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
SPMD icon
726
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.7B
$5.36M ﹤0.01%
93,800
-15,900
CUZ icon
727
Cousins Properties
CUZ
$4.33B
$5.35M ﹤0.01%
184,834
-698
HYG icon
728
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.6B
$5.32M ﹤0.01%
65,496
-1,040
BHP icon
729
BHP
BHP
$139B
$5.3M ﹤0.01%
94,984
-1,130
CGBD icon
730
Carlyle Secured Lending
CGBD
$922M
$5.23M ﹤0.01%
418,493
+154,355
AOS icon
731
A.O. Smith
AOS
$9.19B
$5.19M ﹤0.01%
70,662
-6,111
AKR icon
732
Acadia Realty Trust
AKR
$2.7B
$5.16M ﹤0.01%
256,218
+1,009
LUNR icon
733
Intuitive Machines
LUNR
$1.13B
$5.12M ﹤0.01%
486,752
+129,896
EWT icon
734
iShares MSCI Taiwan ETF
EWT
$6.83B
$5.1M ﹤0.01%
80,140
+19,397
SLRC icon
735
SLR Investment Corp
SLRC
$869M
$5.05M ﹤0.01%
330,038
+121,432
ARM icon
736
Arm
ARM
$144B
$5.02M ﹤0.01%
35,469
-1,495
SBRA icon
737
Sabra Healthcare REIT
SBRA
$4.86B
$5M ﹤0.01%
268,381
+7,076
EPR icon
738
EPR Properties
EPR
$3.98B
$4.84M ﹤0.01%
83,395
+241
CSWC icon
739
Capital Southwest
CSWC
$1.24B
$4.81M ﹤0.01%
220,072
+47,475
PECO icon
740
Phillips Edison & Co
PECO
$4.47B
$4.75M ﹤0.01%
138,230
+725
SLG icon
741
SL Green Realty
SLG
$3.35B
$4.74M ﹤0.01%
79,304
+679
ABSI icon
742
Absci
ABSI
$477M
$4.54M ﹤0.01%
1,494,047
+32,318
GFS icon
743
GlobalFoundries
GFS
$19.9B
$4.5M ﹤0.01%
125,476
-6,812
MRP
744
Millrose Properties Inc
MRP
$5.06B
$4.45M ﹤0.01%
132,486
-36,106
AGI icon
745
Alamos Gold
AGI
$15.8B
$4.41M ﹤0.01%
126,628
-1,488
ATHM icon
746
Autohome
ATHM
$2.81B
$4.37M ﹤0.01%
153,169
-1,156
BBDC icon
747
Barings BDC
BBDC
$962M
$4.26M ﹤0.01%
486,098
+194,725
FDUS icon
748
Fidus Investment
FDUS
$718M
$4.24M ﹤0.01%
209,241
+56,778
KDK
749
Kodiak AI
KDK
$1.09B
$4.23M ﹤0.01%
618,130
+292,666
IRT icon
750
Independence Realty Trust
IRT
$4.1B
$4.21M ﹤0.01%
256,772
+2,866