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
QGEN icon
701
Qiagen
QGEN
$10.4B
$7.29M ﹤0.01%
+163,065
STAG icon
702
STAG Industrial
STAG
$7.34B
$7.26M ﹤0.01%
205,762
-753
GSBD icon
703
Goldman Sachs BDC
GSBD
$1.14B
$7.24M ﹤0.01%
711,965
+254,828
VNO icon
704
Vornado Realty Trust
VNO
$7.07B
$7.21M ﹤0.01%
177,826
-6,709
SKT icon
705
Tanger
SKT
$3.87B
$7.13M ﹤0.01%
210,576
+478
MAC icon
706
Macerich
MAC
$4.45B
$7.07M ﹤0.01%
388,219
+109,413
LAB icon
707
Standard BioTools
LAB
$577M
$7.01M ﹤0.01%
5,391,829
-773,708
HR icon
708
Healthcare Realty
HR
$6.41B
$6.99M ﹤0.01%
387,964
-1,491
QFIN icon
709
Qfin Holdings
QFIN
$2.54B
$6.88M ﹤0.01%
238,982
-3,203
BEN icon
710
Franklin Resources
BEN
$11.8B
$6.76M ﹤0.01%
292,337
-51,045
BE icon
711
Bloom Energy
BE
$25.8B
$6.54M ﹤0.01%
77,285
-141,148
EPRT icon
712
Essential Properties Realty Trust
EPRT
$6.27B
$6.49M ﹤0.01%
218,217
+2,139
TRNO icon
713
Terreno Realty
TRNO
$6.46B
$6.47M ﹤0.01%
113,964
+1,712
FLEX icon
714
Flex
FLEX
$21.9B
$6.26M ﹤0.01%
108,053
ALB icon
715
Albemarle
ALB
$15.3B
$6.26M ﹤0.01%
77,230
-24,901
MFIC icon
716
MidCap Financial Investment
MFIC
$1.14B
$6.04M ﹤0.01%
503,351
+168,357
NMFC icon
717
New Mountain Finance
NMFC
$998M
$5.84M ﹤0.01%
606,264
+114,840
NOBL icon
718
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$5.83M ﹤0.01%
56,550
-20,550
SCHD icon
719
Schwab US Dividend Equity ETF
SCHD
$71.1B
$5.78M ﹤0.01%
211,600
+111,100
NTR icon
720
Nutrien
NTR
$28.1B
$5.69M ﹤0.01%
96,865
-44,156
SPSM icon
721
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$13B
$5.64M ﹤0.01%
121,700
-8,800
MLPX icon
722
Global X MLP & Energy Infrastructure ETF
MLPX
$2.65B
$5.5M ﹤0.01%
87,770
-2,811
SWK icon
723
Stanley Black & Decker
SWK
$11.1B
$5.46M ﹤0.01%
73,497
-55,226
LEGN icon
724
Legend Biotech
LEGN
$5.12B
$5.42M ﹤0.01%
166,194
+3,585
SHEL icon
725
Shell
SHEL
$211B
$5.39M ﹤0.01%
75,352
-896