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
$112B
AUM Growth
+$3.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1 +$171M
2 +$102M
3 +$101M
4
NVTA
Invitae Corporation
NVTA
+$99.2M
5
BABA icon
Alibaba
BABA
+$88.9M

Top Sells

1 +$125M
2 +$116M
3 +$104M
4
MDSO
Medidata Solutions, Inc.
MDSO
+$91.6M
5
LHX icon
L3Harris
LHX
+$78.5M

Sector Composition

1 Technology 18.4%
2 Financials 15.53%
3 Healthcare 12.87%
4 Consumer Discretionary 10.81%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$113M 0.1%
4,692,532
-45,240
227
$112M 0.1%
1,679,522
+221,605
228
$112M 0.1%
3,677,620
-626,750
229
$111M 0.1%
1,614,418
-42,728
230
$111M 0.1%
950,445
+33,341
231
$110M 0.1%
842,248
-11,089
232
$108M 0.1%
1,388,136
-8,564
233
$106M 0.09%
1,691,032
-73,951
234
$106M 0.09%
658,285
-1,963
235
$105M 0.09%
978,683
+6,223
236
$105M 0.09%
681,134
-17,372
237
$105M 0.09%
1,069,288
-131,664
238
$102M 0.09%
927,671
-28,494
239
$101M 0.09%
2,480,142
-106,512
240
$101M 0.09%
+3,421,234
241
$101M 0.09%
3,041,334
-91,124
242
$101M 0.09%
1,055,327
+28,021
243
$100M 0.09%
747,815
-34,655
244
$100M 0.09%
3,142,998
-48,434
245
$100M 0.09%
1,947,180
+133,839
246
$98.8M 0.09%
1,273,680
-29,799
247
$98.7M 0.09%
1,330,999
+44,619
248
$98M 0.09%
718,859
+446,620
249
$96.8M 0.09%
2,026,257
-196,230
250
$96.3M 0.09%
1,111,883
-39,469