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
CPAY icon
501
Corpay
CPAY
$23.3B
$40.4M 0.03%
138,782
-9,459
WCN
502
Waste Connections
WCN
$39.1B
$40M 0.03%
246,283
-64,878
INCY icon
503
Incyte
INCY
$20.2B
$39.8M 0.03%
422,427
-16,012
ACHR icon
504
Archer Aviation
ACHR
$4.87B
$39.6M 0.03%
7,651,742
-262,449
DOC icon
505
Healthpeak Properties
DOC
$13.5B
$39.5M 0.03%
2,406,046
+97,710
GPC icon
506
Genuine Parts
GPC
$13.6B
$39.5M 0.03%
373,619
-14,166
HOLX
507
DELISTED
Hologic
HOLX
$39.4M 0.03%
521,877
-36,101
FFIV icon
508
F5
FFIV
$23.1B
$39.4M 0.03%
136,038
-8,173
TWLO icon
509
Twilio
TWLO
$35.9B
$39.3M 0.03%
312,059
-20,221
BZ icon
510
Kanzhun
BZ
$6.43B
$39.3M 0.03%
2,931,787
-201,791
FUTU icon
511
Futu Holdings
FUTU
$13.4B
$39.2M 0.03%
286,794
-9,446
BBY icon
512
Best Buy
BBY
$15B
$39.2M 0.03%
610,568
+34,144
J icon
513
Jacobs Solutions
J
$14.6B
$39.2M 0.03%
307,834
-17,473
IP icon
514
International Paper
IP
$17.9B
$39M 0.03%
1,092,828
-66,932
CDW icon
515
CDW
CDW
$17.8B
$38.9M 0.03%
321,762
-18,342
CSGP icon
516
CoStar Group
CSGP
$13.7B
$38.5M 0.02%
954,074
-45,610
JBHT icon
517
JB Hunt Transport Services
JBHT
$26.7B
$37.8M 0.02%
178,603
-6,311
EL icon
518
Estee Lauder
EL
$30B
$37.8M 0.02%
526,340
-2,369
SCCO icon
519
Southern Copper
SCCO
$162B
$37.7M 0.02%
221,481
-7,215
TXT icon
520
Textron
TXT
$15.8B
$37.4M 0.02%
426,942
-28,411
WRB icon
521
W.R. Berkley
WRB
$24.7B
$37.4M 0.02%
563,768
-153,588
BALL icon
522
Ball Corp
BALL
$14B
$37.1M 0.02%
627,308
-46,213
DECK icon
523
Deckers Outdoor
DECK
$15.1B
$36.9M 0.02%
368,796
-17,187
GCMG icon
524
GCM Grosvenor
GCMG
$644M
$36.8M 0.02%
3,752,965
PINS icon
525
Pinterest
PINS
$12.1B
$36.7M 0.02%
2,002,617
-1,840,023