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
PWR icon
201
Quanta Services
PWR
$84.9B
$155M 0.09%
366,862
-11,053
TEL icon
202
TE Connectivity
TEL
$61.8B
$154M 0.09%
675,869
-71,128
MNST icon
203
Monster Beverage
MNST
$76.9B
$153M 0.09%
1,994,366
+55,973
PCAR icon
204
PACCAR
PCAR
$65.8B
$153M 0.09%
1,396,150
-14,579
WDC icon
205
Western Digital
WDC
$88.6B
$153M 0.09%
887,059
+79,418
HLT icon
206
Hilton Worldwide
HLT
$70.4B
$152M 0.09%
528,127
-29,116
NSC icon
207
Norfolk Southern
NSC
$70.9B
$151M 0.09%
524,668
-24,360
DKNG icon
208
DraftKings
DKNG
$12.3B
$151M 0.09%
4,370,903
+433,963
EOG icon
209
EOG Resources
EOG
$67.2B
$151M 0.09%
1,433,200
-10,839
TFC icon
210
Truist Financial
TFC
$61.9B
$150M 0.09%
3,053,939
+40,160
AJG icon
211
Arthur J. Gallagher & Co
AJG
$57.8B
$149M 0.09%
575,690
-19,675
CL icon
212
Colgate-Palmolive
CL
$76.5B
$148M 0.09%
1,878,388
-81,070
SOFI icon
213
SoFi Technologies
SOFI
$24.2B
$145M 0.09%
5,533,208
-828,601
STX icon
214
Seagate
STX
$83.8B
$143M 0.08%
518,806
+6,028
IDXX icon
215
Idexx Laboratories
IDXX
$50.6B
$141M 0.08%
209,106
+8,626
AFL icon
216
Aflac
AFL
$57.7B
$141M 0.08%
1,282,526
-75,246
APO icon
217
Apollo Global Management
APO
$61.9B
$140M 0.08%
968,706
-82,600
APD icon
218
Air Products & Chemicals
APD
$60.6B
$140M 0.08%
565,469
-14,928
ROST icon
219
Ross Stores
ROST
$67.6B
$140M 0.08%
774,791
-31,290
TECH icon
220
Bio-Techne
TECH
$9.01B
$139M 0.08%
2,368,162
+12,544
WBD icon
221
Warner Bros
WBD
$69.6B
$139M 0.08%
4,825,020
-165,513
CTVA icon
222
Corteva
CTVA
$52.6B
$138M 0.08%
2,064,508
-69,021
PTC icon
223
PTC
PTC
$19.2B
$138M 0.08%
792,909
-23,476
ZTS icon
224
Zoetis
ZTS
$52.9B
$138M 0.08%
1,096,272
-37,611
FCNCA icon
225
First Citizens BancShares
FCNCA
$23.7B
$138M 0.08%
64,204
-2,072