Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.94%
 

Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.

This Quarter Est. Return
1 Year Est. Return
+31.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Sells

1 +$492M
2 +$344M
3 +$227M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$223M
5
ANSS
Ansys
ANSS
+$183M

Sector Composition

1 Technology 34.26%
2 Financials 12.73%
3 Consumer Discretionary 10.4%
4 Communication Services 10.3%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.3T
$12.2B 7%
65,194,092
+243,756
MSFT icon
2
Microsoft
MSFT
$3.66T
$9.9B 5.7%
19,118,341
+224,907
AAPL icon
3
Apple
AAPL
$4.12T
$9.3B 5.35%
36,517,138
+5,686
AMZN icon
4
Amazon
AMZN
$2.49T
$5.82B 3.35%
26,514,733
+159,658
META icon
5
Meta Platforms (Facebook)
META
$1.63T
$4.31B 2.48%
5,862,092
+7,094
AVGO icon
6
Broadcom
AVGO
$1.9T
$3.99B 2.3%
12,106,885
+161,451
TSLA icon
7
Tesla
TSLA
$1.43T
$3.69B 2.13%
8,307,560
-183,823
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.86T
$3.49B 2.01%
14,364,600
+86,803
GOOG icon
9
Alphabet (Google) Class C
GOOG
$3.86T
$3.18B 1.83%
13,046,917
+127,002
JPM icon
10
JPMorgan Chase
JPM
$852B
$2.15B 1.24%
6,809,417
+31,421
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.71B 0.98%
3,403,699
+21,072
V icon
12
Visa
V
$645B
$1.53B 0.88%
4,493,341
+37,078
LLY icon
13
Eli Lilly
LLY
$963B
$1.49B 0.86%
1,959,032
+25,931
PLTR icon
14
Palantir
PLTR
$401B
$1.49B 0.86%
8,169,516
-758,553
NFLX icon
15
Netflix
NFLX
$456B
$1.46B 0.84%
12,206,320
+32,720
GLDM icon
16
SPDR Gold MiniShares Trust
GLDM
$23.8B
$1.41B 0.81%
18,477,937
+3,881,643
ORCL icon
17
Oracle
ORCL
$576B
$1.35B 0.78%
4,806,348
+151,870
MA icon
18
Mastercard
MA
$494B
$1.27B 0.73%
2,233,389
+76,106
XOM icon
19
Exxon Mobil
XOM
$489B
$1.18B 0.68%
10,423,971
+90,425
WMT icon
20
Walmart
WMT
$881B
$1.17B 0.67%
11,318,278
-178,987
JNJ icon
21
Johnson & Johnson
JNJ
$499B
$1.15B 0.66%
6,179,488
+21,819
HD icon
22
Home Depot
HD
$355B
$1.07B 0.61%
2,637,316
-10,075
COST icon
23
Costco
COST
$405B
$1.02B 0.59%
1,106,319
+9,636
HOOD icon
24
Robinhood
HOOD
$116B
$1.02B 0.59%
7,142,767
-2,404,902
ABBV icon
25
AbbVie
ABBV
$402B
$985M 0.57%
4,256,071
+66,358