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
$49.9B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
851
New
Increased
Reduced
Closed

Top Buys

1 +$81.9M
2 +$66M
3 +$60.3M
4
FCX icon
Freeport-McMoran
FCX
+$59.3M
5
MON
Monsanto Co
MON
+$58.4M

Top Sells

1 +$68.3M
2 +$58.6M
3 +$36.4M
4
QVCGA
QVC Group Inc Series A
QVCGA
+$33.2M
5
CELG
Celgene Corp
CELG
+$26M

Sector Composition

1 Financials 15.32%
2 Technology 13.18%
3 Healthcare 13.09%
4 Energy 11.42%
5 Industrials 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$38.5M 0.08%
978,760
+148,743
302
$38.4M 0.08%
461,158
-2,385
303
$38.2M 0.08%
603,710
-6,555
304
$38M 0.08%
398,027
-5,474
305
$37.7M 0.08%
276,956
-11,059
306
$37.4M 0.07%
1,122,277
+56,004
307
$37.4M 0.07%
711,969
-23,201
308
$37.4M 0.07%
1,796,893
+259,722
309
$37.2M 0.07%
2,310,140
+341,967
310
$36.8M 0.07%
779,839
+2,204
311
$36.8M 0.07%
146,114
+1,320
312
$36.4M 0.07%
735,745
+3,055
313
$36.3M 0.07%
433,922
+7,720
314
$36.3M 0.07%
330,507
+1,605
315
$36.1M 0.07%
1,188,048
-54,856
316
$36M 0.07%
192,418
-5,183
317
$36M 0.07%
994,819
+71,779
318
$35.7M 0.07%
321,862
-2,173
319
$35.5M 0.07%
7,722
-512
320
$35.4M 0.07%
198,111
+5,420
321
$35.4M 0.07%
398,736
-21,115
322
$35.4M 0.07%
547,777
-818
323
$35.2M 0.07%
516,958
-28,554
324
$34.9M 0.07%
1,046,644
-15,713
325
$34.5M 0.07%
1,364,758
-35,470