Funds holding Sumitomo Mitsui Trust Group Inc
ISIN US86562X1063 · Japan · LEI 353800P843RLCDBLNT17
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 1.5M $
A single tracked fund declares this company. So these figures do not say who owns it.
This issuer has other securities: Sumitomo Mitsui Trust Group Inc (JP3892100003)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 176,530 | 1.5M $ | 0.05 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 0.05 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | -1 | 176,530 | +37.1 % |
| 2026Q2 | 2 | +1 | 128,716 | +7,168.0 % |
| 2026Q1 | 1 | 1,771 |
Institutional managers
8 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| GREAT LAKES ADVISORS, LLC | 580,658 | 3.7M $ | as of Mar 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | 366,185 | 2.4K $ | as of Mar 31, 2026 |
| CHICAGO TRUST Co NA | 92,605 | 570.7K $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 88,818 | 547.4K $ | as of Mar 31, 2026 |
| RHUMBLINE ADVISERS | 59,641 | 383.5K $ | as of Mar 31, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 30,012 | 184.9K $ | as of Mar 31, 2026 |
| GAMMA Investing LLC | 16,810 | 108.1K $ | as of Mar 31, 2026 |
| Salomon & Ludwin, LLC | 1,199 | 7.8K $ | as of Mar 31, 2026 |
Funds holding the debt of Sumitomo Mitsui Trust Group Inc
14 funds declare 14 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Victory Core Plus Intermediate Bond Fund | 1 | 4.5M $ | as of Jul 31, 2026 |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | 1 | 3.4M $ | as of May 31, 2026 |
| PIMCO Sector Fund Series - I | 1 | 1.9M $ | as of Jun 30, 2026 |
| Invesco Corporate Bond Fund | 1 | 1.6M $ | as of May 31, 2026 |
| VictoryShares Core Plus Bond ETF | 1 | 1.4M $ | as of Jun 30, 2026 |
| Payden Corporate Bond Fund | 1 | 844.9K $ | as of Jul 31, 2026 |
| Goldman Sachs Investment Grade Credit Fund | 1 | 682.9K $ | as of Jun 30, 2026 |
| Corporate Bond Portfolio | 1 | 615.2K $ | as of Jun 30, 2026 |
| iShares Core Universal USD Bond ETF | 1 | 481.5K $ | as of Jul 31, 2026 |
| Invesco Core Plus Bond Fund | 1 | 353K $ | as of May 31, 2026 |
| Invesco Total Return Bond ETF | 1 | 274.2K $ | as of Jul 31, 2026 |
| Invesco Core Bond Fund | 1 | 271.3K $ | as of Jul 31, 2026 |
| VictoryShares Corporate Bond ETF | 1 | 203.4K $ | as of Jun 30, 2026 |
| iShares Broad USD Investment Grade Corporate Bond ETF | 1 | 177.4K $ | as of May 31, 2026 |
Cite this page
Titelia. "Funds holding Sumitomo Mitsui Trust Group Inc". https://titelia.com/en/stocks/sumitomo-mitsui-trust-group-inc-US86562X1063