Sumitomo Mitsui Trust Group Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$175M |
| 2 |
Amazon
AMZN
|
+$156M |
| 3 |
NVIDIA
NVDA
|
+$147M |
| 4 |
Mastercard
MA
|
+$121M |
| 5 |
Apple
AAPL
|
+$118M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Robinhood
HOOD
|
+$185M |
| 2 |
Palantir
PLTR
|
+$150M |
| 3 |
iShares Gold Trust
IAU
|
+$135M |
| 4 |
DFS
Discover Financial Services
DFS
|
+$96.4M |
| 5 |
Roblox
RBLX
|
+$88.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.05% |
| 2 | Financials | 13.07% |
| 3 | Consumer Discretionary | 10.39% |
| 4 | Communication Services | 10.07% |
| 5 | Healthcare | 9.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Automatic Data Processing
ADP
$100B
| $316M | 0.2% |
1,025,726
+11,986
| +1% | +$3.68M |
|
102
Lam Research
LRCX
$382B
| $315M | 0.2% |
3,235,709
+47,478
| +1% | +$3.77M |
|
103
Capital One
COF
$124B
| $313M | 0.19% |
1,469,557
+538,283
| +58% | +$100M |
|
104
T-Mobile US
TMUS
$193B
| $311M | 0.19% |
1,304,036
-97,484
| -7% | -$23.8M |
|
105
Stryker
SYK
$127B
| $309M | 0.19% |
781,548
+10,767
| +1% | +$4.03M |
|
106
iShares Gold Trust Micro
IAUM
$6.36B
| $307M | 0.19% |
9,300,000
+2,650,000
| +40% | +$86.8M |
|
107
Chubb
CB
$140B
| $306M | 0.19% |
1,056,109
+61,679
| +6% | +$17.7M |
|
108
ConocoPhillips
COP
$147B
| $305M | 0.19% |
3,395,546
+78,642
| +2% | +$7.08M |
|
109
Cencora
COR
$60.3B
| $304M | 0.19% |
1,012,479
+67
| +0% | +$19.3K |
|
110
TransDigm Group
TDG
$69.2B
| $299M | 0.19% |
196,866
+71,399
| +57% | +$100M |
|
111
KLA
KLAC
$275B
| $296M | 0.18% |
3,303,860
+48,200
| +1% | +$3.63M |
|
112
Sherwin-Williams
SHW
$78.3B
| $296M | 0.18% |
860,810
+24,049
| +3% | +$8.33M |
|
113
Lowe's Companies
LOW
$116B
| $293M | 0.18% |
1,319,887
+20,490
| +2% | +$4.57M |
|
114
Vertex Pharmaceuticals
VRTX
$121B
| $292M | 0.18% |
655,050
+11,063
| +2% | +$5.1M |
|
115
Emerson Electric
EMR
$82.9B
| $285M | 0.18% |
2,140,674
+10,321
| +0.5% | +$1.18M |
|
116
Autodesk
ADSK
$44.3B
| $285M | 0.18% |
921,142
+21,418
| +2% | +$6.08M |
|
117
Medtronic
MDT
$107B
| $281M | 0.17% |
3,219,006
+167,709
| +5% | +$14.2M |
|
118
Trimble
TRMB
$12.3B
| $275M | 0.17% |
3,616,416
-54,871
| -1% | -$3.69M |
|
119
Cloudflare
NET
$93B
| $273M | 0.17% |
1,396,266
-11,665
| -0.8% | -$1.69M |
|
120
DoorDash
DASH
$75.3B
| $273M | 0.17% |
1,108,014
+197,485
| +22% | +$39.6M |
|
121
American Tower
AMT
$77.7B
| $273M | 0.17% |
1,235,419
-8,920
| -0.7% | -$1.93M |
|
122
Realty Income
O
$61.2B
| $261M | 0.16% |
4,538,468
+49,160
| +1% | +$2.78M |
|
|
MRSH
123
Marsh
MRSH
$86.3B
| $260M | 0.16% |
1,189,513
+408
| +0% | +$92.1K |
|
124
CME Group
CME
$92.2B
| $260M | 0.16% |
942,163
-13,568
| -1% | -$3.69M |
|
125
Teradyne
TER
$54.8B
| $258M | 0.16% |
2,873,714
-83,335
| -3% | -$6.66M |
|
Similar funds
Sumitomo Mitsui Trust Group's Q2 2025 Portfolio in Review
As of Q2 2025, Sumitomo Mitsui Trust Group held 1,076 positions worth $160B, up 13% from $141B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Sumitomo Mitsui Trust Group's Q2 2025 filing shows 45 new, 603 increased, 347 reduced and 42 closed positions. Its largest new stake was Circle Internet Group: 340,065 shares worth $61.7M. The largest sale was Robinhood, an estimated $185M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Consumer Discretionary.
- Sumitomo Mitsui Trust Group's largest Q2 2025 buy was Circle Internet Group: 340,065 shares worth $61.7M.
- Sumitomo Mitsui Trust Group added most to Microsoft in Q2 2025, an estimated $175M increase.
- Sumitomo Mitsui Trust Group's biggest Q2 2025 reduction was Robinhood, cutting an estimated $185M.
- Sumitomo Mitsui Trust Group fully exited Discover Financial Services in Q2 2025, selling an estimated $96.4M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 31% of its $160B portfolio in Q2 2025.
- Sumitomo Mitsui Trust Group opened 45 new positions and closed 42 in Q2 2025.
- Sumitomo Mitsui Trust Group's portfolio value rose 13% quarter-over-quarter to $160B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2025, filed 31 Jul 2025.