Sumitomo Mitsui Trust Group, Inc.

Est. AUM

$153.80B

13F long equity, this entity only

Positions

1,046

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORP	COM	$10.57B	60623030	6.87%	DFND
2	APPLE INC	COM	$8.43B	33209803	5.48%	DFND
3	MICROSOFT CORP	COM	$6.55B	17687515	4.26%	DFND
4	AMAZON.COM INC	COM	$5.13B	24620350	3.33%	DFND
5	ALPHABET INC-CL A	COM	$3.80B	13222122	2.47%	DFND
6	ALPHABET INC-CL C	COM	$3.47B	12089745	2.25%	DFND
7	BROADCOM INC	COM	$3.44B	11116332	2.24%	DFND
8	META PLATFORMS INC-CLASS A	COM	$2.90B	5076431	1.89%	DFND
9	TESLA INC	COM	$2.77B	7461326	1.80%	DFND
10	JPMORGAN CHASE & CO	COM	$1.80B	6110549	1.17%	DFND
11	SPDR GOLD MINISHARES TRUST	COM	$1.72B	18594406	1.12%	DFND
12	ELI LILLY & CO	COM	$1.63B	1775707	1.06%	DFND
13	EXXON MOBIL CORP	COM	$1.59B	9352140	1.03%	DFND
14	BERKSHIRE HATHAWAY INC-CL B	COM	$1.56B	3253187	1.01%	DFND
15	JOHNSON & JOHNSON	COM	$1.38B	5660660	0.90%	DFND
16	WALMART INC	COM	$1.37B	11026684	0.89%	DFND
17	ISHARES GOLD TRUST MICRO	COM	$1.25B	26834927	0.81%	DFND
18	VISA INC-CLASS A SHARES	COM	$1.23B	4083557	0.80%	DFND
19	NETFLIX INC	COM	$1.12B	11651464	0.73%	DFND
20	ADVANCED MICRO DEVICES	COM	$1.07B	5268393	0.70%	DFND
21	MASTERCARD INC - A	COM	$1.05B	2099454	0.68%	DFND
22	COSTCO WHOLESALE CORP	COM	$1.05B	1049993	0.68%	DFND
23	MICRON TECHNOLOGY INC	COM	$1.04B	3084266	0.68%	DFND
24	PALANTIR TECHNOLOGIES INC-A	COM	$1.03B	7055353	0.67%	DFND
25	CATERPILLAR INC	COM	$930.8M	1313890	0.61%	DFND
26	CHEVRON CORP	COM	$911.9M	4407428	0.59%	DFND
27	ABBVIE INC	COM	$851.4M	3914633	0.55%	DFND
28	PROCTER & GAMBLE CO/THE	COM	$810.6M	5612228	0.53%	DFND
29	CISCO SYSTEMS INC	COM	$798.2M	10287579	0.52%	DFND
30	HOME DEPOT INC	COM	$784.7M	2385787	0.51%	DFND
31	GOLDMAN SACHS GROUP INC	COM	$769.3M	909328	0.50%	DFND
32	MERCK & CO. INC.	COM	$754.1M	6269316	0.49%	DFND
33	BANK OF AMERICA CORP	COM	$743.6M	15252703	0.48%	DFND
34	COCA-COLA CO/THE	COM	$723.3M	9511059	0.47%	DFND
35	UNITEDHEALTH GROUP INC	COM	$707.4M	2614343	0.46%	DFND
36	LINDE PLC	COM	$687.0M	1385731	0.45%	DFND
37	LAM RESEARCH CORP	COM	$662.2M	3099313	0.43%	DFND
38	GENERAL ELECTRIC	COM	$642.1M	2262697	0.42%	DFND
39	APPLIED MATERIALS INC	COM	$638.0M	1866513	0.41%	DFND
40	WELLTOWER INC	COM	$628.3M	3177717	0.41%	DFND
41	MCDONALD'S CORP	COM	$590.9M	1901282	0.38%	DFND
42	VERIZON COMMUNICATIONS INC	COM	$575.5M	11463703	0.37%	DFND
43	INTL BUSINESS MACHINES CORP	COM	$569.2M	2348360	0.37%	DFND
44	ANALOG DEVICES INC	COM	$551.1M	1732139	0.36%	DFND
45	GE VERNOVA INC	COM	$550.7M	630862	0.36%	DFND
46	PEPSICO INC	COM	$550.3M	3543381	0.36%	DFND
47	RTX CORP	COM	$545.6M	2828195	0.35%	DFND
48	AT&T INC	COM	$544.4M	18777488	0.35%	DFND
49	AMGEN INC	COM	$541.1M	1537964	0.35%	DFND
50	ORACLE CORP	COM	$539.4M	3666848	0.35%	DFND

1–50 of 1,046

1 / 21

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.