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
FERG icon
276
Ferguson
FERG
$50.5B
$112M 0.06%
497,172
-2,258
HDB icon
277
HDFC Bank
HDB
$189B
$111M 0.06%
3,236,519
+66,263
GWW icon
278
W.W. Grainger
GWW
$45.1B
$110M 0.06%
115,485
+829
F icon
279
Ford
F
$52.9B
$110M 0.06%
9,161,943
+106,587
OKE icon
280
Oneok
OKE
$45.8B
$109M 0.06%
1,500,009
+217
CARR icon
281
Carrier Global
CARR
$46.2B
$109M 0.06%
1,831,847
-11,751
VEEV icon
282
Veeva Systems
VEEV
$39.5B
$108M 0.06%
363,632
+6,022
G icon
283
Genpact
G
$7.6B
$108M 0.06%
2,584,606
+82,918
EW icon
284
Edwards Lifesciences
EW
$50.3B
$107M 0.06%
1,381,912
+6,576
YUM icon
285
Yum! Brands
YUM
$42.5B
$106M 0.06%
695,059
+8,888
GRMN icon
286
Garmin
GRMN
$37.6B
$106M 0.06%
429,030
+19,360
CVNA icon
287
Carvana
CVNA
$53B
$105M 0.06%
278,033
+2,359
SYY icon
288
Sysco
SYY
$36.5B
$105M 0.06%
1,270,978
-47,142
KMB icon
289
Kimberly-Clark
KMB
$36.2B
$105M 0.06%
841,648
+14,715
EBAY icon
290
eBay
EBAY
$37.4B
$104M 0.06%
1,141,778
+81,050
MPWR icon
291
Monolithic Power Systems
MPWR
$44.5B
$104M 0.06%
112,504
-12
ED icon
292
Consolidated Edison
ED
$36.2B
$103M 0.06%
1,028,686
+29,606
RMD icon
293
ResMed
RMD
$37.3B
$103M 0.06%
377,056
+4,222
CPRT icon
294
Copart
CPRT
$37.7B
$103M 0.06%
2,291,411
+28,561
HIG icon
295
Hartford Financial Services
HIG
$38.2B
$102M 0.06%
766,394
-2,156
NDAQ icon
296
Nasdaq
NDAQ
$51.9B
$102M 0.06%
1,149,414
+13,121
AME icon
297
Ametek
AME
$45.6B
$101M 0.06%
538,246
+13,300
MSCI icon
298
MSCI
MSCI
$42.4B
$101M 0.06%
177,915
-2,504
AGG icon
299
iShares Core US Aggregate Bond ETF
AGG
$135B
$99.5M 0.06%
992,594
CAH icon
300
Cardinal Health
CAH
$50.4B
$98.8M 0.06%
629,697
+4,615