Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.94%
 

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 Quarter Est. Return
1 Year Est. Return
+31.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Sells

1 +$492M
2 +$344M
3 +$227M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$223M
5
ANSS
Ansys
ANSS
+$183M

Sector Composition

1 Technology 34.26%
2 Financials 12.73%
3 Consumer Discretionary 10.4%
4 Communication Services 10.3%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FCX icon
226
Freeport-McMoran
FCX
$61.7B
$142M 0.08%
3,621,297
+32,107
CRSP icon
227
CRISPR Therapeutics
CRSP
$5.1B
$140M 0.08%
2,163,675
-251,163
APO icon
228
Apollo Global Management
APO
$76.5B
$140M 0.08%
1,051,306
+88,792
KMI icon
229
Kinder Morgan
KMI
$60.8B
$139M 0.08%
4,921,058
+162,859
FTNT icon
230
Fortinet
FTNT
$60.3B
$139M 0.08%
1,656,888
-109,928
SRE icon
231
Sempra
SRE
$61.8B
$139M 0.08%
1,543,070
+10,544
PCAR icon
232
PACCAR
PCAR
$55.4B
$139M 0.08%
1,410,729
+9,720
MPC icon
233
Marathon Petroleum
MPC
$58.2B
$138M 0.08%
717,430
-12,432
EQR icon
234
Equity Residential
EQR
$23.5B
$138M 0.08%
2,135,233
+38,637
IPGP icon
235
IPG Photonics
IPGP
$3.35B
$138M 0.08%
1,743,428
-31,232
WDAY icon
236
Workday
WDAY
$56.7B
$138M 0.08%
573,263
+3,547
TFC icon
237
Truist Financial
TFC
$59.5B
$138M 0.08%
3,013,779
-39,617
MANH icon
238
Manhattan Associates
MANH
$10.6B
$137M 0.08%
667,728
+314,112
BKR icon
239
Baker Hughes
BKR
$49.5B
$136M 0.08%
2,783,398
-155,626
VRT icon
240
Vertiv
VRT
$68.7B
$135M 0.08%
892,090
+74,127
KTOS icon
241
Kratos Defense & Security Solutions
KTOS
$12.8B
$134M 0.08%
1,469,820
-608,059
AXON icon
242
Axon Enterprise
AXON
$42.6B
$132M 0.08%
184,423
+5,953
RSG icon
243
Republic Services
RSG
$67.2B
$132M 0.08%
574,728
+11,221
TECH icon
244
Bio-Techne
TECH
$10.1B
$131M 0.08%
2,355,618
+5,906
MNST icon
245
Monster Beverage
MNST
$73.3B
$130M 0.08%
1,938,393
+79,120
BDX icon
246
Becton Dickinson
BDX
$55.4B
$130M 0.08%
696,028
+7,739
PSX icon
247
Phillips 66
PSX
$55.2B
$129M 0.07%
949,127
+7,559
ZBRA icon
248
Zebra Technologies
ZBRA
$12.8B
$129M 0.07%
433,247
-3,801
IDXX icon
249
Idexx Laboratories
IDXX
$60.1B
$128M 0.07%
200,480
-1,438
D icon
250
Dominion Energy
D
$53.6B
$127M 0.07%
2,072,525
+30,755