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
BDX icon
276
Becton Dickinson
BDX
$40.1B
$100M 0.06%
636,370
-29,126
ROP icon
277
Roper Technologies
ROP
$33.5B
$99.5M 0.06%
281,190
-11,616
LITE icon
278
Lumentum
LITE
$73B
$99.1M 0.06%
+140,975
AGG icon
279
iShares Core US Aggregate Bond ETF
AGG
$136B
$98.5M 0.06%
992,594
CMG icon
280
Chipotle Mexican Grill
CMG
$36.9B
$98.1M 0.06%
3,063,676
+34,314
RKLB icon
281
Rocket Lab Corp
RKLB
$66.4B
$97.4M 0.06%
1,517,301
+163,778
GRMN icon
282
Garmin
GRMN
$46.5B
$97.1M 0.06%
418,560
-13,739
BMNR
283
BitMine Immersion Technologies
BMNR
$9.63B
$97.1M 0.06%
4,907,175
-9,020
CBRE icon
284
CBRE Group
CBRE
$37.4B
$96.1M 0.06%
709,327
-37,838
IRM icon
285
Iron Mountain
IRM
$38.1B
$95.4M 0.06%
933,722
+26,834
MET icon
286
MetLife
MET
$52.1B
$94.7M 0.06%
1,338,661
-61
NUE icon
287
Nucor
NUE
$58.7B
$94.2M 0.06%
556,942
-29,494
AIG icon
288
American International
AIG
$38.5B
$94.1M 0.06%
1,249,855
-67,448
WAB icon
289
Wabtec
WAB
$44.9B
$93.9M 0.06%
375,671
-21,443
AMP icon
290
Ameriprise Financial
AMP
$39.6B
$93.4M 0.06%
210,219
-11,059
SE icon
291
Sea Limited
SE
$54.8B
$92.1M 0.06%
1,112,510
+58,800
ACGL icon
292
Arch Capital
ACGL
$30.6B
$91.9M 0.06%
957,646
-76,188
HIG icon
293
Hartford Financial Services
HIG
$34.9B
$91.8M 0.06%
678,841
-25,374
CARR icon
294
Carrier Global
CARR
$56.1B
$91.7M 0.06%
1,628,718
-86,487
KDP icon
295
Keurig Dr Pepper
KDP
$41.6B
$91.5M 0.06%
3,476,429
-159,090
PCG icon
296
PG&E
PCG
$37.1B
$91.5M 0.06%
5,205,227
-410,013
BEAM icon
297
Beam Therapeutics
BEAM
$3.04B
$91.2M 0.06%
3,825,585
-583,715
CVNA icon
298
Carvana
CVNA
$45.6B
$91.1M 0.06%
1,448,850
-9,775
DHI icon
299
D.R. Horton
DHI
$41.9B
$90.4M 0.06%
658,589
-32,366
SOFI icon
300
SoFi Technologies
SOFI
$21.4B
$90.3M 0.06%
5,689,426
+156,218