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
ALAB icon
826
Astera Labs
ALAB
$27.9B
$1.34M ﹤0.01%
14,781
+2,624
SU icon
827
Suncor Energy
SU
$51.1B
$1.33M ﹤0.01%
35,608
-277
SRLN icon
828
State Street Blackstone Senior Loan ETF
SRLN
$6.88B
$1.33M ﹤0.01%
31,983
-7,211
SCM icon
829
Stellus Capital Investment Corp
SCM
$335M
$1.31M ﹤0.01%
94,048
+9,286
CALM icon
830
Cal-Maine
CALM
$4.3B
$1.29M ﹤0.01%
12,929
+7,129
ENIC icon
831
Enel Chile
ENIC
$5.3B
$1.27M ﹤0.01%
349,569
-67,778
PEB icon
832
Pebblebrook Hotel Trust
PEB
$1.28B
$1.26M ﹤0.01%
126,470
-2,407
PGRE
833
Paramount Group
PGRE
$1.45B
$1.26M ﹤0.01%
205,868
-3,478
RLJ icon
834
RLJ Lodging Trust
RLJ
$1.1B
$1.24M ﹤0.01%
170,915
+12,455
OMF icon
835
OneMain Financial
OMF
$7.07B
$1.22M ﹤0.01%
21,358
+942
AIV
836
Aimco
AIV
$761M
$1.21M ﹤0.01%
139,975
-2,494
ESRT icon
837
Empire State Realty Trust
ESRT
$1.27B
$1.2M ﹤0.01%
148,875
-2,041
UNIT
838
Uniti Group
UNIT
$1.6B
$1.19M ﹤0.01%
274,841
-5,282
NTES icon
839
NetEase
NTES
$88B
$1.16M ﹤0.01%
8,641
-44
ARMK icon
840
Aramark
ARMK
$9.92B
$1.16M ﹤0.01%
27,728
+1,224
AU icon
841
AngloGold Ashanti
AU
$35B
$1.16M ﹤0.01%
25,439
-5,642
MUFG icon
842
Mitsubishi UFJ Financial
MUFG
$171B
$1.16M ﹤0.01%
+84,230
NFG icon
843
National Fuel Gas
NFG
$7.16B
$1.15M ﹤0.01%
+13,517
LNN icon
844
Lindsay Corp
LNN
$1.2B
$1.13M ﹤0.01%
7,855
-384
TFII icon
845
TFI International
TFII
$7.17B
$1.1M ﹤0.01%
12,275
+3,263
CSR
846
Centerspace
CSR
$999M
$1.1M ﹤0.01%
18,241
-143
WWD icon
847
Woodward
WWD
$16B
$1.09M ﹤0.01%
4,443
+863
ALGM icon
848
Allegro MicroSystems
ALGM
$4.99B
$1.08M ﹤0.01%
31,652
+961
RL icon
849
Ralph Lauren
RL
$19.7B
$1.07M ﹤0.01%
3,900
+1,430
ARGX icon
850
argenx
ARGX
$52.6B
$1.07M ﹤0.01%
1,934
+412