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
$64.7B
AUM Growth
+$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1 +$99.7M
2 +$80.6M
3 +$38.1M
4
LLL
L3 Technologies, Inc.
LLL
+$35M
5
AMD icon
Advanced Micro Devices
AMD
+$32.4M

Top Sells

1 +$80.2M
2 +$62.2M
3 +$40.8M
4
TWX
Time Warner Inc
TWX
+$24.7M
5
HAR
Harman International Industries
HAR
+$21.2M

Sector Composition

1 Financials 16.64%
2 Technology 14.34%
3 Healthcare 12.64%
4 Communication Services 10.06%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$42.2M 0.07%
543,018
-7,058
327
$42.1M 0.07%
475,912
-74,075
328
$42.1M 0.07%
1,224,782
-2,303
329
$41.9M 0.06%
2,330,415
+106,174
330
$41.8M 0.06%
722,021
+14,553
331
$41.7M 0.06%
424,977
+13,921
332
$41.7M 0.06%
931,880
-40,589
333
$41.4M 0.06%
3,089,560
+9,463
334
$41.1M 0.06%
3,189,160
+11,596
335
$41M 0.06%
2,596,942
+274,201
336
$41M 0.06%
270,815
+18,895
337
$40.9M 0.06%
848,719
+34,495
338
$40.9M 0.06%
1,492,185
+69,932
339
$40.7M 0.06%
237,440
-5,589
340
$40.6M 0.06%
609,827
-33,854
341
$40.6M 0.06%
399,098
+52,614
342
$40.5M 0.06%
1,719,562
-3,822
343
$40.5M 0.06%
2,777,728
-32,722
344
$40.3M 0.06%
467,890
+186
345
$40.3M 0.06%
461,025
+24,618
346
$39.7M 0.06%
172,944
-1,362
347
$39.5M 0.06%
2,315,449
-34,002
348
$39.4M 0.06%
1,803,549
-95,343
349
$39.4M 0.06%
425,841
-9,517
350
$39.3M 0.06%
618,670
+531