Sumitomo Mitsui Trust Group, Inc.

New 13F: Q3 2026

Sumitomo Mitsui Trust Group, Inc. filed its 13F for the quarter ended Sep 30, 2026 on Oct 29, 2026: $89.0B in AI and semiconductor stocks; $1.3B bought and $2.9B sold against its previous quarter, at the quarter's prices.

Sumitomo Mitsui Trust Group, Inc. declares $86.7B in 133 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 49.5% of its $175.1B 13F portfolio. Largest positions: NVIDIA (0.24% of the company) and Apple (0.23% of the company). Over time: $86.7B in 133 of these companies for Q2 2026, against $32.7B in 76 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $742.3M and sold $1.8B of these stocks, at the quarter's prices: a net sale of $1.0B; 5 new positions and 2 sold out.

Performance of its AI picks

The AI-stock portfolio Sumitomo Mitsui Trust Group, Inc. declared for Q2 2026 (Form 13F), held unchanged, returned +4.7% in Q3 2026 (SMH -7.1%), ranked 695 of 1,785 active managers. Over the last 12 months, quarter after quarter: +30.2% (SMH +87.2%), ranked 561 of 1,360 active managers. Over three years, quarter after quarter: +156.7% (SMH +325.8%), ranked 266 of 784 active managers. Over five years, quarter after quarter: +169.7% (SMH +389.8%), ranked 194 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

  1. NVIDIA (NVDA): $11.7B, 58.5M shares, 0.24% of the company, 6.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  2. Apple (AAPL): $9.6B, 33.3M shares, 0.23% of the company, 5.5% of its portfolio (added this quarter); held since Q4 2019 or earlier
  3. Alphabet (GOOGL): $9.0B, 25.2M shares, 0.21% of the company, 5.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  4. Microsoft (MSFT): $6.5B, 17.5M shares, 0.24% of the company, 3.7% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  5. Amazon (AMZN): $5.9B, 25.0M shares, 0.23% of the company, 3.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
  6. Broadcom (AVGO): $4.2B, 11.2M shares, 0.23% of the company, 2.4% of its portfolio (added this quarter); held since Q4 2019 or earlier
  7. Micron (MU): $3.4B, 2.9M shares, 0.26% of the company, 1.9% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  8. Meta Platforms (META): $2.9B, 5.2M shares, 0.20% of the company, 1.7% of its portfolio (added this quarter); held since Q4 2019 or earlier
  9. AMD (AMD): $2.8B, 4.9M shares, 0.30% of the company, 1.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  10. Intel (INTC): $1.5B, 10.6M shares, 0.20% of the company, 0.85% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  11. Caterpillar (CAT): $1.4B, 1.3M shares, 0.29% of the company, 0.80% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  12. Applied Materials (AMAT): $1.4B, 1.9M shares, 0.24% of the company, 0.78% of its portfolio (added this quarter); held since Q4 2019 or earlier
  13. Lam Research (LRCX): $1.3B, 3.0M shares, 0.24% of the company, 0.74% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  14. Cisco (CSCO): $1.1B, 9.6M shares, 0.24% of the company, 0.64% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
  15. KLA (KLAC): $954.6M, 3.2M shares, 0.24% of the company, 0.55% of its portfolio (added this quarter); held since Q4 2019 or earlier

By sector

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