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
PEG icon
301
Public Service Enterprise Group
PEG
$41.7B
$97.6M 0.06%
1,169,545
+20,359
WBD icon
302
Warner Bros
WBD
$59.5B
$97.5M 0.06%
4,990,533
+93,054
WDC icon
303
Western Digital
WDC
$55.8B
$97M 0.06%
807,641
+7,514
ARE icon
304
Alexandria Real Estate Equities
ARE
$9.28B
$96.9M 0.06%
1,162,474
-21,337
EHC icon
305
Encompass Health
EHC
$11.7B
$96.8M 0.06%
762,312
+18,726
WEC icon
306
WEC Energy
WEC
$36.5B
$96.1M 0.06%
838,782
+3,839
ETR icon
307
Entergy
ETR
$43.6B
$95.6M 0.06%
1,025,863
+51,608
IRM icon
308
Iron Mountain
IRM
$25.5B
$95.3M 0.05%
934,752
+10,338
EXR icon
309
Extra Space Storage
EXR
$28.3B
$95M 0.05%
674,350
-131,255
VMC icon
310
Vulcan Materials
VMC
$39.3B
$94.4M 0.05%
306,829
+4,116
CTSH icon
311
Cognizant
CTSH
$37.5B
$94.1M 0.05%
1,403,696
-13,736
GLPI icon
312
Gaming and Leisure Properties
GLPI
$12.3B
$93.2M 0.05%
1,998,574
+124,745
RDDT icon
313
Reddit
RDDT
$41B
$93.1M 0.05%
404,913
+52,185
CSGP icon
314
CoStar Group
CSGP
$29.2B
$92.5M 0.05%
1,096,701
+75,401
PRU icon
315
Prudential Financial
PRU
$37.9B
$92.5M 0.05%
891,244
+2,451
GEHC icon
316
GE HealthCare
GEHC
$36.4B
$91.8M 0.05%
1,222,704
+20,307
BLSH
317
Bullish
BLSH
$6.57B
$91.8M 0.05%
+1,442,893
XYL icon
318
Xylem
XYL
$34.2B
$91.7M 0.05%
622,008
+12,284
MTB icon
319
M&T Bank
MTB
$29.2B
$91.5M 0.05%
463,133
-536
SDGR icon
320
Schrodinger
SDGR
$1.29B
$91.4M 0.05%
4,554,569
+904,619
ADM icon
321
Archer Daniels Midland
ADM
$29.2B
$90.9M 0.05%
1,521,844
-19,377
ACGL icon
322
Arch Capital
ACGL
$34.1B
$90.7M 0.05%
999,965
-47,056
KDP icon
323
Keurig Dr Pepper
KDP
$37.9B
$90.4M 0.05%
3,543,987
-7,790
FLUT icon
324
Flutter Entertainment
FLUT
$36.5B
$90.1M 0.05%
354,642
+3,815
CW icon
325
Curtiss-Wright
CW
$20.8B
$89.9M 0.05%
165,565
-35,643