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
TWST icon
426
Twist Bioscience
TWST
$1.96B
$59.7M 0.03%
2,120,206
-179,231
FE icon
427
FirstEnergy
FE
$27.6B
$59.6M 0.03%
1,301,665
+15,418
HUBS icon
428
HubSpot
HUBS
$19.2B
$59.3M 0.03%
126,841
-691
HAL icon
429
Halliburton
HAL
$22.1B
$58.6M 0.03%
2,383,968
-32,392
MASI icon
430
Masimo
MASI
$7.65B
$58.6M 0.03%
397,248
-73,793
MBB icon
431
iShares MBS ETF
MBB
$39.4B
$58.6M 0.03%
615,731
-544,326
MKL icon
432
Markel Group
MKL
$26.2B
$58.3M 0.03%
30,527
+74
BIIB icon
433
Biogen
BIIB
$26.7B
$58.2M 0.03%
415,609
+779
CDW icon
434
CDW
CDW
$18.8B
$58.2M 0.03%
365,345
+1,793
TYL icon
435
Tyler Technologies
TYL
$20.2B
$58M 0.03%
110,929
+2,077
CFG icon
436
Citizens Financial Group
CFG
$23.2B
$57.6M 0.03%
1,082,586
+68,815
WCN icon
437
Waste Connections
WCN
$45.2B
$57.5M 0.03%
327,140
+26,205
WSM icon
438
Williams-Sonoma
WSM
$21.5B
$57.4M 0.03%
293,450
-345
SUI icon
439
Sun Communities
SUI
$15.9B
$57M 0.03%
442,090
-425,949
STE icon
440
Steris
STE
$26.1B
$56.9M 0.03%
230,136
+2,753
NTAP icon
441
NetApp
NTAP
$22.1B
$55.9M 0.03%
472,143
-31,679
CMS icon
442
CMS Energy
CMS
$23B
$55.9M 0.03%
763,135
+5,212
WRB icon
443
W.R. Berkley
WRB
$29.5B
$55.8M 0.03%
728,744
-8,439
EIX icon
444
Edison International
EIX
$22.7B
$55.3M 0.03%
1,000,480
+16,014
AMCR icon
445
Amcor
AMCR
$19.7B
$55.2M 0.03%
6,753,490
+94,921
FSLR icon
446
First Solar
FSLR
$29.3B
$55.2M 0.03%
250,452
+1,721
ADPT icon
447
Adaptive Biotechnologies
ADPT
$3B
$54.6M 0.03%
3,650,646
-649,038
GPC icon
448
Genuine Parts
GPC
$18.1B
$54.3M 0.03%
391,776
-11,344
IT icon
449
Gartner
IT
$16.8B
$54.2M 0.03%
206,117
+1,938
CNC icon
450
Centene
CNC
$19.3B
$53.8M 0.03%
1,507,306
-27,881