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
VNM icon
1001
VanEck Vietnam ETF
VNM
$617M
$330K ﹤0.01%
17,316
+4,300
SVC
1002
Service Properties Trust
SVC
$378M
$330K ﹤0.01%
179,103
ILPT
1003
Industrial Logistics Properties Trust
ILPT
$406M
$326K ﹤0.01%
58,896
-1,031
CPB icon
1004
Campbell Soup
CPB
$7.85B
$314K ﹤0.01%
11,254
+1,449
LEN.B icon
1005
Lennar Class B
LEN.B
$25.7B
$312K ﹤0.01%
3,283
+211
CIO
1006
DELISTED
City Office REIT
CIO
$309K ﹤0.01%
44,226
-1,002
PEN icon
1007
Penumbra
PEN
$13.4B
$306K ﹤0.01%
+985
SQM icon
1008
Sociedad Química y Minera de Chile
SQM
$21.6B
$306K ﹤0.01%
+4,451
BRZE icon
1009
Braze
BRZE
$2.28B
$304K ﹤0.01%
+8,865
REMX icon
1010
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.88B
$303K ﹤0.01%
+4,100
LSCC icon
1011
Lattice Semiconductor
LSCC
$13.8B
$303K ﹤0.01%
4,113
+400
LW icon
1012
Lamb Weston
LW
$6.51B
$300K ﹤0.01%
7,155
-48
FN icon
1013
Fabrinet
FN
$20.8B
$300K ﹤0.01%
658
-219
NXT icon
1014
Nextpower Inc
NXT
$15.4B
$292K ﹤0.01%
3,353
+416
KWT icon
1015
iShares MSCI Kuwait ETF
KWT
$71.2M
$288K ﹤0.01%
7,523
+2,000
NABL icon
1016
N-able
NABL
$836M
$287K ﹤0.01%
38,377
QAT icon
1017
iShares MSCI Qatar ETF
QAT
$69.4M
$285K ﹤0.01%
15,133
+5,100
SCHH icon
1018
Schwab US REIT ETF
SCHH
$9.71B
$278K ﹤0.01%
13,329
-10,770
CLH icon
1019
Clean Harbors
CLH
$15.7B
$272K ﹤0.01%
1,160
+92
PCOR icon
1020
Procore
PCOR
$8.66B
$270K ﹤0.01%
3,709
ECH icon
1021
iShares MSCI Chile ETF
ECH
$1.12B
$265K ﹤0.01%
+6,570
DAPP icon
1022
VanEck Digital Transformation ETF
DAPP
$277M
$264K ﹤0.01%
16,000
+4,000
PSKY
1023
Paramount Skydance Corp
PSKY
$13.7B
$258K ﹤0.01%
19,230
-40
PAAS icon
1024
Pan American Silver
PAAS
$26B
$258K ﹤0.01%
4,973
-5,769
JD icon
1025
JD.com
JD
$36.4B
$255K ﹤0.01%
8,875