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
SJNK icon
651
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.31B
$16.8M 0.01%
655,000
+317,000
HTGC icon
652
Hercules Capital
HTGC
$3.27B
$16.7M 0.01%
884,946
+263,222
CRBG icon
653
Corebridge Financial
CRBG
$15.1B
$16.4M 0.01%
512,114
+17,787
SNAP icon
654
Snap
SNAP
$13.2B
$16.2M 0.01%
2,100,841
-2,107,856
WIX icon
655
WIX.com
WIX
$5.25B
$15.5M 0.01%
87,375
+1,598
TSLX icon
656
Sixth Street Specialty
TSLX
$2.06B
$15.2M 0.01%
662,896
+135,789
VIPS icon
657
Vipshop
VIPS
$9.68B
$14.6M 0.01%
744,462
+12,628
VNQ icon
658
Vanguard Real Estate ETF
VNQ
$34.5B
$14.6M 0.01%
159,807
-9,642
XP icon
659
XP
XP
$10.2B
$14.6M 0.01%
775,273
+19,257
NRIX icon
660
Nurix Therapeutics
NRIX
$1.79B
$14.4M 0.01%
1,557,479
+165,841
ASML icon
661
ASML
ASML
$411B
$14.2M 0.01%
14,716
-368
BF.B icon
662
Brown-Forman Class B
BF.B
$13.7B
$14M 0.01%
517,407
+28,474
ACI icon
663
Albertsons Companies
ACI
$10.1B
$13.4M 0.01%
762,885
+7,333
DVA icon
664
DaVita
DVA
$8.45B
$13.1M 0.01%
98,222
-15,281
CPNG icon
665
Coupang
CPNG
$51.4B
$12.8M 0.01%
397,072
+23,317
BILL icon
666
BILL Holdings
BILL
$5.02B
$12.7M 0.01%
239,858
-12,890
FSK icon
667
FS KKR Capital
FSK
$4.51B
$12.2M 0.01%
815,169
+91,501
PONY
668
Pony AI Inc
PONY
$5.93B
$12.1M 0.01%
539,141
+247,602
JBS
669
JBS N.V.
JBS
$16.3B
$12M 0.01%
803,813
+535,463
DRH icon
670
DiamondRock Hospitality
DRH
$1.86B
$11.9M 0.01%
1,496,374
-3,798
EEM icon
671
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$11.8M 0.01%
220,496
+16,933
LAMR icon
672
Lamar Advertising Co
LAMR
$13.4B
$11.7M 0.01%
95,681
-1,425
ESLT icon
673
Elbit Systems
ESLT
$21.8B
$11.6M 0.01%
22,826
-931
MNDY icon
674
monday.com
MNDY
$7.42B
$11.6M 0.01%
59,876
+2,996
H icon
675
Hyatt Hotels
H
$15.6B
$11.3M 0.01%
79,542
+1,109