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
TDS icon
1001
Telephone and Data Systems
TDS
$4.65B
$334K ﹤0.01%
8,500
AWI icon
1002
Armstrong World Industries
AWI
$8.18B
$333K ﹤0.01%
+1,700
LYFT icon
1003
Lyft
LYFT
$8.4B
$328K ﹤0.01%
14,902
-9,468
THD icon
1004
iShares MSCI Thailand ETF
THD
$204M
$324K ﹤0.01%
+5,497
HALO icon
1005
Halozyme
HALO
$8.4B
$323K ﹤0.01%
+4,400
AVTR icon
1006
Avantor
AVTR
$8B
$322K ﹤0.01%
25,799
-1,507,373
KMX icon
1007
CarMax
KMX
$5.68B
$320K ﹤0.01%
7,131
-50,848
FN icon
1008
Fabrinet
FN
$16.5B
$320K ﹤0.01%
+877
CIO
1009
City Office REIT
CIO
$275M
$315K ﹤0.01%
45,228
+7,674
JD icon
1010
JD.com
JD
$42.3B
$310K ﹤0.01%
8,875
+123
CPB icon
1011
Campbell Soup
CPB
$9.07B
$310K ﹤0.01%
9,805
-504,654
BNR
1012
Burning Rock Biotech
BNR
$232M
$301K ﹤0.01%
34,842
-9,086
ESAB icon
1013
ESAB
ESAB
$6.81B
$301K ﹤0.01%
2,693
PCVX icon
1014
Vaxcyte
PCVX
$6.49B
$301K ﹤0.01%
+8,346
NABL icon
1015
N-able
NABL
$1.34B
$299K ﹤0.01%
38,377
DRS icon
1016
Leonardo DRS
DRS
$9.09B
$294K ﹤0.01%
6,465
+865
DINO icon
1017
HF Sinclair
DINO
$9.73B
$288K ﹤0.01%
+5,500
CORT icon
1018
Corcept Therapeutics
CORT
$8.35B
$282K ﹤0.01%
3,389
+260
CVLT icon
1019
Commault Systems
CVLT
$5.45B
$278K ﹤0.01%
+1,470
EPOL icon
1020
iShares MSCI Poland ETF
EPOL
$440M
$274K ﹤0.01%
+8,500
LSCC icon
1021
Lattice Semiconductor
LSCC
$9.6B
$272K ﹤0.01%
3,713
-6,786
PCOR icon
1022
Procore
PCOR
$11.5B
$270K ﹤0.01%
3,709
MYRG icon
1023
MYR Group
MYRG
$3.48B
$270K ﹤0.01%
1,300
+100
BEKE icon
1024
KE Holdings
BEKE
$20.1B
$267K ﹤0.01%
+14,030
BBD icon
1025
Banco Bradesco
BBD
$39.1B
$264K ﹤0.01%
77,984
-40,295