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
GOOD
951
Gladstone Commercial Corp
GOOD
$597M
$511K ﹤0.01%
47,845
-626
EIDO icon
952
iShares MSCI Indonesia ETF
EIDO
$296M
$504K ﹤0.01%
26,930
-1,400
TCOM icon
953
Trip.com Group
TCOM
$33.8B
$499K ﹤0.01%
6,936
-3,670
MTSI icon
954
MACOM Technology Solutions
MTSI
$19.4B
$479K ﹤0.01%
2,799
+62
CNA icon
955
CNA Financial
CNA
$13.4B
$477K ﹤0.01%
9,987
DINO icon
956
HF Sinclair
DINO
$9.95B
$470K ﹤0.01%
10,200
+4,700
ARLP icon
957
Alliance Resource Partners
ARLP
$3.46B
$465K ﹤0.01%
20,000
SBS icon
958
Sabesp
SBS
$19.6B
$455K ﹤0.01%
19,072
-422
FWRG icon
959
First Watch Restaurant Group
FWRG
$760M
$451K ﹤0.01%
29,931
+13,861
KBR icon
960
KBR
KBR
$5.28B
$448K ﹤0.01%
11,140
BLD icon
961
TopBuild
BLD
$12.3B
$446K ﹤0.01%
1,070
+440
HNGE
962
Hinge Health
HNGE
$3.53B
$440K ﹤0.01%
+9,466
XRN
963
Chiron Real Estate Inc.
XRN
$473M
$439K ﹤0.01%
13,016
-215
RVMD icon
964
Revolution Medicines
RVMD
$19.6B
$438K ﹤0.01%
+5,498
HSIC icon
965
Henry Schein
HSIC
$9.58B
$436K ﹤0.01%
5,771
-17
FPI
966
Farmland Partners
FPI
$568M
$435K ﹤0.01%
44,862
-2,677
PDS
967
Precision Drilling
PDS
$1.15B
$434K ﹤0.01%
6,043
TAP icon
968
Molson Coors Class B
TAP
$9.03B
$430K ﹤0.01%
9,212
-376,261
BPOP icon
969
Popular Inc
BPOP
$8.95B
$430K ﹤0.01%
+3,450
THD icon
970
iShares MSCI Thailand ETF
THD
$320M
$429K ﹤0.01%
7,197
+1,700
CAG icon
971
Conagra Brands
CAG
$9.07B
$428K ﹤0.01%
24,718
-277
CHCT
972
Community Healthcare Trust
CHCT
$495M
$424K ﹤0.01%
25,807
-504
IRTC icon
973
iRhythm Holdings
IRTC
$4.15B
$417K ﹤0.01%
+2,350
SITC icon
974
SITE Centers
SITC
$326M
$416K ﹤0.01%
64,763
+14,497
HUN icon
975
Huntsman Corp
HUN
$2.15B
$415K ﹤0.01%
41,523
-481