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
PG icon
26
Procter & Gamble
PG
$346B
$948M 0.55%
6,166,709
+23,765
AMD icon
27
Advanced Micro Devices
AMD
$354B
$945M 0.54%
5,841,074
+151,777
UNH icon
28
UnitedHealth
UNH
$299B
$927M 0.53%
2,684,641
-171,076
BAC icon
29
Bank of America
BAC
$392B
$900M 0.52%
17,438,466
+875,514
GS icon
30
Goldman Sachs
GS
$248B
$801M 0.46%
1,006,345
+5,718
CVX icon
31
Chevron
CVX
$302B
$759M 0.44%
4,890,326
+739,730
GE icon
32
GE Aerospace
GE
$315B
$757M 0.44%
2,516,614
+17,942
CSCO icon
33
Cisco
CSCO
$304B
$757M 0.44%
11,058,929
+102,698
COIN icon
34
Coinbase
COIN
$73.6B
$744M 0.43%
2,203,387
-436,818
IBM icon
35
IBM
IBM
$288B
$721M 0.42%
2,556,455
+51,201
LIN icon
36
Linde
LIN
$192B
$717M 0.41%
1,510,111
-13,026
UBER icon
37
Uber
UBER
$182B
$713M 0.41%
7,275,479
+1,077,303
CAT icon
38
Caterpillar
CAT
$269B
$705M 0.41%
1,478,346
-20,926
IAUM icon
39
iShares Gold Trust Micro
IAUM
$5.63B
$698M 0.4%
18,134,927
+8,834,927
KO icon
40
Coca-Cola
KO
$315B
$690M 0.4%
10,408,798
+198,886
APH icon
41
Amphenol
APH
$172B
$662M 0.38%
5,352,684
+221,457
IAU icon
42
iShares Gold Trust
IAU
$65.6B
$655M 0.38%
9,004,594
-6,757,603
ISRG icon
43
Intuitive Surgical
ISRG
$203B
$647M 0.37%
1,447,632
+10,214
WFC icon
44
Wells Fargo
WFC
$269B
$643M 0.37%
7,673,807
+165,240
CRM icon
45
Salesforce
CRM
$219B
$643M 0.37%
2,712,974
-11,450
MU icon
46
Micron Technology
MU
$266B
$643M 0.37%
3,841,475
-593,423
MCD icon
47
McDonald's
MCD
$222B
$629M 0.36%
2,068,249
+19,000
SHOP icon
48
Shopify
SHOP
$207B
$621M 0.36%
4,175,583
-1,055,674
MRK icon
49
Merck
MRK
$260B
$618M 0.36%
7,366,188
-70,408
RBLX icon
50
Roblox
RBLX
$66.7B
$618M 0.36%
4,459,443
-1,639,040