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
ARGX icon
851
argenx
ARGX
$52.8B
$1.05M ﹤0.01%
1,444
-97
SARO
852
StandardAero Inc
SARO
$8.52B
$1.05M ﹤0.01%
40,536
+3,707
MRNA icon
853
Moderna
MRNA
$20.3B
$1.04M ﹤0.01%
20,543
+816
WIX icon
854
WIX.com
WIX
$2.32B
$1.02M ﹤0.01%
11,360
-75,101
CAI
855
Caris Life Sciences
CAI
$4.86B
$1.01M ﹤0.01%
56,744
-18,586
TCPC icon
856
BlackRock TCP Capital
TCPC
$319M
$1.01M ﹤0.01%
279,505
WHD icon
857
Cactus
WHD
$4.1B
$1.01M ﹤0.01%
21,222
+7,202
CSR
858
Centerspace
CSR
$1B
$1M ﹤0.01%
17,429
-245
EWW icon
859
iShares MSCI Mexico ETF
EWW
$1.96B
$999K ﹤0.01%
13,285
+1,750
AAT
860
American Assets Trust
AAT
$1.46B
$999K ﹤0.01%
54,274
-795
RTO icon
861
Rentokil
RTO
$15B
$990K ﹤0.01%
31,439
-7,128
OMF icon
862
OneMain Financial
OMF
$6.41B
$988K ﹤0.01%
18,463
-743
GL icon
863
Globe Life
GL
$12B
$980K ﹤0.01%
7,042
+864
OII icon
864
Oceaneering
OII
$3.91B
$958K ﹤0.01%
27,018
+885
ABEV icon
865
Ambev
ABEV
$48.7B
$953K ﹤0.01%
326,500
+175,000
JBGS
866
JBG SMITH
JBGS
$855M
$943K ﹤0.01%
64,558
-2,200
LBRT icon
867
Liberty Energy
LBRT
$5.05B
$939K ﹤0.01%
32,600
+676
UI icon
868
Ubiquiti
UI
$34.6B
$936K ﹤0.01%
1,184
AKAM icon
869
Akamai
AKAM
$23.2B
$933K ﹤0.01%
8,121
+197
ALGN icon
870
Align Technology
ALGN
$11.9B
$923K ﹤0.01%
5,385
-21,784
EPD icon
871
Enterprise Products Partners
EPD
$82.4B
$908K ﹤0.01%
24,000
PDM
872
Piedmont Realty Trust
PDM
$1.09B
$903K ﹤0.01%
137,378
-1,966
APA icon
873
APA Corp
APA
$13.6B
$888K ﹤0.01%
20,928
-1,297
WSR
874
Whitestone REIT
WSR
$979M
$875K ﹤0.01%
54,198
+445
PKST
875
DELISTED
Peakstone Realty Trust
PKST
$858K ﹤0.01%
41,063
-634