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
$68.2B
AUM Growth
+$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$73.7M
3 +$50.9M
4
PYPL icon
PayPal
PYPL
+$39.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.8M

Top Sells

1 +$117M
2 +$46.4M
3 +$45.8M
4
HPE icon
Hewlett Packard
HPE
+$38.2M
5
CSC
Computer Sciences
CSC
+$29.7M

Sector Composition

1 Financials 17.01%
2 Technology 14.58%
3 Healthcare 12.95%
4 Consumer Discretionary 10.07%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$61.5M 0.09%
2,368,675
+109,522
252
$61.1M 0.09%
1,712,305
+7,524
253
$61M 0.09%
627,994
+22,435
254
$60.9M 0.09%
634,751
+10,222
255
$60M 0.09%
4,112,400
+22,920
256
$59.9M 0.09%
492,475
+8,981
257
$59.6M 0.09%
935,467
+67,480
258
$59.3M 0.09%
1,830,368
-61,474
259
$59.2M 0.09%
465,109
-10,657
260
$59.2M 0.09%
587,102
+13,947
261
$59M 0.09%
1,018,720
+24,518
262
$58.8M 0.09%
1,118,080
-43,311
263
$58.5M 0.09%
361,276
+7,913
264
$58.4M 0.09%
906,666
+19,191
265
$58.4M 0.09%
810,178
+12,559
266
$58.3M 0.09%
930,079
-109,056
267
$58M 0.09%
2,333,928
+63,746
268
$57.9M 0.08%
3,953,085
+280,546
269
$57.8M 0.08%
434,038
+10,543
270
$57M 0.08%
468,766
+3,152
271
$56.7M 0.08%
629,819
+13,553
272
$56.7M 0.08%
197,196
-404
273
$56.6M 0.08%
1,043,551
+55,764
274
$56.4M 0.08%
880,290
+51,350
275
$56.3M 0.08%
1,458,856
+150,146