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
PKG icon
451
Packaging Corp of America
PKG
$18.4B
$53.7M 0.03%
246,301
-7,462
FWONK icon
452
Liberty Media Series C
FWONK
$24B
$53.6M 0.03%
513,320
-3,804
HUBB icon
453
Hubbell
HUBB
$22.9B
$53.5M 0.03%
124,391
-1,400
PLMR icon
454
Palomar
PLMR
$3.29B
$53.3M 0.03%
456,172
+45,665
DGX icon
455
Quest Diagnostics
DGX
$21B
$53.1M 0.03%
278,652
+3,549
DRI icon
456
Darden Restaurants
DRI
$20.9B
$52.9M 0.03%
278,117
+10,376
BXP icon
457
Boston Properties
BXP
$11.5B
$52.8M 0.03%
710,862
-96,560
JBL icon
458
Jabil
JBL
$22.5B
$52.8M 0.03%
243,092
-1,227
DG icon
459
Dollar General
DG
$24.1B
$52.8M 0.03%
510,444
+7,988
GDDY icon
460
GoDaddy
GDDY
$17.3B
$52.6M 0.03%
384,550
+7,360
ON icon
461
ON Semiconductor
ON
$20.2B
$52.2M 0.03%
1,057,885
-5,413
LXP icon
462
LXP Industrial Trust
LXP
$2.87B
$51.9M 0.03%
1,159,424
+68,147
PFG icon
463
Principal Financial Group
PFG
$18.6B
$51.8M 0.03%
624,468
+73,756
SW
464
Smurfit Westrock
SW
$18.6B
$51.5M 0.03%
1,209,753
+160,796
BWXT icon
465
BWX Technologies
BWXT
$16.4B
$51.5M 0.03%
279,234
-6,846
MAA icon
466
Mid-America Apartment Communities
MAA
$15.9B
$51.4M 0.03%
368,174
+8,901
FROG icon
467
JFrog
FROG
$7.21B
$51.4M 0.03%
+1,086,893
LULU icon
468
lululemon athletica
LULU
$21.8B
$51.4M 0.03%
288,886
+2,950
DLTR icon
469
Dollar Tree
DLTR
$22.6B
$51.1M 0.03%
541,021
+20,786
VCYT icon
470
Veracyte
VCYT
$3.74B
$50.9M 0.03%
1,482,083
-165,094
ZBH icon
471
Zimmer Biomet
ZBH
$19.3B
$50.5M 0.03%
512,448
+5,416
PODD icon
472
Insulet
PODD
$23B
$50.3M 0.03%
162,929
+2,356
GPN icon
473
Global Payments
GPN
$17.9B
$50.2M 0.03%
604,291
-17,905
J icon
474
Jacobs Solutions
J
$16B
$49.7M 0.03%
331,798
-659
TEVA icon
475
Teva Pharmaceuticals
TEVA
$30.9B
$49.6M 0.03%
2,456,697
+1,381