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
VNQ icon
651
Vanguard Real Estate ETF
VNQ
$33.8B
$15.1M 0.01%
169,449
+18,379
FSK icon
652
FS KKR Capital
FSK
$4.26B
$15M 0.01%
723,668
+91,635
BIDU icon
653
Baidu
BIDU
$43.7B
$14.6M 0.01%
169,775
+18,042
PATH icon
654
UiPath
PATH
$7.51B
$14.2M 0.01%
1,112,640
-6,928,956
WIX icon
655
WIX.com
WIX
$7.6B
$13.6M 0.01%
85,777
-3,789
FTI icon
656
TechnipFMC
FTI
$17.1B
$13.3M 0.01%
385,025
-25,013
BF.B icon
657
Brown-Forman Class B
BF.B
$12.5B
$13.2M 0.01%
488,933
-4,098
TSLX icon
658
Sixth Street Specialty
TSLX
$2B
$12.6M 0.01%
527,107
+91,500
ASML icon
659
ASML
ASML
$399B
$12.1M 0.01%
15,084
-51
SRTA
660
Strata Critical Medical Inc
SRTA
$396M
$12.1M 0.01%
2,999,192
LAMR icon
661
Lamar Advertising Co
LAMR
$12.1B
$11.8M 0.01%
97,106
+733
BILL icon
662
BILL Holdings
BILL
$4.45B
$11.7M 0.01%
252,748
-14,017
DRH icon
663
DiamondRock Hospitality
DRH
$1.68B
$11.5M 0.01%
1,500,172
+201,016
PACB icon
664
Pacific Biosciences
PACB
$535M
$11.4M 0.01%
9,218,455
-346,876
HTGC icon
665
Hercules Capital
HTGC
$3.23B
$11.4M 0.01%
621,724
+122,025
BZ icon
666
Kanzhun
BZ
$9.78B
$11.4M 0.01%
637,058
+38,909
CPNG icon
667
Coupang
CPNG
$53B
$11.2M 0.01%
373,755
+33,269
QSI icon
668
Quantum-Si Incorporated
QSI
$356M
$11M 0.01%
5,621,303
-190,127
VIPS icon
669
Vipshop
VIPS
$9.01B
$11M 0.01%
731,834
-93,717
H icon
670
Hyatt Hotels
H
$14B
$11M 0.01%
78,433
-885
ESLT icon
671
Elbit Systems
ESLT
$21.5B
$10.7M 0.01%
23,757
-3,561
QFIN icon
672
Qfin Holdings
QFIN
$2.99B
$10.5M 0.01%
242,185
-35,357
RHP icon
673
Ryman Hospitality Properties
RHP
$5.77B
$10.2M 0.01%
103,781
+9,369
AHR icon
674
American Healthcare REIT
AHR
$8.08B
$10M 0.01%
272,863
-53,864
EEM icon
675
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$9.82M 0.01%
203,563
-3,996