Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.93%
 

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
+31.93%
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
COMT icon
776
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$635M
$2.52M ﹤0.01%
97,293
-36,000
NSA icon
777
National Storage Affiliates Trust
NSA
$2.36B
$2.48M ﹤0.01%
77,383
-834
FLS icon
778
Flowserve
FLS
$8.8B
$2.44M ﹤0.01%
46,633
-42,761
IVT icon
779
InvenTrust Properties
IVT
$2.13B
$2.39M ﹤0.01%
87,263
+3,182
VIK icon
780
Viking Holdings
VIK
$25.9B
$2.39M ﹤0.01%
44,847
+5,647
GL icon
781
Globe Life
GL
$10.5B
$2.35M ﹤0.01%
18,901
+11,169
PFXF icon
782
VanEck Preferred Securities ex Financials ETF
PFXF
$1.9B
$2.34M ﹤0.01%
136,426
-54,315
EPD icon
783
Enterprise Products Partners
EPD
$67.7B
$2.33M ﹤0.01%
75,000
-14,000
LUV icon
784
Southwest Airlines
LUV
$16.8B
$2.32M ﹤0.01%
71,670
-261,291
B
785
Barrick Mining
B
$56.5B
$2.31M ﹤0.01%
111,006
+16,682
MOS icon
786
The Mosaic Company
MOS
$8.12B
$2.3M ﹤0.01%
63,019
-298
PK icon
787
Park Hotels & Resorts
PK
$2.13B
$2.25M ﹤0.01%
220,271
-6,387
KGC icon
788
Kinross Gold
KGC
$29.4B
$2.21M ﹤0.01%
141,090
-18,588
ET icon
789
Energy Transfer Partners
ET
$56.5B
$2.19M ﹤0.01%
121,000
-10,000
GTLS icon
790
Chart Industries
GTLS
$9.02B
$2.15M ﹤0.01%
13,079
DAR icon
791
Darling Ingredients
DAR
$5.15B
$2.13M ﹤0.01%
56,126
+25,636
TECK icon
792
Teck Resources
TECK
$20.1B
$2.13M ﹤0.01%
52,698
-918
EXEL icon
793
Exelixis
EXEL
$10.9B
$2.08M ﹤0.01%
47,222
-2,627
XHR
794
Xenia Hotels & Resorts
XHR
$1.29B
$2.07M ﹤0.01%
164,954
-4,150
CNQ icon
795
Canadian Natural Resources
CNQ
$65.9B
$2.05M ﹤0.01%
65,168
-288
VALE icon
796
Vale
VALE
$51.9B
$2.02M ﹤0.01%
208,435
-3,262
RGA icon
797
Reinsurance Group of America
RGA
$12.5B
$2.01M ﹤0.01%
10,110
-6,482
BP icon
798
BP
BP
$93.6B
$2M ﹤0.01%
66,822
-9,489
TRP icon
799
TC Energy
TRP
$54.4B
$1.96M ﹤0.01%
40,078
+1,768
TCPC icon
800
BlackRock TCP Capital
TCPC
$485M
$1.95M ﹤0.01%
253,357
-7,505