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Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $154B
1-Year Est. Return 29.96%
 

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 Fund
S&P 500
This Quarter Est. Return
+9%
1 Year Est. Return
+29.96%
3 Year Est. Return
+105.91%
5 Year Est. Return
+127.36%
10 Year Est. Return
+508.17%
AUM
$164B
AUM Growth
+$3.91B
Cap. Flow
-$5.78B
Cap. Flow %
-3.51%
Top 10 Hldgs %
23.28%
Holding
1,239
New
57
Increased
271
Reduced
777
Closed
74

Top Buys

Rank Stock Value
1
HOOD icon
Robinhood
HOOD
+$320M
2
ROKU icon
Roku
ROKU
+$303M
3
ZM icon
Zoom
ZM
+$302M
4
TWLO icon
Twilio
TWLO
+$186M
5
DOCU
DocuSign
DOCU
+$177M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$758M
2
META icon
Meta Platforms (Facebook)
META
+$466M
3
Z icon
Zillow
Z
+$408M
4
PYPL icon
PayPal
PYPL
+$370M
5
AAPL icon
Apple
AAPL
+$301M

Sector Composition

Rank Sector Weight
1 Technology 28.33%
2 Healthcare 13.67%
3 Financials 11.99%
4 Consumer Discretionary 11.75%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWN icon
1076
iShares MSCI Netherlands ETF
EWN
$562M
$603K ﹤0.01%
+12,000
New +$607K
UA icon
1077
Under Armour Class C
UA
$2.92B
$600K ﹤0.01%
33,255
+426
+1% +$8.28K
KBH icon
1078
KB Home
KBH
$3.48B
$595K ﹤0.01%
13,300
-2,000
-13% -$83.7K
BBD icon
1079
Banco Bradesco
BBD
$38.1B
$587K ﹤0.01%
188,704
– –
UI icon
1080
Ubiquiti
UI
$31.8B
$585K ﹤0.01%
1,908
– –
WSR
1081
DELISTED
Whitestone REIT
WSR
$578K ﹤0.01%
57,055
+2,478
+5% +$24.1K
SC
1082
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$568K ﹤0.01%
13,519
– –
HP icon
1083
Helmerich & Payne
HP
$3.53B
$566K ﹤0.01%
23,870
-2,663
-10% -$75.9K
SQSP
1084
DELISTED
Squarespace, Inc.
SQSP
$561K ﹤0.01%
19,033
+8,478
+80% +$307K
BPOP icon
1085
Popular Inc
BPOP
$11B
$560K ﹤0.01%
+6,825
New +$554K
TKR icon
1086
Timken Company
TKR
$9.82B
$554K ﹤0.01%
7,999
-109
-1% -$7.64K
CNNE icon
1087
Cannae Holdings
CNNE
$647M
$552K ﹤0.01%
15,700
-5,300
-25% -$176K
FCN icon
1088
FTI Consulting
FCN
$4.82B
$552K ﹤0.01%
3,600
-1,000
-22% -$146K
ARLP icon
1089
Alliance Resource Partners
ARLP
$3.18B
$544K ﹤0.01%
43,000
-79,000
-65% -$891K
SNP
1090
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$544K ﹤0.01%
11,692
-1,579
-12% -$76.4K
FSLR icon
1091
First Solar
FSLR
$21.8B
$543K ﹤0.01%
6,227
+1,661
+36% +$171K
TPIC
1092
DELISTED
TPI Composites
TPIC
$539K ﹤0.01%
36,004
+9,847
+38% +$242K
SWI
1093
DELISTED
SolarWinds Corporation Common Stock
SWI
$528K ﹤0.01%
37,209
– –
EVR icon
1094
Evercore
EVR
$13.1B
$516K ﹤0.01%
3,800
-1,520
-29% -$222K
PRGS icon
1095
Progress Software
PRGS
$1.55B
$492K ﹤0.01%
10,200
-4,500
-31% -$224K
STER
1096
DELISTED
Sterling Check Corp. Common Stock
STER
$487K ﹤0.01%
+23,743
New +$562K
FMX icon
1097
Fomento Económico Mexicano
FMX
$43.3B
$471K ﹤0.01%
6,058
-1,150
-16% -$90.1K
HMC icon
1098
Honda
HMC
$36.5B
$466K ﹤0.01%
+16,367
New +$476K
HT
1099
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$464K ﹤0.01%
50,607
– –
ITUB icon
1100
Itaú Unibanco
ITUB
$91.3B
$461K ﹤0.01%
139,168
-29,642
-18% -$107K
42 43
44
45 46

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Sumitomo Mitsui Trust Group's Q4 2021 Portfolio in Review

As of Q4 2021, Sumitomo Mitsui Trust Group held 1,239 positions worth $164B, up 2.4% from $161B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Sumitomo Mitsui Trust Group withdrew a net $5.78B in Q4 2021, closing 74 positions and reducing 777 holdings. Its most notable exit was VEREIT, Inc., an estimated $89.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Sumitomo Mitsui Trust Group opened a new position in Toast worth $57M.

  • Sumitomo Mitsui Trust Group's largest Q4 2021 buy was Toast: 1,641,905 shares worth $57M.
  • Sumitomo Mitsui Trust Group added most to Robinhood in Q4 2021, an estimated $320M increase.
  • Sumitomo Mitsui Trust Group's biggest Q4 2021 reduction was Tesla, cutting an estimated $758M.
  • Sumitomo Mitsui Trust Group fully exited VEREIT, Inc. in Q4 2021, selling an estimated $89.8M.
  • Sumitomo Mitsui Trust Group's ten largest holdings make up 23% of its $164B portfolio in Q4 2021.
  • Sumitomo Mitsui Trust Group opened 57 new positions and closed 74 in Q4 2021.
  • Sumitomo Mitsui Trust Group's portfolio value rose 2.4% quarter-over-quarter to $164B.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2021, filed 2 Feb 2022.