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
RKLB icon
301
Rocket Lab Corp
RKLB
$38.6B
$94.4M 0.06%
1,353,523
-212,497
LNG icon
302
Cheniere Energy
LNG
$52.8B
$94.3M 0.06%
484,853
-31,137
MSTR icon
303
Strategy Inc
MSTR
$49.6B
$92.2M 0.05%
606,629
-17,352
FICO icon
304
Fair Isaac
FICO
$34.6B
$91.7M 0.05%
54,223
-3,230
GLPI icon
305
Gaming and Leisure Properties
GLPI
$14.1B
$91.4M 0.05%
2,044,598
+46,024
PRU icon
306
Prudential Financial
PRU
$34.5B
$91.3M 0.05%
808,786
-82,458
ETR icon
307
Entergy
ETR
$47.8B
$91.2M 0.05%
986,822
-39,041
CW icon
308
Curtiss-Wright
CW
$26B
$91M 0.05%
165,023
-542
HUM icon
309
Humana
HUM
$22B
$90.8M 0.05%
354,424
+59,199
CARR icon
310
Carrier Global
CARR
$51.1B
$90.6M 0.05%
1,715,205
-116,642
PEG icon
311
Public Service Enterprise Group
PEG
$41.9B
$90.4M 0.05%
1,125,270
-44,275
PCG icon
312
PG&E
PCG
$41.6B
$90.2M 0.05%
5,615,240
-127,023
KVUE icon
313
Kenvue
KVUE
$34.8B
$90M 0.05%
5,217,558
+310,958
EBAY icon
314
eBay
EBAY
$40.7B
$90M 0.05%
1,033,057
-108,721
TRGP icon
315
Targa Resources
TRGP
$51.7B
$89.8M 0.05%
486,520
-28,762
TXG icon
316
10x Genomics
TXG
$2.86B
$89.6M 0.05%
5,492,189
+110,970
MTB icon
317
M&T Bank
MTB
$32.6B
$89.1M 0.05%
442,282
-20,851
TTD icon
318
Trade Desk
TTD
$12B
$88.2M 0.05%
2,324,526
+33,599
RMD icon
319
ResMed
RMD
$37.5B
$88.1M 0.05%
365,552
-11,504
STT icon
320
State Street
STT
$35.3B
$87.9M 0.05%
681,661
-20,326
CPRT icon
321
Copart
CPRT
$36.9B
$87.9M 0.05%
2,244,156
-47,255
CRWV
322
CoreWeave Inc
CRWV
$41.8B
$87.8M 0.05%
1,225,870
+974,220
GRMN icon
323
Garmin
GRMN
$47.9B
$87.7M 0.05%
432,299
+3,269
BIDU icon
324
Baidu
BIDU
$41.2B
$87.5M 0.05%
669,619
+354,630
FISV
325
Fiserv Inc
FISV
$33.5B
$87.5M 0.05%
1,302,038
-40,264