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
IVZ icon
901
Invesco
IVZ
$12.2B
$627K ﹤0.01%
25,826
-251
THD icon
902
iShares MSCI Thailand ETF
THD
$267M
$624K ﹤0.01%
8,997
+1,800
RMBS icon
903
Rambus
RMBS
$18.5B
$624K ﹤0.01%
7,252
-208
GOOD
904
Gladstone Commercial Corp
GOOD
$611M
$617K ﹤0.01%
54,009
+6,164
HXL icon
905
Hexcel
HXL
$6.64B
$609K ﹤0.01%
7,523
+577
PDS
906
Precision Drilling
PDS
$1.2B
$607K ﹤0.01%
6,171
+128
CBL
907
CBL Properties
CBL
$1.5B
$605K ﹤0.01%
15,749
-148
ALX
908
Alexander's
ALX
$1.26B
$602K ﹤0.01%
2,548
-35
EWM icon
909
iShares MSCI Malaysia ETF
EWM
$357M
$598K ﹤0.01%
21,043
+2,300
AIZ icon
910
Assurant
AIZ
$12.3B
$589K ﹤0.01%
2,706
-9,291
MTSI icon
911
MACOM Technology Solutions
MTSI
$29.8B
$589K ﹤0.01%
2,653
-146
CCK icon
912
Crown Holdings
CCK
$10.7B
$585K ﹤0.01%
5,838
+121
SBS icon
913
Sabesp
SBS
$18.9B
$583K ﹤0.01%
95,510
-4
NXRT
914
NexPoint Residential Trust
NXRT
$728M
$578K ﹤0.01%
23,106
-411
ARLP icon
915
Alliance Resource Partners
ARLP
$3.27B
$553K ﹤0.01%
20,000
LQD icon
916
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
$552K ﹤0.01%
5,067
-155
AES icon
917
AES
AES
$10.5B
$552K ﹤0.01%
39,157
+1,109
DES icon
918
WisdomTree US SmallCap Dividend Fund
DES
$2.07B
$550K ﹤0.01%
+15,295
PSTL
919
Postal Realty Trust
PSTL
$622M
$547K ﹤0.01%
29,483
+6,245
CTO
920
CTO Realty Growth
CTO
$686M
$546K ﹤0.01%
29,506
-568
FWONA icon
921
Liberty Media Series A
FWONA
$20.7B
$543K ﹤0.01%
6,955
JAN
922
Janus Living Inc
JAN
$4.76B
$543K ﹤0.01%
+23,039
REM icon
923
iShares Mortgage Real Estate ETF
REM
$543M
$541K ﹤0.01%
25,221
-553
GDX icon
924
VanEck Gold Miners ETF
GDX
$25.9B
$532K ﹤0.01%
5,800
+1,000
AR icon
925
Antero Resources
AR
$11.3B
$526K ﹤0.01%
+12,400