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
LYB icon
451
LyondellBasell Industries
LYB
$21.4B
$47.4M 0.03%
588,261
-47,436
CHRW icon
452
C.H. Robinson
CHRW
$21.7B
$47.3M 0.03%
285,111
-5,252
OMCL icon
453
Omnicell
OMCL
$1.96B
$47.1M 0.03%
1,410,865
+27,497
SW
454
Smurfit Westrock
SW
$22.1B
$47M 0.03%
1,179,837
+39,013
NTAP icon
455
NetApp
NTAP
$35.1B
$46.7M 0.03%
456,364
-21,040
AER icon
456
AerCap
AER
$21.6B
$46.7M 0.03%
340,282
-35,877
FRT icon
457
Federal Realty Investment Trust
FRT
$10.4B
$46.6M 0.03%
438,553
+2,535
FTAI icon
458
FTAI Aviation
FTAI
$25.6B
$46.5M 0.03%
+189,867
AMLP icon
459
Alerian MLP ETF
AMLP
$12.5B
$46.5M 0.03%
882,651
+56,516
BRO icon
460
Brown & Brown
BRO
$19.4B
$46.4M 0.03%
710,890
-122,155
LEN icon
461
Lennar Class A
LEN
$22.6B
$46.2M 0.03%
531,934
-40,409
STE icon
462
Steris
STE
$20.7B
$46.1M 0.03%
208,697
-10,552
OUT icon
463
Outfront Media
OUT
$5.51B
$46M 0.03%
1,737,042
-235,462
ARE icon
464
Alexandria Real Estate Equities
ARE
$9.21B
$46M 0.03%
991,351
-424,525
STZ icon
465
Constellation Brands
STZ
$23.6B
$46M 0.03%
306,453
-5,569
PFG icon
466
Principal Financial Group
PFG
$22.3B
$45.9M 0.03%
509,894
-13,965
COLD icon
467
Americold
COLD
$4.29B
$45.9M 0.03%
4,005,806
+18,014
NVR icon
468
NVR
NVR
$16.7B
$45.7M 0.03%
6,934
-366
PKG icon
469
Packaging Corp of America
PKG
$20B
$45.7M 0.03%
215,210
-7,253
CHTR icon
470
Charter Communications
CHTR
$15.8B
$45.5M 0.03%
210,787
-11,045
FSLR icon
471
First Solar
FSLR
$34.3B
$45.1M 0.03%
228,455
-14,041
LDOS icon
472
Leidos
LDOS
$15.6B
$45M 0.03%
289,543
-31,694
AMCR icon
473
Amcor
AMCR
$17.3B
$45M 0.03%
1,132,546
-210,707
SNA icon
474
Snap-on
SNA
$19.6B
$44.9M 0.03%
123,494
-11,111
KRG icon
475
Kite Realty
KRG
$5.53B
$44.8M 0.03%
1,824,261
-311,160