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
GRMN icon
326
Garmin
GRMN
$38.7B
$85.5M 0.05%
409,670
-50,546
TWST icon
327
Twist Bioscience
TWST
$1.83B
$84.6M 0.05%
2,299,437
-116,361
BRO icon
328
Brown & Brown
BRO
$26.8B
$84.4M 0.05%
760,893
+178,082
UDR icon
329
UDR
UDR
$11.4B
$84.3M 0.05%
2,063,642
-100,565
DXCM icon
330
DexCom
DXCM
$21.5B
$84M 0.05%
962,834
+10,234
CNC icon
331
Centene
CNC
$18.5B
$83.3M 0.05%
1,535,187
-101,672
EQT icon
332
EQT Corp
EQT
$36.2B
$83.3M 0.05%
1,427,900
+139,578
IT icon
333
Gartner
IT
$16.6B
$82.5M 0.05%
204,179
+20,547
MPWR icon
334
Monolithic Power Systems
MPWR
$45.9B
$82.3M 0.05%
112,516
-164
CSGP icon
335
CoStar Group
CSGP
$28.6B
$82.1M 0.05%
1,021,300
+24,290
ADM icon
336
Archer Daniels Midland
ADM
$27.4B
$81.3M 0.05%
1,541,221
+35,002
NUE icon
337
Nucor
NUE
$33.1B
$81.1M 0.05%
625,940
+49,274
ETR icon
338
Entergy
ETR
$43.4B
$81M 0.05%
974,255
-4,101
TEAM icon
339
Atlassian
TEAM
$41.5B
$81M 0.05%
398,645
+12,583
NRG icon
340
NRG Energy
NRG
$33.2B
$80.9M 0.05%
503,841
+33,574
PCG icon
341
PG&E
PCG
$36.3B
$80.9M 0.05%
5,799,953
+111,125
IR icon
342
Ingersoll Rand
IR
$30.6B
$80.8M 0.05%
971,570
+23,069
BEAM icon
343
Beam Therapeutics
BEAM
$2.25B
$80.4M 0.05%
4,729,444
+462,573
A icon
344
Agilent Technologies
A
$41.6B
$79.4M 0.05%
672,755
+10,706
MASI icon
345
Masimo
MASI
$7.69B
$79.2M 0.05%
471,041
+98,063
EBAY icon
346
eBay
EBAY
$37.9B
$79M 0.05%
1,060,728
-72,225
VMC icon
347
Vulcan Materials
VMC
$38B
$79M 0.05%
302,713
+6,906
XYL icon
348
Xylem
XYL
$36.8B
$78.9M 0.05%
609,724
+46,091
ARES icon
349
Ares Management
ARES
$33.9B
$78.4M 0.05%
452,396
+36,139
ODFL icon
350
Old Dominion Freight Line
ODFL
$29.4B
$77.5M 0.05%
477,351
+6,476