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
NLOP
926
Net Lease Office Properties
NLOP
$435M
$502K ﹤0.01%
15,432
EZA icon
927
iShares MSCI South Africa ETF
EZA
$471M
$491K ﹤0.01%
9,141
+3,631
BBWI icon
928
Bath & Body Works
BBWI
$4.67B
$482K ﹤0.01%
+16,100
GPK icon
929
Graphic Packaging
GPK
$4.86B
$470K ﹤0.01%
22,306
-57,445
HII icon
930
Huntington Ingalls Industries
HII
$12B
$469K ﹤0.01%
1,944
-2,238
GMRE
931
Global Medical REIT
GMRE
$434M
$465K ﹤0.01%
13,431
-21
CNA icon
932
CNA Financial
CNA
$12B
$465K ﹤0.01%
9,987
MTCH icon
933
Match Group
MTCH
$7.71B
$458K ﹤0.01%
14,834
+1,701
HSIC icon
934
Henry Schein
HSIC
$8.25B
$458K ﹤0.01%
6,272
+1,247
KBR icon
935
KBR
KBR
$5.29B
$454K ﹤0.01%
9,473
-21,791
PSLV icon
936
Sprott Physical Silver Trust
PSLV
$8.83B
$453K ﹤0.01%
+37,000
LBRT icon
937
Liberty Energy
LBRT
$2.82B
$450K ﹤0.01%
39,220
-8,630
DAY icon
938
Dayforce
DAY
$11B
$450K ﹤0.01%
8,126
-278,000
CHCT
939
Community Healthcare Trust
CHCT
$420M
$446K ﹤0.01%
26,796
VRNA
940
DELISTED
Verona Pharma
VRNA
$442K ﹤0.01%
4,675
+205
HUN icon
941
Huntsman Corp
HUN
$1.29B
$438K ﹤0.01%
42,004
-21,017
APA icon
942
APA Corp
APA
$8.42B
$437K ﹤0.01%
23,900
+6,656
SCHH icon
943
Schwab US REIT ETF
SCHH
$8.18B
$431K ﹤0.01%
20,389
+7,976
BFS
944
Saul Centers
BFS
$728M
$429K ﹤0.01%
12,567
+169
ESTC icon
945
Elastic
ESTC
$9.2B
$424K ﹤0.01%
5,030
+2,700
NCLH icon
946
Norwegian Cruise Line
NCLH
$8.3B
$420K ﹤0.01%
20,732
-18,303
SBS icon
947
Sabesp
SBS
$17.5B
$416K ﹤0.01%
18,933
-2,864
SOXQ icon
948
Invesco PHLX Semiconductor ETF
SOXQ
$623M
$415K ﹤0.01%
9,500
-28,000
TPG icon
949
TPG
TPG
$8.37B
$411K ﹤0.01%
7,828
+238
LAND
950
Gladstone Land Corp
LAND
$348M
$410K ﹤0.01%
40,271
-26