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
UHT
926
Universal Health Realty Income Trust
UHT
$552M
$519K ﹤0.01%
12,817
-755
ZG icon
927
Zillow
ZG
$8.14B
$506K ﹤0.01%
12,219
GENB
928
Generate Biomedicines
GENB
$1.65B
$504K ﹤0.01%
+40,344
FPI
929
Farmland Partners
FPI
$453M
$499K ﹤0.01%
44,457
-405
BFS
930
Saul Centers
BFS
$872M
$497K ﹤0.01%
15,247
+3,048
INN
931
Summit Hotel Properties
INN
$636M
$494K ﹤0.01%
111,777
-1,317
BAX icon
932
Baxter International
BAX
$9.58B
$493K ﹤0.01%
29,317
-1,250,135
EIDO icon
933
iShares MSCI Indonesia ETF
EIDO
$278M
$492K ﹤0.01%
31,130
+4,200
ALKS icon
934
Alkermes
ALKS
$7.13B
$492K ﹤0.01%
13,900
+530
CRL icon
935
Charles River Laboratories
CRL
$8.42B
$491K ﹤0.01%
2,848
+242
NVMI
936
Nova
NVMI
$16.9B
$488K ﹤0.01%
1,124
+30
BNR
937
Burning Rock Biotech
BNR
$102M
$486K ﹤0.01%
30,137
-1,670
CALM icon
938
Cal-Maine
CALM
$3.57B
$484K ﹤0.01%
6,111
+3,226
AYI icon
939
Acuity Brands
AYI
$9.44B
$483K ﹤0.01%
1,724
+290
BDN
940
Brandywine Realty Trust
BDN
$544M
$483K ﹤0.01%
178,114
-1,807
NTES icon
941
NetEase
NTES
$79.9B
$482K ﹤0.01%
4,302
-2,690
WYNN icon
942
Wynn Resorts
WYNN
$10.9B
$476K ﹤0.01%
4,690
+240
AHRT
943
AH Realty Trust
AHRT
$513M
$475K ﹤0.01%
86,387
-1,425
NCLH icon
944
Norwegian Cruise Line
NCLH
$8.33B
$475K ﹤0.01%
25,386
-41
INDV icon
945
Indivior Pharmaceuticals
INDV
$4.19B
$470K ﹤0.01%
15,420
-7,060
VNM icon
946
VanEck Vietnam ETF
VNM
$550M
$466K ﹤0.01%
26,916
+9,600
MGM icon
947
MGM Resorts International
MGM
$12.4B
$453K ﹤0.01%
12,242
+2,311
KBR icon
948
KBR
KBR
$4.53B
$440K ﹤0.01%
11,925
+785
BATRK icon
949
Atlanta Braves Holdings Series B
BATRK
$3.16B
$429K ﹤0.01%
10,037
-405
PCVX icon
950
Vaxcyte
PCVX
$6.85B
$426K ﹤0.01%
7,331
-953