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
ANET icon
101
Arista Networks
ANET
$220B
$285M 0.18%
2,324,992
-119,393
PGR icon
102
Progressive
PGR
$113B
$283M 0.18%
1,429,333
-377,735
CDNS icon
103
Cadence Design Systems
CDNS
$113B
$283M 0.18%
1,018,328
-23,274
SPG icon
104
Simon Property Group
SPG
$66B
$282M 0.18%
1,513,071
-4,048
CRCL
105
Circle Internet Group
CRCL
$22.4B
$278M 0.18%
2,917,764
+342,080
TMUS icon
106
T-Mobile US
TMUS
$196B
$278M 0.18%
1,323,170
-71,447
BMY icon
107
Bristol-Myers Squibb
BMY
$112B
$275M 0.18%
4,542,241
-662,879
VRTX icon
108
Vertex Pharmaceuticals
VRTX
$109B
$274M 0.18%
614,448
-40,022
ACN icon
109
Accenture
ACN
$109B
$274M 0.18%
1,380,039
-112,907
NU icon
110
Nu Holdings
NU
$56.6B
$273M 0.18%
18,979,529
+6,159,298
EMR icon
111
Emerson Electric
EMR
$78.9B
$267M 0.17%
2,034,712
-54,635
MDT icon
112
Medtronic
MDT
$100B
$264M 0.17%
3,043,427
-138,554
COF icon
113
Capital One
COF
$111B
$264M 0.17%
1,445,070
-84,499
CME icon
114
CME Group
CME
$91.3B
$262M 0.17%
887,114
-39,608
ADBE icon
115
Adobe
ADBE
$104B
$260M 0.17%
1,069,885
-70,377
NOW icon
116
ServiceNow
NOW
$122B
$259M 0.17%
2,478,497
-120,900
SYK icon
117
Stryker
SYK
$113B
$254M 0.16%
774,276
-40,695
SHW icon
118
Sherwin-Williams
SHW
$73.1B
$253M 0.16%
787,744
-34,090
COR icon
119
Cencora
COR
$51.3B
$252M 0.16%
803,492
-74,396
RBLX icon
120
Roblox
RBLX
$31.3B
$252M 0.16%
4,451,881
+416,206
ADSK icon
121
Autodesk
ADSK
$48.5B
$247M 0.16%
1,032,443
+85,967
TRMB icon
122
Trimble
TRMB
$12.9B
$245M 0.16%
3,756,603
+501,853
MCK icon
123
McKesson
MCK
$88.9B
$243M 0.16%
281,119
-21,138
SPOT icon
124
Spotify
SPOT
$100B
$242M 0.16%
499,856
-27,586
PH icon
125
Parker-Hannifin
PH
$107B
$241M 0.16%
268,694
-15,565