Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $174B
1-Year Est. Return 31.94%
 

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 Quarter Est. Return
1 Year Est. Return
+31.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.2B
AUM Growth
+$1.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$21.8M
3 +$21.4M
4
ICE icon
Intercontinental Exchange
ICE
+$20.8M
5
CPAY icon
Corpay
CPAY
+$19.9M

Top Sells

1 +$105M
2 +$63.4M
3 +$54.6M
4
GE icon
GE Aerospace
GE
+$47.3M
5
V icon
Visa
V
+$37.4M

Sector Composition

1 Financials 15.9%
2 Technology 12.91%
3 Healthcare 12.83%
4 Energy 10.83%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$50M 0.1%
676,393
-37,717
227
$49.7M 0.1%
709,141
-32,736
228
$49.7M 0.1%
1,553,543
-94,102
229
$49.5M 0.1%
1,004,067
-17,495
230
$48.7M 0.1%
1,210,002
-41,017
231
$48.5M 0.1%
376,691
-13,152
232
$48.2M 0.1%
406,858
-17,125
233
$48.1M 0.1%
475,851
-21,975
234
$47.6M 0.1%
861,041
+13,479
235
$47.4M 0.1%
1,698,137
-176
236
$47.3M 0.1%
886,781
-17,725
237
$46.9M 0.1%
1,883,366
-41,892
238
$46.9M 0.1%
1,491,176
-53,483
239
$46.6M 0.1%
1,160,228
-46,754
240
$46.4M 0.1%
2,222,672
+31,323
241
$46.3M 0.1%
768,810
-26,348
242
$45.9M 0.1%
2,195,503
-126,965
243
$45.9M 0.1%
1,120,488
-219,705
244
$45.7M 0.09%
1,261,031
+140,137
245
$45.5M 0.09%
95,027
-3,147
246
$45.4M 0.09%
3,778,530
-379,021
247
$45.4M 0.09%
644,418
-14,786
248
$45.2M 0.09%
2,340,826
-94,785
249
$45.1M 0.09%
562,242
-28,629
250
$44.8M 0.09%
1,533,743
-53,318