Sumitomo Mitsui Trust Group, Inc. Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$170.3B

Holdings

1,049

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,049 positions)

#StockSharesValue% PortfolioType
201
PWRQUANTA SERVICES INC
366,862$154.8B90.93%
202
TELTE CONNECTIVITY PLC
675,869$153.8B90.30%
203
MNSTMONSTER BEVERAGE CORP
1,994,366$152.9B89.80%
204
PCARPACCAR INC
1,396,150$152.9B89.79%
205
WDCWESTERN DIGITAL CORP
887,059$152.8B89.74%
206
HLTHILTON WORLDWIDE HOLDINGS IN
528,127$151.7B89.09%
207
NSCNORFOLK SOUTHERN CORP
524,668$151.5B88.96%
208
DKNGDRAFTKINGS INC-CL A
4,370,903$150.6B88.46%
209
EOGEOG RESOURCES INC
1,433,200$150.5B88.39%
210
TFCTRUIST FINANCIAL CORP
3,053,939$150.3B88.26%
211
AJGARTHUR J GALLAGHER & CO
575,690$149.0B87.50%
212
CLCOLGATE-PALMOLIVE CO
1,878,388$148.4B87.17%
213
SOFISOFI TECHNOLOGIES INC
5,533,208$144.9B85.07%
214
STXSEAGATE TECHNOLOGY HOLDINGS
518,806$142.9B83.91%
215
IDXXIDEXX LABORATORIES INC
209,106$141.5B83.08%
216
AFLAFLAC INC
1,282,526$141.4B83.06%
217
APOAPOLLO GLOBAL MANAGEMENT INC
968,706$140.2B82.35%
218
APDAIR PRODUCTS & CHEMICALS INC
565,469$139.7B82.03%
219
ROSTROSS STORES INC
774,791$139.6B81.97%
220
TECHBIO-TECHNE CORP
2,368,162$139.3B81.79%
221
WBDWARNER BROS DISCOVERY INC
4,825,020$139.1B81.67%
222
CTVACORTEVA INC
2,064,508$138.4B81.27%
223
PTCPTC INC
792,909$138.1B81.12%
224
ZTSZOETIS INC
1,096,272$137.9B81.01%
225
FCNCAFIRST CITIZENS BCSHS -CL A
64,204$137.8B80.92%
226
AZOAUTOZONE INC
40,148$136.2B79.97%
227
VRTVERTIV HOLDINGS CO-A
837,646$135.7B79.70%
228
SESEA LTD-ADR
1,053,710$134.4B78.94%
229
ALSALLSTATE CORP
642,655$133.8B78.56%
230
BMNRBITMINE IMMERSION TECHNOLOGI
4,916,195$133.5B78.39%
231
AVBAVALONBAY COMMUNITIES INC
729,002$132.2B77.62%
232
DYHTARGET CORP
1,351,575$132.1B77.59%
233
SRESEMPRA
1,494,717$132.0B77.50%
234
EQREQUITY RESIDENTIAL
2,085,184$131.4B77.20%
235
URIUNITED RENTALS INC
161,724$130.9B76.87%
236
ROPROPER TECHNOLOGIES INC
292,806$130.3B76.54%
237
ALNYALNYLAM PHARMACEUTICALS INC
327,763$130.3B76.54%
238
BDXBECTON DICKINSON AND CO
665,496$129.2B75.85%
239
TSMTAIWAN SEMICONDUCTOR-SP ADR
423,334$128.6B75.55%
240
VSTVISTRA CORP
796,288$128.5B75.45%
241
FTNTFORTINET INC
1,615,265$128.3B75.33%
242
KMIKINDER MORGAN INC
4,640,291$127.6B74.91%
243
VICIVICI PROPERTIES INC
4,448,323$125.1B73.46%
244
CAHCARDINAL HEALTH INC
603,554$124.0B72.84%
245
IPGPIPG PHOTONICS CORP
1,724,502$123.5B72.51%
246
FASTFASTENAL CO
3,071,461$123.3B72.39%
247
CVNACARVANA CO
291,725$123.1B72.30%
248
EAELECTRONIC ARTS INC
600,261$122.7B72.03%
249
BKRBAKER HUGHES CO
2,684,317$122.2B71.79%
250
BEAMBEAM THERAPEUTICS INC
4,409,300$122.2B71.78%
251
TTWOTAKE-TWO INTERACTIVE SOFTWRE
475,623$121.8B71.52%
252
GGENPACT LTD
2,594,152$121.4B71.27%
253
CBRECBRE GROUP INC - A
747,165$120.1B70.55%
254
DDOGDATADOG INC - CLASS A
876,670$119.2B70.02%
255
PSTGPURE STORAGE INC - CLASS A
1,759,594$117.9B69.25%
256
DDOMINION ENERGY INC
2,012,046$117.9B69.23%
257
HDBHDFC BANK LTD-ADR
3,219,373$117.6B69.09%
258
PSXPHILLIPS 66
907,130$117.1B68.75%
259
FFORD MOTOR CO
8,906,562$116.9B68.63%
260
WDAYWORKDAY INC-CLASS A
543,953$116.8B68.61%
261
RSGREPUBLIC SERVICES INC
550,902$116.8B68.57%
262
PEOEXELON CORP
2,667,995$116.3B68.30%
263
GWWWW GRAINGER INC
114,400$115.4B67.79%
264
MANHMANHATTAN ASSOCIATES INC
660,480$114.5B67.22%
265
EWEDWARDS LIFESCIENCES CORP
1,341,925$114.4B67.18%
266
CTSHCOGNIZANT TECH SOLUTIONS-A
1,370,481$113.7B66.80%
267
VLOVALERO ENERGY CORP
693,742$112.9B66.32%
268
AIGAMERICAN INTERNATIONAL GROUP
1,317,303$112.7B66.18%
269
XELXCEL ENERGY INC
1,519,637$112.2B65.92%
270
CMGCHIPOTLE MEXICAN GRILL INC
3,029,362$112.1B65.83%
271
MPCMARATHON PETROLEUM CORP
686,506$111.6B65.57%
272
A4SAMERIPRISE FINANCIAL INC
221,278$108.5B63.72%
273
AMEAMETEK INC
527,119$108.2B63.56%
274
MPWRMONOLITHIC POWER SYSTEMS INC
119,015$107.9B63.35%
275
EHCENCOMPASS HEALTH CORP
1,010,608$107.3B63.00%
276
OKEONEOK INC
1,445,575$106.2B62.40%
277
YUMYUM! BRANDS INC
699,823$105.9B62.18%
278
PLMRPALOMAR HOLDINGS INC
785,165$105.8B62.14%
279
METMETLIFE INC
1,338,722$105.7B62.06%
280
FERGFERGUSON ENTERPRISES INC
465,892$103.7B60.91%
281
AXONAXON ENTERPRISE INC
182,066$103.4B60.73%
282
NDAQNASDAQ INC
1,057,649$102.7B60.33%
283
CRSPCRISPR THERAPEUTICS AG
1,958,111$102.7B60.30%
284
KDPKEURIG DR PEPPER INC
3,635,519$101.8B59.80%
285
PAYXPAYCHEX INC
906,403$101.7B59.72%
286
TMETENCENT MUSIC ENTERTAINM-ADR
5,764,321$101.0B59.34%
287
DELLDELL TECHNOLOGIES -C
797,619$100.4B58.97%
288
DHIDR HORTON INC
690,955$99.5B58.45%
289
PINSPINTEREST INC- CLASS A
3,842,640$99.5B58.43%
290
ACGLARCH CAPITAL GROUP LTD
1,033,834$99.2B58.24%
291
AGGISHARES CORE U.S. AGGREGATE
992,594$99.1B58.22%
292
GEHCGE HEALTHCARE TECHNOLOGY
1,207,630$99.0B58.17%
293
MSCIMSCI INC
171,461$98.4B57.77%
294
EDCONSOLIDATED EDISON INC
986,144$97.9B57.52%
295
KTOSKRATOS DEFENSE & SECURITY
1,281,687$97.3B57.14%
296
HIGHARTFORD INSURANCE GROUP INC
704,215$97.0B56.99%
297
KRKROGER CO
1,548,979$96.8B56.84%
298
BLSHBULLISH
2,529,313$95.8B56.25%
299
NUENUCOR CORP
586,436$95.7B56.18%
300
SYYSYSCO CORP
1,282,801$94.5B55.52%
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