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
IONQ icon
601
IonQ
IONQ
$13.3B
$25.7M 0.02%
+572,251
RBRK icon
602
Rubrik
RBRK
$11B
$25.5M 0.02%
332,930
-4,881
RPM icon
603
RPM International
RPM
$14B
$25.4M 0.01%
244,701
+23
RXRX icon
604
Recursion Pharmaceuticals
RXRX
$1.89B
$25.4M 0.01%
6,221,025
-1,244,833
NTNX icon
605
Nutanix
NTNX
$11B
$25.2M 0.01%
487,330
-19,791
ENTG icon
606
Entegris
ENTG
$19.3B
$25M 0.01%
297,070
-3,312
NXDR
607
Nextdoor Holdings
NXDR
$640M
$25M 0.01%
11,899,919
-1,760,911
SJM icon
608
J.M. Smucker
SJM
$12B
$25M 0.01%
255,100
-17,272
BLDR icon
609
Builders FirstSource
BLDR
$10.6B
$24.9M 0.01%
242,410
-66,692
SONY icon
610
Sony
SONY
$131B
$24.9M 0.01%
973,178
+212,971
NWSA icon
611
News Corp Class A
NWSA
$13.2B
$24.9M 0.01%
953,459
+42,795
NBIS
612
Nebius Group N.V.
NBIS
$24.7B
$24.8M 0.01%
+295,758
AUR icon
613
Aurora
AUR
$8.75B
$24.7M 0.01%
6,439,145
-825,432
NLY icon
614
Annaly Capital Management
NLY
$16.6B
$24.6M 0.01%
1,100,446
+52,828
NRIX icon
615
Nurix Therapeutics
NRIX
$1.67B
$24.5M 0.01%
1,290,554
-266,925
BAX icon
616
Baxter International
BAX
$9.79B
$24.5M 0.01%
1,279,452
-13,070
BAH icon
617
Booz Allen Hamilton
BAH
$9.55B
$24.3M 0.01%
287,922
+22,105
GRAB icon
618
Grab
GRAB
$16.8B
$24.3M 0.01%
4,862,911
-168,671
FOX icon
619
Fox Class B
FOX
$22.3B
$24M 0.01%
369,923
+9,808
JOBY icon
620
Joby Aviation
JOBY
$9.54B
$23.9M 0.01%
1,809,271
+13,828
SOLV icon
621
Solventum
SOLV
$12.2B
$23.7M 0.01%
299,042
-19,865
OBDC icon
622
Blue Owl Capital
OBDC
$5.74B
$23.7M 0.01%
1,903,832
+137,858
BXSL icon
623
Blackstone Secured Lending
BXSL
$5.63B
$23.5M 0.01%
893,548
+71,452
KLAR
624
Klarna Group
KLAR
$5.12B
$23.5M 0.01%
812,743
+283,261
KSPI icon
625
Kaspi.kz JSC
KSPI
$13.9B
$23.1M 0.01%
295,469
-28,434