Sumitomo Mitsui Trust Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Sumitomo Mitsui Trust Group, Inc. reported 1,031 stock positions worth $141.5 billion. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Microsoft (MSFT, 4.9%) and Nvidia (NVDA, 4.9%). Compared with Q4 2024, it opened 32 new positions, sold out of 44, added to 473 and reduced 467. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Block (XYZ, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- CHIYODA-KU, TOKYO, M0
- CIK
- 0001475365
- Portfolio Value
- $141.5B (Q1 2025)
- SEC Filing
- 0001214659-25-006359 ↗ filed Apr 25, 2025
Holdings Value
Holdings 1,031 stocks · $141.5B
| AAPL Apple Inc. | 5.64% | 35,926,849 | $8.0B | Add +0.3% |
| MSFT Microsoft Corp. | 4.91% | 18,491,343 | $6.9B | Add +1.0% |
| NVDA Nvidia Corp. | 4.89% | 63,783,100 | $6.9B | Add +0.3% |
| AMZN Amazon.com Inc. | 3.44% | 25,568,086 | $4.9B | Add +1.6% |
| META Meta Platforms Inc. Class A | 2.36% | 5,791,707 | $3.3B | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.54% | 14,093,985 | $2.2B | Add +0.9% |
| TSLA Tesla Inc. | 1.53% | 8,333,838 | $2.2B | Add +5.8% |
| GOOG Alphabet Inc. Class C | 1.41% | 12,797,227 | $2.0B | Reduce -0.1% |
| AVGO Broadcom Inc. | 1.38% | 11,687,767 | $2.0B | Add +3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.23% | 3,277,102 | $1.7B | Add +1.0% |
| JPM JPMorgan Chase & Co. | 1.17% | 6,721,963 | $1.6B | Reduce -1.1% |
| LLY Eli Lilly & Co. | 1.14% | 1,953,449 | $1.6B | Add +0.8% |
| V Visa Inc. Class A | 1.10% | 4,423,994 | $1.6B | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.97% | 2,615,053 | $1.4B | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.85% | 10,148,676 | $1.2B | Reduce -0.7% |
| NFLX Netflix Inc. | 0.79% | 1,202,228 | $1.1B | Add +1.7% |
| MA Mastercard Inc. Class A | 0.75% | 1,938,267 | $1.1B | Reduce -0.5% |
| IAU iShares Gold Trust | 0.75% | 17,940,089 | $1.1B | Add +1.9% |
| PG The Procter & Gamble Co. | 0.72% | 5,966,462 | $1.0B | Add +2.6% |
| COST Costco Wholesale Corp. | 0.72% | 1,074,587 | $1.0B | Add +1.7% |
| WMT Walmart Inc. | 0.72% | 11,550,898 | $1.0B | Add +1.7% |
| JNJ Johnson & Johnson | 0.71% | 6,044,313 | $1.0B | Add +0.9% |
| HD Home Depot Inc. | 0.67% | 2,598,745 | $952.4M | Add +1.2% |
| GLDM SPDR Gold Minishares Trust | 0.64% | 14,596,294 | $903.4M | Add +12.3% |
| PLTR Palantir Technologies Inc. Class A | 0.61% | 10,202,840 | $861.1M | Reduce -14.4% |
| ABBV Abbvie Inc. | 0.61% | 4,103,600 | $859.8M | Reduce -0.2% |
| KO The Coca-Cola Co. | 0.51% | 10,146,331 | $726.7M | Reduce -15.2% |
| ISRG Intuitive Surgical Inc. | 0.51% | 1,459,505 | $722.8M | Reduce -4.2% |
| CVX Chevron Corp. | 0.49% | 4,174,999 | $698.4M | Reduce -1.3% |
| CSCO Cisco Systems Inc. | 0.49% | 11,313,378 | $698.1M | Add +5.0% |
| LIN Linde PLC | 0.49% | 1,483,495 | $690.8M | Add +0.6% |
| CRM Salesforce Inc. | 0.48% | 2,550,977 | $684.6M | Add +4.8% |
| MRK Merck & Co. Inc. | 0.46% | 7,285,677 | $654.0M | Add +1.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 15,668,925 | $653.9M | Reduce -1.2% |
| MCD McDonald's Corp. | 0.45% | 2,026,246 | $632.9M | Add +0.9% |
| ORCL Oracle Corp. | 0.44% | 4,481,900 | $626.6M | Add +1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 2,480,520 | $616.8M | Add +0.9% |
| GS Goldman Sachs Group Inc. | 0.40% | 1,047,198 | $572.1M | Add +6.5% |
| PEP Pepsico Inc. | 0.40% | 3,754,155 | $562.9M | Add +3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 1,118,379 | $556.5M | Reduce -0.1% |
| QCOM Qualcomm Inc. | 0.38% | 3,541,661 | $544.0M | Add +0.9% |
| ADBE Adobe Inc. | 0.38% | 1,400,156 | $537.0M | Add +1.0% |
| PGR Progressive Corp. | 0.38% | 1,877,488 | $531.3M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.38% | 5,164,752 | $530.6M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.37% | 3,991,982 | $529.5M | Add +0.0% |
| HOOD Robinhood Markets Inc. Class A | 0.37% | 12,672,290 | $527.4M | Reduce -27.7% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 2,634,543 | $527.3M | Add +0.1% |
| WFC Wells Fargo & Co. | 0.37% | 7,336,317 | $526.7M | Reduce -2.3% |
| AMGN Amgen Inc. | 0.37% | 1,667,373 | $519.5M | Add +4.5% |
| T AT&T Inc. | 0.35% | 17,650,632 | $499.2M | Add +0.6% |
| PM Philip Morris International | 0.35% | 3,112,553 | $494.1M | Reduce -0.1% |
| COIN Coinbase Global Inc. Class A | 0.34% | 2,796,982 | $481.7M | Reduce -2.0% |
| SHOP Shopify Inc. Class A | 0.34% | 5,012,428 | $478.6M | Reduce -0.8% |
| BKNG Booking Holdings Inc. | 0.34% | 103,585 | $477.2M | Add +0.1% |
| WELL Welltower Inc. | 0.34% | 3,107,823 | $476.1M | Add +0.0% |
| ACN Accenture PLC Class A | 0.34% | 1,523,898 | $475.5M | Add +0.9% |
| VZ Verizon Communications Inc. | 0.33% | 10,310,832 | $467.7M | Add +0.4% |
| CAT Caterpillar Inc. | 0.33% | 1,416,464 | $467.1M | Add +0.4% |
| INTU Intuit Inc. | 0.33% | 758,230 | $465.5M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 4,710,398 | $464.9M | Add +1.7% |
| PLD Prologis Inc. | 0.33% | 4,154,259 | $464.4M | Add +0.8% |
| MELI MercadoLibre Inc. | 0.31% | 223,528 | $436.1M | Reduce -5.1% |
| AXP American Express Co. | 0.30% | 1,581,467 | $425.5M | Reduce -5.2% |
| UBER Uber Technologies Inc. | 0.30% | 5,804,846 | $422.9M | Reduce -2.4% |
| RBLX Roblox Corp. Class A | 0.30% | 7,229,215 | $421.4M | Reduce -6.7% |
| TXN Texas Instruments Inc. | 0.29% | 2,314,746 | $416.0M | Add +2.4% |
| EQIX Equinix Inc. | 0.29% | 509,071 | $415.1M | Add +1.1% |
| DHR Danaher Corp. | 0.29% | 1,998,289 | $409.6M | Add +6.1% |
| CMCSA Comcast Corp. Class A | 0.29% | 10,960,493 | $404.4M | Add +1.3% |
| HON Honeywell International Inc. | 0.28% | 1,880,879 | $398.3M | Add +1.3% |
| AMAT Applied Materials Inc. | 0.28% | 2,743,039 | $398.1M | Reduce -4.5% |
| RTX RTX Corp. | 0.28% | 2,984,915 | $395.4M | Add +0.7% |
| ETN Eaton Corp. PLC | 0.28% | 1,437,489 | $390.8M | Add +0.1% |
| NOW ServiceNow Inc. | 0.27% | 484,839 | $386.0M | Reduce -5.5% |
| MU Micron Technology Inc. | 0.27% | 4,366,631 | $379.4M | Add +0.4% |
| DE Deere & Co. | 0.27% | 804,740 | $377.7M | Add +12.4% |
| ICE Intercontinental Exchange Inc. | 0.27% | 2,183,688 | $376.7M | Reduce -0.0% |
| SPOT Spotify Technology SA | 0.27% | 684,259 | $376.4M | Add +5.7% |
| TMUS T-Mobile US Inc. | 0.26% | 1,401,520 | $373.8M | Add +1.5% |
| SPGI S&P Global Inc. | 0.26% | 733,636 | $372.8M | Reduce -4.7% |
| ELV Elevance Health Inc. | 0.26% | 849,454 | $369.5M | Add +0.4% |
| BSX Boston Scientific Corp. | 0.25% | 3,495,130 | $352.6M | Add +0.8% |
| MS Morgan Stanley | 0.25% | 2,990,922 | $349.0M | Add +6.6% |
| COP Conocophillips | 0.25% | 3,316,904 | $348.3M | Reduce -0.1% |
| GILD Gilead Sciences Inc. | 0.24% | 3,091,193 | $346.4M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.24% | 4,783,306 | $339.1M | Add +1.1% |
| ADI Analog Devices Inc. | 0.24% | 1,670,391 | $336.9M | Add +0.9% |
| SNPS Synopsys Inc. | 0.24% | 785,489 | $336.9M | Add +9.3% |
| BA The Boeing Co. | 0.24% | 1,968,748 | $335.8M | Add +3.7% |
| BLK BlackRock Inc. | 0.24% | 354,573 | $335.6M | Add +0.7% |
| ROKU Roku Inc. | 0.24% | 4,749,063 | $334.5M | Reduce -15.1% |
| PFE Pfizer Inc. | 0.24% | 13,134,147 | $332.8M | Reduce -6.7% |
| UNP Union Pacific Corp. | 0.23% | 1,400,236 | $330.8M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 0.23% | 1,904,094 | $324.9M | Add +21.8% |
| C Citigroup Inc. | 0.23% | 4,574,829 | $324.8M | Add +7.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 2,661,853 | $324.2M | Add +0.2% |
| APH Amphenol Corp. Class A | 0.23% | 4,922,202 | $322.8M | Reduce -2.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.22% | 643,987 | $312.2M | Reduce -2.4% |
| ADP Automatic Data Processing | 0.22% | 1,013,740 | $309.7M | Add +1.5% |
| BMY Bristol-Myers Squibb Co. | 0.22% | 5,042,045 | $307.5M | Add +7.7% |
Portfolio Sells Q4 2024 → Q1 2025
| XYZ Block Inc. | Reduce -49.8% | 0.13% | −0.26 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.41% | −0.23 |
| COIN Coinbase Global Inc. Class A | Reduce -2.0% | 0.34% | −0.14 |
| NOW ServiceNow Inc. | Reduce -5.5% | 0.27% | −0.09 |
| HOOD Robinhood Markets Inc. Class A | Reduce -27.7% | 0.37% | −0.07 |
| SOFI Sofi Technologies Inc. | Reduce -66.0% | 0.02% | −0.06 |
| AMD Advanced Micro Devices | Reduce -2.3% | 0.38% | −0.06 |
| TRMB Trimble Inc. | Reduce -20.9% | 0.17% | −0.05 |
| TRU Transunion | Reduce -64.2% | 0.03% | −0.05 |
| PATH Uipath Inc. Class A | Reduce -36.1% | 0.06% | −0.05 |
| U Unity Software Inc. | Reduce -48.4% | 0.04% | −0.04 |
| ROKU Roku Inc. | Reduce -15.1% | 0.24% | −0.04 |
| RACE Ferrari NV | Sold out | 0.00% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -38.8% | 0.04% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -1.0% | 0.14% | −0.04 |
| DLR Digital Realty Trust Inc. | Reduce -6.0% | 0.14% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -4.5% | 0.28% | −0.03 |
| AXP American Express Co. | Reduce -5.2% | 0.30% | −0.03 |
| MANH Manhattan Associates Inc. | Reduce -3.6% | 0.06% | −0.03 |
| ZBRA Zebra Technologies Corp. Class A | Reduce -1.7% | 0.09% | −0.03 |
| GLD SPDR Gold Shares | Reduce -65.4% | 0.02% | −0.03 |
| TGT Target Corp. | Reduce -5.0% | 0.09% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -4.2% | 0.51% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -0.8% | 0.34% | −0.02 |
| TXG 10X Genomics Inc. Class A | Reduce -6.1% | 0.03% | −0.02 |
| DKNG Draftkings Inc. Class A | Reduce -8.8% | 0.13% | −0.02 |
| DECK Deckers Outdoor Corp. | Reduce -0.6% | 0.03% | −0.02 |
| INVH Invitation Homes Inc. | Reduce -34.9% | 0.06% | −0.02 |
| VCYT Veracyte Inc. | Reduce -9.2% | 0.05% | −0.02 |
| NKE Nike Inc. Class B | Reduce -0.0% | 0.14% | −0.02 |
| EXAS Exact Sciences Corp. | Reduce -39.9% | 0.02% | −0.02 |
| AES AES Corp. | Reduce -98.3% | 0.00% | −0.02 |
| APA Apa Corp. | Reduce -98.5% | 0.00% | −0.02 |
| GLBE Global-E Online Ltd. | Reduce -6.5% | 0.03% | −0.02 |
| PFE Pfizer Inc. | Reduce -6.7% | 0.24% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.0% | 0.11% | −0.02 |
| CRL Charles River Laboratories | Reduce -98.3% | 0.00% | −0.02 |
| ON On Semiconductor | Reduce -0.1% | 0.03% | −0.02 |
| TECH Bio-Techne Corp. | Reduce -0.5% | 0.08% | −0.02 |
| EMR Emerson Electric Co. | Reduce -1.1% | 0.17% | −0.01 |
| ACHR Archer Aviation Inc. Class A | Reduce -5.8% | 0.04% | −0.01 |
| TWST Twist Bioscience Corp. | Reduce -7.5% | 0.07% | −0.01 |
| APO Apollo Global Management Inc. | Reduce -0.2% | 0.09% | −0.01 |
| LW Lamb Weston Holdings Inc. | Reduce -98.1% | 0.00% | −0.01 |
| TT Trane Technologies PLC | Reduce -5.7% | 0.13% | −0.01 |
| ENPH Enphase Energy Inc. | Reduce -96.5% | 0.00% | −0.01 |
| SRE Sempra | Reduce -1.4% | 0.07% | −0.01 |
| UPS United Parcel Service Class B | Reduce -0.1% | 0.14% | −0.01 |
| HR Healthcare Realty Trust Inc. | Reduce -75.0% | 0.00% | −0.01 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 1.23% | +0.24 |
| GLDM SPDR Gold Minishares Trust | Add +12.3% | 0.64% | +0.18 |
| V Visa Inc. Class A | Add +3.1% | 1.10% | +0.18 |
| IAU iShares Gold Trust | Add +1.9% | 0.75% | +0.16 |
| LLY Eli Lilly & Co. | Add +0.8% | 1.14% | +0.13 |
| JNJ Johnson & Johnson | Add +0.9% | 0.71% | +0.12 |
| CCEP Coca-Cola Europacific Partne | Add +253.8% | 0.12% | +0.09 |
| META Meta Platforms Inc. Class A | Add +0.8% | 2.36% | +0.09 |
| AMGN Amgen Inc. | Add +4.5% | 0.37% | +0.09 |
| T AT&T Inc. | Add +0.6% | 0.35% | +0.08 |
| G Genpact Ltd. | New | 0.08% | +0.08 |
| NFLX Netflix Inc. | Add +1.7% | 0.79% | +0.08 |
| GE General Electric | Add +0.1% | 0.37% | +0.08 |
| WELL Welltower Inc. | Add +0.0% | 0.34% | +0.07 |
| LIN Linde PLC | Add +0.6% | 0.49% | +0.07 |
| IBM Intl Business Machines Corp. | Add +0.9% | 0.44% | +0.07 |
| TEM Tempus AI Inc. Class A | Add +31.4% | 0.15% | +0.07 |
| SPOT Spotify Technology SA | Add +5.7% | 0.27% | +0.07 |
| ABT Abbott Laboratories | Add +0.0% | 0.37% | +0.07 |
| COST Costco Wholesale Corp. | Add +1.7% | 0.72% | +0.06 |
| CSCO Cisco Systems Inc. | Add +5.0% | 0.49% | +0.06 |
| CVS CVS Health Corp. | Add +1.2% | 0.17% | +0.06 |
| DE Deere & Co. | Add +12.4% | 0.27% | +0.06 |
| PG The Procter & Gamble Co. | Add +2.6% | 0.72% | +0.06 |
| TMUS T-Mobile US Inc. | Add +1.5% | 0.26% | +0.06 |
| GILD Gilead Sciences Inc. | Add +1.9% | 0.24% | +0.06 |
| MCD McDonald's Corp. | Add +0.9% | 0.45% | +0.05 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.33% | +0.05 |
| ELV Elevance Health Inc. | Add +0.4% | 0.26% | +0.05 |
| IAUM iShares Gold Trust Micro | Add +22.0% | 0.15% | +0.05 |
| RTX RTX Corp. | Add +0.7% | 0.28% | +0.05 |
| BSX Boston Scientific Corp. | Add +0.8% | 0.25% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +7.7% | 0.22% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +21.8% | 0.23% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +0.5% | 0.21% | +0.04 |
| SCHW Schwab (charles) Corp. | Add +8.3% | 0.21% | +0.04 |
| PLD Prologis Inc. | Add +0.8% | 0.33% | +0.03 |
| PDD PDD Holdings Inc. | Add +2.4% | 0.14% | +0.03 |
| INTC Intel Corp. | Add +2.9% | 0.17% | +0.03 |
| AJG Arthur J Gallagher & Co. | Add +0.5% | 0.14% | +0.03 |
| MDT Medtronic PLC | Add +0.4% | 0.19% | +0.03 |
| MMM 3M Co. | Add +0.5% | 0.18% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +1.0% | 0.17% | +0.03 |
| C Citigroup Inc. | Add +7.7% | 0.23% | +0.03 |
| CB Chubb Ltd. | Add +0.5% | 0.21% | +0.03 |
| DASH DoorDash Inc. Class A | Add +13.9% | 0.12% | +0.03 |
| AMH American Homes 4 Rent- A | Add +101.0% | 0.05% | +0.03 |
| MSTR Strategy Inc. | Add +27.4% | 0.11% | +0.03 |
| DUK Duke Energy Corp. | Add +0.8% | 0.16% | +0.03 |
| WM Waste Management Inc. | Add +0.1% | 0.16% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,080 | $175.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 1,047 | $154.5B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 1,049 | $170.3B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 1,050 | $173.8B | NVDA, MSFT, AAPL, AMZN, META |
| Q2 2025 | 1,034 | $160.5B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 1,031 | $141.5B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024 | 1,041 | $148.2B | AAPL, NVDA, MSFT, AMZN, META |
| Q3 2024 | 1,052 | $144.3B | AAPL, MSFT, NVDA, AMZN, META |
| Q2 2024 | 1,069 | $135.5B | MSFT, NVDA, AAPL, AMZN, META |
| Q1 2024 | 1,118 | $145.7B | MSFT, AAPL, NVDA, AMZN, META |