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
VTWO icon
726
Vanguard Russell 2000 ETF
VTWO
$14B
$5.36M ﹤0.01%
53,850
+15,525
SHEL icon
727
Shell
SHEL
$233B
$5.32M ﹤0.01%
72,333
-3,019
BBDC icon
728
Barings BDC
BBDC
$873M
$5.3M ﹤0.01%
577,412
+91,314
QSI icon
729
Quantum-Si Incorporated
QSI
$196M
$5.16M ﹤0.01%
4,690,720
-526,779
B
730
Barrick Mining
B
$78.4B
$5.1M ﹤0.01%
117,097
+30,018
IWB icon
731
iShares Russell 1000 ETF
IWB
$46.1B
$5.09M ﹤0.01%
13,623
+2,293
MRP
732
Millrose Properties Inc
MRP
$5.15B
$5.02M ﹤0.01%
168,009
+35,523
SPSM icon
733
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.7B
$5.01M ﹤0.01%
107,000
-14,700
ABSI icon
734
Absci
ABSI
$400M
$4.97M ﹤0.01%
1,424,778
-69,269
PECO icon
735
Phillips Edison & Co
PECO
$4.96B
$4.96M ﹤0.01%
139,581
+1,351
AOS icon
736
A.O. Smith
AOS
$10.1B
$4.79M ﹤0.01%
71,678
+1,016
CUZ icon
737
Cousins Properties
CUZ
$4.04B
$4.71M ﹤0.01%
182,845
-1,989
AKR icon
738
Acadia Realty Trust
AKR
$2.79B
$4.62M ﹤0.01%
224,887
-31,331
IRT icon
739
Independence Realty Trust
IRT
$3.97B
$4.57M ﹤0.01%
261,517
+4,745
AGI icon
740
Alamos Gold
AGI
$21.8B
$4.44M ﹤0.01%
115,110
-11,518
QFIN icon
741
Qfin Holdings
QFIN
$1.96B
$4.43M ﹤0.01%
229,663
-9,319
NTST
742
NETSTREIT Corp
NTST
$2.33B
$4.35M ﹤0.01%
246,441
-1,267,246
ALGN icon
743
Align Technology
ALGN
$13.1B
$4.24M ﹤0.01%
27,169
-151,437
SPMD icon
744
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$16.4B
$4.24M ﹤0.01%
73,200
-20,600
EPR icon
745
EPR Properties
EPR
$4.55B
$4.23M ﹤0.01%
84,733
+1,338
PSNL icon
746
Personalis
PSNL
$793M
$4.13M ﹤0.01%
518,441
-72,555
FDUS icon
747
Fidus Investment
FDUS
$706M
$4.12M ﹤0.01%
213,385
+4,144
SNDK
748
Sandisk
SNDK
$88.4B
$4.1M ﹤0.01%
17,269
+12,684
RIO icon
749
Rio Tinto
RIO
$156B
$4.1M ﹤0.01%
51,174
-1,948
ARM icon
750
Arm
ARM
$132B
$4.03M ﹤0.01%
36,859
+1,390