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
MIRM icon
1026
Mirum Pharmaceuticals
MIRM
$5.26B
$240K ﹤0.01%
+3,038
BBD icon
1027
Banco Bradesco
BBD
$40.3B
$233K ﹤0.01%
69,898
-8,086
CALM icon
1028
Cal-Maine
CALM
$4.17B
$230K ﹤0.01%
2,885
-11,697
SIG icon
1029
Signet Jewelers
SIG
$3.91B
$224K ﹤0.01%
2,700
-1,800
PTGX icon
1030
Protagonist Therapeutics
PTGX
$5.83B
$224K ﹤0.01%
+2,560
SPXC icon
1031
SPX Corp
SPXC
$11.2B
$221K ﹤0.01%
+1,107
DRS icon
1032
Leonardo DRS
DRS
$12.1B
$220K ﹤0.01%
6,465
SAIL
1033
SailPoint Inc
SAIL
$7.98B
$216K ﹤0.01%
+10,672
URA icon
1034
Global X Uranium ETF
URA
$7.23B
$214K ﹤0.01%
+5,000
AESI icon
1035
Atlas Energy Solutions
AESI
$1.23B
$212K ﹤0.01%
22,469
FOLD icon
1036
Amicus Therapeutics
FOLD
$4.51B
$211K ﹤0.01%
14,850
+2,700
DVA icon
1037
DaVita
DVA
$10.3B
$203K ﹤0.01%
1,784
-96,438
HP icon
1038
Helmerich & Payne
HP
$3.45B
$201K ﹤0.01%
+7,000
PINE
1039
Alpine Income Property Trust
PINE
$295M
$186K ﹤0.01%
11,120
-491
GTX icon
1040
Garrett Motion
GTX
$3.81B
$185K ﹤0.01%
+10,600
MDV
1041
Modiv Industrial
MDV
$157M
$161K ﹤0.01%
11,170
BHR
1042
Braemar Hotels & Resorts
BHR
$192M
$159K ﹤0.01%
55,322
BRT
1043
BRT Apartments
BRT
$282M
$149K ﹤0.01%
10,158
NXDT
1044
NexPoint Diversified Real Estate Trust
NXDT
$230M
$144K ﹤0.01%
37,642
+935
ONL
1045
Orion Office REIT
ONL
$142M
$133K ﹤0.01%
58,959
AIOT
1046
PowerFleet Inc
AIOT
$465M
$89.6K ﹤0.01%
+16,848
FSP
1047
Franklin Street Properties
FSP
$77.8M
$78.9K ﹤0.01%
83,380
MNKD icon
1048
MannKind Corp
MNKD
$897M
$74.4K ﹤0.01%
+13,120
ARDX icon
1049
Ardelyx
ARDX
$1.53B
$60.2K ﹤0.01%
+10,320
ACI icon
1050
Albertsons Companies
ACI
$9B
-762,885