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
KSA icon
826
iShares MSCI Saudi Arabia ETF
KSA
$683M
$1.43M ﹤0.01%
36,096
+5,000
WPM icon
827
Wheaton Precious Metals
WPM
$58.5B
$1.42M ﹤0.01%
10,852
-5,111
SILA
828
Sila Realty Trust
SILA
$1.67B
$1.42M ﹤0.01%
59,961
-933
TFII icon
829
TFI International
TFII
$13.1B
$1.39M ﹤0.01%
12,800
-516
SWKS icon
830
Skyworks Solutions
SWKS
$12.1B
$1.37M ﹤0.01%
25,557
+3,212
BSAC icon
831
Banco Santander Chile
BSAC
$14.4B
$1.36M ﹤0.01%
40,669
-2,300
RGA icon
832
Reinsurance Group of America
RGA
$13B
$1.35M ﹤0.01%
6,588
-92
ASR icon
833
Grupo Aeroportuario del Sureste
ASR
$8.81B
$1.31M ﹤0.01%
3,907
+441
UMH
834
UMH Properties
UMH
$1.27B
$1.31M ﹤0.01%
90,725
-745
PR icon
835
Permian Resources
PR
$16.9B
$1.28M ﹤0.01%
59,970
-3,624
MP icon
836
MP Materials
MP
$11.7B
$1.27M ﹤0.01%
26,270
+8,838
JAZZ icon
837
Jazz Pharmaceuticals
JAZZ
$14.9B
$1.25M ﹤0.01%
6,600
+3,000
ENIC icon
838
Enel Chile
ENIC
$5.78B
$1.24M ﹤0.01%
314,569
-18,000
TECK icon
839
Teck Resources
TECK
$33B
$1.21M ﹤0.01%
23,316
-26,577
RLJ icon
840
RLJ Lodging Trust
RLJ
$1.6B
$1.2M ﹤0.01%
161,927
-668
GFI icon
841
Gold Fields
GFI
$34.9B
$1.2M ﹤0.01%
+26,408
BMI icon
842
Badger Meter
BMI
$3.71B
$1.19M ﹤0.01%
7,793
+1,902
PFLT icon
843
PennantPark Floating Rate Capital
PFLT
$817M
$1.18M ﹤0.01%
147,213
MDLN
844
Medline Inc
MDLN
$29.2B
$1.18M ﹤0.01%
+26,448
BKH icon
845
Black Hills Corp
BKH
$5.41B
$1.17M ﹤0.01%
16,881
+9,245
INR
846
Infinity Natural Resources
INR
$251M
$1.16M ﹤0.01%
65,743
+12,602
VTRS icon
847
Viatris
VTRS
$18.5B
$1.15M ﹤0.01%
85,015
+8,013
VSNT
848
Versant Media Group
VSNT
$5.7B
$1.13M ﹤0.01%
+30,449
VWO icon
849
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$1.09M ﹤0.01%
20,181
DEA
850
Easterly Government Properties
DEA
$1.09B
$1.07M ﹤0.01%
50,160
+5,136