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
HAL icon
401
Halliburton
HAL
$28.8B
$62.8M 0.04%
2,223,828
-160,140
HSY icon
402
Hershey
HSY
$47B
$62.8M 0.04%
345,150
-21,013
OMCL icon
403
Omnicell
OMCL
$1.86B
$62.7M 0.04%
1,383,368
-15,182
MKL icon
404
Markel Group
MKL
$25.7B
$62.3M 0.04%
28,995
-1,532
TEVA icon
405
Teva Pharmaceuticals
TEVA
$38.3B
$62M 0.04%
1,987,392
-469,305
CFG icon
406
Citizens Financial Group
CFG
$25.6B
$61.7M 0.04%
1,057,181
-25,405
VLTO icon
407
Veralto
VLTO
$23.5B
$61.4M 0.04%
615,432
-25,025
MBB icon
408
iShares MBS ETF
MBB
$39.4B
$60.8M 0.04%
638,653
+22,922
CINF icon
409
Cincinnati Financial
CINF
$26.1B
$60.5M 0.04%
370,468
-21,587
TWST icon
410
Twist Bioscience
TWST
$2.95B
$60.4M 0.04%
1,902,829
-217,377
EFX icon
411
Equifax
EFX
$24.8B
$60.3M 0.04%
277,864
-11,639
ESS icon
412
Essex Property Trust
ESS
$16.5B
$60.1M 0.04%
229,668
-125
TSCO icon
413
Tractor Supply
TSCO
$26.6B
$60M 0.04%
1,199,082
-54,601
PHM icon
414
Pultegroup
PHM
$25.4B
$59.8M 0.04%
510,164
-30,761
NTRS icon
415
Northern Trust
NTRS
$27B
$59.5M 0.04%
435,827
-18,853
ACHR icon
416
Archer Aviation
ACHR
$4.96B
$59.5M 0.04%
7,914,191
+1,407,775
DTE icon
417
DTE Energy
DTE
$31.2B
$59.2M 0.03%
458,882
-24,129
LULU icon
418
lululemon athletica
LULU
$20.3B
$59M 0.03%
283,827
-5,059
LEN icon
419
Lennar Class A
LEN
$26.3B
$58.8M 0.03%
572,343
-62,054
EME icon
420
Emcor
EME
$33.2B
$58.7M 0.03%
96,010
-5,950
BR icon
421
Broadridge
BR
$22B
$58.4M 0.03%
261,468
-14,073
EIX icon
422
Edison International
EIX
$28.4B
$58.1M 0.03%
968,307
-32,173
LDOS icon
423
Leidos
LDOS
$22.3B
$58M 0.03%
321,237
-14,834
IGSB icon
424
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$57.9M 0.03%
1,094,500
+320,500
AWK icon
425
American Water Works
AWK
$26.6B
$57.1M 0.03%
437,292
-12,735