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
SKT icon
726
Tanger
SKT
$4.18B
$4.28M ﹤0.01%
126,059
-80,031
NHI icon
727
National Health Investors
NHI
$3.31B
$4.15M ﹤0.01%
51,373
-1,088
EPR icon
728
EPR Properties
EPR
$4.3B
$4.15M ﹤0.01%
82,974
-1,759
CUZ icon
729
Cousins Properties
CUZ
$4.56B
$4.14M ﹤0.01%
183,511
+666
MNDY icon
730
monday.com
MNDY
$4.47B
$4.09M ﹤0.01%
59,121
-6,169
ABSI icon
731
Absci
ABSI
$1.14B
$4.04M ﹤0.01%
1,346,774
-78,004
VALE icon
732
Vale
VALE
$67.3B
$3.97M ﹤0.01%
249,816
+50,211
SPMD icon
733
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.7B
$3.96M ﹤0.01%
66,900
-6,300
IRT icon
734
Independence Realty Trust
IRT
$3.9B
$3.82M ﹤0.01%
256,512
-5,005
CDP icon
735
COPT Defense Properties
CDP
$3.64B
$3.79M ﹤0.01%
123,849
-165,996
BNL icon
736
Broadstone Net Lease
BNL
$3.88B
$3.79M ﹤0.01%
207,252
+2,226
FDUS icon
737
Fidus Investment
FDUS
$713M
$3.72M ﹤0.01%
213,385
NVT icon
738
nVent Electric
NVT
$28.1B
$3.72M ﹤0.01%
31,418
+23,418
XLB icon
739
State Street Materials Select Sector SPDR ETF
XLB
$7.37B
$3.68M ﹤0.01%
+73,736
RIO icon
740
Rio Tinto
RIO
$171B
$3.56M ﹤0.01%
38,173
-13,001
AGI icon
741
Alamos Gold
AGI
$16.2B
$3.56M ﹤0.01%
80,045
-35,065
OCSL icon
742
Oaktree Specialty Lending
OCSL
$1.07B
$3.51M ﹤0.01%
310,875
QSI icon
743
Quantum-Si Incorporated
QSI
$274M
$3.4M ﹤0.01%
4,391,666
-299,054
RVTY icon
744
Revvity
RVTY
$11.4B
$3.4M ﹤0.01%
38,772
+3,042
FLS icon
745
Flowserve
FLS
$9.64B
$3.35M ﹤0.01%
45,567
FB
746
ProShares S&P 500 Dynamic Buffer ETF
FB
$1.78M
$3.32M ﹤0.01%
78,436
-11,986
KGC icon
747
Kinross Gold
KGC
$34.1B
$3.22M ﹤0.01%
105,639
-24,608
OTF
748
Blue Owl Technology Finance Corp
OTF
$5.32B
$3.2M ﹤0.01%
+258,474
VTI icon
749
Vanguard Total Stock Market ETF
VTI
$658B
$3.18M ﹤0.01%
9,900
+1,700
PSNL icon
750
Personalis
PSNL
$1.27B
$3.08M ﹤0.01%
484,270
-34,171