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 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHO icon
801
Sunstone Hotel Investors
SHO
$1.74B
$1.88M ﹤0.01%
217,131
-4,212
BCPC
802
Balchem Corp
BCPC
$5.08B
$1.79M ﹤0.01%
11,253
+203
INGR icon
803
Ingredion
INGR
$7.06B
$1.79M ﹤0.01%
13,193
+8,416
IIPR icon
804
Innovative Industrial Properties
IIPR
$1.43B
$1.76M ﹤0.01%
31,949
+1,446
LTC
805
LTC Properties
LTC
$1.62B
$1.7M ﹤0.01%
49,140
-371
MTZ icon
806
MasTec
MTZ
$17.7B
$1.69M ﹤0.01%
9,899
-969
VIV icon
807
Telefônica Brasil
VIV
$18.5B
$1.65M ﹤0.01%
+144,687
TIMB icon
808
TIM SA
TIMB
$9.6B
$1.61M ﹤0.01%
80,202
-28,996
VMI icon
809
Valmont Industries
VMI
$8.2B
$1.61M ﹤0.01%
4,928
-241
GNL icon
810
Global Net Lease
GNL
$1.82B
$1.6M ﹤0.01%
212,278
-3,569
PHYS icon
811
Sprott Physical Gold
PHYS
$16.3B
$1.59M ﹤0.01%
62,900
+51,550
NWS icon
812
News Corp Class B
NWS
$16.6B
$1.58M ﹤0.01%
46,080
+838
AXS icon
813
AXIS Capital
AXS
$8.39B
$1.58M ﹤0.01%
15,211
+12,611
CCAP icon
814
Crescent Capital BDC
CCAP
$539M
$1.56M ﹤0.01%
110,423
+29,657
RAL
815
Ralliant Corp
RAL
$5.83B
$1.56M ﹤0.01%
+32,079
ELME
816
Elme Communities
ELME
$1.53B
$1.55M ﹤0.01%
97,381
-1,133
GTY
817
Getty Realty Corp
GTY
$1.63B
$1.5M ﹤0.01%
54,128
-498
SILA
818
Sila Realty Trust
SILA
$1.27B
$1.49M ﹤0.01%
62,820
+3,592
SNDK
819
Sandisk
SNDK
$35.3B
$1.48M ﹤0.01%
32,554
-808
PAGP icon
820
Plains GP Holdings
PAGP
$3.71B
$1.42M ﹤0.01%
73,000
BSAC icon
821
Banco Santander Chile
BSAC
$14.7B
$1.4M ﹤0.01%
55,669
-12,000
JBGS
822
JBG SMITH
JBGS
$1.02B
$1.39M ﹤0.01%
80,221
-14,035
VRE
823
Veris Residential
VRE
$1.37B
$1.38M ﹤0.01%
92,490
+6,318
ALEX
824
Alexander & Baldwin
ALEX
$1.5B
$1.37M ﹤0.01%
76,865
-1,127
UMH
825
UMH Properties
UMH
$1.35B
$1.35M ﹤0.01%
80,606
+1,115