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
AVY icon
551
Avery Dennison
AVY
$11.7B
$33M 0.02%
190,845
+7,068
BXP icon
552
Boston Properties
BXP
$9.9B
$32.7M 0.02%
630,535
-28,740
HEI.A icon
553
HEICO Corp Class A
HEI.A
$34.4B
$32.6M 0.02%
154,327
-8,718
NDSN icon
554
Nordson
NDSN
$16B
$32.3M 0.02%
121,531
+108
LVS icon
555
Las Vegas Sands
LVS
$33.6B
$32.2M 0.02%
597,802
-1,232
ALAB icon
556
Astera Labs
ALAB
$61.4B
$32.2M 0.02%
293,853
+21,402
EG icon
557
Everest Group
EG
$12.6B
$31.5M 0.02%
96,362
+791
COO icon
558
Cooper Companies
COO
$12.1B
$31.4M 0.02%
439,109
+5,868
MKC icon
559
McCormick & Company Non-Voting
MKC
$12.5B
$31.1M 0.02%
617,225
-3,694
FIG
560
Figma
FIG
$11.9B
$31M 0.02%
1,467,887
+1,262,258
ARCC icon
561
Ares Capital
ARCC
$13.6B
$30.7M 0.02%
1,706,211
+34,937
CRDO icon
562
Credo Technology Group
CRDO
$40.1B
$30.7M 0.02%
326,592
+16,237
YUMC icon
563
Yum China
YUMC
$15B
$30.6M 0.02%
626,497
-1,800
CLX icon
564
Clorox
CLX
$10.8B
$30.5M 0.02%
293,931
-18,124
IEX icon
565
IDEX
IEX
$16B
$30.3M 0.02%
159,997
-9,118
FOXA icon
566
Fox Class A
FOXA
$27.5B
$30.2M 0.02%
516,456
-55,689
FNF icon
567
Fidelity National Financial
FNF
$12.4B
$29.8M 0.02%
643,328
-11,628
HUBS icon
568
HubSpot
HUBS
$11.3B
$29.2M 0.02%
119,682
-5,206
LII icon
569
Lennox International
LII
$18B
$29.2M 0.02%
62,868
+420
NBIX icon
570
Neurocrine Biosciences
NBIX
$16.8B
$29M 0.02%
220,449
+17,783
DKS icon
571
Dick's Sporting Goods
DKS
$19.5B
$28.8M 0.02%
145,446
+9,373
RDDT icon
572
Reddit
RDDT
$35.4B
$28.6M 0.02%
212,751
+396
CSL icon
573
Carlisle Companies
CSL
$13.9B
$28.6M 0.02%
85,735
-5,504
IT icon
574
Gartner
IT
$11B
$28.1M 0.02%
177,386
-17,363
GDDY icon
575
GoDaddy
GDDY
$11.2B
$28.1M 0.02%
339,557
-18,997