Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.42%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170B
AUM Growth
-$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,095
New
Increased
Reduced
Closed

Top Buys

1 +$157M
2 +$132M
3 +$98.8M
4
TME icon
Tencent Music
TME
+$88.6M
5
INSM icon
Insmed
INSM
+$79.5M

Top Sells

1 +$364M
2 +$358M
3 +$356M
4
TSLA icon
Tesla
TSLA
+$258M
5
MSFT icon
Microsoft
MSFT
+$249M

Sector Composition

1 Technology 33.88%
2 Financials 12.62%
3 Communication Services 10.46%
4 Consumer Discretionary 10.21%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.38T
$11.8B 6.93%
63,235,883
-1,958,209
AAPL icon
2
Apple
AAPL
$3.87T
$9.57B 5.62%
35,189,550
-1,327,588
MSFT icon
3
Microsoft
MSFT
$3T
$9.01B 5.29%
18,621,473
-496,868
AMZN icon
4
Amazon
AMZN
$2.24T
$5.98B 3.51%
25,890,719
-624,014
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$3.67T
$4.35B 2.55%
13,886,535
-478,065
AVGO icon
6
Broadcom
AVGO
$1.49T
$4.01B 2.35%
11,584,281
-522,604
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.67T
$3.96B 2.32%
12,614,639
-432,278
META icon
8
Meta Platforms (Facebook)
META
$1.66T
$3.52B 2.06%
5,326,137
-535,955
TSLA icon
9
Tesla
TSLA
$1.47T
$3.47B 2.04%
7,724,739
-582,821
JPM icon
10
JPMorgan Chase
JPM
$810B
$2.09B 1.23%
6,474,962
-334,455
LLY icon
11
Eli Lilly
LLY
$951B
$1.99B 1.17%
1,856,132
-102,900
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.04T
$1.72B 1.01%
3,421,544
+17,845
GLDM icon
13
SPDR Gold MiniShares Trust
GLDM
$33.1B
$1.57B 0.92%
18,387,492
-90,445
V icon
14
Visa
V
$617B
$1.51B 0.89%
4,314,399
-178,942
PLTR icon
15
Palantir
PLTR
$352B
$1.33B 0.78%
7,457,258
-712,258
MA icon
16
Mastercard
MA
$468B
$1.23B 0.72%
2,159,014
-74,375
JNJ icon
17
Johnson & Johnson
JNJ
$595B
$1.23B 0.72%
5,946,335
-233,153
WMT icon
18
Walmart Inc
WMT
$1.02T
$1.19B 0.7%
10,696,608
-621,670
XOM icon
19
Exxon Mobil
XOM
$633B
$1.19B 0.7%
9,899,934
-524,037
AMD icon
20
Advanced Micro Devices
AMD
$311B
$1.15B 0.68%
5,376,671
-464,403
NFLX icon
21
Netflix
NFLX
$413B
$1.13B 0.67%
12,099,908
-106,412
MU icon
22
Micron Technology
MU
$427B
$995M 0.58%
3,485,902
-355,573
IAUM icon
23
iShares Gold Trust Micro
IAUM
$8.03B
$943M 0.55%
21,934,927
+3,800,000
ABBV icon
24
AbbVie
ABBV
$414B
$937M 0.55%
4,102,845
-153,226
COST icon
25
Costco
COST
$447B
$935M 0.55%
1,084,425
-21,894