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
DRS icon
1001
Leonardo DRS
DRS
$9.39B
$260K ﹤0.01%
+5,600
FWRG icon
1002
First Watch Restaurant Group
FWRG
$1.05B
$258K ﹤0.01%
16,070
+488
AMKR icon
1003
Amkor Technology
AMKR
$8.69B
$256K ﹤0.01%
12,192
+1,306
PRMB
1004
Primo Brands
PRMB
$6.61B
$255K ﹤0.01%
+8,600
PCOR icon
1005
Procore
PCOR
$11.9B
$254K ﹤0.01%
3,709
+113
CHWY icon
1006
Chewy
CHWY
$13.6B
$247K ﹤0.01%
5,806
-26,337
CLH icon
1007
Clean Harbors
CLH
$11B
$247K ﹤0.01%
1,068
-215
OVV icon
1008
Ovintiv
OVV
$9.51B
$244K ﹤0.01%
6,400
-498,154
ONTO icon
1009
Onto Innovation
ONTO
$6.46B
$243K ﹤0.01%
2,412
+238
MHK icon
1010
Mohawk Industries
MHK
$6.61B
$242K ﹤0.01%
2,304
+262
CORT icon
1011
Corcept Therapeutics
CORT
$7.69B
$230K ﹤0.01%
3,129
+230
CRS icon
1012
Carpenter Technology
CRS
$15.7B
$228K ﹤0.01%
+825
GDX icon
1013
VanEck Gold Miners ETF
GDX
$20.5B
$227K ﹤0.01%
+4,364
KTB icon
1014
Kontoor Brands
KTB
$4.02B
$224K ﹤0.01%
+3,400
MYRG icon
1015
MYR Group
MYRG
$3.62B
$218K ﹤0.01%
+1,200
UAE icon
1016
iShares MSCI UAE ETF
UAE
$165M
$216K ﹤0.01%
+11,513
STRL icon
1017
Sterling Infrastructure
STRL
$11.9B
$208K ﹤0.01%
+900
CIO
1018
City Office REIT
CIO
$279M
$201K ﹤0.01%
37,554
DAPP icon
1019
VanEck Digital Transformation ETF
DAPP
$393M
$199K ﹤0.01%
+12,000
FVR
1020
FrontView REIT
FVR
$266M
$195K ﹤0.01%
16,237
+554
PINE
1021
Alpine Income Property Trust
PINE
$213M
$171K ﹤0.01%
11,611
-57
BRT
1022
BRT Apartments
BRT
$266M
$165K ﹤0.01%
10,550
+363
MDV
1023
Modiv Industrial
MDV
$146M
$163K ﹤0.01%
11,569
RPTX icon
1024
Repare Therapeutics
RPTX
$72.6M
$162K ﹤0.01%
116,249
NXDT
1025
NexPoint Diversified Real Estate Trust
NXDT
$137M
$155K ﹤0.01%
37,031
+2,507