Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.43%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.43%
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 34.24%
2 Financials 12.76%
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
ETSY icon
1076
Etsy
ETSY
$5.93B
-14,680
CZR icon
1077
Caesars Entertainment
CZR
$4.4B
-9,623
CRUS icon
1078
Cirrus Logic
CRUS
$6.55B
-2,654
COPX icon
1079
Global X Copper Miners ETF NEW
COPX
$6.75B
-20,300
CHX
1080
DELISTED
ChampionX
CHX
-13,087
CHWY icon
1081
Chewy
CHWY
$13B
-5,806
BRBR icon
1082
BellRing Brands
BRBR
$3.03B
-9,083
ARMK icon
1083
Aramark
ARMK
$10.2B
-27,728
ARKK icon
1084
ARK Innovation ETF
ARKK
$7.25B
-5,800
AR icon
1085
Antero Resources
AR
$10.6B
-15,900
ANSS
1086
DELISTED
Ansys
ANSS
-519,737
ANDE icon
1087
Andersons Inc
ANDE
$2.04B
-9,257
AMKR icon
1088
Amkor Technology
AMKR
$12.5B
-12,192
ALV icon
1089
Autoliv
ALV
$9.73B
-5,558