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
ADP icon
126
Automatic Data Processing
ADP
$87.1B
$259M 0.15%
1,006,685
-25,862
BX icon
127
Blackstone
BX
$86.9B
$259M 0.15%
1,677,065
-26,238
LMT icon
128
Lockheed Martin
LMT
$154B
$257M 0.15%
532,316
-16,251
IQV icon
129
IQVIA
IQV
$29.6B
$255M 0.15%
1,132,072
+332,505
TRMB icon
130
Trimble
TRMB
$16.3B
$255M 0.15%
3,254,750
-200,251
CME icon
131
CME Group
CME
$117B
$253M 0.15%
926,722
-29,473
PH icon
132
Parker-Hannifin
PH
$128B
$250M 0.15%
284,259
-13,866
TOST icon
133
Toast
TOST
$17.1B
$250M 0.15%
7,032,895
-484,321
MCK icon
134
McKesson
MCK
$122B
$248M 0.15%
302,257
-16,454
ABNB icon
135
Airbnb
ABNB
$79.8B
$244M 0.14%
1,799,913
-117,881
TRV icon
136
Travelers Companies
TRV
$67.2B
$241M 0.14%
831,785
-66,570
MMM icon
137
3M
MMM
$83.5B
$241M 0.14%
1,505,360
-147,827
SBUX icon
138
Starbucks
SBUX
$110B
$231M 0.14%
2,749,008
-54,954
CVS icon
139
CVS Health
CVS
$102B
$228M 0.13%
2,868,224
-91,148
SO icon
140
Southern Company
SO
$108B
$226M 0.13%
2,587,127
-118,784
PSA icon
141
Public Storage
PSA
$54.6B
$222M 0.13%
856,292
-16,551
NET icon
142
Cloudflare
NET
$63B
$222M 0.13%
1,125,602
-150,449
REGN icon
143
Regeneron Pharmaceuticals
REGN
$83.6B
$220M 0.13%
285,031
-22,258
DUK icon
144
Duke Energy
DUK
$102B
$220M 0.13%
1,875,583
-109,460
MRSH
145
Marsh
MRSH
$90.3B
$216M 0.13%
1,163,607
-53,436
CI icon
146
Cigna
CI
$74.8B
$216M 0.13%
784,299
+5,816
NU icon
147
Nu Holdings
NU
$71.5B
$215M 0.13%
12,820,231
-874,928
IVV icon
148
iShares Core S&P 500 ETF
IVV
$743B
$214M 0.13%
312,943
+42,685
AMT icon
149
American Tower
AMT
$89B
$214M 0.13%
1,219,150
-23,464
TEM
150
Tempus AI
TEM
$9.19B
$207M 0.12%
3,504,823
+41,728