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
SARO
876
StandardAero Inc
SARO
$8.74B
$854K ﹤0.01%
31,293
DOCS icon
877
Doximity
DOCS
$9.68B
$853K ﹤0.01%
11,661
XLU icon
878
Utilities Select Sector SPDR Fund
XLU
$22.5B
$834K ﹤0.01%
+9,564
SR icon
879
Spire
SR
$5.23B
$816K ﹤0.01%
10,014
+5,396
TCOM icon
880
Trip.com Group
TCOM
$45.7B
$798K ﹤0.01%
+10,606
UI icon
881
Ubiquiti
UI
$35.3B
$782K ﹤0.01%
+1,184
NGD
882
New Gold Inc
NGD
$6.61B
$771K ﹤0.01%
107,372
-54,661
BDN
883
Brandywine Realty Trust
BDN
$596M
$768K ﹤0.01%
184,243
-3,219
NXRT
884
NexPoint Residential Trust
NXRT
$807M
$765K ﹤0.01%
23,752
-584
SAFE
885
Safehold
SAFE
$995M
$753K ﹤0.01%
48,601
-852
DUOL icon
886
Duolingo
DUOL
$8.85B
$737K ﹤0.01%
2,290
+180
GNRC icon
887
Generac Holdings
GNRC
$8.9B
$731K ﹤0.01%
4,366
+1,880
INDV icon
888
Indivior
INDV
$4.2B
$728K ﹤0.01%
+30,180
RMBS icon
889
Rambus
RMBS
$10.3B
$725K ﹤0.01%
+6,954
NVT icon
890
nVent Electric
NVT
$17.3B
$720K ﹤0.01%
7,300
+2,500
AXIA
891
AXIA Energia
AXIA
$26.4B
$717K ﹤0.01%
72,300
BJ icon
892
BJs Wholesale Club
BJ
$11.7B
$714K ﹤0.01%
7,661
-1,663
TKO icon
893
TKO Group
TKO
$15.3B
$704K ﹤0.01%
3,486
+430
ADT icon
894
ADT
ADT
$6.76B
$699K ﹤0.01%
80,200
+70,000
BMI icon
895
Badger Meter
BMI
$5.26B
$682K ﹤0.01%
+3,818
NYT icon
896
New York Times
NYT
$10.5B
$677K ﹤0.01%
+11,800
MEDP icon
897
Medpace
MEDP
$16.7B
$668K ﹤0.01%
+1,300
WSR
898
Whitestone REIT
WSR
$678M
$668K ﹤0.01%
54,360
+8,721
ENPH icon
899
Enphase Energy
ENPH
$3.78B
$666K ﹤0.01%
18,825
-137
FWONA icon
900
Liberty Media Series A
FWONA
$22B
$662K ﹤0.01%
6,955