Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $160B
 

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 Return
+2.47%
1 Year Return
+28.43%
3 Year Return
+114.94%
5 Year Return
+183.59%
10 Year Return
+454.39%
AUM
$44.1B
AUM Growth
Cap. Flow
+$44.1B
Cap. Flow %
100%
Top 10 Hldgs %
16.71%
Holding
747
New
747
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.24%
2 Technology 12.71%
3 Healthcare 12.62%
4 Energy 11.02%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CTAS icon
551
Cintas
CTAS
$82.9B
$13.5M 0.03%
+1,184,220
New +$13.5M
PBCT
552
DELISTED
People's United Financial Inc
PBCT
$13.5M 0.03%
+914,335
New +$13.5M
SEE icon
553
Sealed Air
SEE
$4.76B
$13.5M 0.03%
+561,987
New +$13.5M
XYL icon
554
Xylem
XYL
$34B
$13.5M 0.03%
+499,420
New +$13.5M
VET icon
555
Vermilion Energy
VET
$1.15B
$13.4M 0.03%
+276,157
New +$13.4M
TEG
556
DELISTED
INTEGRYS ENERGY GROUP INC COM (USA)
TEG
$13.4M 0.03%
+228,610
New +$13.4M
LEG icon
557
Leggett & Platt
LEG
$1.28B
$13.1M 0.03%
+421,580
New +$13.1M
MLM icon
558
Martin Marietta Materials
MLM
$36.9B
$13.1M 0.03%
+133,072
New +$13.1M
EGO icon
559
Eldorado Gold
EGO
$5.18B
$13M 0.03%
+419,655
New +$13M
QEP
560
DELISTED
QEP RESOURCES, INC.
QEP
$12.9M 0.03%
+464,053
New +$12.9M
AEM icon
561
Agnico Eagle Mines
AEM
$74.7B
$12.9M 0.03%
+466,946
New +$12.9M
WRB icon
562
W.R. Berkley
WRB
$27.4B
$12.8M 0.03%
+1,059,568
New +$12.8M
POM
563
DELISTED
PEPCO HOLDINGS, INC.
POM
$12.8M 0.03%
+635,899
New +$12.8M
BTE icon
564
Baytex Energy
BTE
$1.73B
$12.8M 0.03%
+356,747
New +$12.8M
URBN icon
565
Urban Outfitters
URBN
$6B
$12.6M 0.03%
+313,659
New +$12.6M
MAN icon
566
ManpowerGroup
MAN
$1.89B
$12.6M 0.03%
+229,560
New +$12.6M
NUAN
567
DELISTED
Nuance Communications, Inc.
NUAN
$12.5M 0.03%
+787,123
New +$12.5M
AVT icon
568
Avnet
AVT
$4.38B
$12.5M 0.03%
+371,623
New +$12.5M
BTU
569
DELISTED
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
$12.4M 0.03%
+56,613
New +$12.4M
UAA icon
570
Under Armour
UAA
$2.17B
$12.4M 0.03%
+838,566
New +$12.4M
BPO
571
DELISTED
BROOKFIELD OFFICE PROPERTIES. INC
BPO
$12.4M 0.03%
+744,335
New +$12.4M
WIN
572
DELISTED
Windstream Holdings Inc
WIN
$12.4M 0.03%
+204,731
New +$12.4M
BRSL
573
Brightstar Lottery PLC
BRSL
$3.09B
$12.3M 0.03%
+737,633
New +$12.3M
RHI icon
574
Robert Half
RHI
$3.78B
$12.3M 0.03%
+369,704
New +$12.3M
LDOS icon
575
Leidos
LDOS
$22.8B
$12.2M 0.03%
+358,901
New +$12.2M