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
UNM icon
801
Unum
UNM
$11.9B
$1.9M ﹤0.01%
+24,491
MASI icon
802
Masimo
MASI
$9.16B
$1.9M ﹤0.01%
14,572
-382,676
SHO icon
803
Sunstone Hotel Investors
SHO
$1.86B
$1.89M ﹤0.01%
211,251
-3,290
WPM icon
804
Wheaton Precious Metals
WPM
$68.8B
$1.88M ﹤0.01%
15,963
+2,846
GNL icon
805
Global Net Lease
GNL
$2.08B
$1.87M ﹤0.01%
217,259
+6,614
SMA
806
SmartStop Self Storage REIT
SMA
$1.87B
$1.78M ﹤0.01%
57,419
+23,145
LTC
807
LTC Properties
LTC
$1.84B
$1.73M ﹤0.01%
50,400
+101
CMPS
808
Compass Pathways
CMPS
$793M
$1.71M ﹤0.01%
247,337
-29,654
HYG icon
809
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$1.68M ﹤0.01%
20,870
-44,626
TXRH icon
810
Texas Roadhouse
TXRH
$11.8B
$1.67M ﹤0.01%
+10,058
TM icon
811
Toyota
TM
$302B
$1.65M ﹤0.01%
+7,713
ELME
812
Elme Communities
ELME
$195M
$1.64M ﹤0.01%
94,535
-1,414
ALEX
813
Alexander & Baldwin
ALEX
$1.52B
$1.62M ﹤0.01%
78,494
-1,275
AXS icon
814
AXIS Capital
AXS
$7.98B
$1.61M ﹤0.01%
15,034
-149
GFS icon
815
GlobalFoundries
GFS
$26B
$1.59M ﹤0.01%
45,603
-79,873
TIMB icon
816
TIM SA
TIMB
$12.6B
$1.59M ﹤0.01%
81,702
-2,500
RL icon
817
Ralph Lauren
RL
$21.6B
$1.58M ﹤0.01%
4,477
-5,636
EQX icon
818
Equinox Gold
EQX
$13.2B
$1.58M ﹤0.01%
112,274
-1,118
EWZ icon
819
iShares MSCI Brazil ETF
EWZ
$9.33B
$1.57M ﹤0.01%
49,370
-14,500
DCI icon
820
Donaldson
DCI
$10.7B
$1.56M ﹤0.01%
+17,545
GTY
821
Getty Realty Corp
GTY
$1.99B
$1.53M ﹤0.01%
55,969
-138
WWD icon
822
Woodward
WWD
$23B
$1.53M ﹤0.01%
5,058
-1,500
TCPC icon
823
BlackRock TCP Capital
TCPC
$346M
$1.53M ﹤0.01%
279,505
EZA icon
824
iShares MSCI South Africa ETF
EZA
$1.01B
$1.52M ﹤0.01%
22,161
+5,850
SU icon
825
Suncor Energy
SU
$67.8B
$1.52M ﹤0.01%
34,177
-565