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
OKE icon
276
Oneok
OKE
$53.2B
$106M 0.06%
1,445,575
-54,434
YUM icon
277
Yum! Brands
YUM
$44B
$106M 0.06%
699,823
+4,764
PLMR icon
278
Palomar
PLMR
$3.3B
$106M 0.06%
785,165
+328,993
MET icon
279
MetLife
MET
$47.7B
$106M 0.06%
1,338,722
-44,341
FERG icon
280
Ferguson
FERG
$49.6B
$104M 0.06%
465,892
-31,280
AXON icon
281
Axon Enterprise
AXON
$45.7B
$103M 0.06%
182,066
-2,357
NDAQ icon
282
Nasdaq
NDAQ
$50.5B
$103M 0.06%
1,057,649
-91,765
CRSP icon
283
CRISPR Therapeutics
CRSP
$5.75B
$103M 0.06%
1,958,111
-205,564
KDP icon
284
Keurig Dr Pepper
KDP
$39.4B
$102M 0.06%
3,635,519
+91,532
PAYX icon
285
Paychex
PAYX
$34.4B
$102M 0.06%
906,403
+23,218
TME icon
286
Tencent Music
TME
$21.8B
$101M 0.06%
5,764,321
+4,366,226
DELL icon
287
Dell
DELL
$97.6B
$100M 0.06%
797,619
-2,763
DHI icon
288
D.R. Horton
DHI
$44.1B
$99.5M 0.06%
690,955
-50,256
PINS icon
289
Pinterest
PINS
$12.9B
$99.5M 0.06%
3,842,640
-1,360,389
ACGL icon
290
Arch Capital
ACGL
$35.3B
$99.2M 0.06%
1,033,834
+33,869
AGG icon
291
iShares Core US Aggregate Bond ETF
AGG
$140B
$99.1M 0.06%
992,594
GEHC icon
292
GE HealthCare
GEHC
$35.7B
$99M 0.06%
1,207,630
-15,074
MSCI icon
293
MSCI
MSCI
$42B
$98.4M 0.06%
171,461
-6,454
ED icon
294
Consolidated Edison
ED
$40.4B
$97.9M 0.06%
986,144
-42,542
KTOS icon
295
Kratos Defense & Security Solutions
KTOS
$15.1B
$97.3M 0.06%
1,281,687
-188,133
HIG icon
296
Hartford Financial Services
HIG
$39B
$97M 0.06%
704,215
-62,179
KR icon
297
Kroger
KR
$43.2B
$96.8M 0.06%
1,548,979
-287,744
BLSH
298
Bullish
BLSH
$5.48B
$95.8M 0.06%
2,529,313
+1,086,420
NUE icon
299
Nucor
NUE
$40.6B
$95.7M 0.06%
586,436
-19,458
SYY icon
300
Sysco
SYY
$41.8B
$94.5M 0.06%
1,282,801
+11,823