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
REG icon
526
Regency Centers
REG
$14B
$36.7M 0.02%
484,691
-50,416
GPN icon
527
Global Payments
GPN
$18.5B
$36.6M 0.02%
543,431
-48,452
RS icon
528
Reliance Steel & Aluminium
RS
$20.2B
$36.4M 0.02%
119,888
-1,133
SDGR icon
529
Schrodinger
SDGR
$1.18B
$36.2M 0.02%
3,190,837
-1,523,930
CDE icon
530
Coeur Mining
CDE
$19B
$36.2M 0.02%
+1,927,747
CNC icon
531
Centene
CNC
$31B
$35.8M 0.02%
1,093,726
-25,449
SATS icon
532
EchoStar
SATS
$36.1B
$35.7M 0.02%
305,240
+38,502
APTV icon
533
Aptiv
APTV
$15.4B
$35.5M 0.02%
511,376
-32,275
FCNCA icon
534
First Citizens BancShares
FCNCA
$23.7B
$35.5M 0.02%
18,839
-45,365
NNN icon
535
NNN REIT
NNN
$8.37B
$35M 0.02%
832,477
+151,506
PODD icon
536
Insulet
PODD
$10.1B
$34.9M 0.02%
166,454
+5,450
ROL icon
537
Rollins
ROL
$22.4B
$34.8M 0.02%
652,296
-33,366
SBAC icon
538
SBA Communications
SBAC
$22B
$34.8M 0.02%
202,150
-13,037
TYL icon
539
Tyler Technologies
TYL
$12.7B
$34.8M 0.02%
101,547
-6,540
WY icon
540
Weyerhaeuser
WY
$17.8B
$34.6M 0.02%
1,417,506
-74,114
ASTS icon
541
AST SpaceMobile
ASTS
$32.1B
$34.6M 0.02%
+417,845
ENTG icon
542
Entegris
ENTG
$21.3B
$34.4M 0.02%
293,286
-3,784
VCYT icon
543
Veracyte
VCYT
$3.98B
$34M 0.02%
1,055,656
-202,242
PNR icon
544
Pentair
PNR
$11.8B
$33.7M 0.02%
386,793
-17,195
ZS icon
545
Zscaler
ZS
$21.9B
$33.7M 0.02%
240,018
-10,942
HEI icon
546
HEICO Corp
HEI
$46.5B
$33.6M 0.02%
122,579
+3,984
FLUT icon
547
Flutter Entertainment
FLUT
$17.5B
$33.3M 0.02%
326,443
-2,972
TW icon
548
Tradeweb Markets
TW
$21.4B
$33.2M 0.02%
281,910
-11,591
IEMG icon
549
iShares Core MSCI Emerging Markets ETF
IEMG
$163B
$33.1M 0.02%
475,080
+1,670
SSNC icon
550
SS&C Technologies
SSNC
$16.7B
$33M 0.02%
488,152
-22,459