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
INGR icon
876
Ingredion
INGR
$6.35B
$845K ﹤0.01%
7,501
-5,922
AXIA
877
AXIA Energia
AXIA
$22.6B
$816K ﹤0.01%
72,300
LGN
878
Legence Corp
LGN
$6.79B
$809K ﹤0.01%
14,324
+2,063
PFXF icon
879
VanEck Preferred Securities ex Financials ETF
PFXF
$2.5B
$804K ﹤0.01%
45,843
-2,353
TKO icon
880
TKO Group
TKO
$15.2B
$785K ﹤0.01%
3,893
+463
XME icon
881
State Street SPDR S&P Metals & Mining ETF
XME
$5.41B
$778K ﹤0.01%
7,200
+200
MOG.A icon
882
Moog Inc Class A
MOG.A
$11.9B
$775K ﹤0.01%
2,650
+239
AESI icon
883
Atlas Energy Solutions
AESI
$2.26B
$771K ﹤0.01%
58,801
+36,332
HL icon
884
Hecla Mining
HL
$11.3B
$764K ﹤0.01%
+41,000
BSM icon
885
Black Stone Minerals
BSM
$2.94B
$756K ﹤0.01%
50,000
ALGM icon
886
Allegro MicroSystems
ALGM
$9.73B
$748K ﹤0.01%
23,712
ESAB icon
887
ESAB
ESAB
$5.38B
$729K ﹤0.01%
7,539
+2,765
SAFE
888
Safehold
SAFE
$1.08B
$719K ﹤0.01%
53,137
+5,548
BJ icon
889
BJs Wholesale Club
BJ
$11.4B
$717K ﹤0.01%
7,281
-102
STEP icon
890
StepStone Group
STEP
$3.76B
$709K ﹤0.01%
14,864
NWS icon
891
News Corp Class B
NWS
$16.7B
$709K ﹤0.01%
24,855
-21,110
PNW icon
892
Pinnacle West Capital
PNW
$12.1B
$708K ﹤0.01%
7,029
+70
HALO icon
893
Halozyme
HALO
$8.49B
$698K ﹤0.01%
10,800
+2,300
GNRC icon
894
Generac Holdings
GNRC
$16.6B
$696K ﹤0.01%
3,564
-359
BMRN icon
895
BioMarin Pharmaceuticals
BMRN
$11B
$689K ﹤0.01%
12,200
+500
GIL icon
896
Gildan
GIL
$10.7B
$682K ﹤0.01%
12,261
-6,411
AGCO icon
897
AGCO
AGCO
$8.73B
$680K ﹤0.01%
5,868
-2,050
TPG icon
898
TPG
TPG
$6.82B
$678K ﹤0.01%
16,736
UAE icon
899
iShares MSCI UAE ETF
UAE
$271M
$659K ﹤0.01%
35,313
+3,300
FWRG icon
900
First Watch Restaurant Group
FWRG
$620M
$654K ﹤0.01%
62,393
+32,462