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
OKTA icon
576
Okta
OKTA
$21.5B
$28M 0.02%
355,720
-16,461
DAL icon
577
Delta Air Lines
DAL
$52.2B
$27.9M 0.02%
419,483
-28,938
TEAM icon
578
Atlassian
TEAM
$25.8B
$27.8M 0.02%
407,661
+1,352
SMCI icon
579
Super Micro Computer
SMCI
$28.2B
$27.7M 0.02%
1,215,051
-41,733
GLD icon
580
SPDR Gold Trust
GLD
$149B
$27.6M 0.02%
64,157
-31,928
TRU icon
581
TransUnion
TRU
$13.6B
$27.2M 0.02%
393,818
-27,641
GGG icon
582
Graco
GGG
$12.3B
$27.2M 0.02%
321,265
-8,103
ALLE icon
583
Allegion
ALLE
$11.2B
$27M 0.02%
185,709
-17,145
RVMD icon
584
Revolution Medicines
RVMD
$33.1B
$26.4M 0.02%
270,972
+265,474
JKHY icon
585
Jack Henry & Associates
JKHY
$9.29B
$26M 0.02%
164,698
-10,449
AUR icon
586
Aurora
AUR
$13.4B
$25.9M 0.02%
6,280,359
-158,786
SNDK
587
Sandisk
SNDK
$261B
$25.7M 0.02%
40,436
+23,167
CDNA icon
588
CareDx
CDNA
$1.19B
$25.6M 0.02%
1,475,126
+28,510
ESRT icon
589
Empire State Realty Trust
ESRT
$907M
$25.5M 0.02%
4,905,653
+1,750,544
WSO icon
590
Watsco Inc
WSO
$15B
$25.4M 0.02%
69,933
+3,253
NTLA icon
591
Intellia Therapeutics
NTLA
$2.06B
$25.3M 0.02%
1,973,061
-219,400
Z icon
592
Zillow
Z
$8.22B
$25.3M 0.02%
610,589
-165,549
RKT icon
593
Rocket Companies
RKT
$37.4B
$24.8M 0.02%
1,742,414
-29,616
RIVN icon
594
Rivian
RIVN
$24.3B
$24.8M 0.02%
1,645,230
-188,576
U icon
595
Unity
U
$13.1B
$24.4M 0.02%
1,111,451
-760,882
MAS icon
596
Masco
MAS
$14.1B
$24.3M 0.02%
402,869
-69,786
AFRM icon
597
Affirm
AFRM
$23B
$24.2M 0.02%
528,358
+138
PNFP icon
598
Pinnacle Financial Partners Inc
PNFP
$14.6B
$23.9M 0.02%
+277,799
CHKP icon
599
Check Point Software Technologies
CHKP
$14.2B
$23.8M 0.02%
166,771
-7,305
RPM icon
600
RPM International
RPM
$13.3B
$23.7M 0.02%
238,690
-6,011