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
$93B
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$436M
3 +$421M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$211M
5
JNJ icon
Johnson & Johnson
JNJ
+$209M

Top Sells

1 +$214M
2 +$176M
3 +$149M
4
COL
Rockwell Collins
COL
+$76.7M
5
ANDV
Andeavor
ANDV
+$73M

Sector Composition

1 Technology 17.38%
2 Financials 15.84%
3 Healthcare 13.61%
4 Consumer Discretionary 10.74%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$62.2M 0.07%
1,156,299
+195,520
302
$62.2M 0.07%
382,509
+37,513
303
$62M 0.07%
1,730,314
+233,676
304
$61.6M 0.07%
1,090,251
+198,183
305
$61.6M 0.07%
218,715
+40,802
306
$61.5M 0.07%
1,023,398
+167,295
307
$61.4M 0.07%
577,458
+103,720
308
$61.3M 0.07%
847,058
+126,374
309
$60.8M 0.07%
1,388,467
+102,045
310
$60.7M 0.07%
2,178,765
+327,807
311
$60.4M 0.06%
1,175,937
+215,875
312
$60.3M 0.06%
59,432
+5,591
313
$59.8M 0.06%
4,598,128
+398,304
314
$59.5M 0.06%
584,321
+121,427
315
$58.4M 0.06%
3,995,396
+621,570
316
$58.3M 0.06%
183,300
+29,756
317
$58.3M 0.06%
1,363,086
+250,502
318
$58.3M 0.06%
3,493,104
+521,862
319
$58.2M 0.06%
1,796,434
+138,297
320
$57.9M 0.06%
1,958,585
+259,275
321
$57.7M 0.06%
1,090,013
+147,088
322
$57.7M 0.06%
1,168,032
+130,037
323
$57.6M 0.06%
1,216,135
+238,765
324
$57.6M 0.06%
558,483
+60,199
325
$57M 0.06%
3,730,302
+623,446