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
DDOG icon
251
Datadog
DDOG
$56.1B
$126M 0.07%
883,639
+1,088
DHI icon
252
D.R. Horton
DHI
$46.4B
$126M 0.07%
741,211
-30,516
CMG icon
253
Chipotle Mexican Grill
CMG
$45.6B
$125M 0.07%
3,189,139
-33,474
EA icon
254
Electronic Arts
EA
$50.5B
$124M 0.07%
617,216
-34,835
VLO icon
255
Valero Energy
VLO
$53.9B
$124M 0.07%
730,568
+5,090
CBRE icon
256
CBRE Group
CBRE
$48.2B
$124M 0.07%
786,394
+73,896
KR icon
257
Kroger
KR
$44.6B
$124M 0.07%
1,836,723
-6,184
FDX icon
258
FedEx
FDX
$65B
$123M 0.07%
522,299
+1,442
ROST icon
259
Ross Stores
ROST
$57.4B
$123M 0.07%
806,081
+2,050
ILMN icon
260
Illumina
ILMN
$20.1B
$122M 0.07%
1,289,810
+54,987
TSM icon
261
TSMC
TSM
$1.51T
$122M 0.07%
436,861
-72,914
XEL icon
262
Xcel Energy
XEL
$48.6B
$122M 0.07%
1,512,540
+21,647
LNG icon
263
Cheniere Energy
LNG
$44.9B
$121M 0.07%
515,990
+4,738
TGT icon
264
Target
TGT
$41B
$121M 0.07%
1,350,638
+61,751
STX icon
265
Seagate
STX
$60.3B
$121M 0.07%
512,778
-259
FCNCA icon
266
First Citizens BancShares
FCNCA
$23.4B
$119M 0.07%
66,276
+1,450
BEAM icon
267
Beam Therapeutics
BEAM
$2.57B
$117M 0.07%
4,830,738
+101,294
TTWO icon
268
Take-Two Interactive
TTWO
$45.5B
$117M 0.07%
453,780
+17,506
EXC icon
269
Exelon
EXC
$47.5B
$116M 0.07%
2,571,531
-117,252
AMP icon
270
Ameriprise Financial
AMP
$42.3B
$114M 0.07%
232,192
+2,398
MET icon
271
MetLife
MET
$50.4B
$114M 0.07%
1,383,063
-106,926
DELL icon
272
Dell
DELL
$89.4B
$113M 0.07%
800,382
+63,924
AIG icon
273
American International
AIG
$41.1B
$113M 0.06%
1,434,728
+8,704
TTD icon
274
Trade Desk
TTD
$19.1B
$112M 0.06%
2,290,927
+283,593
PAYX icon
275
Paychex
PAYX
$40.2B
$112M 0.06%
883,185
-9,342