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
KIM icon
476
Kimco Realty
KIM
$16.2B
$44.7M 0.03%
1,988,887
-56,984
GH icon
477
Guardant Health
GH
$17.6B
$44.7M 0.03%
483,767
-156,738
ZM icon
478
Zoom
ZM
$30.9B
$44.3M 0.03%
551,641
-3,486
BURL icon
479
Burlington
BURL
$20.3B
$43.6M 0.03%
134,133
-8,217
WST icon
480
West Pharmaceutical
WST
$22.4B
$43.3M 0.03%
172,780
-3,336
EVRG icon
481
Evergy
EVRG
$18.9B
$43.3M 0.03%
528,399
-27,353
WPC icon
482
W.P. Carey
WPC
$16.5B
$43.2M 0.03%
636,131
-30,793
ZBH icon
483
Zimmer Biomet
ZBH
$16.8B
$43.1M 0.03%
476,834
-43,614
RYAN icon
484
Ryan Specialty Holdings
RYAN
$4.12B
$43.1M 0.03%
1,277,042
-112,887
FTV icon
485
Fortive
FTV
$18.7B
$42.6M 0.03%
771,336
-56,925
MAA icon
486
Mid-America Apartment Communities
MAA
$15.9B
$42.5M 0.03%
347,792
-16,428
FWONK icon
487
Liberty Media Series C
FWONK
$21.5B
$41.7M 0.03%
490,736
-18,555
IFF icon
488
International Flavors & Fragrances
IFF
$18.7B
$41.4M 0.03%
570,107
-36,721
TSN icon
489
Tyson Foods
TSN
$20B
$41.3M 0.03%
643,835
-85,765
AVAV icon
490
AeroVironment
AVAV
$10.3B
$41.2M 0.03%
225,276
+22,114
HPQ icon
491
HP
HPQ
$24.1B
$41.1M 0.03%
2,141,897
-54,480
REXR icon
492
Rexford Industrial Realty
REXR
$7.72B
$41.1M 0.03%
1,255,895
+932,303
BR icon
493
Broadridge
BR
$17.8B
$41.1M 0.03%
252,845
-8,623
LULU icon
494
lululemon athletica
LULU
$14.9B
$41M 0.03%
268,119
-15,708
DD icon
495
DuPont de Nemours
DD
$19.3B
$41M 0.03%
895,973
-40,495
BRK.A icon
496
Berkshire Hathaway Class A
BRK.A
$1.03T
$40.9M 0.03%
57
-34
WGS icon
497
GeneDx Holdings
WGS
$1.67B
$40.7M 0.03%
633,457
+251,732
KEY icon
498
KeyCorp
KEY
$23.5B
$40.5M 0.03%
2,021,953
-18,341
LNT icon
499
Alliant Energy
LNT
$18.4B
$40.5M 0.03%
563,892
-38,172
MDB icon
500
MongoDB
MDB
$30.6B
$40.4M 0.03%
165,223
-27,438