Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $160B
1-Year Return 28.43%
 

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 Return
+4.34%
1 Year Return
+28.43%
3 Year Return
+114.94%
5 Year Return
+183.59%
10 Year Return
+454.39%
AUM
$61.3B
AUM Growth
+$304M
Cap. Flow
-$1.6B
Cap. Flow %
-2.6%
Top 10 Hldgs %
16.25%
Holding
924
New
61
Increased
324
Reduced
481
Closed
40

Sector Composition

1 Financials 16.97%
2 Technology 13.57%
3 Healthcare 12.49%
4 Communication Services 9.82%
5 Consumer Discretionary 9.42%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CTAS icon
426
Cintas
CTAS
$81.6B
$29.6M 0.05%
1,024,928
-27,596
-3% -$797K
INGR icon
427
Ingredion
INGR
$8.08B
$29.6M 0.05%
236,879
+4,269
+2% +$533K
GPN icon
428
Global Payments
GPN
$20.8B
$29.6M 0.05%
425,823
-14,152
-3% -$982K
LEA icon
429
Lear
LEA
$5.79B
$29.6M 0.05%
223,265
-32,538
-13% -$4.31M
MXIM
430
DELISTED
Maxim Integrated Products
MXIM
$29.6M 0.05%
766,180
-26,813
-3% -$1.03M
SCG
431
DELISTED
Scana
SCG
$29.3M 0.05%
399,532
-10,311
-3% -$756K
IRM icon
432
Iron Mountain
IRM
$29.1B
$29.1M 0.05%
895,449
+60,941
+7% +$1.98M
CA
433
DELISTED
CA, Inc.
CA
$29M 0.05%
913,435
+109
+0% +$3.46K
NTAP icon
434
NetApp
NTAP
$24.8B
$28.9M 0.05%
820,416
-102,878
-11% -$3.63M
ALB icon
435
Albemarle
ALB
$8.72B
$28.9M 0.05%
335,428
-9,909
-3% -$853K
HRL icon
436
Hormel Foods
HRL
$13.8B
$28.8M 0.05%
827,906
-46,790
-5% -$1.63M
ANDV
437
DELISTED
Andeavor
ANDV
$28.8M 0.05%
328,940
-6,391
-2% -$559K
URI icon
438
United Rentals
URI
$61.6B
$28.8M 0.05%
272,400
-5,521
-2% -$583K
WPM icon
439
Wheaton Precious Metals
WPM
$47.5B
$28.6M 0.05%
1,483,805
-18,524
-1% -$357K
WFM
440
DELISTED
Whole Foods Market Inc
WFM
$28.6M 0.05%
929,984
-10,695
-1% -$329K
IMO icon
441
Imperial Oil
IMO
$46.5B
$28.5M 0.05%
821,212
-31,475
-4% -$1.09M
CPT icon
442
Camden Property Trust
CPT
$11.8B
$28.5M 0.05%
338,506
+22,312
+7% +$1.88M
VER
443
DELISTED
VEREIT, Inc.
VER
$28.5M 0.05%
672,757
+48,636
+8% +$2.06M
HBI icon
444
Hanesbrands
HBI
$2.21B
$28.2M 0.05%
1,306,195
+63,820
+5% +$1.38M
HOLX icon
445
Hologic
HOLX
$14.7B
$28.1M 0.05%
699,372
+16,365
+2% +$657K
SNA icon
446
Snap-on
SNA
$17B
$28M 0.05%
163,439
-11,019
-6% -$1.89M
ALV icon
447
Autoliv
ALV
$9.57B
$28M 0.05%
343,093
-11,869
-3% -$968K
JNPR
448
DELISTED
Juniper Networks
JNPR
$27.9M 0.05%
988,993
-27,637
-3% -$781K
ANSS
449
DELISTED
Ansys
ANSS
$27.9M 0.05%
302,026
-5,910
-2% -$547K
VOYA icon
450
Voya Financial
VOYA
$7.3B
$27.8M 0.05%
708,630
+61,323
+9% +$2.41M