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
BKNG icon
51
Booking.com
BKNG
$158B
$578M 0.33%
107,072
+894
WELL icon
52
Welltower
WELL
$143B
$565M 0.32%
3,169,190
-101,141
QCOM icon
53
Qualcomm
QCOM
$180B
$562M 0.32%
3,375,614
-134,693
ABT icon
54
Abbott
ABT
$224B
$561M 0.32%
4,190,759
+52,220
DIS icon
55
Walt Disney
DIS
$187B
$553M 0.32%
4,829,819
-82,592
TMO icon
56
Thermo Fisher Scientific
TMO
$222B
$548M 0.32%
1,129,754
+5,892
INTU icon
57
Intuit
INTU
$176B
$546M 0.31%
799,307
+5,908
AXP icon
58
American Express
AXP
$252B
$531M 0.31%
1,598,743
+4,080
VZ icon
59
Verizon
VZ
$173B
$526M 0.3%
11,978,037
+15,746
ETN icon
60
Eaton
ETN
$134B
$526M 0.3%
1,406,509
-27,807
PEP icon
61
PepsiCo
PEP
$203B
$523M 0.3%
3,726,158
-55,846
PM icon
62
Philip Morris
PM
$245B
$522M 0.3%
3,219,508
+43,507
RTX icon
63
RTX Corp
RTX
$235B
$515M 0.3%
3,078,654
-25,725
T icon
64
AT&T
T
$184B
$512M 0.29%
18,133,054
+248,567
MELI icon
65
Mercado Libre
MELI
$105B
$497M 0.29%
212,540
-8,090
NOW icon
66
ServiceNow
NOW
$169B
$492M 0.28%
534,957
+39,674
SNPS icon
67
Synopsys
SNPS
$77.6B
$489M 0.28%
991,887
+168,309
ADBE icon
68
Adobe
ADBE
$134B
$486M 0.28%
1,379,129
-19,974
PLD icon
69
Prologis
PLD
$119B
$483M 0.28%
4,215,857
-10,474
AMGN icon
70
Amgen
AMGN
$186B
$467M 0.27%
1,656,072
-45,938
C icon
71
Citigroup
C
$185B
$460M 0.26%
4,527,943
+45,746
APP icon
72
Applovin
APP
$203B
$445M 0.26%
619,204
+10,930
MS icon
73
Morgan Stanley
MS
$270B
$443M 0.26%
2,789,651
-49,861
BA icon
74
Boeing
BA
$144B
$437M 0.25%
2,026,896
+11,968
LRCX icon
75
Lam Research
LRCX
$196B
$436M 0.25%
3,258,535
+22,826