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
SSNC icon
501
SS&C Technologies
SSNC
$18.4B
$44.6M 0.03%
510,611
+1,695
CPAY icon
502
Corpay
CPAY
$23B
$44.6M 0.03%
148,241
-6,446
GDDY icon
503
GoDaddy
GDDY
$12B
$44.5M 0.03%
358,554
-25,996
BXP icon
504
Boston Properties
BXP
$8.94B
$44.5M 0.03%
659,275
-51,587
SW
505
Smurfit Westrock
SW
$23.6B
$44.1M 0.03%
1,140,824
-68,929
FRT icon
506
Federal Realty Investment Trust
FRT
$9.51B
$44M 0.03%
436,018
+43,685
CYBR
507
DELISTED
CyberArk
CYBR
$43.4M 0.03%
97,333
+890
NI icon
508
NiSource
NI
$22.8B
$43.3M 0.03%
1,037,042
-58,736
INCY icon
509
Incyte
INCY
$19.7B
$43.3M 0.03%
438,439
-18,297
J icon
510
Jacobs Solutions
J
$16.2B
$43.1M 0.03%
325,307
-6,491
STZ icon
511
Constellation Brands
STZ
$26.2B
$43M 0.03%
312,022
-20,996
WPC icon
512
W.P. Carey
WPC
$16.4B
$42.9M 0.03%
666,924
-8,452
TSN icon
513
Tyson Foods
TSN
$22.2B
$42.8M 0.03%
729,600
-15,772
GCMG icon
514
GCM Grosvenor
GCMG
$710M
$42.5M 0.03%
3,752,965
MKC icon
515
McCormick & Company Non-Voting
MKC
$17.6B
$42.3M 0.02%
620,919
-29,870
CUBE icon
516
CubeSmart
CUBE
$9.38B
$42.1M 0.02%
1,168,457
+68,165
KEY icon
517
KeyCorp
KEY
$22.6B
$42.1M 0.02%
2,040,294
-53,438
PNR icon
518
Pentair
PNR
$15.8B
$42.1M 0.02%
403,988
-28,072
FOXA icon
519
Fox Class A
FOXA
$24.9B
$41.8M 0.02%
572,145
+16,716
BE icon
520
Bloom Energy
BE
$46.2B
$41.7M 0.02%
479,883
+402,598
SBAC icon
521
SBA Communications
SBAC
$20.9B
$41.6M 0.02%
215,187
-10,006
HOLX icon
522
Hologic
HOLX
$16.9B
$41.6M 0.02%
557,978
-16,842
KIM icon
523
Kimco Realty
KIM
$15.9B
$41.5M 0.02%
2,045,871
-127,756
APTV icon
524
Aptiv
APTV
$15.6B
$41.4M 0.02%
543,651
-19,848
HEI.A icon
525
HEICO Corp Class A
HEI.A
$34B
$41.2M 0.02%
163,045
-21,126