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
LYB icon
576
LyondellBasell Industries
LYB
$15.8B
$32.4M 0.02%
661,305
-54,254
GLBE icon
577
Global E Online
GLBE
$6.86B
$32.3M 0.02%
902,523
-82,982
BALL icon
578
Ball Corp
BALL
$13.3B
$31.9M 0.02%
632,928
-12,259
COO icon
579
Cooper Companies
COO
$15.5B
$31.8M 0.02%
463,121
+925
IGIB icon
580
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.1B
$31.6M 0.02%
585,000
+262,000
DT icon
581
Dynatrace
DT
$13.4B
$31.6M 0.02%
651,652
-29,358
WGS icon
582
GeneDx Holdings
WGS
$4.83B
$31.5M 0.02%
+292,255
DKS icon
583
Dick's Sporting Goods
DKS
$18.5B
$31.1M 0.02%
140,094
+13,230
NBIX icon
584
Neurocrine Biosciences
NBIX
$15.2B
$31.1M 0.02%
221,290
-14,198
ARCC icon
585
Ares Capital
ARCC
$14.8B
$31M 0.02%
1,517,560
+257,157
CSL icon
586
Carlisle Companies
CSL
$13.3B
$30.7M 0.02%
93,326
-117
GRAB icon
587
Grab
GRAB
$22.3B
$30.3M 0.02%
5,031,582
+294,037
NDSN icon
588
Nordson
NDSN
$13.4B
$30.3M 0.02%
133,298
+28
AVY icon
589
Avery Dennison
AVY
$13.3B
$30.1M 0.02%
185,914
-5,236
SJM icon
590
J.M. Smucker
SJM
$11.1B
$29.6M 0.02%
272,372
-38,641
BAX icon
591
Baxter International
BAX
$9.63B
$29.4M 0.02%
1,292,522
+19,108
JOBY icon
592
Joby Aviation
JOBY
$13.2B
$29M 0.02%
1,795,443
-718,796
GGG icon
593
Graco
GGG
$13.7B
$28.9M 0.02%
340,249
+1,208
FDS icon
594
Factset
FDS
$10.4B
$28.9M 0.02%
100,892
+1,616
MOH icon
595
Molina Healthcare
MOH
$7.62B
$28.9M 0.02%
150,788
-6,181
RPM icon
596
RPM International
RPM
$13.8B
$28.8M 0.02%
244,678
+3,749
QQQ icon
597
Invesco QQQ Trust
QQQ
$405B
$28.8M 0.02%
48,028
-371,323
NXDR
598
Nextdoor Holdings
NXDR
$686M
$28.6M 0.02%
13,660,830
+2,700,769
IEX icon
599
IDEX
IEX
$13B
$28.4M 0.02%
174,571
+1,273
WSO icon
600
Watsco Inc
WSO
$14B
$28.3M 0.02%
69,907
+1,680