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
SAFE
876
Safehold
SAFE
$936M
$769K ﹤0.01%
49,453
+338
PLYM
877
Plymouth Industrial REIT
PLYM
$986M
$765K ﹤0.01%
47,644
+7,010
FMC icon
878
FMC
FMC
$1.7B
$754K ﹤0.01%
+18,065
ENPH icon
879
Enphase Energy
ENPH
$3.86B
$752K ﹤0.01%
18,962
+8,195
AIZ icon
880
Assurant
AIZ
$11.2B
$749K ﹤0.01%
3,791
-112,540
WLK icon
881
Westlake Corp
WLK
$8.26B
$745K ﹤0.01%
9,817
-69,272
LNTH icon
882
Lantheus
LNTH
$3.55B
$745K ﹤0.01%
9,098
+821
ETSY icon
883
Etsy
ETSY
$5.72B
$736K ﹤0.01%
14,680
+8,940
USFD icon
884
US Foods
USFD
$16.4B
$732K ﹤0.01%
9,500
DOCS icon
885
Doximity
DOCS
$10.1B
$715K ﹤0.01%
11,661
+354
GOOD
886
Gladstone Commercial Corp
GOOD
$523M
$709K ﹤0.01%
49,456
+849
MP icon
887
MP Materials
MP
$9.99B
$704K ﹤0.01%
21,158
-4,362
COHR icon
888
Coherent
COHR
$23.5B
$684K ﹤0.01%
7,671
+834
WPM icon
889
Wheaton Precious Metals
WPM
$44.3B
$684K ﹤0.01%
7,617
-492
INR
890
Infinity Natural Resources
INR
$174M
$682K ﹤0.01%
37,239
-742
CRL icon
891
Charles River Laboratories
CRL
$8.2B
$680K ﹤0.01%
4,481
+2,340
LQD icon
892
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
$677K ﹤0.01%
6,177
+238
REM icon
893
iShares Mortgage Real Estate ETF
REM
$608M
$669K ﹤0.01%
31,279
+1,738
VTWO icon
894
Vanguard Russell 2000 ETF
VTWO
$12.5B
$663K ﹤0.01%
7,600
FWONA icon
895
Liberty Media Series A
FWONA
$22.9B
$660K ﹤0.01%
6,955
BKCH icon
896
Global X Blockchain ETF
BKCH
$355M
$659K ﹤0.01%
12,500
-1,320
AR icon
897
Antero Resources
AR
$10.3B
$640K ﹤0.01%
15,900
+2,600
ALV icon
898
Autoliv
ALV
$9.17B
$622K ﹤0.01%
5,558
+316
PEN icon
899
Penumbra
PEN
$10.3B
$621K ﹤0.01%
2,420
-3,998
CMPS
900
Compass Pathways
CMPS
$521M
$615K ﹤0.01%
219,651
-10,479