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
EXEL icon
776
Exelixis
EXEL
$10.8B
$2.59M ﹤0.01%
59,139
+1,200
PHYS icon
777
Sprott Physical Gold
PHYS
$18.8B
$2.41M ﹤0.01%
72,900
-1,000
TECK icon
778
Teck Resources
TECK
$27.1B
$2.39M ﹤0.01%
49,893
-1,957
IVT icon
779
InvenTrust Properties
IVT
$2.4B
$2.39M ﹤0.01%
84,666
-1,340
BP icon
780
BP
BP
$99.5B
$2.37M ﹤0.01%
68,367
-3,244
BWA icon
781
BorgWarner
BWA
$10.9B
$2.36M ﹤0.01%
52,456
+41,256
SFM icon
782
Sprouts Farmers Market
SFM
$7.23B
$2.35M ﹤0.01%
29,436
+4,200
PK icon
783
Park Hotels & Resorts
PK
$2.3B
$2.27M ﹤0.01%
217,037
-10,442
CNQ icon
784
Canadian Natural Resources
CNQ
$92B
$2.27M ﹤0.01%
67,053
-1,751
XHR
785
Xenia Hotels & Resorts
XHR
$1.44B
$2.24M ﹤0.01%
158,090
-2,979
SOLS
786
Solstice Advanced Materials
SOLS
$11.9B
$2.22M ﹤0.01%
+45,703
INDA icon
787
iShares MSCI India ETF
INDA
$8.91B
$2.2M ﹤0.01%
40,759
-26,841
LINE
788
Lineage Inc
LINE
$9.25B
$2.17M ﹤0.01%
61,918
-1,014
NSA icon
789
National Storage Affiliates Trust
NSA
$2.64B
$2.16M ﹤0.01%
76,531
-3,545
CCAP icon
790
Crescent Capital BDC
CCAP
$496M
$2.15M ﹤0.01%
152,822
+16,026
MTZ icon
791
MasTec
MTZ
$24B
$2.11M ﹤0.01%
9,709
+169
CAI
792
Caris Life Sciences
CAI
$5.6B
$2.03M ﹤0.01%
75,330
+15,778
HBM icon
793
Hudbay
HBM
$9.84B
$2.02M ﹤0.01%
101,719
+226
SRLN icon
794
State Street Blackstone Senior Loan ETF
SRLN
$5.56B
$2.02M ﹤0.01%
48,919
-4,278
DEI icon
795
Douglas Emmett
DEI
$1.73B
$2.01M ﹤0.01%
183,022
-2,500
TRP icon
796
TC Energy
TRP
$66.8B
$2M ﹤0.01%
36,339
-276
SCM icon
797
Stellus Capital Investment Corp
SCM
$291M
$1.98M ﹤0.01%
156,050
VIV icon
798
Telefônica Brasil
VIV
$26.2B
$1.96M ﹤0.01%
165,187
+9,500
VIK icon
799
Viking Holdings
VIK
$33.4B
$1.94M ﹤0.01%
27,220
-12,251
ALLY icon
800
Ally Financial
ALLY
$12.5B
$1.91M ﹤0.01%
42,168