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
SLB icon
151
SLB Ltd
SLB
$85B
$200M 0.13%
3,887,548
-166,255
FCX icon
152
Freeport-McMoran
FCX
$102B
$199M 0.13%
3,384,552
-88,819
EOG icon
153
EOG Resources
EOG
$75.4B
$199M 0.13%
1,373,486
-59,714
GD icon
154
General Dynamics
GD
$91.1B
$197M 0.13%
573,390
-36,223
FDX icon
155
FedEx
FDX
$78.5B
$196M 0.13%
550,495
-23,056
TEM
156
Tempus AI
TEM
$8.53B
$196M 0.13%
4,326,313
+821,490
ADP icon
157
Automatic Data Processing
ADP
$92.4B
$195M 0.13%
957,397
-49,288
WMB icon
158
Williams Companies
WMB
$87.2B
$194M 0.13%
2,666,077
-130,227
HWM icon
159
Howmet Aerospace
HWM
$100B
$193M 0.13%
838,593
-105,291
PWR icon
160
Quanta Services
PWR
$107B
$193M 0.13%
351,618
-15,244
MRVL icon
161
Marvell Technology
MRVL
$264B
$193M 0.12%
1,943,820
-135,909
MDLZ icon
162
Mondelez International
MDLZ
$78.7B
$192M 0.12%
3,339,479
-193,603
QQQM icon
163
Invesco NASDAQ 100 ETF
QQQM
$97.2B
$191M 0.12%
803,930
-11,554
MRSH
164
Marsh
MRSH
$77.8B
$190M 0.12%
1,094,197
-69,410
ORLY icon
165
O'Reilly Automotive
ORLY
$72.4B
$188M 0.12%
2,033,362
-100,645
CMI icon
166
Cummins
CMI
$94.2B
$186M 0.12%
346,319
-15,267
CSX icon
167
CSX Corp
CSX
$86.3B
$186M 0.12%
4,538,988
-235,140
VTR icon
168
Ventas
VTR
$39B
$186M 0.12%
2,275,887
-234,579
BX icon
169
Blackstone
BX
$135B
$186M 0.12%
1,613,494
-63,571
PNC icon
170
PNC Financial Services
PNC
$88.7B
$184M 0.12%
883,587
-59,224
TOST icon
171
Toast
TOST
$14.5B
$182M 0.12%
6,859,633
-173,262
O icon
172
Realty Income
O
$55.7B
$182M 0.12%
2,968,288
-657,018
DLR icon
173
Digital Realty Trust
DLR
$65.8B
$181M 0.12%
1,004,878
-286,225
COHR icon
174
Coherent
COHR
$81.7B
$180M 0.12%
755,294
+749,424
NXPI icon
175
NXP Semiconductors
NXPI
$81.3B
$179M 0.12%
911,538
-6,837