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
NHI icon
751
National Health Investors
NHI
$4.04B
$4.01M ﹤0.01%
52,461
+903
OCSL icon
752
Oaktree Specialty Lending
OCSL
$1.02B
$3.96M ﹤0.01%
310,875
+7,106
FB
753
ProShares S&P 500 Dynamic Buffer ETF
FB
$1.7M
$3.82M ﹤0.01%
90,422
-5,121
COMT icon
754
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$795M
$3.7M ﹤0.01%
148,723
+20,430
KGC icon
755
Kinross Gold
KGC
$40.8B
$3.67M ﹤0.01%
130,247
-19,643
LEGN icon
756
Legend Biotech
LEGN
$3.3B
$3.62M ﹤0.01%
166,590
+396
BNL icon
757
Broadstone Net Lease
BNL
$3.62B
$3.56M ﹤0.01%
205,026
-1,808
SLG icon
758
SL Green Realty
SLG
$2.91B
$3.52M ﹤0.01%
76,754
-2,550
RYAAY icon
759
Ryanair
RYAAY
$34.1B
$3.52M ﹤0.01%
48,702
-6,838
RVTY icon
760
Revvity
RVTY
$11B
$3.46M ﹤0.01%
35,730
-235,296
ATHM icon
761
Autohome
ATHM
$2.13B
$3.41M ﹤0.01%
153,169
MOH icon
762
Molina Healthcare
MOH
$7.73B
$3.34M ﹤0.01%
19,239
-131,549
FLS icon
763
Flowserve
FLS
$10.6B
$3.16M ﹤0.01%
45,567
LUV icon
764
Southwest Airlines
LUV
$23.2B
$3.07M ﹤0.01%
74,229
+4,106
HIW icon
765
Highwoods Properties
HIW
$2.55B
$3.04M ﹤0.01%
117,571
-1,346
EWT icon
766
iShares MSCI Taiwan ETF
EWT
$8.17B
$2.96M ﹤0.01%
46,608
-33,532
AIZ icon
767
Assurant
AIZ
$11.5B
$2.89M ﹤0.01%
11,997
+7,983
SHYG icon
768
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.8B
$2.88M ﹤0.01%
67,237
-5,772
APLE icon
769
Apple Hospitality REIT
APLE
$2.93B
$2.83M ﹤0.01%
239,043
-9,470
MUFG icon
770
Mitsubishi UFJ Financial
MUFG
$199B
$2.81M ﹤0.01%
177,099
+20,686
MEDP icon
771
Medpace
MEDP
$13.2B
$2.77M ﹤0.01%
4,927
+3,627
VTI icon
772
Vanguard Total Stock Market ETF
VTI
$581B
$2.75M ﹤0.01%
8,200
+700
MPT
773
Medical Properties Trust
MPT
$3.31B
$2.68M ﹤0.01%
535,258
-7,771
UE icon
774
Urban Edge Properties
UE
$2.63B
$2.62M ﹤0.01%
136,397
-1,868
VALE icon
775
Vale
VALE
$68.6B
$2.6M ﹤0.01%
199,605
-5,724