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
BSX icon
101
Boston Scientific
BSX
$113B
$330M 0.19%
3,457,461
-119,283
CMCSA icon
102
Comcast
CMCSA
$112B
$328M 0.19%
11,729,109
+669,231
LOW icon
103
Lowe's Companies
LOW
$145B
$327M 0.19%
1,357,938
+21,249
RBLX icon
104
Roblox
RBLX
$47.5B
$327M 0.19%
4,035,675
-423,768
CDNS icon
105
Cadence Design Systems
CDNS
$82B
$326M 0.19%
1,041,602
-16,300
ROKU icon
106
Roku
ROKU
$13.9B
$322M 0.19%
2,969,252
-719,366
ANET icon
107
Arista Networks
ANET
$157B
$320M 0.19%
2,444,385
-74,420
CB icon
108
Chubb
CB
$132B
$320M 0.19%
1,026,031
-31,167
UNP icon
109
Union Pacific
UNP
$158B
$320M 0.19%
1,381,499
-66,135
SPOT icon
110
Spotify
SPOT
$104B
$306M 0.18%
527,442
-43,078
MDT icon
111
Medtronic
MDT
$126B
$306M 0.18%
3,181,981
-29,238
VRTX icon
112
Vertex Pharmaceuticals
VRTX
$123B
$297M 0.17%
654,470
-46,203
COR icon
113
Cencora
COR
$72.5B
$297M 0.17%
877,888
-35,834
NEM icon
114
Newmont
NEM
$129B
$296M 0.17%
2,962,051
-216,647
SYK icon
115
Stryker
SYK
$148B
$286M 0.17%
814,971
+19,983
TMUS icon
116
T-Mobile US
TMUS
$238B
$283M 0.17%
1,394,617
-23,147
SPG icon
117
Simon Property Group
SPG
$66.1B
$281M 0.16%
1,517,119
-12,056
BMY icon
118
Bristol-Myers Squibb
BMY
$125B
$281M 0.16%
5,205,120
-54,846
ADSK icon
119
Autodesk
ADSK
$52.4B
$280M 0.16%
946,476
+4,845
EMR icon
120
Emerson Electric
EMR
$85.5B
$277M 0.16%
2,089,347
-51,737
DASH icon
121
DoorDash
DASH
$76.2B
$277M 0.16%
1,224,310
+86,369
CEG icon
122
Constellation Energy
CEG
$118B
$269M 0.16%
760,763
-15,517
SHW icon
123
Sherwin-Williams
SHW
$88.2B
$266M 0.16%
821,834
-37,029
COP icon
124
ConocoPhillips
COP
$145B
$263M 0.15%
2,809,943
-578,965
TDG icon
125
TransDigm Group
TDG
$74.3B
$262M 0.15%
196,768
-4,968