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
AIV
876
Aimco
AIV
$620M
$893K ﹤0.01%
150,328
-2,436
PR icon
877
Permian Resources
PR
$13.7B
$892K ﹤0.01%
63,594
+16,339
MP icon
878
MP Materials
MP
$10.9B
$881K ﹤0.01%
17,432
+140
GL icon
879
Globe Life
GL
$11.6B
$864K ﹤0.01%
6,178
+2,242
SEB icon
880
Seaboard Corp
SEB
$4.91B
$858K ﹤0.01%
+193
PFXF icon
881
VanEck Preferred Securities ex Financials ETF
PFXF
$2.23B
$851K ﹤0.01%
48,196
-93,085
ZG icon
882
Zillow
ZG
$11.1B
$834K ﹤0.01%
12,219
AGCO icon
883
AGCO
AGCO
$9.68B
$826K ﹤0.01%
7,918
+2,125
NVT icon
884
nVent Electric
NVT
$18.1B
$816K ﹤0.01%
8,000
+700
INDV icon
885
Indivior Pharmaceuticals
INDV
$3.98B
$807K ﹤0.01%
22,480
-7,700
EWW icon
886
iShares MSCI Mexico ETF
EWW
$2.47B
$800K ﹤0.01%
11,535
+2,950
INR
887
Infinity Natural Resources
INR
$271M
$783K ﹤0.01%
53,141
+10,576
EPD icon
888
Enterprise Products Partners
EPD
$79.8B
$769K ﹤0.01%
24,000
-9,000
WSR
889
Whitestone REIT
WSR
$774M
$747K ﹤0.01%
53,753
-607
LYFT icon
890
Lyft
LYFT
$5.29B
$740K ﹤0.01%
38,202
+23,300
XME icon
891
State Street SPDR S&P Metals & Mining ETF
XME
$4.61B
$725K ﹤0.01%
7,000
TKO icon
892
TKO Group
TKO
$17.2B
$717K ﹤0.01%
3,430
-56
PSLV icon
893
Sprott Physical Silver Trust
PSLV
$17.6B
$710K ﹤0.01%
30,000
-9,000
BCPC
894
Balchem Corp
BCPC
$5.87B
$709K ﹤0.01%
4,626
-6,043
NXRT
895
NexPoint Residential Trust
NXRT
$702M
$708K ﹤0.01%
23,517
-235
BMRN icon
896
BioMarin Pharmaceuticals
BMRN
$11.5B
$695K ﹤0.01%
11,700
-440,280
HII icon
897
Huntington Ingalls Industries
HII
$17.3B
$695K ﹤0.01%
2,044
+148
AKAM icon
898
Akamai
AKAM
$14.8B
$691K ﹤0.01%
7,924
-353,065
ESTC icon
899
Elastic
ESTC
$5.45B
$689K ﹤0.01%
9,130
+4,100
RMBS icon
900
Rambus
RMBS
$9.91B
$685K ﹤0.01%
7,460
+506