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
CCK icon
626
Crown Holdings
CCK
$11.2B
$23.2M 0.01%
240,345
-8,944
WTRG icon
627
Essential Utilities
WTRG
$11.2B
$23M 0.01%
575,524
+31,606
CNH
628
CNH Industrial
CNH
$11.8B
$22.7M 0.01%
2,088,771
+76,652
OBDC icon
629
Blue Owl Capital
OBDC
$6.73B
$22.6M 0.01%
1,765,974
+482,642
ALGN icon
630
Align Technology
ALGN
$10.6B
$22.4M 0.01%
178,606
+860
PAYC icon
631
Paycom
PAYC
$8.85B
$22.2M 0.01%
106,682
+303
AFG icon
632
American Financial Group
AFG
$11.5B
$22M 0.01%
150,882
+974
SONY icon
633
Sony
SONY
$175B
$21.9M 0.01%
760,207
+95,077
JNK icon
634
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.66B
$21.9M 0.01%
223,000
ETOR
635
eToro Group
ETOR
$3.51B
$21.6M 0.01%
523,143
+101,938
BXSL icon
636
Blackstone Secured Lending
BXSL
$6.38B
$21.4M 0.01%
822,096
+249,960
MAIN icon
637
Main Street Capital
MAIN
$5.2B
$21.3M 0.01%
334,542
+47,290
NLY icon
638
Annaly Capital Management
NLY
$15.6B
$21.2M 0.01%
1,047,618
-177,075
IOT icon
639
Samsara
IOT
$21.8B
$20.7M 0.01%
556,473
+7,451
FOX icon
640
Fox Class B
FOX
$25.9B
$20.6M 0.01%
360,115
+2,135
ERIE icon
641
Erie Indemnity
ERIE
$15.5B
$20.4M 0.01%
64,239
+2,896
GBDC icon
642
Golub Capital BDC
GBDC
$3.71B
$20.2M 0.01%
1,478,390
+397,839
PRME icon
643
Prime Medicine
PRME
$690M
$20.1M 0.01%
3,629,924
+2,035,406
UAL icon
644
United Airlines
UAL
$33B
$19.7M 0.01%
204,488
+6,598
BZ icon
645
Kanzhun
BZ
$10.3B
$19.7M 0.01%
844,334
+207,276
KLAR
646
Klarna Group
KLAR
$11.9B
$19.4M 0.01%
+529,482
HTHT icon
647
Huazhu Hotels Group
HTHT
$14.2B
$18.1M 0.01%
462,481
-2,447
CDP icon
648
COPT Defense Properties
CDP
$3.48B
$17.8M 0.01%
611,952
-201,441
TAP icon
649
Molson Coors Class B
TAP
$9.19B
$17.4M 0.01%
385,473
+6,320
BSY icon
650
Bentley Systems
BSY
$12.7B
$17.4M 0.01%
338,822
+4,440