Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.93%
 

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
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$184M
3 +$173M
4
MA icon
Mastercard
MA
+$123M
5
AAPL icon
Apple
AAPL
+$120M

Top Sells

1 +$293M
2 +$174M
3 +$136M
4
RBLX icon
Roblox
RBLX
+$119M
5
DFS
Discover Financial Services
DFS
+$96.4M

Sector Composition

1 Technology 33.07%
2 Financials 13.07%
3 Consumer Discretionary 10.37%
4 Communication Services 10.07%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KR icon
226
Kroger
KR
$43B
$132M 0.08%
1,842,907
-155,705
TFC icon
227
Truist Financial
TFC
$56.3B
$131M 0.08%
3,053,396
+36,038
URI icon
228
United Rentals
URI
$53.3B
$131M 0.08%
173,710
+4,424
SLB icon
229
SLB Ltd
SLB
$54B
$131M 0.08%
3,865,493
-1,521,206
IRDM icon
230
Iridium Communications
IRDM
$1.74B
$130M 0.08%
4,315,763
+422,618
PAYX icon
231
Paychex
PAYX
$40B
$130M 0.08%
892,527
+7,121
IQV icon
232
IQVIA
IQV
$35.6B
$127M 0.08%
808,887
-230,932
TGT icon
233
Target
TGT
$40.9B
$127M 0.08%
1,288,887
+79,839
FCNCA icon
234
First Citizens BancShares
FCNCA
$23.2B
$127M 0.08%
64,826
+2,949
TEL icon
235
TE Connectivity
TEL
$70.6B
$126M 0.08%
746,405
-6,537
FAST icon
236
Fastenal
FAST
$46.7B
$125M 0.08%
2,971,285
+60,507
LNG icon
237
Cheniere Energy
LNG
$44.4B
$125M 0.08%
511,252
-12,493
CMI icon
238
Cummins
CMI
$65.2B
$124M 0.08%
378,963
-6,924
AMP icon
239
Ameriprise Financial
AMP
$42.2B
$123M 0.08%
229,794
+10,768
OKE icon
240
Oneok
OKE
$42.5B
$122M 0.08%
1,499,792
-51,863
AIG icon
241
American International
AIG
$41.4B
$122M 0.08%
1,426,024
-92,098
IPGP icon
242
IPG Photonics
IPGP
$3.65B
$122M 0.08%
1,774,660
+819,575
HDB icon
243
HDFC Bank
HDB
$183B
$122M 0.08%
3,170,256
+535,564
MPC icon
244
Marathon Petroleum
MPC
$58.1B
$121M 0.08%
729,862
+2,648
TECH icon
245
Bio-Techne
TECH
$8.91B
$121M 0.08%
2,349,712
+319,177
MET icon
246
MetLife
MET
$49.8B
$120M 0.07%
1,489,989
+161,392
GWW icon
247
W.W. Grainger
GWW
$45B
$119M 0.07%
114,656
+8,687
EXR icon
248
Extra Space Storage
EXR
$28B
$119M 0.07%
805,605
+10,140
BDX icon
249
Becton Dickinson
BDX
$50.3B
$119M 0.07%
688,289
+13,340
DDOG icon
250
Datadog
DDOG
$64.6B
$119M 0.07%
882,551
+9,296