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
CF icon
401
CF Industries
CF
$18B
$57.4M 0.04%
442,271
-79,143
CTRA
402
DELISTED
Coterra Energy
CTRA
$57.3M 0.04%
1,631,360
-72,197
PHM icon
403
Pultegroup
PHM
$22.5B
$57.1M 0.04%
485,428
-24,736
DXCM icon
404
DexCom
DXCM
$27.8B
$57.1M 0.04%
908,936
-48,228
FIS icon
405
Fidelity National Information Services
FIS
$21.4B
$57M 0.04%
1,214,972
-70,700
AWK icon
406
American Water Works
AWK
$23.9B
$56.8M 0.04%
417,648
-19,644
CINF icon
407
Cincinnati Financial
CINF
$24.8B
$56.7M 0.04%
360,309
-10,159
STLD icon
408
Steel Dynamics
STLD
$40.1B
$56.6M 0.04%
314,331
-17,173
HUBB icon
409
Hubbell
HUBB
$25.5B
$56.3M 0.04%
114,805
-6,335
HUM icon
410
Humana
HUM
$41.8B
$56.3M 0.04%
324,773
-29,651
NTRS icon
411
Northern Trust
NTRS
$32B
$55.8M 0.04%
399,851
-35,976
BAP icon
412
Credicorp
BAP
$26.2B
$55.7M 0.04%
164,343
-5,859
EXE
413
Expand Energy Corp
EXE
$22.3B
$55.7M 0.04%
507,080
-8,348
FICO icon
414
Fair Isaac
FICO
$27.4B
$55.5M 0.04%
51,971
-2,252
FCPT icon
415
Four Corners Property Trust
FCPT
$2.63B
$55.5M 0.04%
2,345,427
+1,010,648
MTD icon
416
Mettler-Toledo International
MTD
$23.8B
$55.4M 0.04%
43,930
-2,802
TROW icon
417
T. Rowe Price
TROW
$23.1B
$55M 0.04%
609,677
-14,340
CMS icon
418
CMS Energy
CMS
$21.6B
$54.8M 0.04%
706,974
-31,364
SUI icon
419
Sun Communities
SUI
$14.8B
$54.8M 0.04%
435,388
+16,185
ULTA icon
420
Ulta Beauty
ULTA
$20.1B
$54.5M 0.04%
104,190
-4,868
GIS icon
421
General Mills
GIS
$17B
$54.2M 0.04%
1,455,768
-69,599
ESS icon
422
Essex Property Trust
ESS
$18.1B
$54.1M 0.04%
223,756
-5,912
ON icon
423
ON Semiconductor
ON
$50.9B
$53.7M 0.03%
867,205
-64,774
NBIS
424
Nebius Group N.V.
NBIS
$65B
$53.7M 0.03%
517,317
+221,559
LXP icon
425
LXP Industrial Trust
LXP
$3.02B
$53.6M 0.03%
1,159,623
+36,043