Sumitomo Mitsui Trust Group, Inc.
Annual return '25
+13.8%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$154.5B
Holdings
976
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORP
Q1 2026: Increased +32418632.6% (187 → 60.62M shares)
7.1%
02
$AAPL
APPLE INC
Q1 2026: Increased +202398.8% (16.4k → 33.21M shares)
5.7%
03
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1263293.9% (1.4k → 17.69M shares)
4.4%
04
$AMZN
AMAZON.COM INC
Q1 2026: Increased +9084900.0% (271 → 24.62M shares)
3.4%
05
$GOOGL
ALPHABET INC-CL A
Q1 2026: Increased +117954.7% (11.2k → 13.22M shares)
2.6%
06
$GOOG
ALPHABET INC-CL C
Q1 2026: Increased +256637.0% (4.7k → 12.09M shares)
2.3%
07
$AVGO
BROADCOM INC
Q1 2026: Increased +3079216.3% (361 → 11.12M shares)
2.3%
08
$META
META PLATFORMS INC-CLASS A
Q1 2026: Increased +1756450.5% (289 → 5.08M shares)
2.0%
09
$TSLA
TESLA INC
Q1 2026: Increased +339051.2% (2.2k → 7.46M shares)
1.9%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: Increased +516866.9% (1.2k → 6.11M shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.