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
OKLO
651
Oklo
OKLO
$10.3B
$16M 0.01%
+222,510
CRBG icon
652
Corebridge Financial
CRBG
$12.1B
$15.4M 0.01%
511,538
-576
PACB icon
653
Pacific Biosciences
PACB
$471M
$14.6M 0.01%
7,808,580
-868,978
OHI icon
654
Omega Healthcare
OHI
$14B
$14.3M 0.01%
323,173
-1,237,909
EMB icon
655
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.3B
$14.3M 0.01%
148,192
+43,036
BSY icon
656
Bentley Systems
BSY
$11.8B
$14.2M 0.01%
372,134
+33,312
IGIB icon
657
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$14.2M 0.01%
263,000
-322,000
BF.B icon
658
Brown-Forman Class B
BF.B
$12.2B
$13.5M 0.01%
516,732
-675
CPT icon
659
Camden Property Trust
CPT
$11.2B
$13.4M 0.01%
121,912
-189,225
XP icon
660
XP
XP
$10.5B
$13.1M 0.01%
799,887
+24,614
H icon
661
Hyatt Hotels
H
$15.5B
$12.6M 0.01%
78,805
-737
VNQ icon
662
Vanguard Real Estate ETF
VNQ
$36.7B
$12.6M 0.01%
142,065
-17,742
REXR icon
663
Rexford Industrial Realty
REXR
$8.61B
$12.5M 0.01%
323,592
+63,313
ARCT icon
664
Arcturus Therapeutics
ARCT
$215M
$12.4M 0.01%
2,026,588
+78,753
VIPS icon
665
Vipshop
VIPS
$7.73B
$12.4M 0.01%
702,158
-42,304
JBS
666
JBS N.V.
JBS
$17.9B
$12.2M 0.01%
845,682
+41,869
LAMR icon
667
Lamar Advertising Co
LAMR
$14.1B
$12.1M 0.01%
95,308
-373
DRH icon
668
Diamondrock Hospitality Co
DRH
$2.01B
$11.7M 0.01%
1,307,715
-188,659
FSK icon
669
FS KKR Capital
FSK
$3.07B
$11.7M 0.01%
788,596
-26,573
AHR icon
670
American Healthcare REIT
AHR
$9.33B
$11.6M 0.01%
247,389
+1,657
ESLT icon
671
Elbit Systems
ESLT
$41.1B
$11.5M 0.01%
19,986
-2,840
PRME icon
672
Prime Medicine
PRME
$764M
$11.3M 0.01%
3,245,506
-384,418
AEM icon
673
Agnico Eagle Mines
AEM
$116B
$11.1M 0.01%
65,404
+19,647
BVN icon
674
Compañía de Minas Buenaventura
BVN
$9.85B
$10.9M 0.01%
391,561
+10,000
EGP icon
675
EastGroup Properties
EGP
$10.4B
$10.3M 0.01%
57,893
-964