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
$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
AWK icon
401
American Water Works
AWK
$25.5B
$62.5M 0.04%
449,503
+4,214
COLD icon
402
Americold
COLD
$3.35B
$62.5M 0.04%
3,756,461
+1,182,707
SOFI icon
403
SoFi Technologies
SOFI
$34B
$61.9M 0.04%
3,399,960
+773,308
IP icon
404
International Paper
IP
$20.1B
$61.8M 0.04%
1,319,032
-26,184
CRCL
405
Circle Internet Group
CRCL
$23.9B
$61.7M 0.04%
+340,065
NVR icon
406
NVR
NVR
$19.8B
$61.5M 0.04%
8,332
+1,078
ES icon
407
Eversource Energy
ES
$27.4B
$61.3M 0.04%
964,270
+39,743
AMCR icon
408
Amcor
AMCR
$19.3B
$61.2M 0.04%
6,658,569
+2,552,174
RF icon
409
Regions Financial
RF
$21.8B
$61.2M 0.04%
2,599,974
+171,883
MKL icon
410
Markel Group
MKL
$25.7B
$60.8M 0.04%
30,453
+1,787
HSY icon
411
Hershey
HSY
$34.6B
$60.8M 0.04%
366,121
+618
K icon
412
Kellanova
K
$29B
$60.5M 0.04%
760,768
+20,851
AVAV icon
413
AeroVironment
AVAV
$16.5B
$60.5M 0.04%
212,321
+14,033
SMCI icon
414
Super Micro Computer
SMCI
$23.6B
$59.8M 0.04%
1,219,444
-86,066
DVN icon
415
Devon Energy
DVN
$21.4B
$59.5M 0.04%
1,868,972
+395,208
CINF icon
416
Cincinnati Financial
CINF
$25.7B
$58.7M 0.04%
393,888
+8,439
DRI icon
417
Darden Restaurants
DRI
$20.7B
$58.4M 0.04%
267,741
+8,526
STZ icon
418
Constellation Brands
STZ
$22.3B
$58.3M 0.04%
358,219
+3,638
NTRS icon
419
Northern Trust
NTRS
$24.6B
$57.6M 0.04%
454,038
+5,323
DG icon
420
Dollar General
DG
$21.8B
$57.5M 0.04%
502,456
+4,907
PHM icon
421
Pultegroup
PHM
$23.3B
$57.3M 0.04%
542,933
+17,271
MTD icon
422
Mettler-Toledo International
MTD
$29.6B
$56.9M 0.04%
48,446
-147
PPL icon
423
PPL Corp
PPL
$27.1B
$56.6M 0.04%
1,669,327
+9,751
LYV icon
424
Live Nation Entertainment
LYV
$32.6B
$56.5M 0.04%
373,396
+14,994
WCN icon
425
Waste Connections
WCN
$42.5B
$56.2M 0.04%
300,935
-7,829