Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $160B
1-Year Return 28.43%
 

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 Return
+1.45%
1 Year Return
+28.43%
3 Year Return
+114.94%
5 Year Return
+183.59%
10 Year Return
+454.39%
AUM
$115B
AUM Growth
+$3.1B
Cap. Flow
+$2.36B
Cap. Flow %
2.05%
Top 10 Hldgs %
18.6%
Holding
1,098
New
91
Increased
588
Reduced
383
Closed
29

Sector Composition

1 Technology 18.79%
2 Financials 15.47%
3 Healthcare 12.69%
4 Consumer Discretionary 10.72%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WIT icon
751
Wipro
WIT
$28.6B
$7.81M 0.01%
+4,280,076
New +$7.81M
VIV icon
752
Telefônica Brasil
VIV
$20.1B
$7.49M 0.01%
568,733
+380,309
+202% +$5.01M
WB icon
753
Weibo
WB
$2.87B
$7.43M 0.01%
166,080
-3,023
-2% -$135K
HPP
754
Hudson Pacific Properties
HPP
$1.16B
$7.08M 0.01%
211,464
+35,737
+20% +$1.2M
BSAC icon
755
Banco Santander Chile
BSAC
$12.1B
$7.07M 0.01%
252,631
+174,323
+223% +$4.88M
IQ icon
756
iQIYI
IQ
$2.61B
$7.07M 0.01%
438,280
-20,938
-5% -$338K
BZUN
757
Baozun
BZUN
$223M
$7.04M 0.01%
164,908
+3,137
+2% +$134K
FR icon
758
First Industrial Realty Trust
FR
$6.92B
$6.78M 0.01%
171,422
+27,022
+19% +$1.07M
LSI
759
DELISTED
Life Storage, Inc.
LSI
$6.76M 0.01%
96,257
+14,916
+18% +$1.05M
MPLX icon
760
MPLX
MPLX
$51.5B
$6.65M 0.01%
237,240
+112,000
+89% +$3.14M
EGP icon
761
EastGroup Properties
EGP
$8.97B
$6.45M 0.01%
51,596
+8,542
+20% +$1.07M
REXR icon
762
Rexford Industrial Realty
REXR
$10.2B
$6.44M 0.01%
146,347
+25,222
+21% +$1.11M
PAA icon
763
Plains All American Pipeline
PAA
$12.1B
$6.39M 0.01%
308,000
-9,000
-3% -$187K
JBGS
764
JBG SMITH
JBGS
$1.4B
$6.36M 0.01%
162,275
+23,762
+17% +$932K
HIW icon
765
Highwoods Properties
HIW
$3.44B
$6.21M 0.01%
138,236
+16,436
+13% +$739K
IBN icon
766
ICICI Bank
IBN
$113B
$6.17M 0.01%
+506,323
New +$6.17M
COR
767
DELISTED
Coresite Realty Corporation
COR
$6.06M 0.01%
49,767
+7,855
+19% +$957K
HR
768
DELISTED
Healthcare Realty Trust Incorporated
HR
$5.95M 0.01%
177,462
+27,691
+18% +$928K
CRON
769
Cronos Group
CRON
$957M
$5.94M 0.01%
657,018
-15,460
-2% -$140K
SRC
770
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$5.91M 0.01%
123,446
+25,034
+25% +$1.2M
SBRA icon
771
Sabra Healthcare REIT
SBRA
$4.56B
$5.8M 0.01%
252,553
+43,927
+21% +$1.01M
ENIA
772
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$5.79M 0.01%
635,718
+410,084
+182% +$3.74M
SVC
773
Service Properties Trust
SVC
$481M
$5.75M 0.01%
222,873
+23,801
+12% +$614K
RHP icon
774
Ryman Hospitality Properties
RHP
$6.35B
$5.7M ﹤0.01%
69,621
+10,925
+19% +$894K
AGI icon
775
Alamos Gold
AGI
$13.5B
$5.61M ﹤0.01%
966,880
-76,051
-7% -$441K