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
ROL icon
526
Rollins
ROL
$27.9B
$41.2M 0.02%
685,662
-30,970
BURL icon
527
Burlington
BURL
$18.9B
$41.1M 0.02%
142,350
-7,417
IFF icon
528
International Flavors & Fragrances
IFF
$20B
$40.9M 0.02%
606,828
-28,256
HST icon
529
Host Hotels & Resorts
HST
$13.8B
$40.8M 0.02%
2,300,092
-55,665
CF icon
530
CF Industries
CF
$16.1B
$40.3M 0.02%
521,414
+21,123
EVRG icon
531
Evergy
EVRG
$19.4B
$40.3M 0.02%
555,752
-19,429
DECK icon
532
Deckers Outdoor
DECK
$15.4B
$40M 0.02%
385,983
+18,766
TXT icon
533
Textron
TXT
$17.3B
$39.7M 0.02%
455,353
-26,925
AFRM icon
534
Affirm
AFRM
$16.9B
$39.3M 0.02%
528,220
-471
LNT icon
535
Alliant Energy
LNT
$18.6B
$39.1M 0.02%
602,064
-6,471
LVS icon
536
Las Vegas Sands
LVS
$37.7B
$39M 0.02%
599,034
-110,531
AMLP icon
537
Alerian MLP ETF
AMLP
$12B
$38.8M 0.02%
826,135
-114,949
BBY icon
538
Best Buy
BBY
$14.1B
$38.6M 0.02%
576,424
+1,855
TPL icon
539
Texas Pacific Land
TPL
$37B
$38.4M 0.02%
133,731
-3,303
HEI icon
540
HEICO Corp
HEI
$44.6B
$38.4M 0.02%
118,595
-5,695
SPY icon
541
State Street SPDR S&P 500 ETF Trust
SPY
$694B
$38.2M 0.02%
56,000
-50,000
Q
542
Qnity Electronics Inc
Q
$25.1B
$38.2M 0.02%
+467,341
GLD icon
543
SPDR Gold Trust
GLD
$181B
$38.1M 0.02%
96,085
-8,450
GEN icon
544
Gen Digital
GEN
$13.5B
$37.7M 0.02%
1,387,082
-39,276
DD icon
545
DuPont de Nemours
DD
$19.7B
$37.6M 0.02%
936,468
-1,378,914
RSP icon
546
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$37.3M 0.02%
194,700
+69,400
DOC icon
547
Healthpeak Properties
DOC
$12.3B
$37.1M 0.02%
2,308,336
-28,942
REG icon
548
Regency Centers
REG
$14.6B
$36.9M 0.02%
535,107
-8,039
FFIV icon
549
F5
FFIV
$16.2B
$36.8M 0.02%
144,211
-2,644
SMCI icon
550
Super Micro Computer
SMCI
$19.6B
$36.8M 0.02%
1,256,784
-350