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
DHR icon
76
Danaher
DHR
$160B
$428M 0.25%
2,157,752
+94,080
TXN icon
77
Texas Instruments
TXN
$153B
$427M 0.25%
2,325,959
+11,375
EQIX icon
78
Equinix
EQIX
$74B
$426M 0.25%
544,462
+7,409
PANW icon
79
Palo Alto Networks
PANW
$133B
$424M 0.24%
2,081,938
+201,327
ADI icon
80
Analog Devices
ADI
$130B
$424M 0.24%
1,725,144
+7,752
PGR icon
81
Progressive
PGR
$134B
$422M 0.24%
1,709,793
-74,740
GEV icon
82
GE Vernova
GEV
$163B
$419M 0.24%
682,099
+4,662
BLK icon
83
Blackrock
BLK
$162B
$419M 0.24%
359,324
+1,676
AMAT icon
84
Applied Materials
AMAT
$201B
$416M 0.24%
2,032,438
-812,322
HON icon
85
Honeywell
HON
$122B
$401M 0.23%
1,904,702
+11,903
SPOT icon
86
Spotify
SPOT
$123B
$398M 0.23%
570,520
-54,483
PFE icon
87
Pfizer
PFE
$146B
$398M 0.23%
15,614,918
+13,802
ACN icon
88
Accenture
ACN
$155B
$397M 0.23%
1,609,612
+19,552
TJX icon
89
TJX Companies
TJX
$169B
$391M 0.23%
2,704,948
+16,009
TER icon
90
Teradyne
TER
$28.5B
$386M 0.22%
2,801,558
-72,156
CRWD icon
91
CrowdStrike
CRWD
$128B
$384M 0.22%
783,727
-33,710
SCHW icon
92
Charles Schwab
SCHW
$165B
$382M 0.22%
4,002,413
+85,148
NEE icon
93
NextEra Energy
NEE
$180B
$374M 0.22%
4,953,009
+89,586
CDNS icon
94
Cadence Design Systems
CDNS
$84.9B
$372M 0.21%
1,057,902
+143
GILD icon
95
Gilead Sciences
GILD
$156B
$370M 0.21%
3,329,522
+27,232
ROKU icon
96
Roku
ROKU
$14.3B
$369M 0.21%
3,688,618
-763,119
ANET icon
97
Arista Networks
ANET
$165B
$367M 0.21%
2,518,805
+22,472
INTC icon
98
Intel
INTC
$193B
$366M 0.21%
10,902,625
+77,275
SPGI icon
99
S&P Global
SPGI
$151B
$363M 0.21%
746,847
+14,589
ICE icon
100
Intercontinental Exchange
ICE
$89.7B
$363M 0.21%
2,156,013
+20,352