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
AEE icon
376
Ameren
AEE
$28.8B
$69.4M 0.04%
665,275
+11,951
RF icon
377
Regions Financial
RF
$22.3B
$69M 0.04%
2,615,727
+15,753
ES icon
378
Eversource Energy
ES
$25.2B
$68.9M 0.04%
967,995
+3,725
TROW icon
379
T. Rowe Price
TROW
$22.3B
$68.6M 0.04%
668,611
-16,911
INVH icon
380
Invitation Homes
INVH
$17.3B
$68.6M 0.04%
2,339,473
+128,561
HSY icon
381
Hershey
HSY
$38.1B
$68.5M 0.04%
366,163
+42
ELS icon
382
Equity Lifestyle Properties
ELS
$12.2B
$68.4M 0.04%
1,126,974
+543,574
DTE icon
383
DTE Energy
DTE
$28.5B
$68.3M 0.04%
483,011
-25,734
VLTO icon
384
Veralto
VLTO
$25.1B
$68.3M 0.04%
640,457
+4,652
FITB icon
385
Fifth Third Bancorp
FITB
$28.7B
$68.2M 0.04%
1,531,042
+10,685
ODFL icon
386
Old Dominion Freight Line
ODFL
$28.3B
$67.4M 0.04%
478,728
+1,377
HBAN icon
387
Huntington Bancshares
HBAN
$25.5B
$67M 0.04%
3,881,973
-89,314
EME icon
388
Emcor
EME
$27.5B
$66.2M 0.04%
101,960
+7,021
OHI icon
389
Omega Healthcare
OHI
$13.6B
$65.9M 0.04%
1,561,082
-197,028
BR icon
390
Broadridge
BR
$26.6B
$65.6M 0.04%
275,541
+3,700
DXCM icon
391
DexCom
DXCM
$24.8B
$65.5M 0.04%
973,141
+10,307
EXE
392
Expand Energy Corp
EXE
$29B
$65.5M 0.04%
616,316
+39,166
TEAM icon
393
Atlassian
TEAM
$39.3B
$65.2M 0.04%
408,414
+9,769
Z icon
394
Zillow
Z
$18B
$64.5M 0.04%
837,134
+269,953
DVN icon
395
Devon Energy
DVN
$23.2B
$64.5M 0.04%
1,839,268
-29,704
VRSN icon
396
VeriSign
VRSN
$23.4B
$64.3M 0.04%
230,124
+1,901
EXPE icon
397
Expedia Group
EXPE
$31.3B
$63.6M 0.04%
297,555
+844
SYF icon
398
Synchrony
SYF
$27.9B
$63.5M 0.04%
894,374
-55,757
LDOS icon
399
Leidos
LDOS
$24.4B
$63.5M 0.04%
336,071
+17,625
CGNX icon
400
Cognex
CGNX
$6.39B
$63.3M 0.04%
1,397,416
-24,950