Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $154B
1-Year Est. Return 29.96%
 

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
+29.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154B
AUM Growth
-$15.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1 +$238M
2 +$172M
3 +$109M
4
NU icon
Nu Holdings
NU
+$99.8M
5
OPCH icon
Option Care Health
OPCH
+$84.8M

Top Sells

1 +$515M
2 +$479M
3 +$391M
4
AMZN icon
Amazon
AMZN
+$280M
5
IAU icon
iShares Gold Trust
IAU
+$275M

Sector Composition

1 Technology 32.32%
2 Financials 11.8%
3 Communication Services 9.91%
4 Healthcare 9.78%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDA icon
1
NVIDIA
NVDA
$5.2T
$10.6B 6.84%
60,623,030
-2,612,853
AAPL icon
2
Apple
AAPL
$4.56T
$8.43B 5.46%
33,209,803
-1,979,747
MSFT icon
3
Microsoft
MSFT
$3.17T
$6.55B 4.24%
17,687,515
-933,958
AMZN icon
4
Amazon
AMZN
$2.69T
$5.13B 3.32%
24,620,350
-1,270,369
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.35T
$3.8B 2.46%
13,222,122
-664,413
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.31T
$3.47B 2.25%
12,089,745
-524,894
AVGO icon
7
Broadcom
AVGO
$2.27T
$3.44B 2.23%
11,116,332
-467,949
META icon
8
Meta Platforms (Facebook)
META
$1.58T
$2.9B 1.88%
5,076,431
-249,706
TSLA icon
9
Tesla
TSLA
$1.59T
$2.77B 1.8%
7,461,326
-263,413
JPM icon
10
JPMorgan Chase
JPM
$806B
$1.8B 1.16%
6,110,549
-364,413
GLDM icon
11
SPDR Gold MiniShares Trust
GLDM
$30.2B
$1.72B 1.12%
18,594,406
+206,914
LLY icon
12
Eli Lilly
LLY
$962B
$1.63B 1.06%
1,775,707
-80,425
XOM icon
13
Exxon Mobil
XOM
$632B
$1.59B 1.03%
9,352,140
-547,794
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.03T
$1.56B 1.01%
3,253,187
-168,357
JNJ icon
15
Johnson & Johnson
JNJ
$537B
$1.38B 0.9%
5,660,660
-285,675
WMT icon
16
Walmart Inc
WMT
$930B
$1.37B 0.89%
11,026,684
+330,076
IAUM icon
17
iShares Gold Trust Micro
IAUM
$6.97B
$1.25B 0.81%
26,834,927
+4,900,000
V icon
18
Visa
V
$594B
$1.23B 0.8%
4,083,557
-230,842
NFLX icon
19
Netflix
NFLX
$343B
$1.12B 0.73%
11,651,464
-448,444
AMD icon
20
Advanced Micro Devices
AMD
$885B
$1.07B 0.69%
5,268,393
-108,278
MA icon
21
Mastercard
MA
$417B
$1.05B 0.68%
2,099,454
-59,560
COST icon
22
Costco
COST
$427B
$1.05B 0.68%
1,049,993
-34,432
MU icon
23
Micron Technology
MU
$1.22T
$1.04B 0.67%
3,084,266
-401,636
PLTR icon
24
Palantir
PLTR
$341B
$1.03B 0.67%
7,055,353
-401,905
CAT icon
25
Caterpillar
CAT
$427B
$931M 0.6%
1,313,890
-38,584