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
ELS icon
551
Equity Lifestyle Properties
ELS
$12B
$36M 0.02%
583,400
+19,719
EG icon
552
Everest Group
EG
$13.7B
$35.3M 0.02%
103,843
-10,567
BG icon
553
Bunge Global
BG
$18.3B
$35.1M 0.02%
437,642
+82,330
CSL icon
554
Carlisle Companies
CSL
$13.3B
$34.9M 0.02%
93,443
+2,534
TW icon
555
Tradeweb Markets
TW
$23.3B
$34.6M 0.02%
236,661
+4,498
CPT icon
556
Camden Property Trust
CPT
$10.9B
$34.3M 0.02%
304,624
+6,864
DPZ icon
557
Domino's
DPZ
$13.9B
$34.3M 0.02%
76,111
-4,435
CRWV
558
CoreWeave Inc
CRWV
$51.5B
$34.3M 0.02%
+210,254
AKAM icon
559
Akamai
AKAM
$12B
$33.9M 0.02%
424,883
+37,637
ALGN icon
560
Align Technology
ALGN
$9.67B
$33.7M 0.02%
177,746
+13,247
AVY icon
561
Avery Dennison
AVY
$13.5B
$33.5M 0.02%
191,150
+6,186
RKLB icon
562
Rocket Lab Corp
RKLB
$25B
$33.2M 0.02%
927,730
-10,792
NHI icon
563
National Health Investors
NHI
$3.65B
$33.1M 0.02%
471,670
-7,230
GLBE icon
564
Global E Online
GLBE
$6.18B
$33.1M 0.02%
985,505
-220,572
BURL icon
565
Burlington
BURL
$17.7B
$32.9M 0.02%
141,383
+445
COO icon
566
Cooper Companies
COO
$13.9B
$32.9M 0.02%
462,196
+12,078
TME icon
567
Tencent Music
TME
$32.8B
$32.9M 0.02%
1,686,260
-77,885
CHRW icon
568
C.H. Robinson
CHRW
$17.7B
$32.5M 0.02%
338,969
+9,774
CUBE icon
569
CubeSmart
CUBE
$8.56B
$32.5M 0.02%
764,598
-43,842
AUR icon
570
Aurora
AUR
$8.36B
$32.3M 0.02%
6,170,556
+2,173,549
RPRX icon
571
Royalty Pharma
RPRX
$16.5B
$32.2M 0.02%
894,303
+29,996
JKHY icon
572
Jack Henry & Associates
JKHY
$11.7B
$32.1M 0.02%
178,320
-111
CYBR icon
573
CyberArk
CYBR
$25.4B
$32M 0.02%
78,770
+1,870
RBRK icon
574
Rubrik
RBRK
$14.4B
$31.9M 0.02%
355,617
-160,265
IEMG icon
575
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$31.7M 0.02%
527,983
-8,200