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
MRNA icon
926
Moderna
MRNA
$21B
$582K ﹤0.01%
19,727
+4,331
AHRT
927
AH Realty Trust, Inc.
AHRT
$495M
$581K ﹤0.01%
87,812
-1,173
MTCH icon
928
Match Group
MTCH
$7.16B
$577K ﹤0.01%
17,867
+505
LQD icon
929
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.1B
$575K ﹤0.01%
5,222
-457
HALO icon
930
Halozyme
HALO
$8.38B
$572K ﹤0.01%
8,500
+4,100
REM icon
931
iShares Mortgage Real Estate ETF
REM
$589M
$572K ﹤0.01%
25,774
-3,041
NCLH icon
932
Norwegian Cruise Line
NCLH
$9.77B
$568K ﹤0.01%
25,427
+2,496
ALX
933
Alexander's
ALX
$1.23B
$563K ﹤0.01%
2,583
-38
CTO
934
CTO Realty Growth
CTO
$635M
$554K ﹤0.01%
30,074
-386
INN
935
Summit Hotel Properties
INN
$506M
$551K ﹤0.01%
113,094
-2,622
AES icon
936
AES
AES
$10.1B
$546K ﹤0.01%
38,048
+2,946
APA icon
937
APA Corp
APA
$11B
$544K ﹤0.01%
22,225
-4,360
SR icon
938
Spire
SR
$5.42B
$536K ﹤0.01%
6,480
-3,534
WYNN icon
939
Wynn Resorts
WYNN
$10.7B
$535K ﹤0.01%
4,450
+305
GNRC icon
940
Generac Holdings
GNRC
$13B
$535K ﹤0.01%
3,923
-443
ESAB icon
941
ESAB
ESAB
$7.03B
$533K ﹤0.01%
4,774
+2,081
UHT
942
Universal Health Realty Income Trust
UHT
$603M
$532K ﹤0.01%
13,572
-175
BKH icon
943
Black Hills Corp
BKH
$5.56B
$530K ﹤0.01%
+7,636
LGN
944
Legence Corp
LGN
$3.42B
$528K ﹤0.01%
+12,261
BDN
945
Brandywine Realty Trust
BDN
$538M
$525K ﹤0.01%
179,921
-4,322
CRL icon
946
Charles River Laboratories
CRL
$8.72B
$520K ﹤0.01%
2,606
-1,188
DOCS icon
947
Doximity
DOCS
$4.84B
$516K ﹤0.01%
11,661
AYI icon
948
Acuity Brands
AYI
$8.56B
$516K ﹤0.01%
1,434
+694
HXL icon
949
Hexcel
HXL
$6.98B
$513K ﹤0.01%
6,946
EWM icon
950
iShares MSCI Malaysia ETF
EWM
$372M
$513K ﹤0.01%
18,743
+4,400