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
IVZ icon
951
Invesco
IVZ
$10.9B
$473K ﹤0.01%
20,629
-595
SBS icon
952
Sabesp
SBS
$18B
$471K ﹤0.01%
18,933
CNA icon
953
CNA Financial
CNA
$12.7B
$464K ﹤0.01%
9,987
AES icon
954
AES
AES
$10B
$462K ﹤0.01%
35,102
-1,361
CAG icon
955
Conagra Brands
CAG
$8.54B
$458K ﹤0.01%
24,995
-1,391,812
SITC icon
956
SITE Centers
SITC
$386M
$453K ﹤0.01%
50,266
+302
NLOP
957
Net Lease Office Properties
NLOP
$437M
$452K ﹤0.01%
15,247
-185
GMRE
958
Global Medical REIT
GMRE
$445M
$446K ﹤0.01%
13,231
-200
S icon
959
SentinelOne
S
$5.43B
$443K ﹤0.01%
+25,162
BATRK icon
960
Atlanta Braves Holdings Series B
BATRK
$2.5B
$442K ﹤0.01%
10,633
-995
OVV icon
961
Ovintiv
OVV
$10.4B
$440K ﹤0.01%
10,900
+4,500
OLP
962
One Liberty Properties
OLP
$451M
$438K ﹤0.01%
19,793
+3,836
HXL icon
963
Hexcel
HXL
$6.07B
$436K ﹤0.01%
6,946
+941
SIG icon
964
Signet Jewelers
SIG
$4.1B
$432K ﹤0.01%
+4,500
BBWI icon
965
Bath & Body Works
BBWI
$3.56B
$430K ﹤0.01%
16,700
+600
ERO icon
966
Ero Copper
ERO
$2.64B
$426K ﹤0.01%
21,045
ESTC icon
967
Elastic
ESTC
$7.43B
$425K ﹤0.01%
5,030
LW icon
968
Lamb Weston
LW
$8.23B
$418K ﹤0.01%
7,203
+1,095
PAAS icon
969
Pan American Silver
PAAS
$19.3B
$416K ﹤0.01%
+10,742
UAE icon
970
iShares MSCI UAE ETF
UAE
$141M
$414K ﹤0.01%
21,913
+10,400
EPAM icon
971
EPAM Systems
EPAM
$10.3B
$413K ﹤0.01%
2,739
-16,111
SAIC icon
972
Saic
SAIC
$3.97B
$404K ﹤0.01%
4,067
+607
CHCT
973
Community Healthcare Trust
CHCT
$444M
$403K ﹤0.01%
26,311
-485
MRNA icon
974
Moderna
MRNA
$10.2B
$398K ﹤0.01%
15,396
-95,302
BFS
975
Saul Centers
BFS
$759M
$395K ﹤0.01%
12,390
-177