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
OXY icon
376
Occidental Petroleum
OXY
$40.7B
$67.6M 0.04%
1,608,015
+11,316
EXE
377
Expand Energy Corp
EXE
$26.8B
$67.5M 0.04%
577,150
+31,673
DTE icon
378
DTE Energy
DTE
$28.4B
$67.4M 0.04%
508,745
-6,724
KEYS icon
379
Keysight
KEYS
$31.1B
$67.3M 0.04%
410,778
+3,274
CBOE icon
380
Cboe Global Markets
CBOE
$26.9B
$67M 0.04%
287,404
+9,364
HBAN icon
381
Huntington Bancshares
HBAN
$24.6B
$66.6M 0.04%
3,971,287
+234,536
TROW icon
382
T. Rowe Price
TROW
$22.4B
$66.2M 0.04%
685,522
+59,779
BR icon
383
Broadridge
BR
$25.9B
$66.1M 0.04%
271,841
+10,992
DOV icon
384
Dover
DOV
$24.7B
$66.1M 0.04%
360,506
+15,408
TSCO icon
385
Tractor Supply
TSCO
$28.8B
$66M 0.04%
1,250,470
+31,065
VRSN icon
386
VeriSign
VRSN
$22.4B
$65.9M 0.04%
228,223
-1,174
ATO icon
387
Atmos Energy
ATO
$28.4B
$65.5M 0.04%
424,934
+6,291
DD icon
388
DuPont de Nemours
DD
$16.7B
$65.2M 0.04%
950,079
+20,467
CDW icon
389
CDW
CDW
$18.5B
$64.9M 0.04%
363,552
+31,365
ESS icon
390
Essex Property Trust
ESS
$16.8B
$64.6M 0.04%
227,786
-11,073
TYL icon
391
Tyler Technologies
TYL
$19.9B
$64.5M 0.04%
108,852
+723
CHD icon
392
Church & Dwight Co
CHD
$20.9B
$64.5M 0.04%
671,233
+39,377
OHI icon
393
Omega Healthcare
OHI
$12.9B
$64.4M 0.04%
1,758,110
+817,897
HPE icon
394
Hewlett Packard
HPE
$30.9B
$64.4M 0.04%
3,147,019
-523,418
VLTO icon
395
Veralto
VLTO
$24.5B
$64.2M 0.04%
635,805
+23,914
U icon
396
Unity
U
$17.1B
$63.8M 0.04%
2,637,201
-221,189
SYF icon
397
Synchrony
SYF
$26.4B
$63.4M 0.04%
950,131
+55,284
PLMR icon
398
Palomar
PLMR
$3.43B
$63.3M 0.04%
410,507
-89,726
AEE icon
399
Ameren
AEE
$28.3B
$62.7M 0.04%
653,324
+15,816
FITB icon
400
Fifth Third Bancorp
FITB
$28.3B
$62.5M 0.04%
1,520,357
+42,625