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
GTLS icon
776
Chart Industries
GTLS
$9.17B
$2.56M ﹤0.01%
12,780
-299
PK icon
777
Park Hotels & Resorts
PK
$2.16B
$2.52M ﹤0.01%
227,479
+7,208
PFXF icon
778
VanEck Preferred Securities ex Financials ETF
PFXF
$1.99B
$2.51M ﹤0.01%
141,281
+4,855
MUFG icon
779
Mitsubishi UFJ Financial
MUFG
$180B
$2.49M ﹤0.01%
156,413
+72,183
BP icon
780
BP
BP
$92.2B
$2.47M ﹤0.01%
71,611
+4,789
IVT icon
781
InvenTrust Properties
IVT
$2.22B
$2.46M ﹤0.01%
86,006
-1,257
VTI icon
782
Vanguard Total Stock Market ETF
VTI
$565B
$2.46M ﹤0.01%
7,500
-2,000
VIK icon
783
Viking Holdings
VIK
$29.6B
$2.45M ﹤0.01%
39,471
-5,376
LINE
784
Lineage Inc
LINE
$8.18B
$2.43M ﹤0.01%
62,932
-2,435
FLS icon
785
Flowserve
FLS
$9.07B
$2.42M ﹤0.01%
45,567
-1,066
NSA icon
786
National Storage Affiliates Trust
NSA
$2.27B
$2.42M ﹤0.01%
80,076
+2,693
EXEL icon
787
Exelixis
EXEL
$11.8B
$2.39M ﹤0.01%
57,939
+10,717
TECK icon
788
Teck Resources
TECK
$20.9B
$2.28M ﹤0.01%
51,850
-848
LUV icon
789
Southwest Airlines
LUV
$18B
$2.24M ﹤0.01%
70,123
-1,547
VALE icon
790
Vale
VALE
$53.8B
$2.23M ﹤0.01%
205,329
-3,106
SRLN icon
791
State Street Blackstone Senior Loan ETF
SRLN
$6.76B
$2.21M ﹤0.01%
53,197
+21,214
XHR
792
Xenia Hotels & Resorts
XHR
$1.33B
$2.21M ﹤0.01%
161,069
-3,885
CNQ icon
793
Canadian Natural Resources
CNQ
$70.3B
$2.2M ﹤0.01%
68,804
+3,636
PHYS icon
794
Sprott Physical Gold
PHYS
$15.5B
$2.19M ﹤0.01%
73,900
+11,000
MOS icon
795
The Mosaic Company
MOS
$7.77B
$2.08M ﹤0.01%
60,120
-2,899
SCM icon
796
Stellus Capital Investment Corp
SCM
$350M
$2.04M ﹤0.01%
156,050
+62,002
MTZ icon
797
MasTec
MTZ
$16.9B
$2.03M ﹤0.01%
9,540
-359
SHO icon
798
Sunstone Hotel Investors
SHO
$1.78B
$2.01M ﹤0.01%
214,541
-2,590
TRP icon
799
TC Energy
TRP
$57B
$1.99M ﹤0.01%
36,615
-3,463
VIV icon
800
Telefônica Brasil
VIV
$21.2B
$1.99M ﹤0.01%
155,687
+11,000