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
IWB icon
751
iShares Russell 1000 ETF
IWB
$45.6B
$4.14M ﹤0.01%
11,330
+2,305
NHI icon
752
National Health Investors
NHI
$3.79B
$4.1M ﹤0.01%
51,558
-420,112
OCSL icon
753
Oaktree Specialty Lending
OCSL
$1.22B
$3.96M ﹤0.01%
303,769
+63,000
FB
754
ProShares S&P 500 Dynamic Buffer ETF
FB
$2.12M
$3.95M ﹤0.01%
95,543
-23,165
PSNL icon
755
Personalis
PSNL
$953M
$3.85M ﹤0.01%
590,996
-49,424
HIW icon
756
Highwoods Properties
HIW
$3.06B
$3.78M ﹤0.01%
118,917
-357
VTWO icon
757
Vanguard Russell 2000 ETF
VTWO
$13.5B
$3.75M ﹤0.01%
38,325
+30,725
KGC icon
758
Kinross Gold
KGC
$33.9B
$3.72M ﹤0.01%
149,890
+8,800
BNL icon
759
Broadstone Net Lease
BNL
$3.32B
$3.7M ﹤0.01%
206,834
-3,732
INDA icon
760
iShares MSCI India ETF
INDA
$9.62B
$3.52M ﹤0.01%
67,600
-60,711
RIO icon
761
Rio Tinto
RIO
$117B
$3.51M ﹤0.01%
53,122
-869
COMT icon
762
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$591M
$3.44M ﹤0.01%
128,293
+31,000
RYAAY icon
763
Ryanair
RYAAY
$35.8B
$3.34M ﹤0.01%
55,540
-6,832
RL icon
764
Ralph Lauren
RL
$22.3B
$3.17M ﹤0.01%
10,113
+6,213
SHYG icon
765
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.83B
$3.16M ﹤0.01%
73,009
-4,491
CIEN icon
766
Ciena
CIEN
$28.8B
$3.07M ﹤0.01%
+21,083
APLE icon
767
Apple Hospitality REIT
APLE
$2.81B
$2.98M ﹤0.01%
248,513
+4,373
DEI icon
768
Douglas Emmett
DEI
$2.04B
$2.89M ﹤0.01%
185,522
-3,196
B
769
Barrick Mining
B
$69.8B
$2.85M ﹤0.01%
87,079
-23,927
UE icon
770
Urban Edge Properties
UE
$2.42B
$2.83M ﹤0.01%
138,265
+135
MASS icon
771
908 Devices
MASS
$230M
$2.79M ﹤0.01%
318,350
-79,906
FCPT icon
772
Four Corners Property Trust
FCPT
$2.55B
$2.78M ﹤0.01%
113,908
+4,403
MPW icon
773
Medical Properties Trust
MPW
$3.46B
$2.75M ﹤0.01%
543,029
-113,239
SFM icon
774
Sprouts Farmers Market
SFM
$8.16B
$2.75M ﹤0.01%
25,236
+700
ALAB icon
775
Astera Labs
ALAB
$26.6B
$2.62M ﹤0.01%
13,405
-1,376