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
TAP icon
951
Molson Coors Class B
TAP
$7.24B
$426K ﹤0.01%
9,888
+676
DT icon
952
Dynatrace
DT
$13.1B
$425K ﹤0.01%
11,500
-638,360
XRN
953
Chiron Real Estate Inc
XRN
$471M
$423K ﹤0.01%
12,785
-231
HSIC icon
954
Henry Schein
HSIC
$8.66B
$422K ﹤0.01%
5,722
-49
PATH icon
955
UiPath
PATH
$6.07B
$420K ﹤0.01%
37,871
CLDT
956
Chatham Lodging
CLDT
$513M
$419K ﹤0.01%
53,293
-191
REMX icon
957
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.98B
$414K ﹤0.01%
4,700
+600
UMBF icon
958
UMB Financial
UMBF
$9.82B
$412K ﹤0.01%
+3,650
OLP
959
One Liberty Properties
OLP
$511M
$409K ﹤0.01%
19,039
-462
LAB icon
960
Standard BioTools
LAB
$453M
$407K ﹤0.01%
442,784
-3,893,103
CHCT
961
Community Healthcare Trust
CHCT
$498M
$405K ﹤0.01%
25,487
-320
NXT icon
962
Nextpower Inc
NXT
$22.9B
$404K ﹤0.01%
3,353
FVR
963
FrontView REIT
FVR
$413M
$404K ﹤0.01%
26,094
+209
NICE icon
964
Nice
NICE
$5.56B
$400K ﹤0.01%
3,627
EPAM icon
965
EPAM Systems
EPAM
$5.39B
$398K ﹤0.01%
2,941
-11
URA icon
966
Global X Uranium ETF
URA
$7.01B
$397K ﹤0.01%
8,194
+3,194
LAND
967
Gladstone Land Corp
LAND
$402M
$394K ﹤0.01%
38,674
-926
CAG icon
968
Conagra Brands
CAG
$6.02B
$394K ﹤0.01%
25,086
+368
G icon
969
Genpact
G
$5.6B
$390K ﹤0.01%
10,478
-2,583,674
SAIC icon
970
Saic
SAIC
$4.79B
$386K ﹤0.01%
4,067
LSCC icon
971
Lattice Semiconductor
LSCC
$20.7B
$382K ﹤0.01%
4,113
BPOP icon
972
Popular Inc
BPOP
$9.75B
$376K ﹤0.01%
2,800
-650
AXS icon
973
AXIS Capital
AXS
$7.04B
$375K ﹤0.01%
3,700
-11,334
HNGE
974
Hinge Health
HNGE
$4.53B
$365K ﹤0.01%
9,466
NMIH icon
975
NMI Holdings
NMIH
$2.71B
$364K ﹤0.01%
9,700