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
CCEP icon
176
Coca-Cola Europacific Partners
CCEP
$46.8B
$181M 0.11%
1,990,763
-199,192
KKR icon
177
KKR & Co
KKR
$81.9B
$177M 0.1%
1,389,553
-50,097
MRVL icon
178
Marvell Technology
MRVL
$67.8B
$177M 0.1%
2,079,729
-34,137
FCX icon
179
Freeport-McMoran
FCX
$96.4B
$176M 0.1%
3,473,371
-147,926
HCA icon
180
HCA Healthcare
HCA
$121B
$175M 0.1%
374,492
-50,796
CSX icon
181
CSX Corp
CSX
$79.4B
$173M 0.1%
4,774,128
-157,377
MAR icon
182
Marriott International
MAR
$88.4B
$172M 0.1%
555,382
-19,603
CTAS icon
183
Cintas
CTAS
$80.7B
$172M 0.1%
915,944
-12,251
PYPL icon
184
PayPal
PYPL
$42.8B
$172M 0.1%
2,940,544
-93,124
XYZ
185
Block Inc
XYZ
$38.6B
$169M 0.1%
2,599,467
-83,369
WMB icon
186
Williams Companies
WMB
$91.8B
$168M 0.1%
2,796,304
-121,495
LHX icon
187
L3Harris
LHX
$67.9B
$167M 0.1%
567,514
-10,815
AON icon
188
Aon
AON
$72.7B
$166M 0.1%
470,902
-17,135
ZBRA icon
189
Zebra Technologies
ZBRA
$11.2B
$166M 0.1%
683,349
+250,102
FDX icon
190
FedEx
FDX
$89.2B
$166M 0.1%
573,551
+51,252
ITW icon
191
Illinois Tool Works
ITW
$82.2B
$165M 0.1%
671,598
-6,990
RCL icon
192
Royal Caribbean
RCL
$79B
$165M 0.1%
592,863
-22,210
ILMN icon
193
Illumina
ILMN
$20B
$165M 0.1%
1,254,595
-35,215
AEP icon
194
American Electric Power
AEP
$71.1B
$164M 0.1%
1,425,100
-33,841
NTRA icon
195
Natera
NTRA
$28.3B
$163M 0.1%
711,394
-172,144
GLW icon
196
Corning
GLW
$127B
$160M 0.09%
1,828,512
-154,405
SNOW icon
197
Snowflake
SNOW
$57.1B
$157M 0.09%
717,068
-15,024
MSI icon
198
Motorola Solutions
MSI
$78.6B
$156M 0.09%
407,807
-10,788
SLB icon
199
SLB Ltd
SLB
$71.7B
$156M 0.09%
4,053,803
-117,046
ECL icon
200
Ecolab
ECL
$83.5B
$155M 0.09%
591,670
-22,350