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
WMB icon
176
Williams Companies
WMB
$74.4B
$185M 0.11%
2,917,799
+30,943
AJG icon
177
Arthur J. Gallagher & Co
AJG
$63.6B
$184M 0.11%
595,365
+4,904
BK icon
178
Bank of New York Mellon
BK
$78.2B
$182M 0.1%
1,669,505
-32,163
HCA icon
179
HCA Healthcare
HCA
$116B
$181M 0.1%
425,288
-7,853
VTR icon
180
Ventas
VTR
$37.9B
$181M 0.1%
2,586,405
+1,101,948
IVV icon
181
iShares Core S&P 500 ETF
IVV
$730B
$181M 0.1%
270,258
-22,800
MCO icon
182
Moody's
MCO
$87.6B
$180M 0.1%
378,495
+2,934
AZO icon
183
AutoZone
AZO
$65.8B
$180M 0.1%
41,955
+54
MRVL icon
184
Marvell Technology
MRVL
$77.1B
$178M 0.1%
2,113,866
-120,784
ITW icon
185
Illinois Tool Works
ITW
$72.3B
$177M 0.1%
678,588
+5,170
LHX icon
186
L3Harris
LHX
$52.1B
$177M 0.1%
578,329
+29,493
CSX icon
187
CSX Corp
CSX
$65.8B
$175M 0.1%
4,931,505
-5,845
AON icon
188
Aon
AON
$76.1B
$174M 0.1%
488,037
+24,241
FISV
189
Fiserv Inc
FISV
$33.1B
$173M 0.1%
1,342,302
-27,415
REGN icon
190
Regeneron Pharmaceuticals
REGN
$82B
$173M 0.1%
307,289
-896
CRCL
191
Circle Internet Group
CRCL
$18.8B
$172M 0.1%
1,299,374
+959,309
ECL icon
192
Ecolab
ECL
$77.9B
$168M 0.1%
614,020
+7,584
SOFI icon
193
SoFi Technologies
SOFI
$35.8B
$168M 0.1%
6,361,809
+2,961,849
PINS icon
194
Pinterest
PINS
$17.6B
$167M 0.1%
5,203,029
-280,620
ZTS icon
195
Zoetis
ZTS
$56.5B
$166M 0.1%
1,133,883
+79,140
PTC icon
196
PTC
PTC
$21B
$166M 0.1%
816,385
-7,627
SNOW icon
197
Snowflake
SNOW
$85.1B
$165M 0.1%
732,092
+8,002
NSC icon
198
Norfolk Southern
NSC
$65.5B
$165M 0.09%
549,028
+2,854
URI icon
199
United Rentals
URI
$51.9B
$165M 0.09%
172,333
-1,377
AEP icon
200
American Electric Power
AEP
$66.1B
$164M 0.09%
1,458,941
+76,620