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
CCI icon
326
Crown Castle
CCI
$39.8B
$89.8M 0.05%
930,435
+30,582
MLM icon
327
Martin Marietta Materials
MLM
$37.6B
$88.6M 0.05%
140,623
+1,432
WAB icon
328
Wabtec
WAB
$35.7B
$87.6M 0.05%
436,808
-2,336
MCHP icon
329
Microchip Technology
MCHP
$29B
$86.8M 0.05%
1,351,121
+27,802
FIS icon
330
Fidelity National Information Services
FIS
$34.1B
$86.7M 0.05%
1,314,901
+19,991
PCG icon
331
PG&E
PCG
$35.4B
$86.6M 0.05%
5,742,263
-57,690
WTW icon
332
Willis Towers Watson
WTW
$30.7B
$86.6M 0.05%
250,616
+1,055
U icon
333
Unity
U
$18.2B
$86.4M 0.05%
2,158,433
-478,768
TRGP icon
334
Targa Resources
TRGP
$37.6B
$86.3M 0.05%
515,282
+2,675
FICO icon
335
Fair Isaac
FICO
$42.8B
$86M 0.05%
57,453
-37
A icon
336
Agilent Technologies
A
$43.4B
$85.9M 0.05%
669,519
-3,236
VRSK icon
337
Verisk Analytics
VRSK
$31.4B
$85.9M 0.05%
341,364
+2,756
OTIS icon
338
Otis Worldwide
OTIS
$34.6B
$83.5M 0.05%
913,750
-22,843
AMH icon
339
American Homes 4 Rent
AMH
$11.9B
$83.3M 0.05%
2,506,317
+485,401
TDY icon
340
Teledyne Technologies
TDY
$23.5B
$82.8M 0.05%
141,225
+2,750
NUE icon
341
Nucor
NUE
$36.5B
$82.1M 0.05%
605,894
-20,046
STT icon
342
State Street
STT
$33.2B
$81.4M 0.05%
701,987
+3,699
RJF icon
343
Raymond James Financial
RJF
$30.8B
$81.2M 0.05%
470,732
-11,653
NRG icon
344
NRG Energy
NRG
$32.5B
$81.1M 0.05%
500,674
-3,167
EQT icon
345
EQT Corp
EQT
$38B
$80.8M 0.05%
1,485,336
+57,436
IR icon
346
Ingersoll Rand
IR
$31.7B
$80.8M 0.05%
977,957
+6,387
LEN icon
347
Lennar Class A
LEN
$32.4B
$80M 0.05%
634,397
-523
KVUE icon
348
Kenvue
KVUE
$33.2B
$79.6M 0.05%
4,906,600
+44,946
GTLB icon
349
GitLab
GTLB
$6.85B
$79.6M 0.05%
1,765,325
-281,103
OXY icon
350
Occidental Petroleum
OXY
$41.4B
$79.4M 0.05%
1,681,468
+73,453