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
INSM icon
326
Insmed
INSM
$22.7B
$82M 0.05%
501,282
+65,840
KTOS icon
327
Kratos Defense & Security Solutions
KTOS
$11.7B
$80.7M 0.05%
1,144,337
-137,350
HBAN icon
328
Huntington Bancshares
HBAN
$33.2B
$79.6M 0.05%
5,087,371
+814,324
CTSH icon
329
Cognizant
CTSH
$25.5B
$79.3M 0.05%
1,292,509
-77,972
PAYX icon
330
Paychex
PAYX
$36.1B
$79.2M 0.05%
859,680
-46,723
EME icon
331
Emcor
EME
$36.7B
$78.1M 0.05%
105,764
+9,754
TDY icon
332
Teledyne Technologies
TDY
$28.9B
$77.9M 0.05%
128,710
-4,513
RMD icon
333
ResMed
RMD
$27.9B
$77.6M 0.05%
345,620
-19,932
VMC icon
334
Vulcan Materials
VMC
$37B
$76.7M 0.05%
281,688
-13,029
KMB icon
335
Kimberly-Clark
KMB
$31.4B
$76.2M 0.05%
789,853
-22,796
AXON icon
336
Axon Enterprise
AXON
$40.1B
$75.3M 0.05%
177,369
-4,697
MLM icon
337
Martin Marietta Materials
MLM
$35.1B
$75.3M 0.05%
127,880
-6,816
PRU icon
338
Prudential Financial
PRU
$35.7B
$74.9M 0.05%
766,506
-42,280
MSTR icon
339
Strategy Inc
MSTR
$45.1B
$74.8M 0.05%
599,333
-7,296
FROG icon
340
JFrog
FROG
$10.4B
$74.7M 0.05%
1,592,386
+517,291
CBOE icon
341
Cboe Global Markets
CBOE
$29.9B
$73.1M 0.05%
260,244
-11,583
ATO icon
342
Atmos Energy
ATO
$28B
$72.9M 0.05%
394,689
-13,513
UDR icon
343
UDR
UDR
$12.5B
$72.9M 0.05%
2,156,869
-53,783
AEE icon
344
Ameren
AEE
$29.4B
$71.2M 0.05%
648,119
+10,760
HPE icon
345
Hewlett Packard
HPE
$71.3B
$71.2M 0.05%
2,990,287
-73,542
TWST icon
346
Twist Bioscience
TWST
$4.86B
$71.1M 0.05%
1,496,099
-406,730
IR icon
347
Ingersoll Rand
IR
$27.7B
$70.9M 0.05%
884,785
-53,208
CPRT icon
348
Copart
CPRT
$29B
$70.7M 0.05%
2,130,853
-113,303
OPCH icon
349
Option Care Health
OPCH
$3.2B
$70.3M 0.05%
+2,610,947
HSY icon
350
Hershey
HSY
$37.2B
$70.2M 0.05%
337,770
-7,380