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
VRTX icon
126
Vertex Pharmaceuticals
VRTX
$110B
$274M 0.16%
700,673
+45,623
LMT icon
127
Lockheed Martin
LMT
$106B
$274M 0.16%
548,567
-3,792
NET icon
128
Cloudflare
NET
$70.1B
$274M 0.16%
1,276,051
-120,215
NEM icon
129
Newmont
NEM
$99B
$268M 0.15%
3,178,698
-43,650
TDG icon
130
TransDigm Group
TDG
$76.6B
$266M 0.15%
201,736
+4,870
CME icon
131
CME Group
CME
$101B
$258M 0.15%
956,195
+14,032
MMM icon
132
3M
MMM
$91.4B
$257M 0.15%
1,653,187
+9,264
SO icon
133
Southern Company
SO
$100B
$256M 0.15%
2,705,911
+54,820
CEG icon
134
Constellation Energy
CEG
$114B
$255M 0.15%
776,280
+6,568
O icon
135
Realty Income
O
$53B
$253M 0.15%
4,158,564
-379,904
PSA icon
136
Public Storage
PSA
$48.2B
$252M 0.15%
872,843
+96,536
TRV icon
137
Travelers Companies
TRV
$65.3B
$251M 0.14%
898,355
-5,319
MCK icon
138
McKesson
MCK
$109B
$246M 0.14%
318,711
+3,427
DUK icon
139
Duke Energy
DUK
$96.4B
$246M 0.14%
1,985,043
+67,092
MMC icon
140
Marsh & McLennan
MMC
$89.9B
$245M 0.14%
1,217,043
+27,530
DLR icon
141
Digital Realty Trust
DLR
$55B
$243M 0.14%
1,406,459
-666
TT icon
142
Trane Technologies
TT
$93.5B
$242M 0.14%
574,153
+3,080
AMT icon
143
American Tower
AMT
$84.9B
$239M 0.14%
1,242,614
+7,195
BMY icon
144
Bristol-Myers Squibb
BMY
$100B
$237M 0.14%
5,259,966
+114,313
ORLY icon
145
O'Reilly Automotive
ORLY
$85.8B
$237M 0.14%
2,200,378
+5,742
SBUX icon
146
Starbucks
SBUX
$99.1B
$237M 0.14%
2,803,962
+46,732
ABNB icon
147
Airbnb
ABNB
$70.9B
$233M 0.13%
1,917,794
+88,063
MO icon
148
Altria Group
MO
$99.1B
$233M 0.13%
3,522,209
+44,303
QQQM icon
149
Invesco NASDAQ 100 ETF
QQQM
$69.5B
$228M 0.13%
924,520
+904,626
PDD icon
150
Pinduoduo
PDD
$165B
$227M 0.13%
1,719,535
+74,225