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
CSR
851
Centerspace
CSR
$1.05B
$1.18M ﹤0.01%
17,674
-215
GIL icon
852
Gildan
GIL
$12.3B
$1.17M ﹤0.01%
18,672
-342
PDM
853
Piedmont Realty Trust
PDM
$931M
$1.16M ﹤0.01%
139,344
-1,542
VMI icon
854
Valmont Industries
VMI
$8.79B
$1.15M ﹤0.01%
2,862
-1,811
RTO icon
855
Rentokil
RTO
$14.5B
$1.14M ﹤0.01%
38,567
-1,454
JBGS
856
JBG SMITH
JBGS
$876M
$1.14M ﹤0.01%
66,758
-1,313
KSA icon
857
iShares MSCI Saudi Arabia ETF
KSA
$661M
$1.13M ﹤0.01%
31,096
+9,100
ASR icon
858
Grupo Aeroportuario del Sureste
ASR
$10.2B
$1.12M ﹤0.01%
3,466
+111
VWO icon
859
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$1.08M ﹤0.01%
20,181
+342
COHR icon
860
Coherent
COHR
$52.4B
$1.08M ﹤0.01%
5,870
+143
TPG icon
861
TPG
TPG
$7.22B
$1.07M ﹤0.01%
16,736
+5,290
SARO
862
StandardAero Inc
SARO
$10B
$1.06M ﹤0.01%
36,829
+5,536
AAT
863
American Assets Trust
AAT
$1.2B
$1.04M ﹤0.01%
55,069
-679
PLYM
864
DELISTED
Plymouth Industrial REIT
PLYM
$1.04M ﹤0.01%
47,348
-632
BMI icon
865
Badger Meter
BMI
$4.38B
$1.03M ﹤0.01%
5,891
+2,073
QRVO icon
866
Qorvo
QRVO
$7.47B
$990K ﹤0.01%
11,711
+745
NTES icon
867
NetEase
NTES
$74.2B
$962K ﹤0.01%
6,992
+790
VTRS icon
868
Viatris
VTRS
$17.2B
$959K ﹤0.01%
77,002
+20,368
USFD icon
869
US Foods
USFD
$20.5B
$954K ﹤0.01%
12,671
+4,271
DEA
870
Easterly Government Properties
DEA
$1.07B
$954K ﹤0.01%
45,024
-642
STEP icon
871
StepStone Group
STEP
$3.78B
$954K ﹤0.01%
14,864
DOCN icon
872
DigitalOcean
DOCN
$4.92B
$930K ﹤0.01%
19,319
+435
NGD
873
New Gold Inc
NGD
$9.48B
$927K ﹤0.01%
106,446
-926
NYT icon
874
New York Times
NYT
$13.3B
$923K ﹤0.01%
13,300
+1,500
WMG icon
875
Warner Music
WMG
$14.7B
$897K ﹤0.01%
29,242
-216