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
CVX icon
26
Chevron
CVX
$378B
$912M 0.59%
4,407,428
-219,017
ABBV icon
27
AbbVie
ABBV
$384B
$851M 0.55%
3,914,633
-188,212
PG icon
28
Procter & Gamble
PG
$326B
$811M 0.52%
5,612,228
-317,497
CSCO icon
29
Cisco
CSCO
$499B
$798M 0.52%
10,287,579
-489,140
HD icon
30
Home Depot
HD
$312B
$785M 0.51%
2,385,787
-149,936
GS icon
31
Goldman Sachs
GS
$307B
$769M 0.5%
909,328
-43,009
MRK icon
32
Merck
MRK
$283B
$754M 0.49%
6,269,316
-702,485
BAC icon
33
Bank of America
BAC
$372B
$744M 0.48%
15,252,703
-1,081,912
KO icon
34
Coca-Cola
KO
$339B
$723M 0.47%
9,511,059
-507,956
UNH icon
35
UnitedHealth
UNH
$342B
$707M 0.46%
2,614,343
-56,548
LIN icon
36
Linde
LIN
$235B
$687M 0.44%
1,385,731
-94,303
ISRG icon
37
Intuitive Surgical
ISRG
$144B
$676M 0.44%
1,465,816
+45,359
LRCX icon
38
Lam Research
LRCX
$430B
$662M 0.43%
3,099,313
-144,573
GE icon
39
GE Aerospace
GE
$328B
$642M 0.42%
2,262,697
-127,615
AMAT icon
40
Applied Materials
AMAT
$398B
$638M 0.41%
1,866,513
-103,941
WELL icon
41
Welltower
WELL
$141B
$628M 0.41%
3,177,717
-7,623
MCD icon
42
McDonald's
MCD
$194B
$591M 0.38%
1,901,282
-81,500
VZ icon
43
Verizon
VZ
$195B
$575M 0.37%
11,463,703
-478,206
IBM icon
44
IBM
IBM
$287B
$569M 0.37%
2,348,360
-91,570
ADI icon
45
Analog Devices
ADI
$213B
$551M 0.36%
1,732,139
+51,565
GEV icon
46
GE Vernova
GEV
$258B
$551M 0.36%
630,862
-26,595
PEP icon
47
PepsiCo
PEP
$195B
$550M 0.36%
3,543,381
-86,654
RTX icon
48
RTX Corp
RTX
$232B
$546M 0.35%
2,828,195
-142,795
T icon
49
AT&T
T
$164B
$544M 0.35%
18,777,488
-897,296
AMGN icon
50
Amgen
AMGN
$183B
$541M 0.35%
1,537,964
-74,404