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
SUI icon
451
Sun Communities
SUI
$16.8B
$51.9M 0.03%
419,203
-22,887
WAT icon
452
Waters Corp
WAT
$31.3B
$51.8M 0.03%
136,267
-3,489
CMS icon
453
CMS Energy
CMS
$23.9B
$51.6M 0.03%
738,338
-24,797
COLD icon
454
Americold
COLD
$3.58B
$51.3M 0.03%
3,987,792
+18,064
KRG icon
455
Kite Realty
KRG
$5.36B
$51.2M 0.03%
2,135,421
+124,864
NTAP icon
456
NetApp
NTAP
$19.7B
$51.1M 0.03%
477,404
+5,261
LYV icon
457
Live Nation Entertainment
LYV
$37.2B
$50.8M 0.03%
356,370
-22,774
MAA icon
458
Mid-America Apartment Communities
MAA
$15.6B
$50.6M 0.03%
364,220
-3,954
ON icon
459
ON Semiconductor
ON
$24.6B
$50.5M 0.03%
931,979
-125,906
WRB icon
460
W.R. Berkley
WRB
$26.5B
$50.3M 0.03%
717,356
-11,388
FWONK icon
461
Liberty Media Series C
FWONK
$21.4B
$50.2M 0.03%
509,291
-4,029
HUBS icon
462
HubSpot
HUBS
$14.7B
$50.1M 0.03%
124,888
-1,953
WSM icon
463
Williams-Sonoma
WSM
$23.4B
$50M 0.03%
279,918
-13,532
CGNX icon
464
Cognex
CGNX
$8.81B
$49.8M 0.03%
1,382,767
-14,649
WGS icon
465
GeneDx Holdings
WGS
$2.33B
$49.6M 0.03%
381,725
+89,470
FLEX icon
466
Flex
FLEX
$23.5B
$49.6M 0.03%
821,158
+713,105
AVAV icon
467
AeroVironment
AVAV
$11.3B
$49.1M 0.03%
203,162
-18,340
IT icon
468
Gartner
IT
$11.8B
$49.1M 0.03%
194,749
-11,368
TYL icon
469
Tyler Technologies
TYL
$15.8B
$49.1M 0.03%
108,087
-2,842
DRI icon
470
Darden Restaurants
DRI
$23.4B
$49M 0.03%
266,342
-11,775
RPRX icon
471
Royalty Pharma
RPRX
$20.3B
$49M 0.03%
1,268,044
+166,403
HPQ icon
472
HP
HPQ
$17.6B
$48.9M 0.03%
2,196,377
-86,216
BAP icon
473
Credicorp
BAP
$26.9B
$48.8M 0.03%
170,202
-5,522
RDDT icon
474
Reddit
RDDT
$28.1B
$48.8M 0.03%
212,355
-192,558
L icon
475
Loews
L
$23B
$48.8M 0.03%
463,432
-27,780