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Sumitomo Mitsui Trust Holdings, Inc.

CIK:0001475365
Asset Manager
$853B AUM
1,034 holdings
Tokyo, Japan
Founded:2002
13,947 employees
Latest filing:Jun 30, 2025

Sumitomo Mitsui Trust Holdings, Inc. is a publicly listed Japanese financial holding company headquartered in Chiyoda, Tokyo. Founded in 2002, it serves retail and wholesale customers with an extensive suite of services including asset management, financial brokerage, trust banking, and real estate services. Its main operating subsidiary is Sumitomo Mitsui Trust Bank, the largest trust company and fifth-largest bank in Japan by assets. The firm employs approximately 13,947 people and focuses on offering comprehensive solutions across six integrated business segments, leveraging deep expertise in finance and real estate to serve institutions, corporations, and individuals.

Investment Strategy

Sumitomo Mitsui Trust Holdings pursues a diversified financial services strategy spanning asset management, investment advisory, real estate, private equity, and banking. The firm aims to deliver specialized trust banking solutions, capitalizing on extensive domestic and global networks and expertise, while adopting rigorous environmental, social, and governance (ESG) standards. Their investment philosophy centers on sustainable growth, managing multi-asset portfolios with a strong focus on risk management, fiduciary duties, climate targets, and transition plans for scope 1-3 emissions. The group seeks attractive returns by integrating conventional asset classes with innovative products and advisory services, tailored to the evolving needs of clients across the retail and institutional spectrum.

Top Buys
N
NVDANVIDIA CORP
+$3.35B
M
MSFTMICROSOFT CORP
+$2.46B
A
AVGOBROADCOM INC
+$1.34B
M
METAMETA PLATFORMS INC-CLASS A
+$983.4M
A
AMZNAMAZON.COM INC
+$917.5M
Top Sells
A
AAPLAPPLE INC
-$489.4M
U
UNHUNITEDHEALTH GROUP INC
-$478.7M
L
LLYELI LILLY & CO
-$106.5M
C
CVXCHEVRON CORP
-$104.1M
B
BRK-BBERKSHIRE HATHAWAY INC-CL B
-$102.1M

Top Holdings

N
NVDANVIDIA CORP
+6.4%$10.26B
M
MSFTMICROSOFT CORP
+5.9%$9.40B
A
AAPLAPPLE INC
+4.7%$7.49B
A
AMZNAMAZON.COM INC
+3.6%$5.78B
M
METAMETA PLATFORMS INC-CLASS A
+2.7%$4.32B

Equity Positions (1,026)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORP6.39%$10.26B64,950,336$7.76$157.99+$3.35B
M
MSFT
MICROSOFT CORP5.86%$9.40B18,893,434$88.64$497.41+$2.46B
A
AAPL
APPLE INC4.67%$7.49B36,511,452$39.14$205.17-$489.4M
A
AMZN
AMAZON.COM INC3.60%$5.78B26,355,075$60.09$219.39+$917.5M
M
META
META PLATFORMS INC-CLASS A2.69%$4.32B5,854,998$116.81$738.09+$983.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+12.1%
SEMICONDUCTORS & RELATED DEVICES
+10.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.8%
ELECTRONIC COMPUTERS
+4.8%
SERVICES-BUSINESS SERVICES, NEC
+3.8%