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
BAC icon
26
Bank of America
BAC
$360B
$898M 0.53%
16,334,615
-1,103,851
UNH icon
27
UnitedHealth
UNH
$262B
$882M 0.52%
2,670,891
-13,750
HD icon
28
Home Depot
HD
$369B
$873M 0.51%
2,535,723
-101,593
PG icon
29
Procter & Gamble
PG
$371B
$850M 0.5%
5,929,725
-236,984
GS icon
30
Goldman Sachs
GS
$259B
$837M 0.49%
952,337
-54,008
CSCO icon
31
Cisco
CSCO
$312B
$830M 0.49%
10,776,719
-282,210
ISRG icon
32
Intuitive Surgical
ISRG
$177B
$804M 0.47%
1,420,457
-27,175
CAT icon
33
Caterpillar
CAT
$336B
$775M 0.46%
1,352,474
-125,872
ORCL icon
34
Oracle
ORCL
$428B
$753M 0.44%
3,864,536
-941,812
GE icon
35
GE Aerospace
GE
$350B
$736M 0.43%
2,390,312
-126,302
MRK icon
36
Merck
MRK
$300B
$734M 0.43%
6,971,801
-394,387
IBM icon
37
IBM
IBM
$229B
$723M 0.42%
2,439,930
-116,525
CVX icon
38
Chevron
CVX
$374B
$705M 0.41%
4,626,445
-263,881
KO icon
39
Coca-Cola
KO
$341B
$700M 0.41%
10,019,015
-389,783
HOOD icon
40
Robinhood
HOOD
$68.5B
$699M 0.41%
6,180,596
-962,171
WFC icon
41
Wells Fargo
WFC
$255B
$690M 0.41%
7,400,281
-273,526
APH icon
42
Amphenol
APH
$159B
$685M 0.4%
5,066,461
-286,223
CRM icon
43
Salesforce
CRM
$184B
$657M 0.39%
2,478,864
-234,110
TMO icon
44
Thermo Fisher Scientific
TMO
$191B
$634M 0.37%
1,094,733
-35,021
LIN icon
45
Linde
LIN
$236B
$631M 0.37%
1,480,034
-30,077
MCD icon
46
McDonald's
MCD
$237B
$606M 0.36%
1,982,782
-85,467
WELL icon
47
Welltower
WELL
$147B
$591M 0.35%
3,185,340
+16,150
SHOP icon
48
Shopify
SHOP
$159B
$569M 0.33%
3,533,102
-642,481
QCOM icon
49
Qualcomm
QCOM
$147B
$564M 0.33%
3,299,893
-75,721
AXP icon
50
American Express
AXP
$211B
$563M 0.33%
1,522,910
-75,833