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
DECK icon
551
Deckers Outdoor
DECK
$12.8B
$37.2M 0.02%
367,217
+4,038
GLD icon
552
SPDR Gold Trust
GLD
$141B
$37.2M 0.02%
104,535
+11,080
RXRX icon
553
Recursion Pharmaceuticals
RXRX
$2.41B
$36.4M 0.02%
7,465,858
-701,887
TRU icon
554
TransUnion
TRU
$16.5B
$36.3M 0.02%
433,521
+2,892
EQH icon
555
Equitable Holdings
EQH
$13.4B
$36.2M 0.02%
712,408
+5,090
ACM icon
556
Aecom
ACM
$13.6B
$36.1M 0.02%
276,727
-1,802
ALLE icon
557
Allegion
ALLE
$14.3B
$36.1M 0.02%
203,386
+1,019
EG icon
558
Everest Group
EG
$13.2B
$36.1M 0.02%
102,975
-868
ARCT icon
559
Arcturus Therapeutics
ARCT
$193M
$35.9M 0.02%
1,947,835
+115,368
IBTA icon
560
Ibotta
IBTA
$634M
$35.7M 0.02%
1,281,219
+168,054
FOXA icon
561
Fox Class A
FOXA
$29.1B
$35M 0.02%
555,429
-3,740
LII icon
562
Lennox International
LII
$17.5B
$35M 0.02%
66,080
+488
OKTA icon
563
Okta
OKTA
$14.2B
$34.9M 0.02%
381,075
+5,474
TWLO icon
564
Twilio
TWLO
$19.7B
$34.6M 0.02%
345,985
+14,842
MAS icon
565
Masco
MAS
$13.5B
$34.5M 0.02%
489,623
+7,062
CRWV
566
CoreWeave Inc
CRWV
$36.4B
$34.4M 0.02%
251,650
+41,396
DOCU icon
567
DocuSign
DOCU
$13.9B
$34.2M 0.02%
474,530
+6,464
RS icon
568
Reliance Steel & Aluminium
RS
$14.6B
$33.8M 0.02%
120,286
+959
CG icon
569
Carlyle Group
CG
$19.7B
$33.5M 0.02%
534,583
+11,202
CPT icon
570
Camden Property Trust
CPT
$11.3B
$33.2M 0.02%
311,137
+6,513
BG icon
571
Bunge Global
BG
$18.6B
$33M 0.02%
405,810
-31,832
DPZ icon
572
Domino's
DPZ
$14.2B
$32.7M 0.02%
75,741
-370
GENI icon
573
Genius Sports
GENI
$2.4B
$32.7M 0.02%
2,637,965
-1,698,769
TME icon
574
Tencent Music
TME
$28.4B
$32.6M 0.02%
1,398,095
-288,165
IEMG icon
575
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$32.6M 0.02%
493,983
-34,000