Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.42%
 

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
+29.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170B
AUM Growth
-$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,095
New
Increased
Reduced
Closed

Top Buys

1 +$157M
2 +$132M
3 +$98.8M
4
TME icon
Tencent Music
TME
+$88.6M
5
INSM icon
Insmed
INSM
+$79.5M

Top Sells

1 +$364M
2 +$358M
3 +$356M
4
TSLA icon
Tesla
TSLA
+$258M
5
MSFT icon
Microsoft
MSFT
+$249M

Sector Composition

1 Technology 33.88%
2 Financials 12.62%
3 Communication Services 10.46%
4 Consumer Discretionary 10.21%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WM icon
151
Waste Management
WM
$98.2B
$206M 0.12%
939,398
-31,614
QQQM icon
152
Invesco NASDAQ 100 ETF
QQQM
$70.4B
$206M 0.12%
815,484
-109,036
TT icon
153
Trane Technologies
TT
$103B
$206M 0.12%
529,782
-44,371
GD icon
154
General Dynamics
GD
$98.6B
$205M 0.12%
609,613
-6,689
O icon
155
Realty Income
O
$62.1B
$204M 0.12%
3,625,306
-533,258
CRCL
156
Circle Internet Group
CRCL
$23.5B
$204M 0.12%
2,575,684
+1,276,310
CRH icon
157
CRH
CRH
$76.1B
$202M 0.12%
1,621,443
-34,923
DLR icon
158
Digital Realty Trust
DLR
$61.4B
$200M 0.12%
1,291,103
-115,356
NXPI icon
159
NXP Semiconductors
NXPI
$54.4B
$199M 0.12%
918,375
-23,529
PNC icon
160
PNC Financial Services
PNC
$86.6B
$197M 0.12%
942,811
-35,592
ORLY icon
161
O'Reilly Automotive
ORLY
$80B
$195M 0.11%
2,134,007
-66,371
VTR icon
162
Ventas
VTR
$41.2B
$194M 0.11%
2,510,466
-75,939
HWM icon
163
Howmet Aerospace
HWM
$106B
$194M 0.11%
943,884
-33,211
USB icon
164
US Bancorp
USB
$84.9B
$193M 0.11%
3,618,165
-372,707
PDD icon
165
Pinduoduo
PDD
$143B
$191M 0.11%
1,682,194
-37,341
MDLZ icon
166
Mondelez International
MDLZ
$75.3B
$190M 0.11%
3,533,082
-18,283
NOC icon
167
Northrop Grumman
NOC
$108B
$190M 0.11%
333,472
-14,363
MO icon
168
Altria Group
MO
$115B
$190M 0.11%
3,288,837
-233,372
GM icon
169
General Motors
GM
$69.8B
$188M 0.11%
2,314,279
-100,318
JCI icon
170
Johnson Controls International
JCI
$89B
$188M 0.11%
1,566,868
-142,319
MCO icon
171
Moody's
MCO
$82.6B
$186M 0.11%
364,487
-14,008
NKE icon
172
Nike
NKE
$87.9B
$186M 0.11%
2,916,205
-126,462
CMI icon
173
Cummins
CMI
$80.2B
$185M 0.11%
361,586
-10,740
UPS icon
174
United Parcel Service
UPS
$96.1B
$183M 0.11%
1,846,846
-42,265
BK icon
175
Bank of New York Mellon
BK
$82.2B
$183M 0.11%
1,573,102
-96,403