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
BHR
1026
Braemar Hotels & Resorts
BHR
$178M
$140K ﹤0.01%
57,342
BNR
1027
Burning Rock Biotech
BNR
$132M
$139K ﹤0.01%
43,928
FSP
1028
Franklin Street Properties
FSP
$118M
$137K ﹤0.01%
83,380
ONL
1029
Orion Office REIT
ONL
$138M
$126K ﹤0.01%
58,959
ADT icon
1030
ADT
ADT
$6.69B
$86.4K ﹤0.01%
+10,200
ITUB icon
1031
Itaú Unibanco
ITUB
$80.4B
$79.5K ﹤0.01%
11,715
FOLD icon
1032
Amicus Therapeutics
FOLD
$2.75B
$64.5K ﹤0.01%
+11,250
MNKD icon
1033
MannKind Corp
MNKD
$1.75B
$41.9K ﹤0.01%
+11,200
GGB icon
1034
Gerdau
GGB
$7.09B
$40.5K ﹤0.01%
13,862
SWI
1035
DELISTED
SolarWinds Corporation Common Stock
SWI
-37,209
ITCI
1036
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-2,407
EQC
1037
DELISTED
Equity Commonwealth
EQC
-117,964
ZION icon
1038
Zions Bancorporation
ZION
$7.57B
-25,294
XLU icon
1039
Utilities Select Sector SPDR Fund
XLU
$21.7B
-52,187
XLB icon
1040
Materials Select Sector SPDR Fund
XLB
$5.24B
-6,435
WH icon
1041
Wyndham Hotels & Resorts
WH
$5.45B
-9,487
USRT icon
1042
iShares Core US REIT ETF
USRT
$3.11B
-14,643
TXRH icon
1043
Texas Roadhouse
TXRH
$10.7B
-11,583
SPY icon
1044
SPDR S&P 500 ETF Trust
SPY
$666B
-126,000
SON icon
1045
Sonoco
SON
$3.99B
-15,580
SNX icon
1046
TD Synnex
SNX
$12.2B
-13,115
SF icon
1047
Stifel
SF
$12.2B
-17,479
SEIC icon
1048
SEI Investments
SEIC
$10.1B
-220,410
RYN icon
1049
Rayonier
RYN
$3.45B
-54,144
PTEN icon
1050
Patterson-UTI
PTEN
$2.3B
-48,980