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
PKST
926
Peakstone Realty Trust
PKST
$503M
$552K ﹤0.01%
42,096
-1,400
ICLR icon
927
Icon
ICLR
$14.1B
$552K ﹤0.01%
3,155
-22,687
HII icon
928
Huntington Ingalls Industries
HII
$12.3B
$546K ﹤0.01%
1,896
-48
DAY icon
929
Dayforce
DAY
$11.1B
$539K ﹤0.01%
7,824
-302
UHT
930
Universal Health Realty Income Trust
UHT
$564M
$538K ﹤0.01%
13,747
-295
WYNN icon
931
Wynn Resorts
WYNN
$13.4B
$532K ﹤0.01%
4,145
+213
KBR icon
932
KBR
KBR
$5.23B
$527K ﹤0.01%
11,140
+1,667
NICE icon
933
Nice
NICE
$6.55B
$525K ﹤0.01%
3,627
+1,850
WHD icon
934
Cactus
WHD
$2.95B
$525K ﹤0.01%
+13,297
PNW icon
935
Pinnacle West Capital
PNW
$10.9B
$521K ﹤0.01%
5,815
-162
SCHH icon
936
Schwab US REIT ETF
SCHH
$8.46B
$520K ﹤0.01%
24,099
+3,710
FPI
937
Farmland Partners
FPI
$424M
$517K ﹤0.01%
47,539
-536
SNDK
938
Sandisk
SNDK
$32.7B
$514K ﹤0.01%
4,585
-27,969
ARLP icon
939
Alliance Resource Partners
ARLP
$3.13B
$506K ﹤0.01%
20,000
HAS icon
940
Hasbro
HAS
$11.6B
$504K ﹤0.01%
6,639
-3,806
MOG.A icon
941
Moog Inc Class A
MOG.A
$7.28B
$501K ﹤0.01%
2,411
+310
IPG
942
DELISTED
Interpublic Group of Companies
IPG
$500K ﹤0.01%
17,931
-95,794
CBL
943
CBL Properties
CBL
$1.03B
$498K ﹤0.01%
16,290
+2,962
EIDO icon
944
iShares MSCI Indonesia ETF
EIDO
$319M
$497K ﹤0.01%
+28,330
PATH icon
945
UiPath
PATH
$7.36B
$497K ﹤0.01%
37,151
-1,075,489
CTO
946
CTO Realty Growth
CTO
$585M
$496K ﹤0.01%
30,460
-346
BWA icon
947
BorgWarner
BWA
$9.21B
$492K ﹤0.01%
+11,200
SVC
948
Service Properties Trust
SVC
$292M
$485K ﹤0.01%
179,103
+14,133
BTG icon
949
B2Gold
BTG
$6.17B
$484K ﹤0.01%
97,810
LBRT icon
950
Liberty Energy
LBRT
$2.88B
$484K ﹤0.01%
39,220