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
GIS icon
351
General Mills
GIS
$25.3B
$79.3M 0.05%
1,572,394
-109,936
HPE icon
352
Hewlett Packard
HPE
$28.9B
$78.4M 0.05%
3,193,105
+46,086
RYAN icon
353
Ryan Specialty Holdings
RYAN
$7.48B
$78.2M 0.05%
1,387,108
+33,588
UDR icon
354
UDR
UDR
$12B
$78M 0.04%
2,093,884
+30,242
FANG icon
355
Diamondback Energy
FANG
$43.7B
$77.7M 0.04%
542,666
-5,693
BRO icon
356
Brown & Brown
BRO
$27.5B
$77M 0.04%
820,890
+59,997
HUM icon
357
Humana
HUM
$29.6B
$76.8M 0.04%
295,225
-3,582
ARES icon
358
Ares Management
ARES
$34.6B
$76.6M 0.04%
478,934
+26,538
IRDM icon
359
Iridium Communications
IRDM
$1.72B
$75.8M 0.04%
4,343,670
+27,907
DD icon
360
DuPont de Nemours
DD
$16.7B
$75.5M 0.04%
968,779
+18,700
RKLB icon
361
Rocket Lab Corp
RKLB
$22.5B
$75M 0.04%
1,566,020
+638,290
ZS icon
362
Zscaler
ZS
$40.1B
$74.8M 0.04%
249,591
+3,114
EFX icon
363
Equifax
EFX
$26B
$74.3M 0.04%
289,503
+4,516
KHC icon
364
Kraft Heinz
KHC
$30.2B
$73.5M 0.04%
2,823,091
-76,139
KEYS icon
365
Keysight
KEYS
$33.9B
$72.7M 0.04%
415,864
+5,086
PPG icon
366
PPG Industries
PPG
$22.4B
$72.5M 0.04%
689,347
+40,374
BRK.A icon
367
Berkshire Hathaway Class A
BRK.A
$1.11T
$71.6M 0.04%
95
+1
ATO icon
368
Atmos Energy
ATO
$28.5B
$71.5M 0.04%
418,989
-5,945
PHM icon
369
Pultegroup
PHM
$24.8B
$71.5M 0.04%
540,925
-2,008
TSCO icon
370
Tractor Supply
TSCO
$28.9B
$71.3M 0.04%
1,253,683
+3,213
SPY icon
371
SPDR S&P 500 ETF Trust
SPY
$705B
$70.6M 0.04%
+106,000
CCL icon
372
Carnival Corp
CCL
$33.9B
$70.6M 0.04%
2,440,592
+28,702
EXAS icon
373
Exact Sciences
EXAS
$19.2B
$70.4M 0.04%
1,286,595
+1,113,459
CBOE icon
374
Cboe Global Markets
CBOE
$27B
$70M 0.04%
285,520
-1,884
AVAV icon
375
AeroVironment
AVAV
$14B
$69.7M 0.04%
221,502
+9,181