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
EWZ icon
801
iShares MSCI Brazil ETF
EWZ
$6.52B
$1.98M ﹤0.01%
63,870
+31,200
CCAP icon
802
Crescent Capital BDC
CCAP
$531M
$1.95M ﹤0.01%
136,796
+26,373
TIMB icon
803
TIM SA
TIMB
$11.3B
$1.88M ﹤0.01%
84,202
+4,000
INGR icon
804
Ingredion
INGR
$6.83B
$1.87M ﹤0.01%
15,335
+2,142
LTC
805
LTC Properties
LTC
$1.74B
$1.85M ﹤0.01%
50,299
+1,159
VMI icon
806
Valmont Industries
VMI
$8.14B
$1.81M ﹤0.01%
4,673
-255
CAI
807
Caris Life Sciences
CAI
$7.2B
$1.8M ﹤0.01%
59,552
+47,371
ET icon
808
Energy Transfer Partners
ET
$57.4B
$1.77M ﹤0.01%
103,000
-18,000
TCPC icon
809
BlackRock TCP Capital
TCPC
$509M
$1.73M ﹤0.01%
279,505
+26,148
GNL icon
810
Global Net Lease
GNL
$1.8B
$1.71M ﹤0.01%
210,645
-1,633
IIPR icon
811
Innovative Industrial Properties
IIPR
$1.39B
$1.69M ﹤0.01%
31,519
-430
WWD icon
812
Woodward
WWD
$18B
$1.66M ﹤0.01%
6,558
+2,115
ALLY icon
813
Ally Financial
ALLY
$12.7B
$1.65M ﹤0.01%
42,168
-39,209
ELME
814
Elme Communities
ELME
$1.53B
$1.62M ﹤0.01%
95,949
-1,432
BCPC
815
Balchem Corp
BCPC
$5.06B
$1.6M ﹤0.01%
10,669
-584
NWS icon
816
News Corp Class B
NWS
$15.2B
$1.59M ﹤0.01%
45,983
-97
CMPS
817
Compass Pathways
CMPS
$533M
$1.59M ﹤0.01%
276,991
+57,340
SILA
818
Sila Realty Trust
SILA
$1.32B
$1.55M ﹤0.01%
61,788
-1,032
HBM icon
819
Hudbay
HBM
$6.72B
$1.54M ﹤0.01%
101,493
+4,220
JBGS
820
JBG SMITH
JBGS
$1.08B
$1.51M ﹤0.01%
68,071
-12,150
GTY
821
Getty Realty Corp
GTY
$1.64B
$1.51M ﹤0.01%
56,107
+1,979
PEB icon
822
Pebblebrook Hotel Trust
PEB
$1.29B
$1.49M ﹤0.01%
130,633
+4,163
WPM icon
823
Wheaton Precious Metals
WPM
$50B
$1.47M ﹤0.01%
13,117
+5,500
AXS icon
824
AXIS Capital
AXS
$7.88B
$1.45M ﹤0.01%
15,183
-28
SU icon
825
Suncor Energy
SU
$53.8B
$1.45M ﹤0.01%
34,742
-866