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
K icon
401
Kellanova
K
$29.1B
$63.3M 0.04%
771,620
+10,852
TXG icon
402
10x Genomics
TXG
$2.38B
$62.9M 0.04%
5,381,219
-636,744
PPL icon
403
PPL Corp
PPL
$27.3B
$62.9M 0.04%
1,691,338
+22,011
AWK icon
404
American Water Works
AWK
$25.4B
$62.6M 0.04%
450,027
+524
NVR icon
405
NVR
NVR
$20.5B
$62.6M 0.04%
7,796
-536
ACHR icon
406
Archer Aviation
ACHR
$5.72B
$62.3M 0.04%
6,506,416
-465,189
HPQ icon
407
HP
HPQ
$22.8B
$62.2M 0.04%
2,282,593
+8,887
CINF icon
408
Cincinnati Financial
CINF
$26.1B
$62M 0.04%
392,055
-1,833
LYV icon
409
Live Nation Entertainment
LYV
$30.5B
$62M 0.04%
379,144
+5,748
ULTA icon
410
Ulta Beauty
ULTA
$24.2B
$61.7M 0.04%
112,875
-649
FUTU icon
411
Futu Holdings
FUTU
$23.6B
$61.6M 0.04%
354,400
-19,518
ESS icon
412
Essex Property Trust
ESS
$17B
$61.5M 0.04%
229,793
+2,007
MDB icon
413
MongoDB
MDB
$27B
$61.4M 0.04%
197,976
+783
CHTR icon
414
Charter Communications
CHTR
$25.9B
$61.3M 0.04%
222,934
-9,864
NTRS icon
415
Northern Trust
NTRS
$24.8B
$61.2M 0.04%
454,680
+642
LPLA icon
416
LPL Financial
LPLA
$28.5B
$61.1M 0.04%
183,674
+985
IP icon
417
International Paper
IP
$20.8B
$60.9M 0.04%
1,311,570
-7,462
CNP icon
418
CenterPoint Energy
CNP
$26.1B
$60.7M 0.03%
1,563,955
+38,430
LH icon
419
Labcorp
LH
$22.3B
$60.6M 0.03%
211,234
+1,132
AU icon
420
AngloGold Ashanti
AU
$43.3B
$60.4M 0.03%
858,295
+832,856
CHD icon
421
Church & Dwight Co
CHD
$20.4B
$60.3M 0.03%
688,376
+17,143
MTD icon
422
Mettler-Toledo International
MTD
$30.2B
$60.3M 0.03%
49,107
+661
SMCI icon
423
Super Micro Computer
SMCI
$20.2B
$60.3M 0.03%
1,257,134
+37,690
DOV icon
424
Dover
DOV
$25.4B
$60.2M 0.03%
360,763
+257
IBKR icon
425
Interactive Brokers
IBKR
$29B
$59.9M 0.03%
870,209
+31,261