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
GEV icon
76
GE Vernova
GEV
$227B
$430M 0.25%
657,457
-24,642
EQIX icon
77
Equinix
EQIX
$94.9B
$414M 0.24%
540,817
-3,645
PGR icon
78
Progressive
PGR
$125B
$412M 0.24%
1,807,068
+97,275
GILD icon
79
Gilead Sciences
GILD
$186B
$401M 0.24%
3,269,117
-60,405
ACN icon
80
Accenture
ACN
$127B
$401M 0.24%
1,492,946
-116,666
TJX icon
81
TJX Companies
TJX
$177B
$399M 0.23%
2,599,294
-105,654
ADBE icon
82
Adobe
ADBE
$111B
$399M 0.23%
1,140,262
-238,867
NOW icon
83
ServiceNow
NOW
$118B
$398M 0.23%
2,599,397
-75,388
TXN icon
84
Texas Instruments
TXN
$184B
$396M 0.23%
2,283,341
-42,618
KLAC icon
85
KLA
KLAC
$189B
$396M 0.23%
325,607
-6,791
MELI icon
86
Mercado Libre
MELI
$86.9B
$390M 0.23%
193,663
-18,877
APP icon
87
Applovin
APP
$148B
$389M 0.23%
576,709
-42,495
NEE icon
88
NextEra Energy
NEE
$193B
$383M 0.23%
4,774,280
-178,729
PANW icon
89
Palo Alto Networks
PANW
$127B
$383M 0.22%
2,076,626
-5,312
SCHW icon
90
Charles Schwab
SCHW
$170B
$382M 0.22%
3,823,597
-178,816
ROK icon
91
Rockwell Automation
ROK
$46.3B
$381M 0.22%
977,999
-19,191
PFE icon
92
Pfizer
PFE
$151B
$377M 0.22%
15,131,451
-483,467
SPGI icon
93
S&P Global
SPGI
$132B
$375M 0.22%
717,749
-29,098
BLK icon
94
Blackrock
BLK
$166B
$371M 0.22%
346,624
-12,700
COF icon
95
Capital One
COF
$121B
$371M 0.22%
1,529,569
-56,817
DE icon
96
Deere & Co
DE
$171B
$369M 0.22%
793,104
+2,738
HON icon
97
Honeywell
HON
$157B
$367M 0.22%
1,879,136
-25,566
CRWD icon
98
CrowdStrike
CRWD
$98.7B
$355M 0.21%
758,201
-25,526
ICE icon
99
Intercontinental Exchange
ICE
$93.6B
$339M 0.2%
2,091,380
-64,633
ELV icon
100
Elevance Health
ELV
$64.9B
$333M 0.2%
949,000
+5,933