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
WBD icon
426
Warner Bros
WBD
$55.6B
$56.1M 0.04%
4,897,479
-255,194
CNP icon
427
CenterPoint Energy
CNP
$25.5B
$56M 0.03%
1,525,525
+51,192
ON icon
428
ON Semiconductor
ON
$20B
$55.7M 0.03%
1,063,298
-33,950
HPQ icon
429
HP
HPQ
$24.5B
$55.6M 0.03%
2,273,706
+129,001
LH icon
430
Labcorp
LH
$20.4B
$55.2M 0.03%
210,102
+22,018
STE icon
431
Steris
STE
$25.6B
$54.6M 0.03%
227,383
+7,491
BXP icon
432
Boston Properties
BXP
$11.1B
$54.5M 0.03%
807,422
+13,247
WRB icon
433
W.R. Berkley
WRB
$28.3B
$54.2M 0.03%
737,183
+4,423
FWONK icon
434
Liberty Media Series C
FWONK
$25.8B
$54M 0.03%
517,124
-4,038
NTAP icon
435
NetApp
NTAP
$22.7B
$53.7M 0.03%
503,822
-5,176
JBL icon
436
Jabil
JBL
$23B
$53.3M 0.03%
244,319
-8,811
MAA icon
437
Mid-America Apartment Communities
MAA
$14.9B
$53.2M 0.03%
359,273
-2,991
RDDT icon
438
Reddit
RDDT
$34.8B
$53.1M 0.03%
352,728
-74,020
ULTA icon
439
Ulta Beauty
ULTA
$22.9B
$53.1M 0.03%
113,524
-2,126
SBAC icon
440
SBA Communications
SBAC
$20.8B
$52.7M 0.03%
224,547
+810
CMS icon
441
CMS Energy
CMS
$22B
$52.5M 0.03%
757,923
+28,470
BIIB icon
442
Biogen
BIIB
$23B
$52.1M 0.03%
414,830
-2,130
FE icon
443
FirstEnergy
FE
$26.5B
$51.8M 0.03%
1,286,247
-12,891
DLTR icon
444
Dollar Tree
DLTR
$20.8B
$51.5M 0.03%
520,235
+59,690
HUBB icon
445
Hubbell
HUBB
$24.5B
$51.4M 0.03%
125,791
+8,197
WDC icon
446
Western Digital
WDC
$55.9B
$51.2M 0.03%
800,127
+20,458
CTRA icon
447
Coterra Energy
CTRA
$20.1B
$50.8M 0.03%
2,003,404
+300,627
EIX icon
448
Edison International
EIX
$21.8B
$50.8M 0.03%
984,466
+51,258
EME icon
449
Emcor
EME
$29.3B
$50.8M 0.03%
94,939
-6,980
CPAY icon
450
Corpay
CPAY
$19.6B
$50.7M 0.03%
152,755
+4,618