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
SWKS icon
726
Skyworks Solutions
SWKS
$10.3B
$4.64M ﹤0.01%
62,257
-400,965
BHP icon
727
BHP
BHP
$140B
$4.62M ﹤0.01%
96,114
+5,753
BABA icon
728
Alibaba
BABA
$397B
$4.53M ﹤0.01%
39,915
-6,182
QQQM icon
729
Invesco NASDAQ 100 ETF
QQQM
$64B
$4.52M ﹤0.01%
+19,894
MAC icon
730
Macerich
MAC
$4.62B
$4.51M ﹤0.01%
278,806
+9,089
IRT icon
731
Independence Realty Trust
IRT
$3.94B
$4.49M ﹤0.01%
253,906
+4,280
MFIC icon
732
MidCap Financial Investment
MFIC
$1.12B
$4.23M ﹤0.01%
334,994
+102,410
PSNL icon
733
Personalis
PSNL
$615M
$4.2M ﹤0.01%
640,420
-35,554
SFM icon
734
Sprouts Farmers Market
SFM
$7.67B
$4.04M ﹤0.01%
24,536
-1,537
ATHM icon
735
Autohome
ATHM
$2.88B
$3.98M ﹤0.01%
154,325
-12,426
PRME icon
736
Prime Medicine
PRME
$679M
$3.94M ﹤0.01%
1,594,518
-1,331,505
JBS
737
JBS N.V.
JBS
$14.4B
$3.92M ﹤0.01%
+268,350
KMX icon
738
CarMax
KMX
$4.75B
$3.9M ﹤0.01%
57,979
-288,180
LUNR icon
739
Intuitive Machines
LUNR
$1.14B
$3.88M ﹤0.01%
356,856
+97,150
PONY
740
Pony AI Inc
PONY
$4.99B
$3.85M ﹤0.01%
+291,539
CSWC icon
741
Capital Southwest
CSWC
$1.19B
$3.8M ﹤0.01%
172,597
+38,419
TPR icon
742
Tapestry
TPR
$21.2B
$3.78M ﹤0.01%
43,076
-6,372
ICLR icon
743
Icon
ICLR
$12.2B
$3.76M ﹤0.01%
25,842
ABSI icon
744
Absci
ABSI
$498M
$3.76M ﹤0.01%
1,461,729
-32,136
HIW icon
745
Highwoods Properties
HIW
$3.23B
$3.71M ﹤0.01%
119,274
-360,920
KDK
746
Kodiak AI
KDK
$1.41B
$3.69M ﹤0.01%
+325,464
CGBD icon
747
Carlyle Secured Lending
CGBD
$873M
$3.61M ﹤0.01%
264,138
+80,737
RYAAY icon
748
Ryanair
RYAAY
$33.7B
$3.6M ﹤0.01%
62,372
-3,718
RNR icon
749
RenaissanceRe
RNR
$12.4B
$3.59M ﹤0.01%
14,769
EWT icon
750
iShares MSCI Taiwan ETF
EWT
$6.71B
$3.49M ﹤0.01%
60,743
+3,172