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
TW icon
576
Tradeweb Markets
TW
$26.5B
$31.6M 0.02%
293,501
+52,884
CLX icon
577
Clorox
CLX
$14.2B
$31.5M 0.02%
312,055
-17,335
DAL icon
578
Delta Air Lines
DAL
$41.7B
$31.1M 0.02%
448,421
-22,845
FCPT icon
579
Four Corners Property Trust
FCPT
$2.8B
$30.8M 0.02%
1,334,779
+1,220,871
DOCU
580
DocuSign
DOCU
$9.26B
$30.5M 0.02%
445,558
-28,972
LII icon
581
Lennox International
LII
$19.2B
$30.3M 0.02%
62,448
-3,632
IEX icon
582
IDEX
IEX
$15.5B
$30.1M 0.02%
169,115
-5,456
CG icon
583
Carlyle Group
CG
$18.8B
$30M 0.02%
507,540
-27,043
YUMC icon
584
Yum China
YUMC
$18.5B
$30M 0.02%
628,297
-20,300
MAS icon
585
Masco
MAS
$13.9B
$30M 0.02%
472,655
-16,968
DPZ icon
586
Domino's
DPZ
$13.7B
$29.3M 0.02%
70,370
-5,371
NDSN icon
587
Nordson
NDSN
$16.1B
$29.2M 0.02%
121,423
-11,875
CSL icon
588
Carlisle Companies
CSL
$15.9B
$29.2M 0.02%
91,239
-2,087
SATS icon
589
EchoStar
SATS
$32.8B
$29M 0.02%
+266,738
NBIX icon
590
Neurocrine Biosciences
NBIX
$13.4B
$28.7M 0.02%
202,666
-18,624
PONY
591
Pony AI Inc
PONY
$5.85B
$28.6M 0.02%
1,974,499
+1,435,358
DT icon
592
Dynatrace
DT
$11.1B
$28.2M 0.02%
649,860
-1,792
LYB icon
593
LyondellBasell Industries
LYB
$19.9B
$27.5M 0.02%
635,697
-25,608
CDNA icon
594
CareDx
CDNA
$980M
$27.3M 0.02%
1,446,616
-293,448
UHS icon
595
Universal Health Services
UHS
$12.4B
$27.1M 0.02%
124,178
-12,598
GGG icon
596
Graco
GGG
$15.4B
$27M 0.02%
329,368
-10,881
NNN icon
597
NNN REIT
NNN
$8.55B
$27M 0.02%
680,971
+472,859
DKS icon
598
Dick's Sporting Goods
DKS
$18B
$26.9M 0.02%
136,073
-4,021
ACM icon
599
Aecom
ACM
$12.3B
$26.1M 0.02%
273,420
-3,307
GENI icon
600
Genius Sports
GENI
$1.44B
$26M 0.02%
2,360,129
-277,836