Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $160B
1-Year Est. Return 28.43%
 

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
+28.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141B
AUM Growth
-$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1 +$122M
2 +$118M
3 +$116M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$98.8M
5
AMZN icon
Amazon
AMZN
+$74.5M

Top Sells

1 +$202M
2 +$182M
3 +$145M
4
KO icon
Coca-Cola
KO
+$130M
5
TRU icon
TransUnion
TRU
+$65.2M

Sector Composition

1 Technology 30.03%
2 Financials 13.18%
3 Healthcare 11.38%
4 Consumer Discretionary 10.26%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NXDT
1026
NexPoint Diversified Real Estate Trust
NXDT
$165M
$132K οΉ€0.01%
34,524
-1,569
ONL
1027
Orion Office REIT
ONL
$146M
$126K οΉ€0.01%
58,959
-2,281
RPTX icon
1028
Repare Therapeutics
RPTX
$81.6M
$115K οΉ€0.01%
116,249
ITUB icon
1029
ItaΓΊ Unibanco
ITUB
$73.8B
$64.4K οΉ€0.01%
11,715
GGB icon
1030
Gerdau
GGB
$6.47B
$39.4K οΉ€0.01%
13,862
OPI
1031
DELISTED
Office Properties Income Trust
OPI
$24.9K οΉ€0.01%
54,495
AA icon
1032
Alcoa
AA
$9.44B
– –
-6,900
ANF icon
1033
Abercrombie & Fitch
ANF
$3.35B
– –
-3,800
AWR icon
1034
American States Water
AWR
$2.9B
– –
-3,190
CAVA icon
1035
CAVA Group
CAVA
$7.4B
– –
-4,900
CDE icon
1036
Coeur Mining
CDE
$14.3B
– –
-33,500
CE icon
1037
Celanese
CE
$4.4B
– –
-237,852
DBX icon
1038
Dropbox
DBX
$7.81B
– –
-39,083
DINO icon
1039
HF Sinclair
DINO
$9.73B
– –
-306,506
EIDO icon
1040
iShares MSCI Indonesia ETF
EIDO
$299M
– –
-23,390
ELF icon
1041
e.l.f. Beauty
ELF
$7.61B
– –
-6,268
EWM icon
1042
iShares MSCI Malaysia ETF
EWM
$246M
– –
-37,843
FAF icon
1043
First American
FAF
$6.08B
– –
-17,712
FLO icon
1044
Flowers Foods
FLO
$2.65B
– –
-11,840
FMC icon
1045
FMC
FMC
$3.76B
– –
-16,482
FN icon
1046
Fabrinet
FN
$14.2B
– –
-4,008
GDX icon
1047
VanEck Gold Miners ETF
GDX
$23.6B
– –
-14,289
GTES icon
1048
Gates Industrial
GTES
$6.63B
– –
-36,952
IDA icon
1049
Idacorp
IDA
$7.35B
– –
-2,270
INTR icon
1050
Inter&Co
INTR
$3.92B
– –
-359,386