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
HR icon
701
Healthcare Realty
HR
$6.78B
$6.45M ﹤0.01%
379,678
-1,762
CSWC icon
702
Capital Southwest
CSWC
$1.46B
$6.3M ﹤0.01%
284,778
GSBD icon
703
Goldman Sachs BDC
GSBD
$1.03B
$6.19M ﹤0.01%
696,783
MFIC icon
704
MidCap Financial Investment
MFIC
$890M
$6.18M ﹤0.01%
549,575
IONS icon
705
Ionis Pharmaceuticals
IONS
$12.4B
$6.15M ﹤0.01%
81,876
-11,875
CGBD icon
706
Carlyle Secured Lending
CGBD
$750M
$5.69M ﹤0.01%
519,735
B
707
Barrick Mining
B
$71.7B
$5.53M ﹤0.01%
135,464
+18,367
KRC icon
708
Kilroy Realty
KRC
$4.29B
$5.51M ﹤0.01%
195,200
+4,302
SLRC icon
709
SLR Investment Corp
SLRC
$717M
$5.42M ﹤0.01%
378,888
+1,619
IWB icon
710
iShares Russell 1000 ETF
IWB
$49B
$5.37M ﹤0.01%
15,053
+1,430
NMFC icon
711
New Mountain Finance
NMFC
$757M
$5.34M ﹤0.01%
688,578
-1,919
NTST
712
NETSTREIT Corp
NTST
$1.9B
$5.28M ﹤0.01%
280,161
+33,720
BP icon
713
BP
BP
$113B
$5.23M ﹤0.01%
111,261
+42,894
SJM icon
714
J.M. Smucker
SJM
$10.8B
$5.23M ﹤0.01%
54,193
-200,907
PECO icon
715
Phillips Edison & Co
PECO
$4.94B
$5.12M ﹤0.01%
136,808
-2,773
SPSM icon
716
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
$5M ﹤0.01%
103,400
-3,600
BEN icon
717
Franklin Resources
BEN
$16.6B
$4.87M ﹤0.01%
206,206
-90,993
MRP
718
Millrose Properties Inc
MRP
$4.78B
$4.85M ﹤0.01%
173,104
+5,095
CPNG icon
719
Coupang
CPNG
$29.7B
$4.76M ﹤0.01%
252,366
-154,555
AOS icon
720
A.O. Smith
AOS
$7.86B
$4.75M ﹤0.01%
72,104
+426
BBDC icon
721
Barings BDC
BBDC
$882M
$4.75M ﹤0.01%
577,412
VNO icon
722
Vornado Realty Trust
VNO
$6.57B
$4.74M ﹤0.01%
182,536
+7,796
BF.B icon
723
Brown-Forman Class B
BF.B
$11.7B
$4.7M ﹤0.01%
177,866
-338,866
SWK icon
724
Stanley Black & Decker
SWK
$12.3B
$4.65M ﹤0.01%
65,507
-6,957
FDS icon
725
Factset
FDS
$9.29B
$4.3M ﹤0.01%
19,794
-8,607