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
$55.9B
AUM Growth
+$4.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1 +$664M
2 +$650M
3 +$106M
4
HPE icon
Hewlett Packard
HPE
+$89.4M
5
BIDU icon
Baidu
BIDU
+$70.2M

Top Sells

1 +$91.3M
2 +$79.1M
3 +$73.2M
4
GE icon
GE Aerospace
GE
+$55.7M
5
SIAL
SIGMA - ALDRICH CORP
SIAL
+$48.2M

Sector Composition

1 Financials 15.86%
2 Healthcare 14.05%
3 Technology 13.46%
4 Communication Services 9.91%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$59.1M 0.11%
664,359
-69,192
227
$59M 0.11%
1,780,720
+308,407
228
$58.4M 0.1%
1,492,390
-24,145
229
$57.7M 0.1%
884,174
+1,920
230
$56.8M 0.1%
3,254,279
-173,929
231
$56.3M 0.1%
819,557
+12,156
232
$56.2M 0.1%
1,201,513
-15,441
233
$56.1M 0.1%
522,661
-3,157
234
$56M 0.1%
253,632
+7,468
235
$56M 0.1%
1,387,021
-45,464
236
$55.6M 0.1%
1,269,341
+51,638
237
$55.1M 0.1%
226,433
-1,763
238
$54.9M 0.1%
65,795,520
+5,828,120
239
$54.5M 0.1%
2,138,800
-25,105
240
$53.9M 0.1%
1,001,601
-73
241
$53.6M 0.1%
538,750
-652
242
$53.6M 0.1%
872,955
-6,309
243
$53.6M 0.1%
888,453
-140,127
244
$53.3M 0.1%
1,684,989
-35,950
245
$53.1M 0.09%
1,183,999
-8,527
246
$53M 0.09%
559,661
-3,162
247
$52.6M 0.09%
1,643,721
-7,755
248
$52.4M 0.09%
1,911,456
-24,763
249
$52.1M 0.09%
172,011
-3,745
250
$52.1M 0.09%
858,522
-6,993