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
CNP icon
426
CenterPoint Energy
CNP
$28.7B
$56.9M 0.03%
1,485,015
-78,940
SBRA icon
427
Sabra Healthcare REIT
SBRA
$5.11B
$56.9M 0.03%
3,005,374
+2,736,993
EXE
428
Expand Energy Corp
EXE
$25.5B
$56.9M 0.03%
515,428
-100,888
ZS icon
429
Zscaler
ZS
$24.9B
$56.4M 0.03%
250,960
+1,369
PPL icon
430
PPL Corp
PPL
$29B
$56.3M 0.03%
1,608,444
-82,894
STLD icon
431
Steel Dynamics
STLD
$28.3B
$56.2M 0.03%
331,504
-6,725
AMCR icon
432
Amcor
AMCR
$21.2B
$56M 0.03%
1,343,253
-7,445
FE icon
433
FirstEnergy
FE
$29.4B
$55.7M 0.03%
1,244,696
-56,969
LXP icon
434
LXP Industrial Trust
LXP
$2.91B
$55.7M 0.03%
1,123,580
-35,844
STE icon
435
Steris
STE
$23.8B
$55.6M 0.03%
219,249
-10,887
EL icon
436
Estee Lauder
EL
$35.9B
$55.4M 0.03%
528,709
-6,438
IBKR icon
437
Interactive Brokers
IBKR
$30.8B
$55.3M 0.03%
859,896
-10,313
FR icon
438
First Industrial Realty Trust
FR
$8.28B
$55M 0.03%
959,917
+44,678
JBL icon
439
Jabil
JBL
$26.9B
$54.8M 0.03%
240,353
-2,739
CHD icon
440
Church & Dwight Co
CHD
$24.3B
$54.6M 0.03%
650,908
-37,468
WCN icon
441
Waste Connections
WCN
$43.4B
$54.6M 0.03%
311,161
-15,979
EXPD icon
442
Expeditors International
EXPD
$19.7B
$54.5M 0.03%
365,660
-16,382
AER icon
443
AerCap
AER
$24.4B
$54.1M 0.03%
376,159
-31,612
HUBB icon
444
Hubbell
HUBB
$26.1B
$53.8M 0.03%
121,140
-3,251
TPR icon
445
Tapestry
TPR
$31.8B
$53.6M 0.03%
419,628
-14,189
NVR icon
446
NVR
NVR
$20.3B
$53.2M 0.03%
7,300
-496
VCYT icon
447
Veracyte
VCYT
$2.87B
$53M 0.03%
1,257,898
-224,185
Z icon
448
Zillow
Z
$11B
$52.9M 0.03%
776,138
-60,996
ADC icon
449
Agree Realty
ADC
$9.82B
$52.4M 0.03%
727,114
+48,130
VRSN icon
450
VeriSign
VRSN
$21.9B
$52.2M 0.03%
214,686
-15,438