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
CRS icon
801
Carpenter Technology
CRS
$24.3B
$1.78M ﹤0.01%
+4,527
TM icon
802
Toyota
TM
$234B
$1.78M ﹤0.01%
8,648
+935
VIV icon
803
Telefônica Brasil
VIV
$20.9B
$1.78M ﹤0.01%
111,887
-53,300
PAGP icon
804
Plains GP Holdings
PAGP
$4.93B
$1.77M ﹤0.01%
73,000
FIVE icon
805
Five Below
FIVE
$10.6B
$1.76M ﹤0.01%
+7,706
MOS icon
806
The Mosaic Company
MOS
$7.22B
$1.74M ﹤0.01%
68,325
+18,867
OVV icon
807
Ovintiv
OVV
$16.7B
$1.74M ﹤0.01%
+29,319
SOXQ icon
808
Invesco PHLX Semiconductor ETF
SOXQ
$2.54B
$1.73M ﹤0.01%
29,000
+4,700
HYG icon
809
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.8B
$1.7M ﹤0.01%
21,400
+530
ET icon
810
Energy Transfer Partners
ET
$67.7B
$1.7M ﹤0.01%
88,000
DEI icon
811
Douglas Emmett
DEI
$2.02B
$1.69M ﹤0.01%
179,929
-3,093
TIMB icon
812
TIM SA
TIMB
$10.4B
$1.69M ﹤0.01%
63,902
-17,800
VRE
813
DELISTED
Veris Residential
VRE
$1.67M ﹤0.01%
88,371
-1,207
MASS icon
814
908 Devices
MASS
$333M
$1.65M ﹤0.01%
269,873
-18,208
HAS icon
815
Hasbro
HAS
$12B
$1.65M ﹤0.01%
17,596
+10,358
DHC
816
Diversified Healthcare Trust
DHC
$2.1B
$1.63M ﹤0.01%
245,845
-4,492
ALLY icon
817
Ally Financial
ALLY
$13B
$1.62M ﹤0.01%
41,197
-971
RL icon
818
Ralph Lauren
RL
$21.6B
$1.61M ﹤0.01%
4,684
+207
PEB icon
819
Pebblebrook Hotel Trust
PEB
$1.9B
$1.57M ﹤0.01%
124,260
-1,919
DAR icon
820
Darling Ingredients
DAR
$9.62B
$1.54M ﹤0.01%
24,945
-11,848
IIPR icon
821
Innovative Industrial Properties
IIPR
$1.66B
$1.53M ﹤0.01%
30,527
-535
FN icon
822
Fabrinet
FN
$25.6B
$1.52M ﹤0.01%
2,906
+2,248
DOCN icon
823
DigitalOcean
DOCN
$19.2B
$1.5M ﹤0.01%
17,504
-1,815
HBM icon
824
Hudbay
HBM
$12B
$1.5M ﹤0.01%
71,661
-30,058
SCM icon
825
Stellus Capital Investment Corp
SCM
$260M
$1.44M ﹤0.01%
156,151
+101