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Portfolio (Quarterly) Guide ↗

Sumitomo Mitsui Trust Group, Inc.

· CIK 0001475365
13F Portfolio $175.1B AUM 1,080 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1080 New
Page 33 of 54  ·  1,080 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GRAB GRAB HOLDINGS LTD - CL A Technology 3,955,914.0 $14.9M 0.01% NEW $3.77 -6.1%
642 H HYATT HOTELS CORP - CL A Consumer Cyclical 76,126.0 $14.8M 0.01% NEW $193.84 -5.6%
643 XP XP INC - CLASS A Financial Services 895,429.0 $14.6M 0.01% NEW $16.26 +1.7%
644 LAMR LAMAR ADVERTISING CO-A Real Estate 93,326.0 $14.6M 0.01% NEW $155.98 -1.3%
645 AEM AGNICO EAGLE MINES LTD Basic Materials 90,942.0 $14.1M 0.01% NEW $155.13 +33.9%
646 AHR AMERICAN HEALTHCARE REIT INC Real Estate 268,232.0 $14.0M 0.01% NEW $52.15 +5.8%
647 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 792,452.0 $13.6M 0.01% NEW $17.17 +8.9%
648 CRBG COREBRIDGE FINANCIAL INC Financial Services 466,165.0 $13.3M 0.01% NEW $28.63 +13.8%
649 JSC KASPI.KZ ADR 153,066.0 $13.3M 0.01% NEW $86.64
650 ARCT ARCTURUS THERAPEUTICS HOLDIN Healthcare 1,963,123.0 $13.2M 0.01% NEW $6.72 +53.0%
651 CPT CAMDEN PROPERTY TRUST Real Estate 113,186.0 $13.0M 0.01% NEW $114.49 -5.3%
652 YMM FULL TRUCK ALLIANCE -SPN ADR Technology 1,566,780.0 $12.7M 0.01% NEW $8.12 +7.1%
653 BVN CIA DE MINAS BUENAVENTUR-ADR Basic Materials 430,652.0 $12.6M 0.01% NEW $29.29 +16.0%
654 LUNR INTUITIVE MACHINES INC Industrials 585,786.0 $12.5M 0.01% NEW $21.39 -13.4%
655 FR FIRST INDUSTRIAL REALTY TR Real Estate 202,956.0 $12.4M 0.01% NEW $61.31 +2.4%
656 SONY SONY GROUP CORP - SP ADR Technology 618,437.0 $12.4M 0.01% NEW $20.06 +17.1%
657 WRD WERIDE INC-ADR Technology 2,103,875.0 $12.2M 0.01% NEW $5.82 +4.3%
658 CERS CERUS CORP Healthcare 4,139,532.0 $12.1M 0.01% NEW $2.92 -2.4%
659 PINS PINTEREST INC- CLASS A Communication Services 573,892.0 $12.1M 0.01% NEW $21.03 +11.2%
660 PAYP PAYPAY CORP Technology 838,253.0 $12.0M 0.01% NEW $14.33 +2.4%
Page 33 of 54  ·  1,080 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Financial Services 12.2%
Healthcare 9.5%
Communication Services 9.3%
Consumer Cyclical 9.2%
Industrials 8.1%
Consumer Defensive 4.2%
Real Estate 3.3%
Energy 2.7%
Utilities 2.3%