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
$55.7B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1 +$109M
2 +$30.3M
3 +$28.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$28.3M
5
LEA icon
Lear
LEA
+$25.3M

Top Sells

1 +$64.1M
2 +$43.4M
3 +$41.2M
4
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$31.4M
5
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$28.9M

Sector Composition

1 Financials 15.65%
2 Healthcare 14.41%
3 Technology 13.48%
4 Energy 9.16%
5 Industrials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$59.9M 0.11%
1,009,785
+12,767
227
$59.8M 0.11%
89,664
-962
228
$59.6M 0.11%
1,795,542
+79,529
229
$59.6M 0.11%
1,385,828
+37,277
230
$59.5M 0.11%
920,246
+2,722
231
$59.1M 0.11%
1,505,504
-31,226
232
$59.1M 0.11%
770,131
+34,709
233
$59.1M 0.11%
620,891
-43,538
234
$58.9M 0.11%
989,635
-157,798
235
$58.7M 0.11%
429,515
+12,307
236
$58.7M 0.11%
913,214
+39,234
237
$58.6M 0.11%
283,513
+4,505
238
$58.5M 0.11%
2,620,500
+337,632
239
$58.1M 0.1%
840,786
+41,512
240
$57.8M 0.1%
863,655
-53,124
241
$56.5M 0.1%
1,733,297
-4,061
242
$56.4M 0.1%
1,322,028
+318,563
243
$56.3M 0.1%
1,558,662
-30,394
244
$55.7M 0.1%
3,441,722
-71,280
245
$55.2M 0.1%
1,331,740
-18,680
246
$54.9M 0.1%
1,130,213
+21,175
247
$54.5M 0.1%
1,312,072
-32,418
248
$54.5M 0.1%
1,037,075
+10,732
249
$53.8M 0.1%
1,114,644
-88,063
250
$53.6M 0.1%
689,656
+9,931