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
VICI icon
201
VICI Properties
VICI
$31.8B
$156M 0.1%
4,793,341
-178,384
MAR icon
202
Marriott International
MAR
$75.4B
$156M 0.1%
570,345
+4,815
FCX icon
203
Freeport-McMoran
FCX
$55.5B
$156M 0.1%
3,589,190
+307,735
AZO icon
204
AutoZone
AZO
$61.1B
$156M 0.1%
41,901
+1,076
BK icon
205
Bank of New York Mellon
BK
$75.6B
$155M 0.1%
1,701,668
-90,525
CRH icon
206
CRH
CRH
$76.9B
$151M 0.09%
1,649,186
-99,457
AXON icon
207
Axon Enterprise
AXON
$46.3B
$148M 0.09%
178,470
-7,769
AVB icon
208
AvalonBay Communities
AVB
$25B
$147M 0.09%
723,402
+10,929
HLT icon
209
Hilton Worldwide
HLT
$61.7B
$147M 0.09%
552,299
-1,774
TTD icon
210
Trade Desk
TTD
$22.4B
$145M 0.09%
2,007,334
+7,150
AEP icon
211
American Electric Power
AEP
$64B
$143M 0.09%
1,382,321
+36,339
AFL icon
212
Aflac
AFL
$59.6B
$143M 0.09%
1,357,152
-8,016
PWR icon
213
Quanta Services
PWR
$66B
$143M 0.09%
377,907
+5,594
PTC icon
214
PTC
PTC
$20.8B
$142M 0.09%
824,012
+27,751
EQR icon
215
Equity Residential
EQR
$22.3B
$141M 0.09%
2,096,596
+51,185
KMI icon
216
Kinder Morgan
KMI
$58.1B
$140M 0.09%
4,758,199
+140,111
NSC icon
217
Norfolk Southern
NSC
$63.3B
$140M 0.09%
546,174
+4,754
RSG icon
218
Republic Services
RSG
$63.2B
$139M 0.09%
563,507
+254
LHX icon
219
L3Harris
LHX
$53.3B
$138M 0.09%
548,836
+24,509
WDAY icon
220
Workday
WDAY
$59.9B
$137M 0.09%
569,716
+12,668
APO icon
221
Apollo Global Management
APO
$74.9B
$137M 0.09%
962,514
+6,117
CARR icon
222
Carrier Global
CARR
$47.6B
$135M 0.08%
1,843,598
-17,721
ZBRA icon
223
Zebra Technologies
ZBRA
$13.1B
$135M 0.08%
437,048
+6,875
PCAR icon
224
PACCAR
PCAR
$51.6B
$133M 0.08%
1,401,009
+55,830
ALL icon
225
Allstate
ALL
$51.8B
$133M 0.08%
658,419
-51,388