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
HON icon
76
Honeywell
HON
$141B
$405M 0.26%
1,791,939
-87,197
PFE icon
77
Pfizer
PFE
$144B
$403M 0.26%
14,366,414
-765,037
ABT icon
78
Abbott
ABT
$152B
$391M 0.25%
3,808,243
-216,883
UBER icon
79
Uber
UBER
$146B
$373M 0.24%
5,182,418
-1,439,580
SNPS icon
80
Synopsys
SNPS
$95.4B
$371M 0.24%
936,570
-40,352
COIN icon
81
Coinbase
COIN
$43B
$361M 0.23%
2,068,710
-136,532
PANW icon
82
Palo Alto Networks
PANW
$227B
$360M 0.23%
2,248,434
+171,808
DHR icon
83
Danaher
DHR
$126B
$357M 0.23%
1,880,953
-222,495
ROK icon
84
Rockwell Automation
ROK
$51.4B
$352M 0.23%
981,885
+3,886
COP icon
85
ConocoPhillips
COP
$145B
$350M 0.23%
2,650,661
-159,282
SCHW icon
86
Charles Schwab
SCHW
$151B
$334M 0.22%
3,552,425
-271,172
MELI icon
87
Mercado Libre
MELI
$83.1B
$325M 0.21%
187,916
-5,747
CMCSA icon
88
Comcast
CMCSA
$84B
$319M 0.21%
11,115,188
-613,921
UNP icon
89
Union Pacific
UNP
$156B
$319M 0.21%
1,314,265
-67,234
BKNG icon
90
Booking.com
BKNG
$128B
$319M 0.21%
1,892,850
-733,125
IAU icon
91
iShares Gold Trust
IAU
$69B
$319M 0.21%
3,614,120
-2,994,795
BLK icon
92
Blackrock
BLK
$154B
$318M 0.21%
330,315
-16,309
CB icon
93
Chubb
CB
$121B
$317M 0.2%
971,185
-54,846
LOW icon
94
Lowe's Companies
LOW
$116B
$312M 0.2%
1,319,033
-38,905
LMT icon
95
Lockheed Martin
LMT
$118B
$306M 0.2%
505,807
-26,509
NEM icon
96
Newmont
NEM
$115B
$303M 0.2%
2,802,902
-159,149
ICE icon
97
Intercontinental Exchange
ICE
$78.3B
$294M 0.19%
1,868,957
-222,423
INTU icon
98
Intuit
INTU
$85.2B
$290M 0.19%
671,247
-65,708
SPGI icon
99
S&P Global
SPGI
$122B
$289M 0.19%
680,147
-37,602
CRWD icon
100
CrowdStrike
CRWD
$190B
$289M 0.19%
740,275
-17,926