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
A icon
326
Agilent Technologies
A
$33.9B
$86.6M 0.05%
636,708
-32,811
FIS icon
327
Fidelity National Information Services
FIS
$26.2B
$85.4M 0.05%
1,285,672
-29,229
WEC icon
328
WEC Energy
WEC
$38.2B
$84.9M 0.05%
805,251
-33,531
WAB icon
329
Wabtec
WAB
$44.4B
$84.8M 0.05%
397,114
-39,694
EXR icon
330
Extra Space Storage
EXR
$31.7B
$84.6M 0.05%
649,625
-24,725
SDGR icon
331
Schrodinger
SDGR
$969M
$84.3M 0.05%
4,714,767
+160,198
VMC icon
332
Vulcan Materials
VMC
$38.8B
$84.1M 0.05%
294,717
-12,112
MLM icon
333
Martin Marietta Materials
MLM
$40B
$83.9M 0.05%
134,696
-5,927
MCHP icon
334
Microchip Technology
MCHP
$38.3B
$82.9M 0.05%
1,301,341
-49,780
U icon
335
Unity
U
$8.98B
$82.7M 0.05%
1,872,333
-286,100
KMB icon
336
Kimberly-Clark
KMB
$34.9B
$82M 0.05%
812,649
-28,999
EQT icon
337
EQT Corp
EQT
$38B
$81.9M 0.05%
1,528,117
+42,781
XYL icon
338
Xylem
XYL
$31.3B
$81.8M 0.05%
600,388
-21,620
KEYS icon
339
Keysight
KEYS
$51.6B
$81.5M 0.05%
401,076
-14,788
AMH icon
340
American Homes 4 Rent
AMH
$10.9B
$81.4M 0.05%
2,534,821
+28,504
UDR icon
341
UDR
UDR
$12.4B
$81.1M 0.05%
2,210,652
+116,768
MDB icon
342
MongoDB
MDB
$20.2B
$80.9M 0.05%
192,661
-5,315
FANG icon
343
Diamondback Energy
FANG
$49.7B
$80.6M 0.05%
536,395
-6,271
EXPE icon
344
Expedia Group
EXPE
$27.1B
$80.2M 0.05%
283,161
-14,394
SYF icon
345
Synchrony
SYF
$24.1B
$79.8M 0.05%
956,854
+62,480
CCI icon
346
Crown Castle
CCI
$39.6B
$79.1M 0.05%
890,512
-39,923
VEEV icon
347
Veeva Systems
VEEV
$30.8B
$78.7M 0.05%
352,728
-10,904
WTW icon
348
Willis Towers Watson
WTW
$28.9B
$78.7M 0.05%
239,497
-11,119
ODFL icon
349
Old Dominion Freight Line
ODFL
$45B
$77.5M 0.05%
494,041
+15,313
OTIS icon
350
Otis Worldwide
OTIS
$35.6B
$77.1M 0.05%
882,867
-30,883