Sumitomo Mitsui Trust Group, Inc.

CIK 0001475365 · Q1 2026

13F Equity AUM

$154.5B

-9.3% QoQ

Positions

1,043

-3 QoQ

AUM Rank

#106

Top 0.9%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #2,672 · Top 33%

vs S&P -2.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.3%Top 10: 31.6%Top 20: 40.6%

NVDA6.8%

AAPL5.5%

MSFT4.2%

AMZN3.3%

GOOGL2.5%

GOOG2.3%

AVGO2.2%

META1.9%

TSLA1.8%

JPM1.2%

Others (1033)68.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.4%

Financial Services13.9%

Communication Services9.7%

Healthcare9.6%

Consumer Cyclical9.4%

Industrials7.8%

Consumer Defensive4.4%

Energy3.5%

Other9.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1043Median: 0.02%Avg: 0.10%

0–0.5%

1013(53.4%)

0.5–1%

16(10.8%)

1–3%

10(16.0%)

3–5%

2(7.6%)

5%+

2(12.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 1,040Unique: 3vs 20 funds

14.2%Low

1,043

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

19.6%

BANK OF AMERICA CORP /DE/

21.1%

BlackRock, Inc.

25.1%

JPMORGAN CHASE & CO

20.2%

STATE STREET CORP

27%

GEODE CAPITAL MANAGEMENT, LLC

26%

VANGUARD CAPITAL MANAGEMENT LLC

26.2%

FMR LLC

30.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

29.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New53Increased256Decreased684Exited56

New Positions

LITE0.1%

+141K

OPCH0.1%

+2.6M

FTAIN0.0%

+190K

CASY0.0%

+69K

AMCOR PLC0.0%

+1.1M

PNFP0.0%

+278K

CDE0.0%

+1.9M

ASTS0.0%

+418K

NDQ0.0%

+16K

PAYPAY CORP0.0%

+642K

Increased

NU0.2%

+6.2M(+48%)

IAUM0.8%

+4.9M(+22%)

ESRT0.0%

+1.8M(+55%)

WRD0.0%

+1.6M(+229%)

GENI0.0%

+1.5M(+66%)

BLSH0.1%

+1.3M(+52%)

FIG0.0%

+1.3M(+614%)

USFD0.1%

+1.2M(+9713%)

FCPT0.0%

+1.0M(+76%)

REXR0.0%

+932K(+288%)

Decreased

TME0.0%

-4,461,780(-77%)

FLB0.0%

-3,893,103(-90%)

IAU*0.2%

-2,994,795(-45%)

NVDA6.8%

-2,612,853(-4%)

G0.0%

-2,583,674(-100%)

AAPL5.5%

-1,979,747(-6%)

PINS0.0%

-1,840,023(-48%)

SDGR0.0%

-1,523,930(-32%)

UBER0.2%

-1,439,580(-22%)

TTD0.0%

-1,377,841(-59%)

Exited

AMCCD

-6,716,264

CYBR

-97,333

SPY

-56,000

-2,422,159

-11,899,919

-87,207

-487,330

-101,828

-389,463

-146,731

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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