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
BCPC
1026
Balchem Corp
BCPC
$5.03B
$230K ﹤0.01%
1,358
-3,268
LNTH icon
1027
Lantheus
LNTH
$6.53B
$230K ﹤0.01%
+3,033
TGTX icon
1028
TG Therapeutics
TGTX
$6.14B
$229K ﹤0.01%
+6,905
BBIO icon
1029
BridgeBio Pharma
BBIO
$12.8B
$229K ﹤0.01%
+3,080
SPXC icon
1030
SPX Corp
SPXC
$11.7B
$221K ﹤0.01%
1,107
EAT icon
1031
Brinker International
EAT
$6.02B
$214K ﹤0.01%
+1,500
TTAN
1032
ServiceTitan Inc
TTAN
$6.93B
$209K ﹤0.01%
3,293
AXIA.PRC
1033
AXIA Energia American Depositary Shares Preferred Class C
AXIA.PRC
$21.8B
$208K ﹤0.01%
+19,003
FOLD
1034
DELISTED
Amicus Therapeutics
FOLD
$203K ﹤0.01%
14,070
-780
FRMI
1035
Fermi Inc
FRMI
$3.88B
$197K ﹤0.01%
+33,651
PINE
1036
Alpine Income Property Trust
PINE
$314M
$187K ﹤0.01%
10,391
-729
PSKY
1037
Paramount Skydance Corp
PSKY
$11.7B
$172K ﹤0.01%
19,105
-125
NXDT
1038
NexPoint Diversified Real Estate Trust
NXDT
$272M
$169K ﹤0.01%
36,207
-1,435
NLOP
1039
Net Lease Office Properties
NLOP
$176M
$167K ﹤0.01%
14,500
-555
MDV
1040
Modiv Industrial
MDV
$186M
$160K ﹤0.01%
11,155
-15
BRT
1041
BRT Apartments
BRT
$268M
$135K ﹤0.01%
10,148
-10
BHR
1042
Braemar Hotels & Resorts
BHR
$168M
$130K ﹤0.01%
55,240
-82
ONL
1043
Orion Office REIT
ONL
$164M
$127K ﹤0.01%
58,879
-80
ARDX icon
1044
Ardelyx
ARDX
$1.34B
$61.8K ﹤0.01%
10,320
AIOT
1045
PowerFleet Inc
AIOT
$511M
$51.9K ﹤0.01%
16,848
FSP
1046
Franklin Street Properties
FSP
$53.9M
$40.9K ﹤0.01%
61,526
-21,854
MNKD icon
1047
MannKind Corp
MNKD
$1.04B
$32.1K ﹤0.01%
13,120
AFG icon
1048
American Financial Group
AFG
$10.7B
-146,731
EXAS
1049
DELISTED
Exact Sciences
EXAS
-87,207
FG icon
1050
F&G Annuities & Life
FG
$3.43B
-39,266