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
AEP icon
176
American Electric Power
AEP
$69.2B
$179M 0.12%
1,366,768
-58,332
ROKU icon
177
Roku
ROKU
$18.8B
$177M 0.11%
1,874,369
-1,094,883
USB icon
178
US Bancorp
USB
$84.7B
$177M 0.11%
3,398,345
-219,820
ELV icon
179
Elevance Health
ELV
$84.5B
$177M 0.11%
602,920
-346,080
BNY
180
Bank of New York Mellon
BNY
$97B
$175M 0.11%
1,478,366
-94,736
UPS icon
181
United Parcel Service
UPS
$92.6B
$175M 0.11%
1,780,697
-66,149
PDD icon
182
Pinduoduo
PDD
$122B
$174M 0.11%
1,702,166
+19,972
DASH icon
183
DoorDash
DASH
$67.4B
$172M 0.11%
1,142,792
-81,518
MAR icon
184
Marriott International
MAR
$98.6B
$171M 0.11%
523,586
-31,796
JCI icon
185
Johnson Controls International
JCI
$86.6B
$171M 0.11%
1,303,869
-262,999
MSI icon
186
Motorola Solutions
MSI
$69B
$167M 0.11%
384,690
-23,117
HCA icon
187
HCA Healthcare
HCA
$81.5B
$167M 0.11%
351,897
-22,595
ABNB icon
188
Airbnb
ABNB
$79.7B
$164M 0.11%
1,298,924
-500,989
ITW icon
189
Illinois Tool Works
ITW
$71.5B
$164M 0.11%
628,818
-42,780
CRH icon
190
CRH
CRH
$71.2B
$162M 0.11%
1,544,283
-77,160
GM icon
191
General Motors
GM
$73.7B
$161M 0.1%
2,165,070
-149,209
VLO icon
192
Valero Energy
VLO
$76.7B
$161M 0.1%
651,440
-42,302
ROST icon
193
Ross Stores
ROST
$72.1B
$160M 0.1%
739,300
-35,491
XYZ
194
Block Inc
XYZ
$44.1B
$158M 0.1%
2,624,534
+25,067
BKR icon
195
Baker Hughes
BKR
$63.8B
$157M 0.1%
2,578,073
-106,244
MPC icon
196
Marathon Petroleum
MPC
$76.8B
$157M 0.1%
643,815
-42,691
IVV icon
197
iShares Core S&P 500 ETF
IVV
$840B
$157M 0.1%
240,533
-72,410
PSX icon
198
Phillips 66
PSX
$73.2B
$157M 0.1%
862,141
-44,989
APD icon
199
Air Products & Chemicals
APD
$62.2B
$157M 0.1%
540,057
-25,412
CCEP icon
200
Coca-Cola Europacific Partners
CCEP
$40.9B
$157M 0.1%
1,727,111
-263,652