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
HWM icon
176
Howmet Aerospace
HWM
$82.8B
$180M 0.11%
968,668
+12,584
JCI icon
177
Johnson Controls International
JCI
$80B
$180M 0.11%
1,703,381
-2,169
USB icon
178
US Bancorp
USB
$72.8B
$179M 0.11%
3,948,142
+357,027
GD icon
179
General Dynamics
GD
$91.9B
$179M 0.11%
612,450
+20,820
CL icon
180
Colgate-Palmolive
CL
$62.3B
$175M 0.11%
1,920,622
-72,557
MSI icon
181
Motorola Solutions
MSI
$64.8B
$174M 0.11%
414,774
+2,716
EOG icon
182
EOG Resources
EOG
$57.3B
$173M 0.11%
1,450,152
+45,151
MRVL icon
183
Marvell Technology
MRVL
$80.5B
$173M 0.11%
2,234,650
+59,718
NOC icon
184
Northrop Grumman
NOC
$81.6B
$173M 0.11%
345,547
-3,243
PDD icon
185
Pinduoduo
PDD
$194B
$172M 0.11%
1,645,310
-56,279
ROP icon
186
Roper Technologies
ROP
$47.8B
$167M 0.1%
293,915
+4,404
ITW icon
187
Illinois Tool Works
ITW
$70.9B
$167M 0.1%
673,418
-16,534
HCA icon
188
HCA Healthcare
HCA
$108B
$166M 0.1%
433,141
+4,421
AON icon
189
Aon
AON
$73.1B
$165M 0.1%
463,796
+9,841
NU icon
190
Nu Holdings
NU
$77B
$165M 0.1%
11,991,372
-366,739
ZTS icon
191
Zoetis
ZTS
$52.7B
$164M 0.1%
1,054,743
+8,541
NTRA icon
192
Natera
NTRA
$27.2B
$164M 0.1%
972,506
+36,738
ECL icon
193
Ecolab
ECL
$71.7B
$163M 0.1%
606,436
-37,795
APD icon
194
Air Products & Chemicals
APD
$57.6B
$163M 0.1%
577,303
+14,207
SNOW icon
195
Snowflake
SNOW
$89.7B
$162M 0.1%
724,090
+57,260
CTVA icon
196
Corteva
CTVA
$42.7B
$162M 0.1%
2,173,925
-18,024
REGN icon
197
Regeneron Pharmaceuticals
REGN
$68B
$162M 0.1%
308,185
+4,516
SE icon
198
Sea Limited
SE
$90.9B
$161M 0.1%
1,008,337
+18,159
VST icon
199
Vistra
VST
$62.6B
$161M 0.1%
831,329
-24,674
CSX icon
200
CSX Corp
CSX
$65.5B
$161M 0.1%
4,937,350
+86,217