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
DOW icon
376
Dow Inc
DOW
$25.1B
$63.1M 0.04%
1,514,387
-29,718
IBKR icon
377
Interactive Brokers
IBKR
$38.3B
$62.7M 0.04%
935,380
+75,484
ES icon
378
Eversource Energy
ES
$26.1B
$62.5M 0.04%
902,061
-31,965
RF icon
379
Regions Financial
RF
$24.1B
$62.4M 0.04%
2,388,762
-112,032
RJF icon
380
Raymond James Financial
RJF
$29.4B
$62.3M 0.04%
430,588
-18,511
AMH icon
381
American Homes 4 Rent
AMH
$11.8B
$62.2M 0.04%
2,228,492
-306,329
SBRA icon
382
Sabra Healthcare REIT
SBRA
$4.48B
$61.7M 0.04%
3,208,600
+203,226
JBL icon
383
Jabil
JBL
$39.7B
$61.5M 0.04%
231,542
-8,811
VEEV icon
384
Veeva Systems
VEEV
$28.9B
$61.5M 0.04%
350,109
-2,619
CNP icon
385
CenterPoint Energy
CNP
$27.2B
$61.1M 0.04%
1,416,201
-68,814
RPRX icon
386
Royalty Pharma
RPRX
$24.5B
$61.1M 0.04%
1,273,705
+5,661
VRSK icon
387
Verisk Analytics
VRSK
$23.7B
$60.6M 0.04%
319,537
-15,894
CCL icon
388
Carnival Corporation Ltd
CCL
$38.1B
$60.2M 0.04%
2,327,440
+715
OMC icon
389
Omnicom Group
OMC
$21.6B
$60.1M 0.04%
798,696
-39,462
PPL icon
390
PPL Corp
PPL
$26.4B
$60M 0.04%
1,569,520
-38,924
CFG icon
391
Citizens Financial Group
CFG
$26.9B
$59.9M 0.04%
998,526
-58,655
INVH icon
392
Invitation Homes
INVH
$17.4B
$59.7M 0.04%
2,401,234
-12,268
FE icon
393
FirstEnergy
FE
$26.3B
$59.5M 0.04%
1,174,981
-69,715
CHD icon
394
Church & Dwight Co
CHD
$22.4B
$59.1M 0.04%
633,042
-17,866
TPL icon
395
Texas Pacific Land
TPL
$28.3B
$59M 0.04%
124,402
-9,329
ADC icon
396
Agree Realty
ADC
$8.55B
$58.9M 0.04%
781,592
+54,478
DG icon
397
Dollar General
DG
$22.9B
$58.6M 0.04%
493,691
-29,164
TPR icon
398
Tapestry
TPR
$27.9B
$58.2M 0.04%
412,356
-7,272
CCJ icon
399
Cameco
CCJ
$49.7B
$58.2M 0.04%
535,743
+139,592
KHC icon
400
Kraft Heinz
KHC
$26.8B
$57.6M 0.04%
2,561,056
-145,197