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
FIG
701
Figma
FIG
$15.5B
$7.68M ﹤0.01%
205,629
-7,888
STAG icon
702
STAG Industrial
STAG
$7.52B
$7.58M ﹤0.01%
206,174
+412
IONS icon
703
Ionis Pharmaceuticals
IONS
$12.7B
$7.42M ﹤0.01%
93,751
-21,021
KRC icon
704
Kilroy Realty
KRC
$3.56B
$7.13M ﹤0.01%
190,898
-2,052
STNE icon
705
StoneCo
STNE
$3.6B
$7.11M ﹤0.01%
+480,884
BEN icon
706
Franklin Resources
BEN
$13.8B
$7.1M ﹤0.01%
297,199
+4,862
MAC icon
707
Macerich
MAC
$5.11B
$7.02M ﹤0.01%
380,445
-7,774
SKT icon
708
Tanger
SKT
$4.28B
$6.88M ﹤0.01%
206,090
-4,486
TRNO icon
709
Terreno Realty
TRNO
$6.79B
$6.71M ﹤0.01%
114,217
+253
CGBD icon
710
Carlyle Secured Lending
CGBD
$786M
$6.49M ﹤0.01%
519,735
+101,242
GSBD icon
711
Goldman Sachs BDC
GSBD
$1.05B
$6.47M ﹤0.01%
696,783
-15,182
HR icon
712
Healthcare Realty
HR
$6.49B
$6.47M ﹤0.01%
381,440
-6,524
EPRT icon
713
Essential Properties Realty Trust
EPRT
$7.26B
$6.38M ﹤0.01%
215,189
-3,028
NMFC icon
714
New Mountain Finance
NMFC
$805M
$6.36M ﹤0.01%
690,497
+84,233
CSWC icon
715
Capital Southwest
CSWC
$1.36B
$6.31M ﹤0.01%
284,778
+64,706
MFIC icon
716
MidCap Financial Investment
MFIC
$974M
$6.29M ﹤0.01%
549,575
+46,224
QGEN icon
717
Qiagen
QGEN
$9.66B
$6.24M ﹤0.01%
138,832
-24,233
NOBL icon
718
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.8B
$6.1M ﹤0.01%
58,637
+2,087
WRD
719
WeRide Inc
WRD
$2.26B
$6.08M ﹤0.01%
+700,340
SLRC icon
720
SLR Investment Corp
SLRC
$808M
$5.83M ﹤0.01%
377,269
+47,231
VNO icon
721
Vornado Realty Trust
VNO
$5.25B
$5.82M ﹤0.01%
174,740
-3,086
NTR icon
722
Nutrien
NTR
$35.9B
$5.74M ﹤0.01%
92,926
-3,939
LAB icon
723
Standard BioTools
LAB
$400M
$5.55M ﹤0.01%
4,335,887
-1,055,942
BHP icon
724
BHP
BHP
$198B
$5.5M ﹤0.01%
91,178
-3,806
SWK icon
725
Stanley Black & Decker
SWK
$12.7B
$5.38M ﹤0.01%
72,464
-1,033