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
FOX icon
626
Fox Class B
FOX
$24.7B
$18.3M 0.01%
345,547
-24,376
NRIX icon
627
Nurix Therapeutics
NRIX
$1.58B
$18.3M 0.01%
1,181,146
-109,408
UAL icon
628
United Airlines
UAL
$34.1B
$18.1M 0.01%
196,747
-2,053
GRAB icon
629
Grab
GRAB
$14.2B
$17.8M 0.01%
4,864,941
+2,030
ARCT icon
630
Arcturus Therapeutics
ARCT
$229M
$17.7M 0.01%
2,288,935
+262,347
GENI icon
631
Genius Sports
GENI
$1.7B
$17.3M 0.01%
3,909,945
+1,549,816
BLDR icon
632
Builders FirstSource
BLDR
$8.06B
$17.3M 0.01%
209,993
-32,417
PONY
633
Pony AI Inc
PONY
$4.14B
$17.2M 0.01%
1,821,735
-152,764
ERIE icon
634
Erie Indemnity
ERIE
$11.5B
$17.2M 0.01%
68,395
+3,612
SONY icon
635
Sony
SONY
$131B
$17M 0.01%
822,042
-151,136
ESLT icon
636
Elbit Systems
ESLT
$39.2B
$16.8M 0.01%
19,814
-172
RXRX icon
637
Recursion Pharmaceuticals
RXRX
$2.02B
$16.6M 0.01%
5,419,221
-801,804
XP icon
638
XP
XP
$8.08B
$16.6M 0.01%
871,561
+71,674
IONQ icon
639
IonQ
IONQ
$24.5B
$16.4M 0.01%
567,593
-4,658
KLAR
640
Klarna Group
KLAR
$6.61B
$15.7M 0.01%
1,198,554
+385,811
JBS
641
JBS N.V.
JBS
$13.1B
$15.7M 0.01%
873,080
+27,398
AEM icon
642
Agnico Eagle Mines
AEM
$88.4B
$15.5M 0.01%
76,532
+11,128
RBRK icon
643
Rubrik
RBRK
$15.8B
$15.2M 0.01%
311,213
-21,717
HTGC icon
644
Hercules Capital
HTGC
$2.91B
$15.1M 0.01%
1,025,337
+6,578
SCHD icon
645
Schwab US Dividend Equity ETF
SCHD
$95.1B
$14.8M 0.01%
481,950
+183,950
BVN icon
646
Compañía de Minas Buenaventura
BVN
$8.7B
$14.8M 0.01%
410,179
+18,618
OHI icon
647
Omega Healthcare
OHI
$13B
$14.3M 0.01%
327,202
+4,029
TSLX icon
648
Sixth Street Specialty
TSLX
$1.68B
$14.2M 0.01%
770,173
+29,048
ARM icon
649
Arm
ARM
$420B
$13.7M 0.01%
90,773
+53,914
ETOR
650
eToro Group
ETOR
$3.15B
$13.7M 0.01%
456,759
-22,722