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
SCCO icon
601
Southern Copper
SCCO
$110B
$28.1M 0.02%
233,470
+7,479
NWSA icon
602
News Corp Class A
NWSA
$14.3B
$28M 0.02%
910,664
+16,161
UHS icon
603
Universal Health Services
UHS
$15.2B
$28M 0.02%
136,776
-14,527
YUMC icon
604
Yum China
YUMC
$17.2B
$27.8M 0.02%
648,597
-192,292
RBRK icon
605
Rubrik
RBRK
$13.7B
$27.8M 0.02%
337,811
-17,806
ENTG icon
606
Entegris
ENTG
$11.7B
$27.8M 0.02%
300,382
-119
OC icon
607
Owens Corning
OC
$9.31B
$27.8M 0.02%
196,315
+152
AKAM icon
608
Akamai
AKAM
$12.9B
$27.3M 0.02%
360,989
-63,894
NTST
609
NETSTREIT Corp
NTST
$1.53B
$27.3M 0.02%
1,513,687
-735,660
JBHT icon
610
JB Hunt Transport Services
JBHT
$16.6B
$27.2M 0.02%
203,024
-2,683
RIVN icon
611
Rivian
RIVN
$20.7B
$27.2M 0.02%
1,855,544
+24,142
DAL icon
612
Delta Air Lines
DAL
$41.9B
$26.7M 0.02%
471,266
-2,211
TW icon
613
Tradeweb Markets
TW
$23.2B
$26.7M 0.02%
240,617
+3,956
JKHY icon
614
Jack Henry & Associates
JKHY
$12.6B
$26.6M 0.02%
178,863
+543
BAH icon
615
Booz Allen Hamilton
BAH
$10.1B
$26.6M 0.02%
265,817
-6,554
KSPI icon
616
Kaspi.kz JSC
KSPI
$14.7B
$26.5M 0.02%
323,903
+24,278
CDNA icon
617
CareDx
CDNA
$919M
$25.3M 0.01%
1,740,064
+503,136
CURB
618
Curbline Properties
CURB
$2.52B
$25.2M 0.01%
1,129,674
+2,599
HRL icon
619
Hormel Foods
HRL
$12.8B
$24.5M 0.01%
990,265
+30,956
BMRN icon
620
BioMarin Pharmaceuticals
BMRN
$10.7B
$24.5M 0.01%
451,980
-40,124
POOL icon
621
Pool Corp
POOL
$9.07B
$24M 0.01%
77,441
-11,582
RSP icon
622
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$23.8M 0.01%
+125,300
RVTY icon
623
Revvity
RVTY
$11.8B
$23.8M 0.01%
271,026
-30,009
VOO icon
624
Vanguard S&P 500 ETF
VOO
$802B
$23.7M 0.01%
38,700
-38,515
SOLV icon
625
Solventum
SOLV
$14.8B
$23.3M 0.01%
318,907
+22,937