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
ZS icon
351
Zscaler
ZS
$50.7B
$77.4M 0.05%
246,477
+6,185
WTW icon
352
Willis Towers Watson
WTW
$31.2B
$76.5M 0.05%
249,561
+4,892
MLM icon
353
Martin Marietta Materials
MLM
$36.8B
$76.4M 0.05%
139,191
+4,395
ACHR icon
354
Archer Aviation
ACHR
$5.3B
$75.6M 0.05%
6,971,605
-636,190
FANG icon
355
Diamondback Energy
FANG
$41.2B
$75.3M 0.05%
548,359
+87,415
KHC icon
356
Kraft Heinz
KHC
$28.7B
$74.9M 0.05%
2,899,230
+195,486
STT icon
357
State Street
STT
$33B
$74.3M 0.05%
698,288
-51,597
STX icon
358
Seagate
STX
$59.7B
$74M 0.05%
513,037
+16,253
RJF icon
359
Raymond James Financial
RJF
$32.3B
$74M 0.05%
482,385
+14,042
EFX icon
360
Equifax
EFX
$25.4B
$73.9M 0.05%
284,987
+4,552
PPG icon
361
PPG Industries
PPG
$21.6B
$73.8M 0.05%
648,973
+9,282
SDGR icon
362
Schrodinger
SDGR
$1.31B
$73.4M 0.05%
3,649,950
+187,535
HUM icon
363
Humana
HUM
$30.3B
$73.1M 0.05%
298,807
-32,507
AMH icon
364
American Homes 4 Rent
AMH
$11.9B
$72.9M 0.05%
2,020,916
+130,998
INVH icon
365
Invitation Homes
INVH
$17.2B
$72.5M 0.05%
2,210,912
-117,506
HUBS icon
366
HubSpot
HUBS
$20.9B
$71M 0.04%
127,532
+2,812
TDY icon
367
Teledyne Technologies
TDY
$24.1B
$70.9M 0.04%
138,475
+5,284
LEN icon
368
Lennar Class A
LEN
$31B
$70.2M 0.04%
634,920
+21,701
MANH icon
369
Manhattan Associates
MANH
$10.7B
$69.8M 0.04%
353,616
-115,572
TXG icon
370
10x Genomics
TXG
$1.9B
$69.7M 0.04%
6,017,963
+654,597
BRK.A icon
371
Berkshire Hathaway Class A
BRK.A
$1.08T
$68.5M 0.04%
94
LPLA icon
372
LPL Financial
LPLA
$29.9B
$68.5M 0.04%
182,689
+9,960
LULU icon
373
lululemon athletica
LULU
$19.7B
$67.9M 0.04%
285,936
-35,239
GDDY icon
374
GoDaddy
GDDY
$17.8B
$67.9M 0.04%
377,190
+16,556
CCL icon
375
Carnival Corp
CCL
$35.1B
$67.8M 0.04%
2,411,890
+137,110