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
SSNC icon
501
SS&C Technologies
SSNC
$21B
$45.2M 0.03%
508,916
+5,666
CF icon
502
CF Industries
CF
$12.3B
$44.9M 0.03%
500,291
+22,312
STZ icon
503
Constellation Brands
STZ
$23.7B
$44.8M 0.03%
333,018
-25,201
KRG icon
504
Kite Realty
KRG
$5.01B
$44.8M 0.03%
2,010,557
+701,210
DOC icon
505
Healthpeak Properties
DOC
$12.7B
$44.8M 0.03%
2,337,278
-118,533
CUBE icon
506
CubeSmart
CUBE
$8.49B
$44.7M 0.03%
1,100,292
+335,694
CPAY icon
507
Corpay
CPAY
$20.7B
$44.6M 0.03%
154,687
+1,932
AMLP icon
508
Alerian MLP ETF
AMLP
$10.5B
$44.2M 0.03%
941,084
-19,401
EVRG icon
509
Evergy
EVRG
$17.9B
$43.7M 0.03%
575,181
+7,749
MKC icon
510
McCormick & Company Non-Voting
MKC
$18.1B
$43.5M 0.03%
650,789
+7,547
SBAC icon
511
SBA Communications
SBAC
$20.7B
$43.5M 0.03%
225,193
+646
BBY icon
512
Best Buy
BBY
$16.7B
$43.4M 0.03%
574,569
-16,992
PD icon
513
PagerDuty
PD
$1.1B
$43M 0.02%
2,602,149
-285,212
TPL icon
514
Texas Pacific Land
TPL
$19.9B
$42.6M 0.02%
45,678
+610
OMCL icon
515
Omnicell
OMCL
$1.64B
$42.6M 0.02%
1,398,550
-25,054
ROL icon
516
Rollins
ROL
$29.6B
$42.1M 0.02%
716,632
+14,792
WAT icon
517
Waters Corp
WAT
$24B
$41.9M 0.02%
139,756
+675
CHRW icon
518
C.H. Robinson
CHRW
$18.8B
$41.6M 0.02%
314,029
-24,940
BIDU icon
519
Baidu
BIDU
$40.2B
$41.5M 0.02%
314,989
+145,214
IGSB icon
520
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$41M 0.02%
774,000
-43,000
LNT icon
521
Alliant Energy
LNT
$17.9B
$41M 0.02%
608,535
+8,700
TXT icon
522
Textron
TXT
$14.7B
$40.7M 0.02%
482,278
-13,749
NTLA icon
523
Intellia Therapeutics
NTLA
$1.04B
$40.7M 0.02%
2,354,856
-316,409
CLX icon
524
Clorox
CLX
$13.2B
$40.6M 0.02%
329,390
+2,954
GEN icon
525
Gen Digital
GEN
$16.3B
$40.5M 0.02%
1,426,358
+27,001