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
WSO icon
626
Watsco Inc
WSO
$16.5B
$22.5M 0.01%
66,680
-3,227
HRL icon
627
Hormel Foods
HRL
$13.5B
$22.4M 0.01%
946,668
-43,597
IOT icon
628
Samsara
IOT
$16.6B
$22.4M 0.01%
631,491
+75,018
UAL icon
629
United Airlines
UAL
$32.5B
$22.2M 0.01%
198,800
-5,688
WTRG icon
630
Essential Utilities
WTRG
$11.4B
$21.7M 0.01%
565,629
-9,895
MAIN icon
631
Main Street Capital
MAIN
$5.12B
$21.5M 0.01%
355,547
+21,005
HTHT icon
632
Huazhu Hotels Group
HTHT
$16.2B
$21.2M 0.01%
449,791
-12,690
ESRT icon
633
Empire State Realty Trust
ESRT
$977M
$20.6M 0.01%
3,155,109
+2,118,859
GBDC icon
634
Golub Capital BDC
GBDC
$3.21B
$20.6M 0.01%
1,514,544
+36,154
JNK icon
635
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.79B
$20.4M 0.01%
210,000
-13,000
IRDM icon
636
Iridium Communications
IRDM
$2.57B
$20.3M 0.01%
1,170,252
-3,173,418
AFG icon
637
American Financial Group
AFG
$11B
$20.1M 0.01%
146,731
-4,151
CURB
638
Curbline Properties
CURB
$2.99B
$20M 0.01%
860,239
-269,435
NTLA icon
639
Intellia Therapeutics
NTLA
$1.6B
$19.7M 0.01%
2,192,461
-162,395
HTGC icon
640
Hercules Capital
HTGC
$2.75B
$19.2M 0.01%
1,018,759
+133,813
GTLB icon
641
GitLab
GTLB
$4.22B
$19.2M 0.01%
510,360
-1,254,965
CNH
642
CNH Industrial
CNH
$15B
$19M 0.01%
2,061,273
-27,498
AMRZ
643
Amrize Ltd
AMRZ
$34.7B
$19M 0.01%
+351,004
ERIE icon
644
Erie Indemnity
ERIE
$14.2B
$18.6M 0.01%
64,783
+544
ASML icon
645
ASML
ASML
$539B
$18.4M 0.01%
17,229
+2,513
SNAP icon
646
Snap
SNAP
$9.07B
$16.9M 0.01%
2,099,899
-942
PAYC icon
647
Paycom
PAYC
$7.01B
$16.9M 0.01%
105,796
-886
ETOR
648
eToro Group
ETOR
$2.64B
$16.8M 0.01%
479,481
-43,662
SJNK icon
649
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$5.04B
$16.6M 0.01%
655,000
TSLX icon
650
Sixth Street Specialty
TSLX
$1.68B
$16.1M 0.01%
741,125
+78,229