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
MKL icon
426
Markel Group
MKL
$22.3B
$52.7M 0.03%
27,526
-1,469
UTHR icon
427
United Therapeutics
UTHR
$23.4B
$52.6M 0.03%
88,637
-3,519
LYV icon
428
Live Nation Entertainment
LYV
$37.4B
$52.4M 0.03%
343,718
-12,652
TSCO icon
429
Tractor Supply
TSCO
$15.4B
$52.2M 0.03%
1,151,465
-47,617
HST icon
430
Host Hotels & Resorts
HST
$16.7B
$52.1M 0.03%
2,718,308
+418,216
DGX icon
431
Quest Diagnostics
DGX
$21.7B
$51.9M 0.03%
264,754
-12,429
IGSB icon
432
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.9B
$51.9M 0.03%
987,000
-107,500
DLTR icon
433
Dollar Tree
DLTR
$21.1B
$51.5M 0.03%
470,355
-40,856
Q
434
Qnity Electronics Inc
Q
$32.4B
$51.3M 0.03%
444,991
-22,350
VLTO icon
435
Veralto
VLTO
$20.8B
$50.9M 0.03%
575,744
-39,688
VRSN icon
436
VeriSign
VRSN
$26.8B
$50.8M 0.03%
204,658
-10,028
LPLA icon
437
LPL Financial
LPLA
$23.3B
$50.4M 0.03%
167,528
-8,956
FLEX icon
438
Flex
FLEX
$58.7B
$50.3M 0.03%
769,008
-52,150
ARES icon
439
Ares Management
ARES
$29.6B
$50.3M 0.03%
461,312
-14,999
CASY icon
440
Casey's General Stores
CASY
$28.1B
$50.3M 0.03%
+69,075
DRI icon
441
Darden Restaurants
DRI
$22.2B
$49.6M 0.03%
252,782
-13,560
EXPD icon
442
Expeditors International
EXPD
$20.8B
$49M 0.03%
341,956
-23,704
NI icon
443
NiSource
NI
$21.9B
$48.3M 0.03%
1,035,060
-1,982
ELS icon
444
Equity Lifestyle Properties
ELS
$12B
$47.9M 0.03%
767,852
-315,213
CUBE icon
445
CubeSmart
CUBE
$9.02B
$47.8M 0.03%
1,303,156
+134,699
L icon
446
Loews
L
$21.6B
$47.5M 0.03%
445,297
-18,135
EFX icon
447
Equifax
EFX
$20.4B
$47.5M 0.03%
263,809
-14,055
WSM icon
448
Williams-Sonoma
WSM
$24.6B
$47.5M 0.03%
260,320
-19,598
LH icon
449
Labcorp
LH
$21.4B
$47.4M 0.03%
177,816
-4,744
BG icon
450
Bunge Global
BG
$25.1B
$47.4M 0.03%
372,952
+7,994