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
PH icon
151
Parker-Hannifin
PH
$109B
$226M 0.13%
298,125
+2,283
CI icon
152
Cigna
CI
$74.1B
$224M 0.13%
778,483
+28,322
CVS icon
153
CVS Health
CVS
$102B
$223M 0.13%
2,959,372
+61,752
MDLZ icon
154
Mondelez International
MDLZ
$74.3B
$222M 0.13%
3,551,365
+46,293
NU icon
155
Nu Holdings
NU
$84.3B
$219M 0.13%
13,695,159
+1,703,787
NXPI icon
156
NXP Semiconductors
NXPI
$49.1B
$214M 0.12%
941,904
+2,220
WM icon
157
Waste Management
WM
$87.8B
$214M 0.12%
971,012
+9,971
NKE icon
158
Nike
NKE
$95.5B
$212M 0.12%
3,042,667
+6,758
NOC icon
159
Northrop Grumman
NOC
$81.7B
$212M 0.12%
347,835
+2,288
GD icon
160
General Dynamics
GD
$92.3B
$210M 0.12%
616,302
+3,852
PYPL icon
161
PayPal
PYPL
$58.7B
$203M 0.12%
3,033,668
-212,264
MSTR icon
162
Strategy Inc
MSTR
$50.9B
$201M 0.12%
623,981
+35,443
RCL icon
163
Royal Caribbean
RCL
$72.6B
$199M 0.11%
615,073
+36,096
CRH icon
164
CRH
CRH
$80.3B
$199M 0.11%
1,656,366
+7,180
CCEP icon
165
Coca-Cola Europacific Partners
CCEP
$41.2B
$198M 0.11%
2,189,955
+47,240
PNC icon
166
PNC Financial Services
PNC
$74.8B
$197M 0.11%
978,403
-11,814
SE icon
167
Sea Limited
SE
$82.3B
$197M 0.11%
1,099,782
+91,445
BMNR
168
BitMine Immersion Technologies
BMNR
$12.7B
$197M 0.11%
+3,784,639
XYZ
169
Block Inc
XYZ
$40.6B
$194M 0.11%
2,682,836
-323,539
USB icon
170
US Bancorp
USB
$76.2B
$193M 0.11%
3,990,872
+42,730
HWM icon
171
Howmet Aerospace
HWM
$82.3B
$192M 0.11%
977,095
+8,427
MSI icon
172
Motorola Solutions
MSI
$61.6B
$191M 0.11%
418,595
+3,821
CTAS icon
173
Cintas
CTAS
$74.8B
$191M 0.11%
928,195
-48,398
JCI icon
174
Johnson Controls International
JCI
$71.1B
$188M 0.11%
1,709,187
+5,806
KKR icon
175
KKR & Co
KKR
$109B
$187M 0.11%
1,439,650
+21,853