Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $160B
 

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
+2.47%
1 Year Return
+28.43%
3 Year Return
+114.94%
5 Year Return
+183.59%
10 Year Return
+454.39%
AUM
$44.1B
AUM Growth
Cap. Flow
+$44.1B
Cap. Flow %
100%
Top 10 Hldgs %
16.71%
Holding
747
New
747
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.24%
2 Technology 12.71%
3 Healthcare 12.62%
4 Energy 11.02%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
J icon
476
Jacobs Solutions
J
$17.2B
$18.7M 0.04%
+410,959
New +$18.7M
EFX icon
477
Equifax
EFX
$29.5B
$18.7M 0.04%
+317,805
New +$18.7M
AUY
478
DELISTED
Yamana Gold, Inc.
AUY
$18.7M 0.04%
+1,963,846
New +$18.7M
CINF icon
479
Cincinnati Financial
CINF
$24.2B
$18.4M 0.04%
+399,845
New +$18.4M
CNX icon
480
CNX Resources
CNX
$4.17B
$18.4M 0.04%
+812,550
New +$18.4M
TRIP icon
481
TripAdvisor
TRIP
$2B
$18.3M 0.04%
+299,889
New +$18.3M
ANSS
482
DELISTED
Ansys
ANSS
$18.2M 0.04%
+249,295
New +$18.2M
CBRE icon
483
CBRE Group
CBRE
$47.6B
$18.1M 0.04%
+773,375
New +$18.1M
GME icon
484
GameStop
GME
$10.2B
$18M 0.04%
+1,711,228
New +$18M
BMRN icon
485
BioMarin Pharmaceuticals
BMRN
$11.3B
$18M 0.04%
+322,287
New +$18M
DNR
486
DELISTED
Denbury Resources, Inc.
DNR
$17.8M 0.04%
+1,026,082
New +$17.8M
OGE icon
487
OGE Energy
OGE
$8.96B
$17.8M 0.04%
+524,174
New +$17.8M
PHM icon
488
Pultegroup
PHM
$26.6B
$17.7M 0.04%
+937,296
New +$17.7M
KGC icon
489
Kinross Gold
KGC
$26.3B
$17.6M 0.04%
+3,437,445
New +$17.6M
FDO
490
DELISTED
FAMILY DOLLAR STORES
FDO
$17.6M 0.04%
+282,411
New +$17.6M
TRMB icon
491
Trimble
TRMB
$18.8B
$17.6M 0.04%
+676,003
New +$17.6M
DRI icon
492
Darden Restaurants
DRI
$24.3B
$17.6M 0.04%
+393,330
New +$17.6M
LULU icon
493
lululemon athletica
LULU
$23.9B
$17.4M 0.04%
+266,379
New +$17.4M
ATVI
494
DELISTED
Activision Blizzard Inc.
ATVI
$17.4M 0.04%
+1,219,233
New +$17.4M
EPC icon
495
Edgewell Personal Care
EPC
$1.11B
$17.4M 0.04%
+233,072
New +$17.4M
PWR icon
496
Quanta Services
PWR
$55.9B
$17.2M 0.04%
+651,511
New +$17.2M
IPG icon
497
Interpublic Group of Companies
IPG
$9.66B
$17.2M 0.04%
+1,180,599
New +$17.2M
DISCK
498
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$17.1M 0.04%
+491,524
New +$17.1M
RMD icon
499
ResMed
RMD
$39.5B
$17.1M 0.04%
+379,849
New +$17.1M
LHX icon
500
L3Harris
LHX
$51.2B
$17.1M 0.04%
+347,200
New +$17.1M