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
$128B
AUM Growth
-$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$88.2M
3 +$85M
4
TWLO icon
Twilio
TWLO
+$59.4M
5
SNPS icon
Synopsys
SNPS
+$49M

Top Sells

1 +$1.17B
2 +$867M
3 +$580M
4
AMZN icon
Amazon
AMZN
+$414M
5
META icon
Meta Platforms (Facebook)
META
+$311M

Sector Composition

1 Technology 29.23%
2 Healthcare 13.37%
3 Financials 11.73%
4 Consumer Discretionary 10.33%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$82.8M 0.06%
3,249,013
-46,103
327
$81.5M 0.06%
1,455,936
-84,510
328
$81.4M 0.06%
2,291,992
+156,917
329
$81.1M 0.06%
412,995
-81,834
330
$81.1M 0.06%
1,229,340
-151,199
331
$80.9M 0.06%
916,467
-168,649
332
$80.7M 0.06%
1,888,567
-381,969
333
$80.7M 0.06%
760,342
-79,317
334
$80.6M 0.06%
490,107
-2,839
335
$80.5M 0.06%
10,199,078
-3,406,007
336
$80.1M 0.06%
1,121,819
-243,995
337
$79.9M 0.06%
365,753
-46,635
338
$79.6M 0.06%
869,872
-128,446
339
$79.4M 0.06%
679,552
-57,573
340
$79.4M 0.06%
1,267,885
-148,080
341
$79.3M 0.06%
4,680,095
-788,604
342
$79.2M 0.06%
897,211
-206,422
343
$78.6M 0.06%
1,175,708
-52,308
344
$78.4M 0.06%
3,473,461
+467,724
345
$78.2M 0.06%
544,629
-88,488
346
$78.1M 0.06%
395,174
-63,602
347
$78M 0.06%
1,905,055
-266,039
348
$77.8M 0.06%
1,490,242
+7,755
349
$77.7M 0.06%
1,038,611
-143,740
350
$77.2M 0.06%
1,004,496
-138,620