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
ALEX
826
Alexander & Baldwin
ALEX
$1.14B
$1.45M ﹤0.01%
79,769
+2,904
ENIC icon
827
Enel Chile
ENIC
$5.33B
$1.44M ﹤0.01%
369,569
+20,000
RAL
828
Ralliant Corp
RAL
$5.57B
$1.44M ﹤0.01%
32,858
+779
DAR icon
829
Darling Ingredients
DAR
$5.79B
$1.4M ﹤0.01%
45,359
-10,767
ARGX icon
830
argenx
ARGX
$56.1B
$1.4M ﹤0.01%
1,895
-39
VRE
831
Veris Residential
VRE
$1.41B
$1.38M ﹤0.01%
91,033
-1,457
BSAC icon
832
Banco Santander Chile
BSAC
$14.1B
$1.38M ﹤0.01%
52,169
-3,500
CALM icon
833
Cal-Maine
CALM
$4.04B
$1.37M ﹤0.01%
14,582
+1,653
CRDO icon
834
Credo Technology Group
CRDO
$30.7B
$1.37M ﹤0.01%
9,420
+964
RGA icon
835
Reinsurance Group of America
RGA
$12.5B
$1.33M ﹤0.01%
6,931
-3,179
PAGP icon
836
Plains GP Holdings
PAGP
$3.67B
$1.33M ﹤0.01%
73,000
PGRE
837
Paramount Group
PGRE
$1.46B
$1.33M ﹤0.01%
202,886
-2,982
PFLT icon
838
PennantPark Floating Rate Capital
PFLT
$910M
$1.31M ﹤0.01%
147,213
+65,977
SOXQ icon
839
Invesco PHLX Semiconductor ETF
SOXQ
$743M
$1.29M ﹤0.01%
25,800
+16,300
SMA
840
SmartStop Self Storage REIT
SMA
$1.81B
$1.29M ﹤0.01%
+34,274
EQX icon
841
Equinox Gold
EQX
$10.9B
$1.27M ﹤0.01%
113,392
+13,748
UMH
842
UMH Properties
UMH
$1.29B
$1.27M ﹤0.01%
85,395
+4,789
PDM
843
Piedmont Realty Trust
PDM
$1.09B
$1.27M ﹤0.01%
140,886
-2,393
NFG icon
844
National Fuel Gas
NFG
$7.45B
$1.26M ﹤0.01%
13,603
+86
AIV
845
Aimco
AIV
$823M
$1.21M ﹤0.01%
152,764
+12,789
ABEV icon
846
Ambev
ABEV
$39.6B
$1.2M ﹤0.01%
+536,500
RLJ icon
847
RLJ Lodging Trust
RLJ
$1.14B
$1.19M ﹤0.01%
165,372
-5,543
SWKS icon
848
Skyworks Solutions
SWKS
$9.81B
$1.18M ﹤0.01%
15,352
-46,905
TFII icon
849
TFI International
TFII
$7.2B
$1.18M ﹤0.01%
13,418
+1,143
MP icon
850
MP Materials
MP
$11B
$1.16M ﹤0.01%
17,292
-3,866