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
BVN icon
701
Compañía de Minas Buenaventura
BVN
$5.51B
$6.27M ﹤0.01%
381,561
KRC icon
702
Kilroy Realty
KRC
$5.05B
$6.23M ﹤0.01%
181,434
+1,618
HR icon
703
Healthcare Realty
HR
$6.3B
$6.18M ﹤0.01%
389,455
+1,747
ARM icon
704
Arm
ARM
$168B
$5.98M ﹤0.01%
36,964
+2,977
SPMD icon
705
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.4B
$5.97M ﹤0.01%
109,700
+16,400
LEGN icon
706
Legend Biotech
LEGN
$5.97B
$5.77M ﹤0.01%
162,609
-11,157
MLPX icon
707
Global X MLP & Energy Infrastructure ETF
MLPX
$2.49B
$5.68M ﹤0.01%
90,581
+5,968
CUZ icon
708
Cousins Properties
CUZ
$4.32B
$5.57M ﹤0.01%
185,532
+1,779
SPSM icon
709
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$5.56M ﹤0.01%
130,500
+13,100
IONS icon
710
Ionis Pharmaceuticals
IONS
$12B
$5.52M ﹤0.01%
139,739
-2,694
FLEX icon
711
Flex
FLEX
$23.4B
$5.39M ﹤0.01%
108,053
-4,200
SHEL icon
712
Shell
SHEL
$213B
$5.37M ﹤0.01%
76,248
-8,576
HYG icon
713
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$5.37M ﹤0.01%
66,536
-55,100
BE icon
714
Bloom Energy
BE
$32.4B
$5.22M ﹤0.01%
218,433
+4,636
NMFC icon
715
New Mountain Finance
NMFC
$1.02B
$5.18M ﹤0.01%
491,424
+104,248
GSBD icon
716
Goldman Sachs BDC
GSBD
$1.11B
$5.14M ﹤0.01%
457,137
+39,067
GFS icon
717
GlobalFoundries
GFS
$19.1B
$5.05M ﹤0.01%
132,288
+6,022
AOS icon
718
A.O. Smith
AOS
$9.13B
$5.03M ﹤0.01%
76,773
-229,871
SLG icon
719
SL Green Realty
SLG
$3.57B
$4.87M ﹤0.01%
78,625
+2,625
EPR icon
720
EPR Properties
EPR
$3.76B
$4.84M ﹤0.01%
83,154
-782
SBRA icon
721
Sabra Healthcare REIT
SBRA
$4.7B
$4.82M ﹤0.01%
261,305
+3,405
PECO icon
722
Phillips Edison & Co
PECO
$4.34B
$4.82M ﹤0.01%
137,505
+1,776
MRP
723
Millrose Properties Inc
MRP
$5.18B
$4.81M ﹤0.01%
168,592
+2,922
FB
724
ProShares S&P 500 Dynamic Buffer ETF
FB
$4.6M
$4.8M ﹤0.01%
+118,708
AKR icon
725
Acadia Realty Trust
AKR
$2.61B
$4.74M ﹤0.01%
255,209
+13,516