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
YELP icon
976
Yelp
YELP
$1.78B
$391K ﹤0.01%
12,519
+1,000
HSIC icon
977
Henry Schein
HSIC
$8.78B
$384K ﹤0.01%
5,788
-484
LKQ icon
978
LKQ Corp
LKQ
$7.6B
$383K ﹤0.01%
12,536
-627,378
BKCH icon
979
Global X Blockchain ETF
BKCH
$344M
$380K ﹤0.01%
4,400
-8,100
HUN icon
980
Huntsman Corp
HUN
$1.81B
$377K ﹤0.01%
42,004
EWM icon
981
iShares MSCI Malaysia ETF
EWM
$274M
$372K ﹤0.01%
+14,343
LEN.B icon
982
Lennar Class B
LEN.B
$30.5B
$369K ﹤0.01%
3,072
FMC icon
983
FMC
FMC
$1.79B
$367K ﹤0.01%
10,926
-7,139
EMN icon
984
Eastman Chemical
EMN
$7.08B
$367K ﹤0.01%
5,826
-30,286
CLDT
985
Chatham Lodging
CLDT
$329M
$367K ﹤0.01%
54,634
+5,634
JBTM
986
JBT Marel
JBTM
$7.3B
$366K ﹤0.01%
2,605
-142
PSKY
987
Paramount Skydance Corp
PSKY
$17.7B
$365K ﹤0.01%
+19,270
LAND
988
Gladstone Land Corp
LAND
$347M
$363K ﹤0.01%
39,600
-671
MHK icon
989
Mohawk Industries
MHK
$7.17B
$360K ﹤0.01%
2,796
+492
PSTL
990
Postal Realty Trust
PSTL
$405M
$354K ﹤0.01%
22,568
OSK icon
991
Oshkosh
OSK
$8.11B
$350K ﹤0.01%
2,700
+350
ILPT
992
Industrial Logistics Properties Trust
ILPT
$369M
$349K ﹤0.01%
59,927
MGM icon
993
MGM Resorts International
MGM
$9.65B
$348K ﹤0.01%
10,038
-390
LNTH icon
994
Lantheus
LNTH
$3.9B
$346K ﹤0.01%
6,755
-2,343
DV icon
995
DoubleVerify
DV
$1.7B
$345K ﹤0.01%
+28,800
NVMI icon
996
Nova
NVMI
$9.28B
$344K ﹤0.01%
+1,076
MTSI icon
997
MACOM Technology Solutions
MTSI
$13.1B
$341K ﹤0.01%
2,737
-934
PDS
998
Precision Drilling
PDS
$815M
$341K ﹤0.01%
6,043
RNA icon
999
Avidity Biosciences
RNA
$10.8B
$338K ﹤0.01%
+7,755
NMIH icon
1000
NMI Holdings
NMIH
$2.93B
$337K ﹤0.01%
8,800
+500