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
SW
476
Smurfit Westrock
SW
$18.7B
$45.3M 0.03%
1,048,957
+1,835
CGNX icon
477
Cognex
CGNX
$6.63B
$45.1M 0.03%
1,422,366
+17,608
GENI icon
478
Genius Sports
GENI
$2.44B
$45.1M 0.03%
4,336,734
-1,367,258
LXP icon
479
LXP Industrial Trust
LXP
$2.81B
$45.1M 0.03%
5,456,385
+619,642
PNR icon
480
Pentair
PNR
$17.5B
$44.7M 0.03%
435,238
+18,164
ZM icon
481
Zoom
ZM
$24.6B
$44.6M 0.03%
571,641
-13,172
VCYT icon
482
Veracyte
VCYT
$3.3B
$44.5M 0.03%
1,647,177
-616,762
IFF icon
483
International Flavors & Fragrances
IFF
$16.1B
$44.5M 0.03%
605,062
+13,582
FDS icon
484
Factset
FDS
$9.49B
$44.4M 0.03%
99,276
+1,389
SNA icon
485
Snap-on
SNA
$17.8B
$44.2M 0.03%
142,019
+3,578
PD icon
486
PagerDuty
PD
$1.41B
$44.1M 0.03%
2,887,361
-220,880
CF icon
487
CF Industries
CF
$12.8B
$44M 0.03%
477,979
-1,426
VOO icon
488
Vanguard S&P 500 ETF
VOO
$764B
$43.9M 0.03%
+77,215
PFG icon
489
Principal Financial Group
PFG
$18.1B
$43.7M 0.03%
550,712
+24,063
J icon
490
Jacobs Solutions
J
$18.3B
$43.7M 0.03%
332,457
+12,119
EXPD icon
491
Expeditors International
EXPD
$18B
$43.6M 0.03%
381,478
-5,304
GCMG icon
492
GCM Grosvenor
GCMG
$614M
$43.4M 0.03%
+3,752,965
IGSB icon
493
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$43.1M 0.03%
817,000
-98,800
DOC icon
494
Healthpeak Properties
DOC
$12.2B
$43M 0.03%
2,455,811
-3,326
DOW icon
495
Dow Inc
DOW
$15.8B
$43M 0.03%
1,622,439
+35,266
STLD icon
496
Steel Dynamics
STLD
$22.3B
$42.7M 0.03%
333,799
-58,520
HST icon
497
Host Hotels & Resorts
HST
$11.9B
$42.7M 0.03%
2,781,331
-907,512
FTV icon
498
Fortive
FTV
$16.2B
$42.4M 0.03%
814,210
-206,291
WST icon
499
West Pharmaceutical
WST
$19.8B
$41.9M 0.03%
191,643
+13,446
FFIV icon
500
F5
FFIV
$14.3B
$41.9M 0.03%
142,338
-3,080