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
TSN icon
526
Tyson Foods
TSN
$20.5B
$40.5M 0.02%
745,372
+6,453
WY icon
527
Weyerhaeuser
WY
$16B
$40.3M 0.02%
1,623,654
+19,340
HEI icon
528
HEICO Corp
HEI
$44.1B
$40.1M 0.02%
124,290
+867
HST icon
529
Host Hotels & Resorts
HST
$12.1B
$40.1M 0.02%
2,355,757
-425,574
DOW icon
530
Dow Inc
DOW
$17B
$39.9M 0.02%
1,741,547
+119,108
FRT icon
531
Federal Realty Investment Trust
FRT
$8.52B
$39.7M 0.02%
392,333
-9,095
UTHR icon
532
United Therapeutics
UTHR
$20.9B
$39.7M 0.02%
94,702
-5,546
CCJ icon
533
Cameco
CCJ
$38.5B
$39.7M 0.02%
472,964
-55,833
REG icon
534
Regency Centers
REG
$13B
$39.6M 0.02%
543,146
+8,225
CHKP icon
535
Check Point Software Technologies
CHKP
$20.1B
$39.5M 0.02%
190,770
+7,015
AUR icon
536
Aurora
AUR
$8.11B
$39.2M 0.02%
7,264,577
+1,094,021
KEY icon
537
KeyCorp
KEY
$20.1B
$39.1M 0.02%
2,093,732
-13,218
IFF icon
538
International Flavors & Fragrances
IFF
$17.8B
$39.1M 0.02%
635,084
+30,022
FNF icon
539
Fidelity National Financial
FNF
$16.1B
$39M 0.02%
645,268
-36,429
RPRX icon
540
Royalty Pharma
RPRX
$17.1B
$38.9M 0.02%
1,101,641
+207,338
FTV icon
541
Fortive
FTV
$17B
$38.9M 0.02%
793,095
-21,115
HOLX icon
542
Hologic
HOLX
$16.7B
$38.8M 0.02%
574,820
-6,659
INCY icon
543
Incyte
INCY
$20.5B
$38.7M 0.02%
456,736
+6,265
AFRM icon
544
Affirm
AFRM
$23.4B
$38.6M 0.02%
+528,691
OUT icon
545
Outfront Media
OUT
$3.94B
$38.3M 0.02%
2,089,443
-175,231
LVS icon
546
Las Vegas Sands
LVS
$46.1B
$38.2M 0.02%
709,565
+3,765
BURL icon
547
Burlington
BURL
$15.9B
$38.1M 0.02%
149,767
+8,384
BABA icon
548
Alibaba
BABA
$375B
$38M 0.02%
212,619
+172,704
NTNX icon
549
Nutanix
NTNX
$12.9B
$37.7M 0.02%
507,121
+13,980
BLDR icon
550
Builders FirstSource
BLDR
$12.4B
$37.5M 0.02%
309,102
-4,114