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
1 Year Est. Return
+29.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154B
AUM Growth
-$15.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,101
New
Increased
Reduced
Closed

Top Buys

1 +$238M
2 +$172M
3 +$109M
4
NU icon
Nu Holdings
NU
+$99.8M
5
OPCH icon
Option Care Health
OPCH
+$84.8M

Top Sells

1 +$515M
2 +$479M
3 +$391M
4
AMZN icon
Amazon
AMZN
+$280M
5
IAU icon
iShares Gold Trust
IAU
+$275M

Sector Composition

1 Technology 32.32%
2 Financials 11.8%
3 Communication Services 9.91%
4 Healthcare 9.78%
5 Consumer Discretionary 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LNG icon
226
Cheniere Energy
LNG
$49.3B
$130M 0.08%
456,980
-27,873
AZO icon
227
AutoZone
AZO
$49.6B
$128M 0.08%
37,961
-2,187
ILMN icon
228
Illumina
ILMN
$25.9B
$128M 0.08%
1,035,903
-218,692
AJG icon
229
Arthur J. Gallagher & Co
AJG
$52.9B
$127M 0.08%
587,811
+12,121
TSM icon
230
TSMC
TSM
$2.26T
$127M 0.08%
375,867
-47,467
ALL icon
231
Allstate
ALL
$54.2B
$127M 0.08%
610,177
-32,478
CRWV
232
CoreWeave Inc
CRWV
$60.5B
$126M 0.08%
1,626,870
+401,000
FTNT icon
233
Fortinet
FTNT
$107B
$125M 0.08%
1,532,028
-83,237
MPWR icon
234
Monolithic Power Systems
MPWR
$83B
$125M 0.08%
114,464
-4,551
CIEN icon
235
Ciena
CIEN
$87.7B
$125M 0.08%
321,825
+31,098
OKE icon
236
Oneok
OKE
$54.6B
$124M 0.08%
1,375,659
-69,916
EXC icon
237
Exelon
EXC
$46.1B
$124M 0.08%
2,529,243
-138,752
KKR icon
238
KKR & Co
KKR
$84.8B
$122M 0.08%
1,319,916
-69,637
VST icon
239
Vistra
VST
$51.9B
$121M 0.08%
804,322
+8,034
EQR icon
240
Equity Residential
EQR
$24.8B
$120M 0.08%
2,034,473
-50,711
CAH icon
241
Cardinal Health
CAH
$45.6B
$120M 0.08%
569,204
-34,350
VICI icon
242
VICI Properties
VICI
$29.4B
$120M 0.08%
4,397,522
-50,801
AVB icon
243
AvalonBay Communities
AVB
$26B
$118M 0.08%
724,280
-4,722
D icon
244
Dominion Energy
D
$57.6B
$117M 0.08%
1,899,808
-112,238
TRGP icon
245
Targa Resources
TRGP
$56.5B
$115M 0.07%
460,440
-26,080
GWW icon
246
W.W. Grainger
GWW
$59.9B
$115M 0.07%
105,551
-8,849
EA icon
247
Electronic Arts
EA
$50.7B
$115M 0.07%
563,730
-36,531
XEL icon
248
Xcel Energy
XEL
$48.6B
$115M 0.07%
1,445,804
-73,833
PYPL icon
249
PayPal
PYPL
$37.6B
$115M 0.07%
2,537,873
-402,671
USFD icon
250
US Foods
USFD
$17.8B
$115M 0.07%
1,243,456
+1,230,785