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
AGI icon
751
Alamos Gold
AGI
$13B
$3.4M ﹤0.01%
128,116
-1,161
BNL icon
752
Broadstone Net Lease
BNL
$3.43B
$3.38M ﹤0.01%
210,566
+6,367
SLRC icon
753
SLR Investment Corp
SLRC
$834M
$3.37M ﹤0.01%
208,606
+32,393
SHYG icon
754
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$3.34M ﹤0.01%
77,500
+1,650
EPAM icon
755
EPAM Systems
EPAM
$9.76B
$3.33M ﹤0.01%
18,850
-106,276
VTRS icon
756
Viatris
VTRS
$11.7B
$3.31M ﹤0.01%
370,940
-2,293,207
OCSL icon
757
Oaktree Specialty Lending
OCSL
$1.2B
$3.29M ﹤0.01%
240,769
+16,061
ALLY icon
758
Ally Financial
ALLY
$12.1B
$3.17M ﹤0.01%
81,377
-568,455
RIO icon
759
Rio Tinto
RIO
$113B
$3.15M ﹤0.01%
53,991
-1,140
AEM icon
760
Agnico Eagle Mines
AEM
$81B
$3.1M ﹤0.01%
26,062
-4,028
FDUS icon
761
Fidus Investment
FDUS
$699M
$3.08M ﹤0.01%
152,463
+61,977
IWB icon
762
iShares Russell 1000 ETF
IWB
$45.1B
$3.06M ﹤0.01%
9,025
+1,635
MRNA icon
763
Moderna
MRNA
$9.58B
$3.05M ﹤0.01%
110,698
-641,106
FCPT icon
764
Four Corners Property Trust
FCPT
$2.56B
$2.95M ﹤0.01%
109,505
-2,238
VTI icon
765
Vanguard Total Stock Market ETF
VTI
$547B
$2.89M ﹤0.01%
9,500
+800
APLE icon
766
Apple Hospitality REIT
APLE
$2.76B
$2.85M ﹤0.01%
244,140
+3,048
LINE
767
Lineage Inc
LINE
$7.9B
$2.84M ﹤0.01%
65,367
-627
MASS icon
768
908 Devices
MASS
$266M
$2.84M ﹤0.01%
398,256
-14,318
DEI icon
769
Douglas Emmett
DEI
$2.08B
$2.84M ﹤0.01%
188,718
+7,781
MPW icon
770
Medical Properties Trust
MPW
$3.05B
$2.83M ﹤0.01%
656,268
+9,068
IPG icon
771
Interpublic Group of Companies
IPG
$9.33B
$2.78M ﹤0.01%
113,725
-809,305
EMN icon
772
Eastman Chemical
EMN
$6.99B
$2.7M ﹤0.01%
36,112
-307,562
SCHD icon
773
Schwab US Dividend Equity ETF
SCHD
$69.9B
$2.66M ﹤0.01%
+100,500
BBDC icon
774
Barings BDC
BBDC
$942M
$2.66M ﹤0.01%
291,373
+28,463
UE icon
775
Urban Edge Properties
UE
$2.41B
$2.58M ﹤0.01%
138,130
+2,951