Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.42%
 

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
+29.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170B
AUM Growth
-$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,095
New
Increased
Reduced
Closed

Top Buys

1 +$157M
2 +$132M
3 +$98.8M
4
TME icon
Tencent Music
TME
+$88.6M
5
INSM icon
Insmed
INSM
+$79.5M

Top Sells

1 +$364M
2 +$358M
3 +$356M
4
TSLA icon
Tesla
TSLA
+$258M
5
MSFT icon
Microsoft
MSFT
+$249M

Sector Composition

1 Technology 33.88%
2 Financials 12.62%
3 Communication Services 10.46%
4 Consumer Discretionary 10.21%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TTWO icon
251
Take-Two Interactive
TTWO
$39.6B
$122M 0.07%
475,623
+21,843
G icon
252
Genpact
G
$6.93B
$121M 0.07%
2,594,152
+9,546
CBRE icon
253
CBRE Group
CBRE
$42.3B
$120M 0.07%
747,165
-39,229
DDOG icon
254
Datadog
DDOG
$41.9B
$119M 0.07%
876,670
-6,969
PSTG icon
255
Pure Storage
PSTG
$20.7B
$118M 0.07%
1,759,594
-16,493
D icon
256
Dominion Energy
D
$54.8B
$118M 0.07%
2,012,046
-60,479
HDB icon
257
HDFC Bank
HDB
$159B
$118M 0.07%
3,219,373
-17,146
PSX icon
258
Phillips 66
PSX
$64.8B
$117M 0.07%
907,130
-41,997
F icon
259
Ford
F
$51.8B
$117M 0.07%
8,906,562
-255,381
WDAY icon
260
Workday
WDAY
$37.8B
$117M 0.07%
543,953
-29,310
RSG icon
261
Republic Services
RSG
$71.5B
$117M 0.07%
550,902
-23,826
EXC icon
262
Exelon
EXC
$50B
$116M 0.07%
2,667,995
+96,464
GWW icon
263
W.W. Grainger
GWW
$54.3B
$115M 0.07%
114,400
-1,085
MANH icon
264
Manhattan Associates
MANH
$8.67B
$114M 0.07%
660,480
-7,248
EW icon
265
Edwards Lifesciences
EW
$49.6B
$114M 0.07%
1,341,925
-39,987
CTSH icon
266
Cognizant
CTSH
$31.2B
$114M 0.07%
1,370,481
-33,215
VLO icon
267
Valero Energy
VLO
$68.1B
$113M 0.07%
693,742
-36,826
AIG icon
268
American International
AIG
$42.2B
$113M 0.07%
1,317,303
-117,425
XEL icon
269
Xcel Energy
XEL
$49B
$112M 0.07%
1,519,637
+7,097
CMG icon
270
Chipotle Mexican Grill
CMG
$47.5B
$112M 0.07%
3,029,362
-159,777
MPC icon
271
Marathon Petroleum
MPC
$64.3B
$112M 0.07%
686,506
-30,924
AMP icon
272
Ameriprise Financial
AMP
$43.1B
$109M 0.06%
221,278
-10,914
AME icon
273
Ametek
AME
$53.8B
$108M 0.06%
527,119
-11,127
MPWR icon
274
Monolithic Power Systems
MPWR
$53.1B
$108M 0.06%
119,015
+6,511
EHC icon
275
Encompass Health
EHC
$10.9B
$107M 0.06%
1,010,608
+248,296