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
ACM icon
576
Aecom
ACM
$17.3B
$31.4M 0.02%
278,529
+17,121
FOXA icon
577
Fox Class A
FOXA
$29.3B
$31.3M 0.02%
559,169
+3,018
MAS icon
578
Masco
MAS
$12.9B
$31.1M 0.02%
482,561
-4,289
LVS icon
579
Las Vegas Sands
LVS
$44.1B
$30.7M 0.02%
705,800
-15,983
INCY icon
580
Incyte
INCY
$20.8B
$30.7M 0.02%
450,471
-22,715
SJM icon
581
J.M. Smucker
SJM
$11.4B
$30.5M 0.02%
311,013
-21,369
IEX icon
582
IDEX
IEX
$12.6B
$30.4M 0.02%
173,298
+566
WSO icon
583
Watsco Inc
WSO
$14.3B
$30.1M 0.02%
68,227
+7
KRG icon
584
Kite Realty
KRG
$4.87B
$29.7M 0.02%
1,309,347
-200,539
NBIX icon
585
Neurocrine Biosciences
NBIX
$15.2B
$29.6M 0.02%
235,488
+4,030
JBHT icon
586
JB Hunt Transport Services
JBHT
$16.3B
$29.5M 0.02%
205,707
+13,834
ALLE icon
587
Allegion
ALLE
$14.4B
$29.2M 0.02%
202,367
+2,687
GGG icon
588
Graco
GGG
$13.5B
$29.1M 0.02%
339,041
-3,114
RVTY icon
589
Revvity
RVTY
$10.3B
$29.1M 0.02%
301,035
-1,903
HRL icon
590
Hormel Foods
HRL
$12.1B
$29M 0.02%
959,309
+50,195
CAG icon
591
Conagra Brands
CAG
$8.2B
$29M 0.02%
1,416,807
+114,222
UTHR icon
592
United Therapeutics
UTHR
$19.3B
$28.8M 0.02%
100,248
+2,521
NDSN icon
593
Nordson
NDSN
$13.1B
$28.6M 0.02%
133,270
+7,237
GLD icon
594
SPDR Gold Trust
GLD
$128B
$28.5M 0.02%
93,455
-9,708
BAH icon
595
Booz Allen Hamilton
BAH
$10.6B
$28.4M 0.02%
272,371
+2,802
ETOR
596
eToro Group
ETOR
$2.92B
$28M 0.02%
+421,205
ARCC icon
597
Ares Capital
ARCC
$14.5B
$27.7M 0.02%
1,260,403
+155,995
UHS icon
598
Universal Health Services
UHS
$14.6B
$27.4M 0.02%
151,303
-4,004
BMRN icon
599
BioMarin Pharmaceuticals
BMRN
$9.89B
$27.1M 0.02%
492,104
+24,859
OC icon
600
Owens Corning
OC
$8.56B
$27M 0.02%
196,163
+8,435