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
ARES icon
351
Ares Management
ARES
$25.6B
$77M 0.05%
476,311
-2,623
INSM icon
352
Insmed
INSM
$32.2B
$75.8M 0.04%
+435,442
NRG icon
353
NRG Energy
NRG
$35.5B
$75.4M 0.04%
473,369
-27,305
IRM icon
354
Iron Mountain
IRM
$31.7B
$75.2M 0.04%
906,888
-27,864
VRSK icon
355
Verisk Analytics
VRSK
$29.8B
$75M 0.04%
335,431
-5,933
IR icon
356
Ingersoll Rand
IR
$35.8B
$74.3M 0.04%
937,993
-39,964
HBAN icon
357
Huntington Bancshares
HBAN
$34.2B
$74.1M 0.04%
4,273,047
+391,074
HPE icon
358
Hewlett Packard
HPE
$28.8B
$73.6M 0.04%
3,063,829
-129,276
RJF icon
359
Raymond James Financial
RJF
$30.9B
$72.1M 0.04%
449,099
-21,633
RYAN icon
360
Ryan Specialty Holdings
RYAN
$5.13B
$71.8M 0.04%
1,389,929
+2,821
AU icon
361
AngloGold Ashanti
AU
$57.1B
$71.4M 0.04%
837,055
-21,240
CCL icon
362
Carnival Corp
CCL
$38.7B
$71.1M 0.04%
2,326,725
-113,867
GIS icon
363
General Mills
GIS
$23.4B
$70.9M 0.04%
1,525,367
-47,027
FLUT icon
364
Flutter Entertainment
FLUT
$19.8B
$70.8M 0.04%
329,415
-25,227
FIX icon
365
Comfort Systems
FIX
$50.4B
$69.7M 0.04%
74,658
+74,357
DG icon
366
Dollar General
DG
$33.3B
$69.4M 0.04%
522,855
+12,411
ARE icon
367
Alexandria Real Estate Equities
ARE
$9.23B
$69.3M 0.04%
1,415,876
+253,402
FITB
368
Fifth Third Bancorp
FITB
$44.7B
$68.8M 0.04%
1,470,566
-60,476
BRK.A icon
369
Berkshire Hathaway Class A
BRK.A
$1.05T
$68.7M 0.04%
91
-4
ATO icon
370
Atmos Energy
ATO
$30.8B
$68.4M 0.04%
408,202
-10,787
CBOE icon
371
Cboe Global Markets
CBOE
$31.4B
$68.2M 0.04%
271,827
-13,693
TDY icon
372
Teledyne Technologies
TDY
$31.6B
$68M 0.04%
133,223
-8,002
CIEN icon
373
Ciena
CIEN
$48.5B
$68M 0.04%
290,727
+269,644
ADM icon
374
Archer Daniels Midland
ADM
$32.5B
$67.9M 0.04%
1,180,368
-341,476
RF icon
375
Regions Financial
RF
$24.1B
$67.8M 0.04%
2,500,794
-114,933