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
CR icon
851
Crane Co
CR
$10.6B
$1.13M ﹤0.01%
6,160
+758
AAT
852
American Assets Trust
AAT
$1.19B
$1.13M ﹤0.01%
55,748
+5,213
TOT
853
LionShares U.S. Equity Total Return ETF
TOT
$6.45M
$1.12M ﹤0.01%
+53,758
DHC
854
Diversified Healthcare Trust
DHC
$1.17B
$1.12M ﹤0.01%
253,858
-2,956
OMF icon
855
OneMain Financial
OMF
$7.3B
$1.1M ﹤0.01%
19,510
-1,848
GIL icon
856
Gildan
GIL
$8.32B
$1.1M ﹤0.01%
19,014
+7,807
ASR icon
857
Grupo Aeroportuario del Sureste
ASR
$9.06B
$1.08M ﹤0.01%
3,355
+259
VWO icon
858
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$1.07M ﹤0.01%
19,839
+4,152
ATAI icon
859
Atai Beckley NV
ATAI
$1.41B
$1.07M ﹤0.01%
+202,781
PLYM
860
Plymouth Industrial REIT
PLYM
$977M
$1.07M ﹤0.01%
47,980
+336
HPP
861
Hudson Pacific Properties
HPP
$751M
$1.06M ﹤0.01%
384,515
+189,959
CSR
862
Centerspace
CSR
$1.12B
$1.05M ﹤0.01%
17,889
-352
DEA
863
Easterly Government Properties
DEA
$1.01B
$1.05M ﹤0.01%
45,666
+3,222
LNN icon
864
Lindsay Corp
LNN
$1.22B
$1.05M ﹤0.01%
7,447
-408
EZA icon
865
iShares MSCI South Africa ETF
EZA
$561M
$1.05M ﹤0.01%
16,311
+7,170
EPD icon
866
Enterprise Products Partners
EPD
$70.8B
$1.03M ﹤0.01%
33,000
-42,000
RTO icon
867
Rentokil
RTO
$13.9B
$1.01M ﹤0.01%
40,021
-1,374
WMG icon
868
Warner Music
WMG
$14.8B
$1M ﹤0.01%
29,458
+30
QRVO icon
869
Qorvo
QRVO
$7.94B
$999K ﹤0.01%
10,966
+6,215
STEP icon
870
StepStone Group
STEP
$5B
$971K ﹤0.01%
14,864
NTES icon
871
NetEase
NTES
$87.4B
$943K ﹤0.01%
6,202
-2,439
ALGM icon
872
Allegro MicroSystems
ALGM
$4.94B
$924K ﹤0.01%
31,652
ZG icon
873
Zillow
ZG
$17.5B
$910K ﹤0.01%
12,219
KSA icon
874
iShares MSCI Saudi Arabia ETF
KSA
$648M
$893K ﹤0.01%
21,996
+11,400
AIZ icon
875
Assurant
AIZ
$11.4B
$869K ﹤0.01%
4,014
+223