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
PCOR icon
1001
Procore
PCOR
$7.64B
$283K ﹤0.01%
4,963
+1,254
JOYY
1002
JOYY Inc
JOYY
$3.37B
$281K ﹤0.01%
+4,812
SWX icon
1003
Southwest Gas
SWX
$6.2B
$280K ﹤0.01%
+3,221
SEB icon
1004
Seaboard Corp
SEB
$5.04B
$277K ﹤0.01%
49
-144
LEN.B icon
1005
Lennar Class B
LEN.B
$21.6B
$276K ﹤0.01%
3,283
DVA icon
1006
DaVita
DVA
$12.5B
$272K ﹤0.01%
1,769
-15
DOCS icon
1007
Doximity
DOCS
$3.85B
$272K ﹤0.01%
11,661
MIRM icon
1008
Mirum Pharmaceuticals
MIRM
$5.6B
$270K ﹤0.01%
2,920
-118
ATAT icon
1009
Atour Lifestyle Holdings
ATAT
$4.8B
$269K ﹤0.01%
+7,315
QRVO icon
1010
Qorvo
QRVO
$9.22B
$266K ﹤0.01%
3,439
-8,272
ZETA icon
1011
Zeta Global
ZETA
$5.8B
$265K ﹤0.01%
+16,662
CMC icon
1012
Commercial Metals
CMC
$8.49B
$264K ﹤0.01%
+4,300
PRI icon
1013
Primerica
PRI
$7.96B
$263K ﹤0.01%
+1,050
KT icon
1014
KT
KT
$8.81B
$261K ﹤0.01%
+12,152
BBD icon
1015
Banco Bradesco
BBD
$35.7B
$255K ﹤0.01%
69,898
HP icon
1016
Helmerich & Payne
HP
$3.84B
$252K ﹤0.01%
7,000
MMED
1017
MiniMed Group Inc
MMED
$4B
$250K ﹤0.01%
+16,723
CPB icon
1018
Campbell Soup
CPB
$6.26B
$249K ﹤0.01%
11,175
-79
BRZE icon
1019
Braze
BRZE
$2.65B
$249K ﹤0.01%
10,530
+1,665
DAPP icon
1020
VanEck Digital Transformation ETF
DAPP
$529M
$239K ﹤0.01%
16,000
SVC
1021
Service Properties Trust
SVC
$1.07B
$236K ﹤0.01%
173,880
-5,223
SAIL
1022
SailPoint Inc
SAIL
$10.4B
$233K ﹤0.01%
17,594
+6,922
GTX icon
1023
Garrett Motion
GTX
$6.05B
$233K ﹤0.01%
12,800
+2,200
SCHH icon
1024
Schwab US REIT ETF
SCHH
$9.83B
$232K ﹤0.01%
10,786
-2,543
EPHE icon
1025
iShares MSCI Philippines ETF
EPHE
$132M
$231K ﹤0.01%
+9,294