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
WING icon
901
Wingstop
WING
$6.52B
$602K ﹤0.01%
1,789
-1,781
INN
902
Summit Hotel Properties
INN
$591M
$601K ﹤0.01%
118,080
-2,931
TMHC icon
903
Taylor Morrison
TMHC
$5.79B
$577K ﹤0.01%
9,400
+200
PKST
904
Peakstone Realty Trust
PKST
$539M
$575K ﹤0.01%
43,496
-1,500
EQX icon
905
Equinox Gold
EQX
$8.93B
$573K ﹤0.01%
+99,644
AHH
906
Armada Hoffler Properties
AHH
$507M
$572K ﹤0.01%
83,253
WSR
907
Whitestone REIT
WSR
$681M
$570K ﹤0.01%
45,639
-1,602
SITC icon
908
SITE Centers
SITC
$380M
$565K ﹤0.01%
49,964
+22
OII icon
909
Oceaneering
OII
$2.24B
$562K ﹤0.01%
27,135
-540
UHT
910
Universal Health Realty Income Trust
UHT
$531M
$561K ﹤0.01%
14,042
TKO icon
911
TKO Group
TKO
$14.2B
$556K ﹤0.01%
3,056
+17
FPI
912
Farmland Partners
FPI
$418M
$553K ﹤0.01%
48,075
-622
GIL icon
913
Gildan
GIL
$8.26B
$552K ﹤0.01%
11,207
+493
PR icon
914
Permian Resources
PR
$9.71B
$546K ﹤0.01%
40,124
-14,776
BATRK icon
915
Atlanta Braves Holdings Series B
BATRK
$2.44B
$544K ﹤0.01%
11,628
+513
DOCN icon
916
DigitalOcean
DOCN
$4.32B
$539K ﹤0.01%
18,884
+2,155
EBR icon
917
Eletrobras Common Shares
EBR
$24.3B
$537K ﹤0.01%
72,300
PNW icon
918
Pinnacle West Capital
PNW
$10.4B
$535K ﹤0.01%
5,977
+1,327
ALX
919
Alexander's
ALX
$1.18B
$533K ﹤0.01%
2,367
HPP
920
Hudson Pacific Properties
HPP
$846M
$533K ﹤0.01%
194,556
+42,437
CTO
921
CTO Realty Growth
CTO
$559M
$532K ﹤0.01%
30,806
+458
BRBR icon
922
BellRing Brands
BRBR
$3.64B
$526K ﹤0.01%
9,083
+200
MTSI icon
923
MACOM Technology Solutions
MTSI
$12.5B
$526K ﹤0.01%
3,671
+391
ARLP icon
924
Alliance Resource Partners
ARLP
$3.1B
$523K ﹤0.01%
20,000
LSCC icon
925
Lattice Semiconductor
LSCC
$8.42B
$514K ﹤0.01%
10,499
+705