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
WST icon
476
West Pharmaceutical
WST
$19.9B
$49.4M 0.03%
188,495
-3,148
AER icon
477
AerCap
AER
$22.8B
$49.3M 0.03%
407,771
-398
L icon
478
Loews
L
$22.3B
$49.3M 0.03%
491,212
-3,068
SNA icon
479
Snap-on
SNA
$17.7B
$49.3M 0.03%
142,203
+184
TPR icon
480
Tapestry
TPR
$22.4B
$49.1M 0.03%
433,817
+390,741
COLD icon
481
Americold
COLD
$3.08B
$48.6M 0.03%
3,969,728
+213,267
APTV icon
482
Aptiv
APTV
$16.8B
$48.6M 0.03%
563,499
-20,848
ADC icon
483
Agree Realty
ADC
$8.65B
$48.2M 0.03%
678,984
+313,431
PNR icon
484
Pentair
PNR
$17.2B
$47.9M 0.03%
432,060
-3,178
KIM icon
485
Kimco Realty
KIM
$14B
$47.5M 0.03%
2,173,627
-224,293
FFIV icon
486
F5
FFIV
$13.9B
$47.5M 0.03%
146,855
+4,517
NI icon
487
NiSource
NI
$20.9B
$47.4M 0.03%
1,095,778
-65,053
ZM icon
488
Zoom
ZM
$25.2B
$47.3M 0.03%
573,176
+1,535
STLD icon
489
Steel Dynamics
STLD
$24.5B
$47.2M 0.03%
338,229
+4,430
EL icon
490
Estee Lauder
EL
$33.9B
$47.2M 0.03%
535,147
-33,664
GH icon
491
Guardant Health
GH
$14.1B
$47.1M 0.03%
754,154
-1,276,484
FR icon
492
First Industrial Realty Trust
FR
$7.58B
$47.1M 0.03%
915,239
+78,232
EXPD icon
493
Expeditors International
EXPD
$19.7B
$46.8M 0.03%
382,042
+564
HEI.A icon
494
HEICO Corp Class A
HEI.A
$34.4B
$46.8M 0.03%
184,171
-267
BAP icon
495
Credicorp
BAP
$20.4B
$46.8M 0.03%
175,724
+2,543
CYBR icon
496
CyberArk
CYBR
$23.1B
$46.6M 0.03%
96,443
+17,673
OMC icon
497
Omnicom Group
OMC
$22.7B
$46.4M 0.03%
569,113
+30,671
CTRA icon
498
Coterra Energy
CTRA
$20.4B
$46.3M 0.03%
1,958,836
-44,568
WPC icon
499
W.P. Carey
WPC
$14.8B
$45.6M 0.03%
675,376
+4,931
GCMG icon
500
GCM Grosvenor
GCMG
$688M
$45.3M 0.03%
3,752,965