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
DAPP icon
1026
VanEck Digital Transformation ETF
DAPP
$319M
$261K ﹤0.01%
12,000
OIH icon
1027
VanEck Oil Services ETF
OIH
$1.17B
$260K ﹤0.01%
+1,000
AESI icon
1028
Atlas Energy Solutions
AESI
$1.07B
$255K ﹤0.01%
22,469
AYI icon
1029
Acuity Brands
AYI
$11.2B
$255K ﹤0.01%
+740
FWRG icon
1030
First Watch Restaurant Group
FWRG
$1.13B
$251K ﹤0.01%
16,070
FIX icon
1031
Comfort Systems
FIX
$34.5B
$248K ﹤0.01%
301
-209
CLH icon
1032
Clean Harbors
CLH
$12.2B
$248K ﹤0.01%
1,068
BLD icon
1033
TopBuild
BLD
$12.7B
$246K ﹤0.01%
+630
FVR
1034
FrontView REIT
FVR
$331M
$243K ﹤0.01%
17,693
+1,456
MRX
1035
Marex Group
MRX
$2.49B
$241K ﹤0.01%
+7,183
VNM icon
1036
VanEck Vietnam ETF
VNM
$582M
$232K ﹤0.01%
+13,016
EVR icon
1037
Evercore
EVR
$12.4B
$226K ﹤0.01%
+670
KWT icon
1038
iShares MSCI Kuwait ETF
KWT
$84.6M
$219K ﹤0.01%
+5,523
NXT icon
1039
Nextpower Inc
NXT
$13.6B
$217K ﹤0.01%
+2,937
CLS icon
1040
Celestica
CLS
$39.6B
$215K ﹤0.01%
+872
CRS icon
1041
Carpenter Technology
CRS
$15.9B
$210K ﹤0.01%
855
+30
QAT icon
1042
iShares MSCI Qatar ETF
QAT
$70.8M
$196K ﹤0.01%
+10,033
PINE
1043
Alpine Income Property Trust
PINE
$246M
$165K ﹤0.01%
11,611
MDV
1044
Modiv Industrial
MDV
$153M
$164K ﹤0.01%
11,170
-399
ONL
1045
Orion Office REIT
ONL
$127M
$159K ﹤0.01%
58,959
BRT
1046
BRT Apartments
BRT
$278M
$159K ﹤0.01%
10,158
-392
BHR
1047
Braemar Hotels & Resorts
BHR
$182M
$151K ﹤0.01%
55,322
-2,020
NXDT
1048
NexPoint Diversified Real Estate Trust
NXDT
$142M
$135K ﹤0.01%
36,707
-324
FSP
1049
Franklin Street Properties
FSP
$108M
$133K ﹤0.01%
83,380
FOLD icon
1050
Amicus Therapeutics
FOLD
$3.06B
$95.7K ﹤0.01%
12,150
+900