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
EQH icon
601
Equitable Holdings
EQH
$11.3B
$23.6M 0.02%
637,076
-37,217
GEN icon
602
Gen Digital
GEN
$16B
$23.6M 0.02%
1,255,294
-131,788
CG icon
603
Carlyle Group
CG
$15.7B
$23.4M 0.02%
483,692
-23,848
ACM icon
604
Aecom
ACM
$9.34B
$23.2M 0.02%
273,957
+537
NLY icon
605
Annaly Capital Management
NLY
$15.6B
$23.2M 0.02%
1,096,428
-4,018
HTHT icon
606
Huazhu Hotels Group
HTHT
$13.8B
$23.1M 0.01%
458,750
+8,959
DPZ icon
607
Domino's
DPZ
$10.2B
$22.5M 0.01%
62,716
-7,654
UHS icon
608
Universal Health Services
UHS
$8.64B
$22.5M 0.01%
125,511
+1,333
ADPT icon
609
Adaptive Biotechnologies
ADPT
$2.89B
$22.1M 0.01%
1,595,370
-352,593
JOBY icon
610
Joby Aviation
JOBY
$11B
$22.1M 0.01%
2,679,515
+870,244
NWSA icon
611
News Corp Class A
NWSA
$14.6B
$22.1M 0.01%
885,557
-67,902
IRDM icon
612
Iridium Communications
IRDM
$5.51B
$22M 0.01%
791,773
-378,479
ASML icon
613
ASML
ASML
$677B
$21.5M 0.01%
16,312
-917
TTD icon
614
Trade Desk
TTD
$9.89B
$21.5M 0.01%
946,685
-1,377,841
HRL icon
615
Hormel Foods
HRL
$12.8B
$21.5M 0.01%
947,229
+561
BXSL icon
616
Blackstone Secured Lending
BXSL
$5.54B
$21.2M 0.01%
896,548
+3,000
OBDC icon
617
Blue Owl Capital
OBDC
$5.61B
$21.1M 0.01%
1,903,832
SOLV icon
618
Solventum
SOLV
$14.3B
$21M 0.01%
321,150
+22,108
IREN icon
619
Iris Energy
IREN
$22.1B
$20.9M 0.01%
+609,054
IOT icon
620
Samsara
IOT
$20.5B
$20.2M 0.01%
636,600
+5,109
MAIN icon
621
Main Street Capital
MAIN
$4.84B
$19.6M 0.01%
370,509
+14,962
GBDC icon
622
Golub Capital BDC
GBDC
$3.44B
$19.2M 0.01%
1,514,544
AMRZ
623
Amrize Ltd
AMRZ
$30.1B
$19.1M 0.01%
341,469
-9,535
CNH
624
CNH Industrial
CNH
$13.5B
$19M 0.01%
1,729,681
-331,592
WRD
625
WeRide Inc
WRD
$2.4B
$18.7M 0.01%
2,305,997
+1,605,657