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
BATRK icon
976
Atlanta Braves Holdings Series B
BATRK
$2.73B
$412K ﹤0.01%
10,442
-191
GDX icon
977
VanEck Gold Miners ETF
GDX
$33.7B
$412K ﹤0.01%
+4,800
NICE icon
978
Nice
NICE
$7.88B
$410K ﹤0.01%
3,627
SAIC icon
979
Saic
SAIC
$4.25B
$409K ﹤0.01%
4,067
OLP
980
One Liberty Properties
OLP
$509M
$396K ﹤0.01%
19,501
-292
NMIH icon
981
NMI Holdings
NMIH
$2.98B
$396K ﹤0.01%
9,700
+900
NLOP
982
Net Lease Office Properties
NLOP
$212M
$388K ﹤0.01%
15,055
-192
POOL icon
983
Pool Corp
POOL
$8.13B
$387K ﹤0.01%
1,690
-75,751
BFS
984
Saul Centers
BFS
$847M
$385K ﹤0.01%
12,199
-191
PCVX icon
985
Vaxcyte
PCVX
$8.62B
$382K ﹤0.01%
8,284
-62
FVR
986
FrontView REIT
FVR
$366M
$382K ﹤0.01%
25,885
+8,192
YELP icon
987
Yelp
YELP
$1.42B
$380K ﹤0.01%
12,519
S icon
988
SentinelOne
S
$4.53B
$377K ﹤0.01%
25,162
PSTL
989
Postal Realty Trust
PSTL
$548M
$375K ﹤0.01%
23,238
+670
ABEV icon
990
Ambev
ABEV
$46.7B
$374K ﹤0.01%
151,500
-385,000
ALKS icon
991
Alkermes
ALKS
$4.81B
$374K ﹤0.01%
+13,370
CLDT
992
Chatham Lodging
CLDT
$376M
$364K ﹤0.01%
53,484
-1,150
MGM icon
993
MGM Resorts International
MGM
$9.16B
$362K ﹤0.01%
9,931
-107
LAND
994
Gladstone Land Corp
LAND
$445M
$362K ﹤0.01%
39,600
DV icon
995
DoubleVerify
DV
$1.64B
$362K ﹤0.01%
31,600
+2,800
NVMI icon
996
Nova
NVMI
$13.8B
$359K ﹤0.01%
1,094
+18
TTAN
997
ServiceTitan Inc
TTAN
$7.11B
$351K ﹤0.01%
+3,293
AXSM icon
998
Axsome Therapeutics
AXSM
$8.38B
$347K ﹤0.01%
+1,900
AWI icon
999
Armstrong World Industries
AWI
$7.25B
$344K ﹤0.01%
1,800
+100
SNX icon
1000
TD Synnex
SNX
$12.6B
$331K ﹤0.01%
+2,200