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
BKNG icon
51
Booking.com
BKNG
$132B
$563M 0.33%
105,039
-2,033
LRCX icon
52
Lam Research
LRCX
$271B
$555M 0.33%
3,243,886
-14,649
RTX icon
53
RTX Corp
RTX
$277B
$545M 0.32%
2,970,990
-107,664
UBER icon
54
Uber
UBER
$156B
$541M 0.32%
6,621,998
-653,481
IAU icon
55
iShares Gold Trust
IAU
$81.8B
$536M 0.32%
6,608,915
-2,395,679
DIS icon
56
Walt Disney
DIS
$183B
$534M 0.31%
4,695,338
-134,481
AMGN icon
57
Amgen
AMGN
$203B
$528M 0.31%
1,612,368
-43,704
PEP icon
58
PepsiCo
PEP
$229B
$521M 0.31%
3,630,035
-96,123
PLD icon
59
Prologis
PLD
$133B
$516M 0.3%
4,040,857
-175,000
C icon
60
Citigroup
C
$194B
$507M 0.3%
4,348,408
-179,535
AMAT icon
61
Applied Materials
AMAT
$279B
$506M 0.3%
1,970,454
-61,984
ABT icon
62
Abbott
ABT
$198B
$504M 0.3%
4,025,126
-165,633
COIN icon
63
Coinbase
COIN
$48.2B
$499M 0.29%
2,205,242
+1,855
PM icon
64
Philip Morris
PM
$286B
$496M 0.29%
3,093,382
-126,126
T icon
65
AT&T
T
$201B
$489M 0.29%
19,674,784
+1,541,730
INTU icon
66
Intuit
INTU
$121B
$488M 0.29%
736,955
-62,352
VZ icon
67
Verizon
VZ
$215B
$486M 0.29%
11,941,909
-36,128
DHR icon
68
Danaher
DHR
$146B
$482M 0.28%
2,103,448
-54,304
MS icon
69
Morgan Stanley
MS
$265B
$476M 0.28%
2,682,122
-107,529
SNPS icon
70
Synopsys
SNPS
$81.3B
$459M 0.27%
976,922
-14,965
ADI icon
71
Analog Devices
ADI
$172B
$456M 0.27%
1,680,574
-44,570
BA icon
72
Boeing
BA
$180B
$437M 0.26%
2,010,431
-16,465
TER icon
73
Teradyne
TER
$47.6B
$436M 0.26%
2,253,564
-547,994
ETN icon
74
Eaton
ETN
$138B
$434M 0.26%
1,363,690
-42,819
INTC icon
75
Intel
INTC
$215B
$430M 0.25%
11,662,576
+759,951