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 |
Tesla
TSLA
|
+$152M |
| 2 |
Coca-Cola Europacific Partners
CCEP
|
+$114M |
| 3 |
Genpact
G
|
+$114M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$90.7M |
| 5 |
Broadcom
AVGO
|
+$88.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
XYZ
Block Inc
XYZ
|
+$249M |
| 2 |
Robinhood
HOOD
|
+$231M |
| 3 |
Palantir
PLTR
|
+$151M |
| 4 |
Coca-Cola
KO
|
+$121M |
| 5 |
SoFi Technologies
SOFI
|
+$73.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.01% |
| 2 | Financials | 13.18% |
| 3 | Healthcare | 11.38% |
| 4 | Consumer Discretionary | 10.28% |
| 5 | Communication Services | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CVS Health
CVS
$137B
| $237M | 0.17% |
3,495,427
+40,734
| +1% | +$2.44M |
|
127
Simon Property Group
SPG
$74.5B
| $237M | 0.17% |
1,424,256
-53,950
| -4% | -$9.43M |
|
128
Autodesk
ADSK
$44.3B
| $236M | 0.17% |
899,724
+4,593
| +0.5% | +$1.31M |
|
129
Emerson Electric
EMR
$82.9B
| $234M | 0.17% |
2,130,353
-22,732
| -1% | -$2.74M |
|
130
Lam Research
LRCX
$382B
| $232M | 0.16% |
3,188,231
+27,708
| +0.9% | +$2.18M |
|
131
Duke Energy
DUK
$102B
| $228M | 0.16% |
1,872,969
+14,397
| +0.8% | +$1.64M |
|
132
Blackstone
BX
$104B
| $228M | 0.16% |
1,631,780
+19,885
| +1% | +$3.23M |
|
133
Public Storage
PSA
$60.2B
| $226M | 0.16% |
754,662
-14,503
| -2% | -$4.34M |
|
134
SLB Ltd
SLB
$77.8B
| $225M | 0.16% |
5,386,699
-6,299
| -0.1% | -$258K |
|
135
KLA
KLAC
$275B
| $221M | 0.16% |
3,255,660
+7,230
| +0.2% | +$521K |
|
136
Waste Management
WM
$95.9B
| $221M | 0.16% |
953,526
+1,222
| +0.1% | +$271K |
|
137
Invesco QQQ Trust
QQQ
$455B
| $213M | 0.15% |
454,577
+12,045
| +3% | +$6.12M |
|
138
McKesson
MCK
$98.5B
| $211M | 0.15% |
313,920
-6,787
| -2% | -$4.2M |
|
139
O'Reilly Automotive
ORLY
$72.4B
| $209M | 0.15% |
2,192,745
-61,770
| -3% | -$5.37M |
|
140
iShares Gold Trust Micro
IAUM
$6.36B
| $207M | 0.15% |
6,650,000
+1,200,000
| +22% | +$34.3M |
|
141
Altria Group
MO
$122B
| $206M | 0.15% |
3,427,252
+12,396
| +0.4% | +$677K |
|
142
GE Vernova
GEV
$270B
| $206M | 0.15% |
673,457
+3,517
| +0.5% | +$1.23M |
|
|
TEM
143
Tempus AI
TEM
$7.69B
| $205M | 0.15% |
4,255,477
+1,016,384
| +31% | +$54.9M |
|
144
iShares Core S&P 500 ETF
IVV
$876B
| $205M | 0.15% |
365,026
+42,390
| +13% | +$25M |
|
145
PayPal
PYPL
$49.5B
| $204M | 0.14% |
3,134,074
-32,674
| -1% | -$2.55M |
|
146
Pinduoduo
PDD
$118B
| $201M | 0.14% |
1,701,589
+39,242
| +2% | +$4.5M |
|
147
Digital Realty Trust
DLR
$73.7B
| $198M | 0.14% |
1,382,260
-88,530
| -6% | -$14.4M |
|
148
United Parcel Service
UPS
$97.6B
| $195M | 0.14% |
1,775,950
-1,529
| -0.1% | -$183K |
|
149
Arthur J. Gallagher & Co
AJG
$63.7B
| $195M | 0.14% |
564,304
+2,974
| +0.5% | +$939K |
|
150
Regeneron Pharmaceuticals
REGN
$68.8B
| $193M | 0.14% |
303,669
+1,053
| +0.3% | +$724K |
|
Similar funds
Sumitomo Mitsui Trust Group's Q1 2025 Portfolio in Review
As of Q1 2025, Sumitomo Mitsui Trust Group held 1,075 positions worth $141B, down 4.5% from $148B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Sumitomo Mitsui Trust Group's Q1 2025 filing shows 34 new, 471 increased, 467 reduced and 44 closed positions. Its largest new stake was Genpact: 2,298,673 shares worth $116M. The largest sale was Block Inc, an estimated $249M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 33% a quarter earlier, followed by Financials and Healthcare.
- Sumitomo Mitsui Trust Group's largest Q1 2025 buy was Genpact: 2,298,673 shares worth $116M.
- Sumitomo Mitsui Trust Group added most to Tesla in Q1 2025, an estimated $152M increase.
- Sumitomo Mitsui Trust Group's biggest Q1 2025 reduction was Block Inc, cutting an estimated $249M.
- Sumitomo Mitsui Trust Group fully exited Ferrari in Q1 2025, selling an estimated $60.1M.
- Sumitomo Mitsui Trust Group's ten largest holdings make up 28% of its $141B portfolio in Q1 2025.
- Sumitomo Mitsui Trust Group opened 34 new positions and closed 44 in Q1 2025.
- Sumitomo Mitsui Trust Group's portfolio value fell 4.5% quarter-over-quarter to $141B.
Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2025, filed 25 Apr 2025.