFTMicrosoft Corp | $6.5B | 3.7% | −1.1% |
| AMZNAmazon.com Inc | $5.9B | 3.4% | +1.4% |
| GOOGLAlphabet Inc-cl A | $4.9B | 2.8% | +2.7% |
| AVGOBroadcom Inc | $4.2B | 2.4% | |
| GOOGAlphabet Inc-cl C | $4.1B | 2.3% | −3.7% |
| MUMicron Technology Inc | $3.4B | 1.9% | −5.2% |
| TSLATesla Inc | $3.1B | 1.8% | |
| METAMeta Platforms Inc-class A | $2.9B | 1.7% | +1.5% |
| AMDAdvanced Micro Devices | $2.8B | 1.6% | −7.2% |
| LLYEli Lilly & Co | $2.3B | 1.3% | +6.8% |
| JPMJpmorgan Chase & Co | $1.9B | 1.1% | −3.3% |
| BRK/BBerkshire Hathaway Inc-cl B | $1.6B | 0.9% | |
| GLDMSpdr Gold Minishares Trust | $1.6B | 0.9% | +7.9% |
| INTCIntel Corp | $1.5B | 0.8% | −4.9% |
| JNJJohnson & Johnson | $1.4B | 0.8% | |
| VVisa Inc-class A Shares | $1.4B | 0.8% | |
| CATCaterpillar Inc | $1.4B | 0.8% | |
| AMATApplied Materials Inc | $1.4B | 0.8% | |
| LRCXLam Research Corp | $1.3B | 0.7% | −3.2% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.2B | 0.7% | −2.9% |
| WMTWalmart Inc | $1.2B | 0.7% | −5.0% |
| IAUMIshares Gold Trust Micro | $1.1B | 0.6% | +5.2% |
| CSCOCisco Systems Inc | $1.1B | 0.6% | −6.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | June 30, 2020 | +2006.7% | $11.7B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $4.2B |
| AMATApplied Materials Inc | June 30, 2020 | +1096.1% | $1.4B |
| AMDAdvanced Micro Devices | June 30, 2020 | +1004.1% | $2.8B |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $780.6M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $1.4B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $2.3B |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $1.3B |
| GEGeneral Electric | June 30, 2022 | +486.9% | $835.5M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $892.8M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $405.0M
- Carnival CorpCUSIP 143658300 was $60.2M
- CTRACoterra Energy Inc was $57.3M
- OMCLOmnicell Inc was $47.1M
- Dupont De Nemours IncCUSIP 26614N102 was $41.0M
- Hologic IncCUSIP 436440101 was $39.4M
- ACMAecom was $23.2M
- OKLOOklo Inc was $10.3M
- SNAPSnap Inc - A was $9.4M
- Thomson Reuters CorpCUSIP 884903808 was $6.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.7% | +14.8% |
| March 31, 2026 | −5.0% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +8.1% | +7.8% |
| June 30, 2025 | +12.2% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
| December 31, 2024 | +2.9% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +2.4% | +4.0% |
| March 31, 2024 | +9.0% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +8.1% | +7.0% |
| December 31, 2022 | +6.0% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −18.3% | −16.5% |
| March 31, 2022 | −7.7% | −4.9% |
| December 31, 2021 | +6.3% | +10.7% |
| September 30, 2021 | −1.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sumitomo Mitsui Trust Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1475365&type=13F-HR&dateb=&owner=include&count=40CIK 1475365
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1475365/000121465926009184/Filed July 30, 2026 · accession 0001214659-26-009184