Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.42%
 

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
+29.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170B
AUM Growth
-$3.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,095
New
Increased
Reduced
Closed

Top Buys

1 +$157M
2 +$132M
3 +$98.8M
4
TME icon
Tencent Music
TME
+$88.6M
5
INSM icon
Insmed
INSM
+$79.5M

Top Sells

1 +$364M
2 +$358M
3 +$356M
4
TSLA icon
Tesla
TSLA
+$258M
5
MSFT icon
Microsoft
MSFT
+$249M

Sector Composition

1 Technology 33.88%
2 Financials 12.62%
3 Communication Services 10.46%
4 Consumer Discretionary 10.21%
5 Healthcare 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AZO icon
226
AutoZone
AZO
$60.3B
$136M 0.08%
40,148
-1,807
VRT icon
227
Vertiv
VRT
$96.3B
$136M 0.08%
837,646
-54,444
SE icon
228
Sea Limited
SE
$52.1B
$134M 0.08%
1,053,710
-46,072
ALL icon
229
Allstate
ALL
$55.5B
$134M 0.08%
642,655
-24,499
BMNR
230
BitMine Immersion Technologies
BMNR
$9.82B
$133M 0.08%
4,916,195
+1,131,556
AVB icon
231
AvalonBay Communities
AVB
$24.9B
$132M 0.08%
729,002
-9,914
TGT icon
232
Target
TGT
$55.4B
$132M 0.08%
1,351,575
+937
SRE icon
233
Sempra
SRE
$62.4B
$132M 0.08%
1,494,717
-48,353
EQR icon
234
Equity Residential
EQR
$23.6B
$131M 0.08%
2,085,184
-50,049
URI icon
235
United Rentals
URI
$53.4B
$131M 0.08%
161,724
-10,609
ROP icon
236
Roper Technologies
ROP
$37B
$130M 0.08%
292,806
-4,932
ALNY icon
237
Alnylam Pharmaceuticals
ALNY
$43B
$130M 0.08%
327,763
+13,311
BDX icon
238
Becton Dickinson
BDX
$49B
$129M 0.08%
665,496
-30,532
TSM icon
239
TSMC
TSM
$1.87T
$129M 0.08%
423,334
-13,527
VST icon
240
Vistra
VST
$54.8B
$128M 0.08%
796,288
-32,402
FTNT icon
241
Fortinet
FTNT
$60.9B
$128M 0.08%
1,615,265
-41,623
KMI icon
242
Kinder Morgan
KMI
$75.5B
$128M 0.07%
4,640,291
-280,767
VICI icon
243
VICI Properties
VICI
$31.8B
$125M 0.07%
4,448,323
-298,853
CAH icon
244
Cardinal Health
CAH
$52.9B
$124M 0.07%
603,554
-26,143
IPGP icon
245
IPG Photonics
IPGP
$5.44B
$123M 0.07%
1,724,502
-18,926
FAST icon
246
Fastenal
FAST
$53B
$123M 0.07%
3,071,461
-78,792
CVNA icon
247
Carvana
CVNA
$45.6B
$123M 0.07%
291,725
+13,692
EA icon
248
Electronic Arts
EA
$50.3B
$123M 0.07%
600,261
-16,955
BKR icon
249
Baker Hughes
BKR
$61B
$122M 0.07%
2,684,317
-99,081
BEAM icon
250
Beam Therapeutics
BEAM
$2.83B
$122M 0.07%
4,409,300
-421,438