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
HXL icon
976
Hexcel
HXL
$5.5B
$339K ﹤0.01%
6,005
+800
CBL
977
CBL Properties
CBL
$973M
$338K ﹤0.01%
13,328
-776
SR icon
978
Spire
SR
$5.24B
$337K ﹤0.01%
+4,618
IVZ icon
979
Invesco
IVZ
$10.4B
$335K ﹤0.01%
21,224
+1,736
PSTL
980
Postal Realty Trust
PSTL
$399M
$332K ﹤0.01%
22,568
-1,349
JBTM
981
JBT Marel
JBTM
$7.3B
$330K ﹤0.01%
+2,747
CAI
982
Caris Life Sciences
CAI
$6.94B
$325K ﹤0.01%
+12,181
CHX
983
DELISTED
ChampionX
CHX
$325K ﹤0.01%
13,087
-4,124
ESAB icon
984
ESAB
ESAB
$6.8B
$325K ﹤0.01%
2,693
+81
LEN.B icon
985
Lennar Class B
LEN.B
$28.9B
$323K ﹤0.01%
3,072
LW icon
986
Lamb Weston
LW
$8.62B
$317K ﹤0.01%
6,108
+2
TPH icon
987
Tri Pointe Homes
TPH
$2.7B
$312K ﹤0.01%
9,772
+500
NABL icon
988
N-able
NABL
$1.59B
$311K ﹤0.01%
38,377
+1,168
TDS icon
989
Telephone and Data Systems
TDS
$4.43B
$302K ﹤0.01%
8,500
AESI icon
990
Atlas Energy Solutions
AESI
$1.39B
$300K ﹤0.01%
22,469
+683
NICE icon
991
Nice
NICE
$7.8B
$300K ﹤0.01%
1,777
EWW icon
992
iShares MSCI Mexico ETF
EWW
$2.02B
$290K ﹤0.01%
+4,785
JLL icon
993
Jones Lang LaSalle
JLL
$13.6B
$287K ﹤0.01%
1,121
-400
JD icon
994
JD.com
JD
$45.3B
$286K ﹤0.01%
8,752
PDS
995
Precision Drilling
PDS
$758M
$285K ﹤0.01%
6,043
-5,120
CRUS icon
996
Cirrus Logic
CRUS
$6.05B
$277K ﹤0.01%
2,654
+199
FIX icon
997
Comfort Systems
FIX
$33.8B
$273K ﹤0.01%
510
-2,046
CZR icon
998
Caesars Entertainment
CZR
$3.91B
$273K ﹤0.01%
9,623
+1,057
ILPT
999
Industrial Logistics Properties Trust
ILPT
$360M
$273K ﹤0.01%
59,927
OSK icon
1000
Oshkosh
OSK
$7.95B
$267K ﹤0.01%
2,350
-450