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
IVZ icon
901
Invesco
IVZ
$11.3B
$685K ﹤0.01%
26,077
+5,448
BJ icon
902
BJs Wholesale Club
BJ
$13B
$665K ﹤0.01%
7,383
-278
BSM icon
903
Black Stone Minerals
BSM
$3.19B
$665K ﹤0.01%
50,000
AXIA
904
AXIA Energia
AXIA
$26.3B
$662K ﹤0.01%
72,300
-19,003
UI icon
905
Ubiquiti
UI
$47B
$655K ﹤0.01%
1,184
SAFE
906
Safehold
SAFE
$1.12B
$651K ﹤0.01%
47,589
-1,012
BNR
907
Burning Rock Biotech
BNR
$241M
$641K ﹤0.01%
31,807
-3,035
HPP
908
Hudson Pacific Properties
HPP
$410M
$641K ﹤0.01%
59,148
+4,217
WHD icon
909
Cactus
WHD
$3.46B
$640K ﹤0.01%
14,020
+723
OII icon
910
Oceaneering
OII
$3.51B
$628K ﹤0.01%
26,133
-261
ALGM icon
911
Allegro MicroSystems
ALGM
$6.3B
$626K ﹤0.01%
23,712
-7,940
FWONA icon
912
Liberty Media Series A
FWONA
$19.7B
$622K ﹤0.01%
6,955
PATH icon
913
UiPath
PATH
$5.91B
$621K ﹤0.01%
37,871
+720
PNW icon
914
Pinnacle West Capital
PNW
$12.2B
$617K ﹤0.01%
6,959
+1,144
UAE icon
915
iShares MSCI UAE ETF
UAE
$212M
$612K ﹤0.01%
32,013
+10,100
JAZZ icon
916
Jazz Pharmaceuticals
JAZZ
$11.5B
$612K ﹤0.01%
+3,600
EPAM icon
917
EPAM Systems
EPAM
$7.71B
$605K ﹤0.01%
2,952
+213
ICLR icon
918
Icon
ICLR
$8.31B
$601K ﹤0.01%
3,298
+143
PKST
919
Peakstone Realty Trust
PKST
$776M
$598K ﹤0.01%
41,697
-399
HAS icon
920
Hasbro
HAS
$13.6B
$594K ﹤0.01%
7,238
+599
LBRT icon
921
Liberty Energy
LBRT
$4.5B
$589K ﹤0.01%
31,924
-7,296
CCK icon
922
Crown Holdings
CCK
$12.5B
$589K ﹤0.01%
5,717
-234,628
CBL
923
CBL Properties
CBL
$1.15B
$588K ﹤0.01%
15,897
-393
DAY
924
DELISTED
Dayforce
DAY
$587K ﹤0.01%
8,494
+670
MOG.A icon
925
Moog Inc Class A
MOG.A
$10.8B
$587K ﹤0.01%
2,411