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
EGP icon
676
EastGroup Properties
EGP
$9.31B
$9.62M 0.01%
57,571
+962
UHAL.B icon
677
U-Haul Holding Co Series N
UHAL.B
$9.22B
$9.53M 0.01%
175,195
-2,329
TAL icon
678
TAL Education Group
TAL
$7.31B
$9.32M 0.01%
912,365
-54,961
REXR icon
679
Rexford Industrial Realty
REXR
$9.52B
$9.21M 0.01%
258,815
+9,443
EXAS icon
680
Exact Sciences
EXAS
$12.7B
$9.2M 0.01%
173,136
-394,370
NNN icon
681
NNN REIT
NNN
$7.53B
$8.92M 0.01%
206,483
+686
BRX icon
682
Brixmor Property Group
BRX
$8.04B
$8.81M 0.01%
338,513
+5,131
SWK icon
683
Stanley Black & Decker
SWK
$10.5B
$8.72M 0.01%
128,723
-265,867
SJNK icon
684
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
$8.61M 0.01%
+338,000
CERS icon
685
Cerus
CERS
$270M
$8.56M 0.01%
6,069,837
-121,052
NTR icon
686
Nutrien
NTR
$26.9B
$8.21M 0.01%
141,021
+35,287
BEN icon
687
Franklin Resources
BEN
$12.1B
$8.19M 0.01%
343,382
-508,272
AZN icon
688
AstraZeneca
AZN
$260B
$7.92M ﹤0.01%
113,315
+15,294
NOBL icon
689
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$7.76M ﹤0.01%
77,100
-69,925
STAG icon
690
STAG Industrial
STAG
$7.21B
$7.49M ﹤0.01%
206,515
+4,019
LAB icon
691
Standard BioTools
LAB
$431M
$7.4M ﹤0.01%
6,165,537
-68,156
INDA icon
692
iShares MSCI India ETF
INDA
$9.45B
$7.14M ﹤0.01%
128,311
-20,411
VNO icon
693
Vornado Realty Trust
VNO
$6.84B
$7.06M ﹤0.01%
184,535
+2,292
MSDL icon
694
Morgan Stanley Direct Lending Fund
MSDL
$1.44B
$6.94M ﹤0.01%
370,759
+170,467
EPRT icon
695
Essential Properties Realty Trust
EPRT
$5.91B
$6.9M ﹤0.01%
216,078
-35,515
BCSF icon
696
Bain Capital Specialty
BCSF
$892M
$6.72M ﹤0.01%
446,968
+97,714
SKT icon
697
Tanger
SKT
$3.87B
$6.42M ﹤0.01%
210,098
+3,653
ALB icon
698
Albemarle
ALB
$10.7B
$6.4M ﹤0.01%
102,131
-196,607
CTRE icon
699
CareTrust REIT
CTRE
$7.94B
$6.39M ﹤0.01%
208,979
+4,165
TRNO icon
700
Terreno Realty
TRNO
$6.07B
$6.29M ﹤0.01%
112,252
+2,463