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
QAT icon
976
iShares MSCI Qatar ETF
QAT
$82.5M
$361K ﹤0.01%
19,433
+4,300
SITC icon
977
SITE Centers
SITC
$259M
$349K ﹤0.01%
64,710
-53
PEN icon
978
Penumbra
PEN
$12.5B
$348K ﹤0.01%
1,059
+74
POOL icon
979
Pool Corp
POOL
$6.55B
$347K ﹤0.01%
1,715
+25
FHN icon
980
First Horizon
FHN
$11.4B
$344K ﹤0.01%
+15,100
HPP
981
Hudson Pacific Properties
HPP
$731M
$343K ﹤0.01%
58,087
-1,061
AXSM icon
982
Axsome Therapeutics
AXSM
$11.4B
$343K ﹤0.01%
2,030
+130
CRUS icon
983
Cirrus Logic
CRUS
$8.63B
$334K ﹤0.01%
+2,310
CLH icon
984
Clean Harbors
CLH
$14.6B
$333K ﹤0.01%
1,160
KWT icon
985
iShares MSCI Kuwait ETF
KWT
$69.9M
$330K ﹤0.01%
9,123
+1,600
ILPT
986
Industrial Logistics Properties Trust
ILPT
$593M
$327K ﹤0.01%
57,552
-1,344
S icon
987
SentinelOne
S
$5.59B
$324K ﹤0.01%
25,162
DRS icon
988
Leonardo DRS
DRS
$12.6B
$320K ﹤0.01%
7,191
+726
ALSN icon
989
Allison Transmission
ALSN
$9.63B
$316K ﹤0.01%
+2,700
ZWS icon
990
Zurn Elkay Water Solutions
ZWS
$7.92B
$314K ﹤0.01%
+7,000
SQM icon
991
Sociedad Química y Minera de Chile
SQM
$23.1B
$312K ﹤0.01%
3,851
-600
YELP icon
992
Yelp
YELP
$1.27B
$310K ﹤0.01%
12,519
SR icon
993
Spire
SR
$4.85B
$309K ﹤0.01%
3,417
-3,063
ONDS icon
994
Ondas Inc
ONDS
$5.86B
$307K ﹤0.01%
+34,000
COPX icon
995
Global X Copper Miners ETF NEW
COPX
$8.19B
$305K ﹤0.01%
+4,000
ECH icon
996
iShares MSCI Chile ETF
ECH
$998M
$301K ﹤0.01%
7,570
+1,000
EQPT
997
EquipmentShare.com Inc
EQPT
$4.97B
$300K ﹤0.01%
+14,718
AWI icon
998
Armstrong World Industries
AWI
$6.52B
$297K ﹤0.01%
1,800
TUR icon
999
iShares MSCI Turkey ETF
TUR
$221M
$294K ﹤0.01%
+7,599
PTGX icon
1000
Protagonist Therapeutics
PTGX
$6.14B
$291K ﹤0.01%
2,760
+200