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
TMHC icon
901
Taylor Morrison
TMHC
$6.13B
$660K ﹤0.01%
10,000
+600
TPG icon
902
TPG
TPG
$9.05B
$658K ﹤0.01%
11,446
+3,618
BSM icon
903
Black Stone Minerals
BSM
$2.97B
$657K ﹤0.01%
50,000
-18,000
OII icon
904
Oceaneering
OII
$2.43B
$654K ﹤0.01%
26,394
-741
XME icon
905
State Street SPDR S&P Metals & Mining ETF
XME
$2.71B
$652K ﹤0.01%
7,000
-5,000
APA icon
906
APA Corp
APA
$8.86B
$645K ﹤0.01%
26,585
+2,685
DOCN icon
907
DigitalOcean
DOCN
$4.07B
$645K ﹤0.01%
18,884
USFD icon
908
US Foods
USFD
$17.5B
$644K ﹤0.01%
8,400
-1,100
INN
909
Summit Hotel Properties
INN
$583M
$635K ﹤0.01%
115,716
-2,364
REM icon
910
iShares Mortgage Real Estate ETF
REM
$635M
$633K ﹤0.01%
28,815
-2,464
LQD icon
911
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$633K ﹤0.01%
5,679
-498
AHH
912
Armada Hoffler Properties
AHH
$527M
$624K ﹤0.01%
88,985
+5,732
AGCO icon
913
AGCO
AGCO
$7.91B
$620K ﹤0.01%
+5,793
COHR icon
914
Coherent
COHR
$25.8B
$617K ﹤0.01%
5,727
-1,944
ALX
915
Alexander's
ALX
$1.08B
$615K ﹤0.01%
2,621
+254
MTCH icon
916
Match Group
MTCH
$7.86B
$613K ﹤0.01%
17,362
+2,528
PSLV icon
917
Sprott Physical Silver Trust
PSLV
$10.8B
$612K ﹤0.01%
39,000
+2,000
PR icon
918
Permian Resources
PR
$10.8B
$605K ﹤0.01%
47,255
+7,131
GOOD
919
Gladstone Commercial Corp
GOOD
$535M
$597K ﹤0.01%
48,471
-985
CRL icon
920
Charles River Laboratories
CRL
$8.77B
$594K ﹤0.01%
3,794
-687
EWW icon
921
iShares MSCI Mexico ETF
EWW
$2.03B
$586K ﹤0.01%
8,585
+3,800
NCLH icon
922
Norwegian Cruise Line
NCLH
$8.4B
$565K ﹤0.01%
22,931
+2,199
GL icon
923
Globe Life
GL
$10.7B
$563K ﹤0.01%
3,936
-14,965
VTRS icon
924
Viatris
VTRS
$12.3B
$561K ﹤0.01%
56,634
-314,306
INR
925
Infinity Natural Resources
INR
$207M
$558K ﹤0.01%
42,565
+5,326