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
PDM
851
Piedmont Realty Trust
PDM
$1.03B
$1.04M ﹤0.01%
143,279
+13,591
HBM icon
852
Hudbay
HBM
$6.38B
$1.03M ﹤0.01%
97,273
-3,030
CR icon
853
Crane Co
CR
$10.9B
$1.03M ﹤0.01%
5,402
+3,967
BJ icon
854
BJs Wholesale Club
BJ
$12.1B
$1.01M ﹤0.01%
9,324
+568
AAT
855
American Assets Trust
AAT
$1.18B
$998K ﹤0.01%
50,535
-988
RTO icon
856
Rentokil
RTO
$13.6B
$993K ﹤0.01%
41,395
-452
SARO
857
StandardAero Inc
SARO
$8.96B
$990K ﹤0.01%
31,293
+14,667
ASR icon
858
Grupo Aeroportuario del Sureste
ASR
$9.27B
$987K ﹤0.01%
3,096
+2,268
EWZ icon
859
iShares MSCI Brazil ETF
EWZ
$5.96B
$943K ﹤0.01%
32,670
+19,750
DEA
860
Easterly Government Properties
DEA
$986M
$942K ﹤0.01%
42,444
+626
DHC
861
Diversified Healthcare Trust
DHC
$1.08B
$919K ﹤0.01%
256,814
-5,860
COPX icon
862
Global X Copper Miners ETF NEW
COPX
$2.73B
$914K ﹤0.01%
+20,300
BSM icon
863
Black Stone Minerals
BSM
$2.82B
$889K ﹤0.01%
68,000
DUOL icon
864
Duolingo
DUOL
$9.31B
$865K ﹤0.01%
+2,110
PFLT icon
865
PennantPark Floating Rate Capital
PFLT
$918M
$839K ﹤0.01%
81,236
+29,581
ZG icon
866
Zillow
ZG
$17.1B
$837K ﹤0.01%
12,219
STEP icon
867
StepStone Group
STEP
$4.79B
$825K ﹤0.01%
14,864
+451
NXRT
868
NexPoint Residential Trust
NXRT
$798M
$811K ﹤0.01%
24,336
XME icon
869
State Street SPDR S&P Metals & Mining ETF
XME
$2.68B
$807K ﹤0.01%
+12,000
BDN
870
Brandywine Realty Trust
BDN
$587M
$804K ﹤0.01%
187,462
-1,754
NGD
871
New Gold Inc
NGD
$5.57B
$802K ﹤0.01%
162,033
-60,858
WMG icon
872
Warner Music
WMG
$15.8B
$802K ﹤0.01%
29,428
-32,132
CRDO icon
873
Credo Technology Group
CRDO
$28.2B
$783K ﹤0.01%
8,456
+256
VWO icon
874
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$776K ﹤0.01%
15,687
+13
HAS icon
875
Hasbro
HAS
$10.7B
$771K ﹤0.01%
10,445
+5,075