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
TRI icon
676
Thomson Reuters
TRI
$46.6B
$10.2M 0.01%
77,601
+12,470
EEM icon
677
iShares MSCI Emerging Markets ETF
EEM
$27.9B
$10.1M 0.01%
184,717
-35,779
TAL icon
678
TAL Education Group
TAL
$6.43B
$10.1M 0.01%
923,469
-41,987
CERS icon
679
Cerus
CERS
$430M
$9.7M 0.01%
4,709,959
-975,218
MNDY icon
680
monday.com
MNDY
$3.92B
$9.63M 0.01%
65,290
+5,414
RHP icon
681
Ryman Hospitality Properties
RHP
$6.27B
$9.6M 0.01%
101,471
-6,839
CPNG icon
682
Coupang
CPNG
$34.9B
$9.6M 0.01%
406,921
+9,849
FTI icon
683
TechnipFMC
FTI
$26.1B
$9.55M 0.01%
214,407
-331
AZN icon
684
AstraZeneca
AZN
$313B
$9.36M 0.01%
101,828
+6,113
ALB icon
685
Albemarle
ALB
$19.8B
$9.24M 0.01%
65,346
-11,884
MSDL icon
686
Morgan Stanley Direct Lending Fund
MSDL
$1.29B
$9.2M 0.01%
558,113
+53,051
WIX icon
687
WIX.com
WIX
$4.6B
$8.98M 0.01%
86,461
-914
EXAS icon
688
Exact Sciences
EXAS
$19.8B
$8.86M 0.01%
87,207
-1,199,388
IBTA icon
689
Ibotta
IBTA
$637M
$8.85M 0.01%
389,463
-891,756
BRX icon
690
Brixmor Property Group
BRX
$9.38B
$8.84M 0.01%
337,287
-165
CTRE icon
691
CareTrust REIT
CTRE
$8.77B
$8.82M 0.01%
243,997
+3,262
KDK
692
Kodiak AI
KDK
$1.53B
$8.62M 0.01%
789,471
+171,341
LUNR icon
693
Intuitive Machines
LUNR
$2.65B
$8.54M 0.01%
526,378
+39,626
BCSF icon
694
Bain Capital Specialty
BCSF
$827M
$8.36M ﹤0.01%
601,097
+55,907
FER icon
695
Ferrovial SE
FER
$49.9B
$8.27M ﹤0.01%
+128,001
FDS icon
696
Factset
FDS
$8.36B
$8.24M ﹤0.01%
28,401
-72,491
SCHD icon
697
Schwab US Dividend Equity ETF
SCHD
$85.1B
$8.17M ﹤0.01%
298,000
+86,400
SRTA
698
Strata Critical Medical Inc
SRTA
$422M
$8.07M ﹤0.01%
1,677,548
-151,073
CDP icon
699
COPT Defense Properties
CDP
$3.69B
$8.06M ﹤0.01%
289,845
-322,107
VOO icon
700
Vanguard S&P 500 ETF
VOO
$854B
$7.84M ﹤0.01%
12,500
-26,200