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
$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
JNK icon
626
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
$21.7M 0.01%
223,000
+202,000
ERIE icon
627
Erie Indemnity
ERIE
$14.9B
$21.3M 0.01%
61,343
-1,881
AVTR icon
628
Avantor
AVTR
$7.87B
$20.6M 0.01%
1,533,172
-11,262
WTRG icon
629
Essential Utilities
WTRG
$11.2B
$20.2M 0.01%
543,918
+7,200
AFG icon
630
American Financial Group
AFG
$11.9B
$18.9M 0.01%
149,908
-737
FOX icon
631
Fox Class B
FOX
$26.4B
$18.5M 0.01%
357,980
-12,979
OBDC icon
632
Blue Owl Capital
OBDC
$6.2B
$18.4M 0.01%
1,283,332
+257,277
TAP icon
633
Molson Coors Class B
TAP
$9.16B
$18.2M 0.01%
379,153
+26,810
NXDR
634
Nextdoor Holdings
NXDR
$698M
$18.2M 0.01%
10,960,061
+2,459,515
BSY icon
635
Bentley Systems
BSY
$14.2B
$18M 0.01%
334,382
+11,008
MNDY icon
636
monday.com
MNDY
$9.77B
$17.9M 0.01%
56,880
+6,727
BXSL icon
637
Blackstone Secured Lending
BXSL
$6.1B
$17.6M 0.01%
572,136
+120,094
CRBG icon
638
Corebridge Financial
CRBG
$15.6B
$17.5M 0.01%
494,327
+7,972
SONY icon
639
Sony
SONY
$165B
$17.3M 0.01%
665,130
-61,613
IGIB icon
640
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$17.2M 0.01%
323,000
-112,600
MAIN icon
641
Main Street Capital
MAIN
$5.25B
$17M 0.01%
287,252
+44,395
ACI icon
642
Albertsons Companies
ACI
$9.74B
$16.3M 0.01%
755,552
+46,809
DVA icon
643
DaVita
DVA
$8.73B
$16.2M 0.01%
113,503
+4,404
NRIX icon
644
Nurix Therapeutics
NRIX
$1.25B
$15.9M 0.01%
1,391,638
+635,668
GBDC icon
645
Golub Capital BDC
GBDC
$3.7B
$15.8M 0.01%
1,080,551
+158,218
EMB icon
646
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$15.8M 0.01%
170,783
-100,133
HTHT icon
647
Huazhu Hotels Group
HTHT
$12.6B
$15.8M 0.01%
464,928
-20,597
CPB icon
648
Campbell Soup
CPB
$9.15B
$15.8M 0.01%
514,459
-51,572
UAL icon
649
United Airlines
UAL
$31.5B
$15.8M 0.01%
197,890
+1,620
XP icon
650
XP
XP
$9.8B
$15.3M 0.01%
756,016
+46,254