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
DE icon
101
Deere & Co
DE
$126B
$361M 0.21%
790,366
+34,208
KLAC icon
102
KLA
KLAC
$154B
$359M 0.21%
332,398
+2,012
BSX icon
103
Boston Scientific
BSX
$151B
$349M 0.2%
3,576,744
-2,915
ROK icon
104
Rockwell Automation
ROK
$44.4B
$349M 0.2%
997,190
-9,385
CMCSA icon
105
Comcast
CMCSA
$97.3B
$348M 0.2%
11,059,878
-112,130
UNP icon
106
Union Pacific
UNP
$138B
$342M 0.2%
1,447,634
+16,859
TMUS icon
107
T-Mobile US
TMUS
$234B
$339M 0.2%
1,417,764
+113,728
COF icon
108
Capital One
COF
$139B
$337M 0.19%
1,586,386
+116,829
LOW icon
109
Lowe's Companies
LOW
$136B
$336M 0.19%
1,336,689
+16,802
COP icon
110
ConocoPhillips
COP
$110B
$321M 0.18%
3,388,908
-6,638
DASH icon
111
DoorDash
DASH
$85.5B
$310M 0.18%
1,137,941
+29,927
MDT icon
112
Medtronic
MDT
$135B
$306M 0.18%
3,211,219
-7,787
ELV icon
113
Elevance Health
ELV
$75.2B
$305M 0.18%
943,067
+8,023
ADP icon
114
Automatic Data Processing
ADP
$103B
$303M 0.17%
1,032,547
+6,821
ADSK icon
115
Autodesk
ADSK
$64.3B
$299M 0.17%
941,631
+20,489
CB icon
116
Chubb
CB
$117B
$298M 0.17%
1,057,198
+1,089
SHW icon
117
Sherwin-Williams
SHW
$85.2B
$297M 0.17%
858,863
-1,947
SYK icon
118
Stryker
SYK
$142B
$294M 0.17%
794,988
+13,440
BX icon
119
Blackstone
BX
$113B
$291M 0.17%
1,703,303
+18,474
SPG icon
120
Simon Property Group
SPG
$60.8B
$287M 0.17%
1,529,175
+25,990
COR icon
121
Cencora
COR
$71.6B
$286M 0.16%
913,722
-98,757
TRMB icon
122
Trimble
TRMB
$19.4B
$282M 0.16%
3,455,001
-161,415
EMR icon
123
Emerson Electric
EMR
$74.9B
$281M 0.16%
2,141,084
+410
TEM
124
Tempus AI
TEM
$13.9B
$280M 0.16%
3,463,095
-406,846
TOST icon
125
Toast
TOST
$20.1B
$274M 0.16%
7,517,216
+1,982,566