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
PACB icon
676
Pacific Biosciences
PACB
$700M
$11.1M 0.01%
8,677,558
-540,897
FIG
677
Figma
FIG
$17.8B
$11.1M 0.01%
+213,517
TAL icon
678
TAL Education Group
TAL
$6.69B
$10.8M 0.01%
965,456
+53,091
REXR icon
679
Rexford Industrial Realty
REXR
$9.69B
$10.7M 0.01%
260,279
+1,464
AHR icon
680
American Healthcare REIT
AHR
$9.46B
$10.3M 0.01%
245,732
-27,131
TRI icon
681
Thomson Reuters
TRI
$60.2B
$10.1M 0.01%
+65,131
EMB icon
682
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15.2B
$10M 0.01%
105,156
-65,627
EGP icon
683
EastGroup Properties
EGP
$9.67B
$9.96M 0.01%
58,857
+1,286
RHP icon
684
Ryman Hospitality Properties
RHP
$6.01B
$9.7M 0.01%
108,310
+4,529
BRX icon
685
Brixmor Property Group
BRX
$8B
$9.34M 0.01%
337,452
-1,061
BVN icon
686
Compañía de Minas Buenaventura
BVN
$6.29B
$9.28M 0.01%
381,561
SRTA
687
Strata Critical Medical Inc
SRTA
$375M
$9.25M 0.01%
1,828,621
-1,170,571
UHAL.B icon
688
U-Haul Holding Co Series N
UHAL.B
$9.14B
$9.06M 0.01%
178,082
+2,887
CERS icon
689
Cerus
CERS
$338M
$9.04M 0.01%
5,685,177
-384,660
NNN icon
690
NNN REIT
NNN
$7.85B
$8.86M 0.01%
208,112
+1,629
FTI icon
691
TechnipFMC
FTI
$18.3B
$8.47M ﹤0.01%
214,738
-170,287
CTRE icon
692
CareTrust REIT
CTRE
$8.38B
$8.35M ﹤0.01%
240,735
+31,756
KRC icon
693
Kilroy Realty
KRC
$5.07B
$8.15M ﹤0.01%
192,950
+11,516
MSDL icon
694
Morgan Stanley Direct Lending Fund
MSDL
$1.5B
$8.12M ﹤0.01%
505,062
+134,303
ESRT icon
695
Empire State Realty Trust
ESRT
$1.2B
$7.94M ﹤0.01%
1,036,250
+887,375
BCSF icon
696
Bain Capital Specialty
BCSF
$930M
$7.77M ﹤0.01%
545,190
+98,222
AEM icon
697
Agnico Eagle Mines
AEM
$87.6B
$7.71M ﹤0.01%
45,757
+19,695
IONS icon
698
Ionis Pharmaceuticals
IONS
$13.4B
$7.51M ﹤0.01%
114,772
-24,967
QSI icon
699
Quantum-Si Incorporated
QSI
$304M
$7.36M ﹤0.01%
5,217,499
-403,804
AZN icon
700
AstraZeneca
AZN
$287B
$7.34M ﹤0.01%
95,715
-17,600