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
EVRG icon
526
Evergy
EVRG
$17.4B
$39.1M 0.02%
567,432
+28,314
OMC icon
527
Omnicom Group
OMC
$14.1B
$38.7M 0.02%
538,442
+21,726
BAP icon
528
Credicorp
BAP
$20.5B
$38.7M 0.02%
173,181
-5,262
BAX icon
529
Baxter International
BAX
$9.24B
$38.6M 0.02%
1,273,414
+130,169
JNPR
530
DELISTED
Juniper Networks
JNPR
$38.5M 0.02%
965,179
+58,242
FNF icon
531
Fidelity National Financial
FNF
$14.8B
$38.2M 0.02%
681,697
+64,413
FRT icon
532
Federal Realty Investment Trust
FRT
$8.27B
$38.1M 0.02%
401,428
+270,835
REG icon
533
Regency Centers
REG
$12.6B
$38.1M 0.02%
534,921
+15,296
NTST
534
NETSTREIT Corp
NTST
$1.52B
$38.1M 0.02%
2,249,347
-140,236
TRU icon
535
TransUnion
TRU
$15.3B
$37.9M 0.02%
430,629
-8,340
HOLX icon
536
Hologic
HOLX
$16.5B
$37.9M 0.02%
581,479
+50,151
NTNX icon
537
Nutanix
NTNX
$18.6B
$37.7M 0.02%
493,141
+4,131
LII icon
538
Lennox International
LII
$17.2B
$37.6M 0.02%
65,592
+2,777
DT icon
539
Dynatrace
DT
$13.9B
$37.6M 0.02%
681,010
+59,149
YUMC icon
540
Yum China
YUMC
$15.6B
$37.6M 0.02%
840,889
-26,937
OKTA icon
541
Okta
OKTA
$15.1B
$37.5M 0.02%
375,601
+14,674
RS icon
542
Reliance Steel & Aluminium
RS
$14.4B
$37.5M 0.02%
119,327
-1,415
DECK icon
543
Deckers Outdoor
DECK
$11.6B
$37.4M 0.02%
363,179
+13,133
OUT icon
544
Outfront Media
OUT
$2.95B
$37M 0.02%
2,264,674
+16,560
KEY icon
545
KeyCorp
KEY
$19.2B
$36.7M 0.02%
2,106,950
+23,144
SNAP icon
546
Snap
SNAP
$13.8B
$36.6M 0.02%
4,208,697
+1,013,757
BLDR icon
547
Builders FirstSource
BLDR
$12.1B
$36.5M 0.02%
313,216
+22,413
DOCU icon
548
DocuSign
DOCU
$14B
$36.5M 0.02%
468,066
+16,404
LNT icon
549
Alliant Energy
LNT
$17.2B
$36.3M 0.02%
599,835
-6,415
BALL icon
550
Ball Corp
BALL
$13B
$36.2M 0.02%
645,187
-37,164