Sumitomo Mitsui Trust Group Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$175M |
| 2 |
Amazon
AMZN
|
+$156M |
| 3 |
NVIDIA
NVDA
|
+$147M |
| 4 |
Mastercard
MA
|
+$121M |
| 5 |
Apple
AAPL
|
+$118M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Robinhood
HOOD
|
+$185M |
| 2 |
Palantir
PLTR
|
+$150M |
| 3 |
iShares Gold Trust
IAU
|
+$135M |
| 4 |
DFS
Discover Financial Services
DFS
|
+$96.4M |
| 5 |
Roblox
RBLX
|
+$88.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.05% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.39% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
FedEx
FDX
$74.5B
| $118M | 0.07% |
520,857
-24,809
| -5% | -$5.43M |
|
252
Illumina
ILMN
$29.4B
| $118M | 0.07% |
1,234,823
+184,620
| +18% | +$15M |
|
253
CRISPR Therapeutics
CRSP
$4.58B
| $117M | 0.07% |
2,414,838
-125,051
| -5% | -$4.84M |
|
254
Keurig Dr Pepper
KDP
$40.4B
| $117M | 0.07% |
3,551,777
+245,765
| +7% | +$8.31M |
|
255
Exelon
EXC
$48.6B
| $117M | 0.07% |
2,688,783
+246,766
| +10% | +$11M |
|
256
Monster Beverage
MNST
$91.4B
| $116M | 0.07% |
1,859,273
+36,204
| +2% | +$2.21M |
|
257
Sempra
SRE
$60.8B
| $116M | 0.07% |
1,532,526
+89,122
| +6% | +$6.62M |
|
258
TSMC
TSM
$2.09T
| $115M | 0.07% |
509,775
+2,905
| +0.6% | +$538K |
|
259
Dominion Energy
D
$62.5B
| $115M | 0.07% |
2,041,770
-67,667
| -3% | -$3.71M |
|
260
Baker Hughes
BKR
$56.8B
| $113M | 0.07% |
2,939,024
+24,206
| +0.8% | +$913K |
|
261
Phillips 66
PSX
$82.9B
| $112M | 0.07% |
941,568
+17,247
| +2% | +$1.93M |
|
|
P
262
Everpure Inc
P
$24.8B
| $112M | 0.07% |
1,947,316
-62,894
| -3% | -$3.13M |
|
263
Copart
CPRT
$25.9B
| $111M | 0.07% |
2,262,850
+148,722
| +7% | +$8.32M |
|
264
General Motors
GM
$74.7B
| $111M | 0.07% |
2,254,492
-397,399
| -15% | -$18.8M |
|
265
Cognizant
CTSH
$21.5B
| $111M | 0.07% |
1,417,432
+38,917
| +3% | +$2.98M |
|
266
Genpact
G
$5.3B
| $110M | 0.07% |
2,501,688
+203,015
| +9% | +$9.19M |
|
267
Sun Communities
SUI
$15B
| $110M | 0.07% |
868,039
+81,521
| +10% | +$10.1M |
|
268
iShares MBS ETF
MBB
$39B
| $109M | 0.07% |
1,160,057
+14,070
| +1% | +$1.3M |
|
269
Ferguson
FERG
$44.7B
| $109M | 0.07% |
499,430
+6,842
| +1% | +$1.26M |
|
270
Idexx Laboratories
IDXX
$42.9B
| $108M | 0.07% |
201,918
+2,528
| +1% | +$1.21M |
|
271
Edwards Lifesciences
EW
$47.6B
| $108M | 0.07% |
1,375,336
+17,937
| +1% | +$1.34M |
|
272
Kimberly-Clark
KMB
$36.4B
| $107M | 0.07% |
826,933
+17,630
| +2% | +$2.39M |
|
273
Take-Two Interactive
TTWO
$43B
| $106M | 0.07% |
436,274
+13,917
| +3% | +$3.14M |
|
274
Guardant Health
GH
$19.5B
| $106M | 0.07% |
2,030,638
+673,411
| +50% | +$30.1M |
|
275
Verisk Analytics
VRSK
$26.4B
| $105M | 0.07% |
338,608
+4,536
| +1% | +$1.38M |
|
Similar funds
Sumitomo Mitsui Trust Group's Q2 2025 Portfolio in Review
As of Q2 2025, Sumitomo Mitsui Trust Group held 1,076 positions worth $160B, up 13% from $141B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Sumitomo Mitsui Trust Group's Q2 2025 filing shows 45 new, 603 increased, 347 reduced and 42 closed positions. Its largest new stake was Circle Internet Group: 340,065 shares worth $61.7M. The largest sale was Robinhood, an estimated $185M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.
- Sumitomo Mitsui Trust Group's largest Q2 2025 buy was Circle Internet Group: 340,065 shares worth $61.7M.
- Sumitomo Mitsui Trust Group added most to Microsoft in Q2 2025, an estimated $175M increase.
- Sumitomo Mitsui Trust Group's biggest Q2 2025 reduction was Robinhood, cutting an estimated $185M.
- Sumitomo Mitsui Trust Group fully exited Discover Financial Services in Q2 2025, selling an estimated $96.4M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 31% of its $160B portfolio in Q2 2025.
- Sumitomo Mitsui Trust Group opened 45 new positions and closed 42 in Q2 2025.
- Sumitomo Mitsui Trust Group's portfolio value rose 13% quarter-over-quarter to $160B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2025, filed 31 Jul 2025.