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
PAYP
651
PayPay
PAYP
$10.7B
$13.7M 0.01%
+642,029
FTI icon
652
TechnipFMC
FTI
$27.5B
$12.9M 0.01%
186,259
-28,148
CRBG icon
653
Corebridge Financial
CRBG
$12.1B
$12.7M 0.01%
532,153
+20,615
TME icon
654
Tencent Music
TME
$15.2B
$12.1M 0.01%
1,302,541
-4,461,780
FR icon
655
First Industrial Realty Trust
FR
$8.18B
$12M 0.01%
207,278
-752,639
LAMR icon
656
Lamar Advertising Co
LAMR
$15.3B
$12M 0.01%
94,608
-700
KSPI icon
657
Kaspi.kz JSC
KSPI
$15.9B
$11.9M 0.01%
161,316
-134,153
AHR icon
658
American Healthcare REIT
AHR
$9.59B
$11.9M 0.01%
252,741
+5,352
KDK
659
Kodiak AI
KDK
$1.33B
$11.6M 0.01%
1,677,951
+888,480
GTLB icon
660
GitLab
GTLB
$5.21B
$11.6M 0.01%
535,833
+25,473
CPT icon
661
Camden Property Trust
CPT
$11.1B
$11.6M 0.01%
118,425
-3,487
H icon
662
Hyatt Hotels
H
$17.8B
$11.3M 0.01%
78,322
-483
EGP icon
663
EastGroup Properties
EGP
$10.7B
$11.1M 0.01%
59,774
+1,881
VIPS icon
664
Vipshop
VIPS
$6.65B
$10.9M 0.01%
696,182
-5,976
TAL icon
665
TAL Education Group
TAL
$5.91B
$10.8M 0.01%
953,648
+30,179
SJNK icon
666
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.74B
$10.4M 0.01%
415,000
-240,000
LUNR icon
667
Intuitive Machines
LUNR
$5.4B
$10.3M 0.01%
553,486
+27,108
OKLO
668
Oklo
OKLO
$11.4B
$10.3M 0.01%
206,946
-15,564
PRME icon
669
Prime Medicine
PRME
$627M
$10.2M 0.01%
2,940,793
-304,713
EMB icon
670
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.2B
$10.1M 0.01%
107,961
-40,231
VNQ icon
671
Vanguard Real Estate ETF
VNQ
$36.9B
$9.96M 0.01%
112,270
-29,795
ALB icon
672
Albemarle
ALB
$19.5B
$9.74M 0.01%
54,267
-11,079
BRX icon
673
Brixmor Property Group
BRX
$9.31B
$9.67M 0.01%
335,650
-1,637
QQQ icon
674
Invesco QQQ Trust
QQQ
$492B
$9.52M 0.01%
+16,491
SNAP icon
675
Snap
SNAP
$10.1B
$9.4M 0.01%
2,044,227
-55,672