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
TEL icon
201
TE Connectivity
TEL
$66.5B
$164M 0.09%
746,997
+592
GLW icon
202
Corning
GLW
$72.2B
$163M 0.09%
1,982,917
+28,861
VST icon
203
Vistra
VST
$60.6B
$162M 0.09%
828,690
-2,639
EOG icon
204
EOG Resources
EOG
$58.5B
$162M 0.09%
1,444,039
-6,113
APD icon
205
Air Products & Chemicals
APD
$58.1B
$158M 0.09%
580,397
+3,094
UPS icon
206
United Parcel Service
UPS
$81.3B
$158M 0.09%
1,889,111
+9,739
CMI icon
207
Cummins
CMI
$68.7B
$157M 0.09%
372,326
-6,637
CL icon
208
Colgate-Palmolive
CL
$64.8B
$157M 0.09%
1,959,458
+38,836
PWR icon
209
Quanta Services
PWR
$69.3B
$157M 0.09%
377,915
+8
VICI icon
210
VICI Properties
VICI
$30.8B
$155M 0.09%
4,747,176
-46,165
FAST icon
211
Fastenal
FAST
$46.4B
$154M 0.09%
3,150,253
+178,968
IQV icon
212
IQVIA
IQV
$39.2B
$152M 0.09%
799,567
-9,320
AFL icon
213
Aflac
AFL
$57.8B
$152M 0.09%
1,357,772
+620
MAR icon
214
Marriott International
MAR
$81.8B
$150M 0.09%
574,985
+4,640
PSTG icon
215
Pure Storage
PSTG
$29.2B
$149M 0.09%
1,776,087
-171,229
ROP icon
216
Roper Technologies
ROP
$48B
$148M 0.09%
297,738
+3,823
DKNG icon
217
DraftKings
DKNG
$16.5B
$147M 0.08%
3,936,940
-1,252,551
GM icon
218
General Motors
GM
$68.6B
$147M 0.08%
2,414,597
+160,105
HLT icon
219
Hilton Worldwide
HLT
$66.3B
$145M 0.08%
557,243
+4,944
CTVA icon
220
Corteva
CTVA
$45.6B
$144M 0.08%
2,133,529
-40,396
ALNY icon
221
Alnylam Pharmaceuticals
ALNY
$59.6B
$143M 0.08%
314,452
+20,910
SLB icon
222
SLB Ltd
SLB
$54.1B
$143M 0.08%
4,170,849
+305,356
ALL icon
223
Allstate
ALL
$55.7B
$143M 0.08%
667,154
+8,735
AVB icon
224
AvalonBay Communities
AVB
$25.8B
$143M 0.08%
738,916
+15,514
NTRA icon
225
Natera
NTRA
$33B
$142M 0.08%
883,538
-88,968