Sumitomo Mitsui Trust Group, Inc.

CIK 0001475365 · Q2 2026

13F Equity AUM

$175.1B

+13.3% QoQ

Positions

1,077

+34 QoQ

AUM Rank

#69

Top 0.8%

Skill Alpha (FF)

-0.2%/yr^ns

No Clear Edge

Rank #3,021 · Top 36%

vs S&P +0.0%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.1%Top 10: 32.2%Top 20: 42.1%

NVDA6.7%

AAPL5.5%

MSFT3.7%

AMZN3.4%

GOOGL2.8%

AVGO2.4%

GOOG2.4%

MU1.9%

TSLA1.8%

META1.7%

Others (1067)67.8%

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

Sector Allocation

Technology36.8%

Financial Services12.8%

Healthcare9.3%

Communication Services9.1%

Consumer Cyclical8.8%

Industrials7.6%

Consumer Defensive3.8%

Real Estate3.2%

Other8.6%

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

Position Sizing

Positions: 1077Median: 0.02%Avg: 0.09%

0–0.5%

1046(51.0%)

0.5–1%

18(12.7%)

1–3%

9(16.9%)

3–5%

2(7.1%)

5%+

2(12.2%)

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

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Portfolio Overlap

Shared: 0Unique: 1,077vs 20 funds

0%Low

1,077

Fund positions

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.

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Position Changes This Quarter

New86Increased352Decreased579Exited53

New Positions

SPACE EXPLORATION TE…0.2%

+2.3M

HONEYWELL INTERNATIO…0.1%

+933K

SPY0.1%

+116K

HONEYWELL AEROSPACE …0.0%

+297K

CARNIVAL CORP LTD0.0%

+2.7M

CEREBRAS SYSTEMS INC…0.0%

+307K

XPO0.0%

+218K

DUPONT DE NEMOURS IN…0.0%

+277K

X-ENERGY INC0.0%

+1.4M

IALT0.0%

+987K

Increased

KLAC0.6%

+2.8M(+902%)

ESRT0.0%

+2.0M(+41%)

KIM0.1%

+2.0M(+100%)

BKNG0.2%

+1.8M(+2322%)

GLDM0.9%

+1.5M(+8%)

IAUM0.7%

+1.4M(+5%)

CVNA0.1%

+1.2M(+415%)

NTLA0.0%

+924K(+47%)

DVN0.1%

+848K(+50%)

REXR0.0%

+835K(+66%)

Decreased

NVDA6.7%

-2,100,818(-3%)

BZ0.0%

-2,084,900(-71%)

PINS0.0%

-1,428,725(-71%)

DKNG0.0%

-1,279,710(-41%)

ROKU0.1%

-1,247,385(-67%)

DOC0.0%

-1,201,016(-50%)

BAC0.3%

-1,180,603(-10%)

KRG0.0%

-1,148,299(-63%)

AUR0.0%

-1,043,658(-17%)

PACB0.0%

-1,028,272(-15%)

Exited

HON

-1,791,939

CCL

-2,327,440

CTRA

-1,631,360

-895,973

-1,410,865

-521,877

-206,946

-2,044,227

-273,957

JANUS LIVING INC CL-…

-23,039

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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