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
MASS icon
826
908 Devices
MASS
$245M
$1.51M ﹤0.01%
288,081
-30,269
INGR icon
827
Ingredion
INGR
$7.18B
$1.48M ﹤0.01%
13,423
-1,912
IIPR icon
828
Innovative Industrial Properties
IIPR
$1.57B
$1.47M ﹤0.01%
31,062
-457
UMH
829
UMH Properties
UMH
$1.28B
$1.46M ﹤0.01%
91,470
+6,075
ET icon
830
Energy Transfer Partners
ET
$64.6B
$1.45M ﹤0.01%
88,000
-15,000
PEB icon
831
Pebblebrook Hotel Trust
PEB
$1.48B
$1.43M ﹤0.01%
126,179
-4,454
SILA
832
Sila Realty Trust
SILA
$1.39B
$1.42M ﹤0.01%
60,894
-894
SWKS icon
833
Skyworks Solutions
SWKS
$8.57B
$1.42M ﹤0.01%
22,345
+6,993
PAGP icon
834
Plains GP Holdings
PAGP
$4.61B
$1.4M ﹤0.01%
73,000
TFII icon
835
TFI International
TFII
$9.71B
$1.38M ﹤0.01%
13,316
-102
PFLT icon
836
PennantPark Floating Rate Capital
PFLT
$826M
$1.36M ﹤0.01%
147,213
NWS icon
837
News Corp Class B
NWS
$14.9B
$1.36M ﹤0.01%
45,965
-18
RGA icon
838
Reinsurance Group of America
RGA
$13.9B
$1.36M ﹤0.01%
6,680
-251
SOXQ icon
839
Invesco PHLX Semiconductor ETF
SOXQ
$992M
$1.36M ﹤0.01%
24,300
-1,500
ENIC icon
840
Enel Chile
ENIC
$5.44B
$1.34M ﹤0.01%
332,569
-37,000
BSAC icon
841
Banco Santander Chile
BSAC
$15B
$1.34M ﹤0.01%
42,969
-9,200
VRE
842
Veris Residential
VRE
$1.76B
$1.33M ﹤0.01%
89,578
-1,455
DAR icon
843
Darling Ingredients
DAR
$8.37B
$1.32M ﹤0.01%
36,793
-8,566
OMF icon
844
OneMain Financial
OMF
$6.38B
$1.3M ﹤0.01%
19,206
-304
ARGX icon
845
argenx
ARGX
$46.4B
$1.3M ﹤0.01%
1,541
-354
DHC
846
Diversified Healthcare Trust
DHC
$1.8B
$1.21M ﹤0.01%
250,337
-3,521
FG icon
847
F&G Annuities & Life
FG
$3.13B
$1.21M ﹤0.01%
+39,266
RLJ icon
848
RLJ Lodging Trust
RLJ
$1.23B
$1.21M ﹤0.01%
162,595
-2,777
CR icon
849
Crane Co
CR
$11.6B
$1.2M ﹤0.01%
6,516
+356
MOS icon
850
The Mosaic Company
MOS
$8.18B
$1.19M ﹤0.01%
49,458
-10,662