Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.93%
 

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
+31.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$184M
3 +$173M
4
MA icon
Mastercard
MA
+$123M
5
AAPL icon
Apple
AAPL
+$120M

Top Sells

1 +$293M
2 +$174M
3 +$136M
4
RBLX icon
Roblox
RBLX
+$119M
5
DFS
Discover Financial Services
DFS
+$96.4M

Sector Composition

1 Technology 33.07%
2 Financials 13.07%
3 Consumer Discretionary 10.37%
4 Communication Services 10.07%
5 Healthcare 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DKNG icon
151
DraftKings
DKNG
$13.9B
$223M 0.14%
5,189,491
-210,577
WM icon
152
Waste Management
WM
$80.4B
$220M 0.14%
961,041
+7,515
CTAS icon
153
Cintas
CTAS
$74.3B
$218M 0.14%
976,593
+67,599
NKE icon
154
Nike
NKE
$91.5B
$216M 0.13%
3,035,909
+23,746
APP icon
155
Applovin
APP
$210B
$213M 0.13%
608,274
+51,005
PH icon
156
Parker-Hannifin
PH
$106B
$207M 0.13%
295,842
+3,543
NXPI icon
157
NXP Semiconductors
NXPI
$52B
$205M 0.13%
939,684
+20,619
XYZ
158
Block Inc
XYZ
$43.2B
$204M 0.13%
3,006,375
-358,728
MO icon
159
Altria Group
MO
$96.1B
$204M 0.13%
3,477,906
+50,654
CVS icon
160
CVS Health
CVS
$99.9B
$200M 0.12%
2,897,620
-597,807
CCEP icon
161
Coca-Cola Europacific Partners
CCEP
$40B
$199M 0.12%
2,142,715
+194,691
ORLY icon
162
O'Reilly Automotive
ORLY
$80.4B
$198M 0.12%
2,194,636
+1,891
PINS icon
163
Pinterest
PINS
$17.8B
$197M 0.12%
5,483,649
-309,885
UPS icon
164
United Parcel Service
UPS
$79.4B
$190M 0.12%
1,879,372
+103,422
AJG icon
165
Arthur J. Gallagher & Co
AJG
$63B
$189M 0.12%
590,461
+26,157
KKR icon
166
KKR & Co
KKR
$106B
$189M 0.12%
1,417,797
+22,599
MCO icon
167
Moody's
MCO
$86B
$188M 0.12%
375,561
+2,001
NEM icon
168
Newmont
NEM
$90.1B
$188M 0.12%
3,222,348
+340,038
FTNT icon
169
Fortinet
FTNT
$61.7B
$187M 0.12%
1,766,816
+61,616
PNC icon
170
PNC Financial Services
PNC
$71.7B
$185M 0.12%
990,217
+29,060
ANSS
171
DELISTED
Ansys
ANSS
$183M 0.11%
519,737
+5,733
IVV icon
172
iShares Core S&P 500 ETF
IVV
$666B
$182M 0.11%
293,058
-71,968
WMB icon
173
Williams Companies
WMB
$70.8B
$181M 0.11%
2,886,856
+18,949
RCL icon
174
Royal Caribbean
RCL
$69.2B
$181M 0.11%
578,977
-16,918
CMG icon
175
Chipotle Mexican Grill
CMG
$40.4B
$181M 0.11%
3,222,613
+51,580