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
KTOS icon
301
Kratos Defense & Security Solutions
KTOS
$12.9B
$96.5M 0.06%
2,077,879
+288,273
RMD icon
302
ResMed
RMD
$36.4B
$96.2M 0.06%
372,834
+7,644
ALNY icon
303
Alnylam Pharmaceuticals
ALNY
$57.5B
$95.7M 0.06%
293,542
+2,066
PRU icon
304
Prudential Financial
PRU
$36.9B
$95.5M 0.06%
888,793
+88,657
ACGL icon
305
Arch Capital
ACGL
$32.7B
$95.3M 0.06%
1,047,021
+90,139
CHTR icon
306
Charter Communications
CHTR
$27.8B
$95.2M 0.06%
232,798
+3,424
AME icon
307
Ametek
AME
$45.2B
$95M 0.06%
524,946
+5,149
IRM icon
308
Iron Mountain
IRM
$30.1B
$94.8M 0.06%
924,414
-122,702
VTR icon
309
Ventas
VTR
$35.5B
$93.7M 0.06%
1,484,457
-76,239
MCHP icon
310
Microchip Technology
MCHP
$29.4B
$93.1M 0.06%
1,323,319
+9,634
CVNA icon
311
Carvana
CVNA
$42.3B
$92.9M 0.06%
275,674
+24,512
OTIS icon
312
Otis Worldwide
OTIS
$35.5B
$92.7M 0.06%
936,593
+10,053
CCI icon
313
Crown Castle
CCI
$38.5B
$92.4M 0.06%
899,853
+19,789
GTLB icon
314
GitLab
GTLB
$7.41B
$92.3M 0.06%
2,046,428
+720,361
RYAN icon
315
Ryan Specialty Holdings
RYAN
$7.47B
$92M 0.06%
1,353,520
+120,214
WAB icon
316
Wabtec
WAB
$35.1B
$91.9M 0.06%
439,144
+35,088
EHC icon
317
Encompass Health
EHC
$11.6B
$91.2M 0.06%
743,586
-24,741
DELL icon
318
Dell
DELL
$97.3B
$90.3M 0.06%
736,458
+6,947
MTB icon
319
M&T Bank
MTB
$28.4B
$89.9M 0.06%
463,669
+13,749
TRGP icon
320
Targa Resources
TRGP
$36.7B
$89.2M 0.06%
512,607
+1,489
GEHC icon
321
GE HealthCare
GEHC
$33.2B
$89.1M 0.06%
1,202,397
+93,989
GLPI icon
322
Gaming and Leisure Properties
GLPI
$12.6B
$87.5M 0.05%
1,873,829
+156,042
GIS icon
323
General Mills
GIS
$24.9B
$87.2M 0.05%
1,682,330
-11,795
WEC icon
324
WEC Energy
WEC
$36.5B
$87M 0.05%
834,943
+9,763
ARE icon
325
Alexandria Real Estate Equities
ARE
$9.45B
$86M 0.05%
1,183,811
+244,975