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
CCJ icon
551
Cameco
CCJ
$52.4B
$36.2M 0.02%
396,151
-76,813
RIVN icon
552
Rivian
RIVN
$18.5B
$36.1M 0.02%
1,833,806
-21,738
TRU icon
553
TransUnion
TRU
$14.9B
$36.1M 0.02%
421,459
-12,062
DOW icon
554
Dow Inc
DOW
$23.2B
$36.1M 0.02%
1,544,105
-197,442
JBHT icon
555
JB Hunt Transport Services
JBHT
$22.2B
$35.9M 0.02%
184,914
-18,110
FNF icon
556
Fidelity National Financial
FNF
$13.8B
$35.8M 0.02%
654,956
+9,688
BALL icon
557
Ball Corp
BALL
$17.4B
$35.7M 0.02%
673,521
+40,593
COO icon
558
Cooper Companies
COO
$16.1B
$35.5M 0.02%
433,241
-29,880
WY icon
559
Weyerhaeuser
WY
$17.9B
$35.3M 0.02%
1,491,620
-132,034
RS icon
560
Reliance Steel & Aluminium
RS
$16.2B
$35M 0.02%
121,021
+735
RKT icon
561
Rocket Companies
RKT
$46.8B
$34.3M 0.02%
+1,772,030
ARCC icon
562
Ares Capital
ARCC
$13.7B
$33.8M 0.02%
1,671,274
+153,714
AVY icon
563
Avery Dennison
AVY
$14.5B
$33.4M 0.02%
183,777
-2,137
BG icon
564
Bunge Global
BG
$22.3B
$32.5M 0.02%
364,958
-40,852
EG icon
565
Everest Group
EG
$13.6B
$32.4M 0.02%
95,571
-7,404
CHKP icon
566
Check Point Software Technologies
CHKP
$17B
$32.3M 0.02%
174,076
-16,694
ALLE icon
567
Allegion
ALLE
$13.5B
$32.3M 0.02%
202,854
-532
SCCO icon
568
Southern Copper
SCCO
$171B
$32.2M 0.02%
226,431
-9,023
OKTA icon
569
Okta
OKTA
$12.7B
$32.2M 0.02%
372,181
-8,894
EQH icon
570
Equitable Holdings
EQH
$11.4B
$32.1M 0.02%
674,293
-38,115
JKHY icon
571
Jack Henry & Associates
JKHY
$12.2B
$32M 0.02%
175,147
-3,716
IEMG icon
572
iShares Core MSCI Emerging Markets ETF
IEMG
$141B
$31.8M 0.02%
473,410
-20,573
PD icon
573
PagerDuty
PD
$699M
$31.8M 0.02%
2,422,159
-179,990
GLBE icon
574
Global E Online
GLBE
$6.07B
$31.7M 0.02%
806,820
-95,703
ADPT icon
575
Adaptive Biotechnologies
ADPT
$2.53B
$31.6M 0.02%
1,947,963
-1,702,683