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
FIS icon
276
Fidelity National Information Services
FIS
$33.5B
$105M 0.07%
1,294,910
-65,993
FICO icon
277
Fair Isaac
FICO
$41.8B
$105M 0.07%
57,490
+1,086
VRT icon
278
Vertiv
VRT
$68.7B
$105M 0.07%
817,963
-26,653
CAH icon
279
Cardinal Health
CAH
$48.3B
$105M 0.07%
625,082
+7,308
EA icon
280
Electronic Arts
EA
$50B
$104M 0.06%
652,051
-1,530
MSCI icon
281
MSCI
MSCI
$43.8B
$104M 0.06%
180,419
+170
VEEV icon
282
Veeva Systems
VEEV
$48.4B
$103M 0.06%
357,610
+2,881
GLW icon
283
Corning
GLW
$73.2B
$103M 0.06%
1,954,056
+27,030
ROST icon
284
Ross Stores
ROST
$52.4B
$103M 0.06%
804,031
+12,305
KVUE icon
285
Kenvue
KVUE
$32.4B
$102M 0.06%
4,861,654
+79,724
YUM icon
286
Yum! Brands
YUM
$41.3B
$102M 0.06%
686,171
+11,296
NDAQ icon
287
Nasdaq
NDAQ
$49.8B
$102M 0.06%
1,136,293
+17,369
XEL icon
288
Xcel Energy
XEL
$47.9B
$102M 0.06%
1,490,893
-10,334
HES
289
DELISTED
Hess
HES
$101M 0.06%
729,407
+101,695
ED icon
290
Consolidated Edison
ED
$35.5B
$100M 0.06%
999,080
+25,015
FLUT icon
291
Flutter Entertainment
FLUT
$39.1B
$100M 0.06%
350,827
+5,517
CBRE icon
292
CBRE Group
CBRE
$45.4B
$99.8M 0.06%
712,498
-47,672
SYY icon
293
Sysco
SYY
$36B
$99.8M 0.06%
1,318,120
+121,172
DHI icon
294
D.R. Horton
DHI
$42.6B
$99.5M 0.06%
771,727
+33,275
AGG icon
295
iShares Core US Aggregate Bond ETF
AGG
$132B
$98.5M 0.06%
992,594
CW icon
296
Curtiss-Wright
CW
$21.5B
$98.3M 0.06%
201,208
+17,585
F icon
297
Ford
F
$52.6B
$98.3M 0.06%
9,055,356
+279,470
VLO icon
298
Valero Energy
VLO
$53.4B
$97.5M 0.06%
725,478
+7,889
HIG icon
299
Hartford Financial Services
HIG
$36B
$97.5M 0.06%
768,550
-14,407
PEG icon
300
Public Service Enterprise Group
PEG
$41.6B
$96.7M 0.06%
1,149,186
+1,955