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
OMC icon
376
Omnicom Group
OMC
$26.6B
$67.7M 0.04%
838,158
+269,045
DOV icon
377
Dover
DOV
$29.9B
$67.6M 0.04%
346,409
-14,354
CSGP icon
378
CoStar Group
CSGP
$20.2B
$67.2M 0.04%
999,684
-97,017
FROG icon
379
JFrog
FROG
$4.69B
$67.2M 0.04%
1,075,095
-11,798
INVH icon
380
Invitation Homes
INVH
$16.3B
$67.1M 0.04%
2,413,502
+74,029
PPG icon
381
PPG Industries
PPG
$26.3B
$66.7M 0.04%
651,034
-38,313
OXY icon
382
Occidental Petroleum
OXY
$52.9B
$66.6M 0.04%
1,618,731
-62,737
BRO icon
383
Brown & Brown
BRO
$24.5B
$66.4M 0.04%
833,045
+12,155
ULTA icon
384
Ulta Beauty
ULTA
$29.3B
$66M 0.04%
109,058
-3,817
TEAM icon
385
Atlassian
TEAM
$20.3B
$65.9M 0.04%
406,309
-2,105
BABA icon
386
Alibaba
BABA
$318B
$65.7M 0.04%
448,310
+235,691
ELS icon
387
Equity Lifestyle Properties
ELS
$13.2B
$65.6M 0.04%
1,083,065
-43,909
KHC icon
388
Kraft Heinz
KHC
$28.5B
$65.6M 0.04%
2,706,253
-116,838
GH icon
389
Guardant Health
GH
$12.2B
$65.4M 0.04%
640,505
-113,649
BIIB icon
390
Biogen
BIIB
$27.9B
$65.2M 0.04%
370,627
-44,982
MTD icon
391
Mettler-Toledo International
MTD
$26.2B
$65.2M 0.04%
46,732
-2,375
DVN icon
392
Devon Energy
DVN
$27B
$64.3M 0.04%
1,754,836
-84,432
TROW icon
393
T. Rowe Price
TROW
$20.1B
$63.9M 0.04%
624,017
-44,594
BZ icon
394
Kanzhun
BZ
$7.38B
$63.9M 0.04%
3,133,578
+2,289,244
AEE icon
395
Ameren
AEE
$31.3B
$63.6M 0.04%
637,359
-27,916
DXCM icon
396
DexCom
DXCM
$28.1B
$63.5M 0.04%
957,164
-15,977
FSLR icon
397
First Solar
FSLR
$21.2B
$63.3M 0.04%
242,496
-7,956
LPLA icon
398
LPL Financial
LPLA
$25B
$63M 0.04%
176,484
-7,190
ES icon
399
Eversource Energy
ES
$28.3B
$62.9M 0.04%
934,026
-33,969
DLTR icon
400
Dollar Tree
DLTR
$23.4B
$62.9M 0.04%
511,211
-29,810