Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $154B
1-Year Est. Return 29.96%
 

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
+29.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154B
AUM Growth
-$15.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1 +$238M
2 +$172M
3 +$109M
4
NU icon
Nu Holdings
NU
+$99.8M
5
OPCH icon
Option Care Health
OPCH
+$84.8M

Top Sells

1 +$515M
2 +$479M
3 +$391M
4
AMZN icon
Amazon
AMZN
+$280M
5
IAU icon
iShares Gold Trust
IAU
+$275M

Sector Composition

1 Technology 32.32%
2 Financials 11.8%
3 Communication Services 9.91%
4 Healthcare 9.78%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CTVA icon
201
Corteva
CTVA
$51.9B
$156M 0.1%
1,867,037
-197,471
IPGP icon
202
IPG Photonics
IPGP
$5.16B
$155M 0.1%
1,350,328
-374,174
CL icon
203
Colgate-Palmolive
CL
$67.9B
$155M 0.1%
1,814,793
-63,595
PCAR icon
204
PACCAR
PCAR
$59.4B
$154M 0.1%
1,330,051
-66,099
ECL icon
205
Ecolab
ECL
$72.1B
$152M 0.1%
572,047
-19,623
HLT icon
206
Hilton Worldwide
HLT
$75.4B
$151M 0.1%
497,777
-30,350
MCO icon
207
Moody's
MCO
$79.2B
$151M 0.1%
345,042
-19,445
RCL icon
208
Royal Caribbean
RCL
$76.8B
$150M 0.1%
544,613
-48,250
KMI icon
209
Kinder Morgan
KMI
$69.8B
$150M 0.1%
4,462,278
-178,013
TGT icon
210
Target
TGT
$56.7B
$149M 0.1%
1,232,234
-119,341
CTAS icon
211
Cintas
CTAS
$69.3B
$148M 0.1%
872,529
-43,415
NKE icon
212
Nike
NKE
$64.9B
$146M 0.09%
2,767,805
-148,400
NSC icon
213
Norfolk Southern
NSC
$68.5B
$145M 0.09%
504,042
-20,626
AON icon
214
Aon
AON
$67.9B
$144M 0.09%
447,301
-23,601
ZBRA icon
215
Zebra Technologies
ZBRA
$12.1B
$142M 0.09%
679,190
-4,159
MNST icon
216
Monster Beverage
MNST
$87.1B
$139M 0.09%
1,917,948
-76,418
CW icon
217
Curtiss-Wright
CW
$26.6B
$139M 0.09%
203,487
+38,464
SRE icon
218
Sempra
SRE
$58.5B
$139M 0.09%
1,425,699
-69,018
NTRA icon
219
Natera
NTRA
$30.3B
$138M 0.09%
692,368
-19,026
BLSH
220
Bullish
BLSH
$4.26B
$137M 0.09%
3,833,886
+1,304,573
TEL icon
221
TE Connectivity
TEL
$62.7B
$135M 0.09%
644,265
-31,604
AFL icon
222
Aflac
AFL
$57.8B
$132M 0.09%
1,207,226
-75,300
WBD icon
223
Warner Bros
WBD
$67.7B
$132M 0.09%
4,822,437
-2,583
TFC icon
224
Truist Financial
TFC
$59.1B
$132M 0.09%
2,861,612
-192,327
FAST icon
225
Fastenal
FAST
$53.3B
$131M 0.08%
2,821,089
-250,372