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
$135B
AUM Growth
-$10.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$81.7M
3 +$68.6M
4
RBLX icon
Roblox
RBLX
+$55.5M
5
TXG icon
10x Genomics
TXG
+$49M

Top Sells

1 +$605M
2 +$537M
3 +$515M
4
RY icon
Royal Bank of Canada
RY
+$328M
5
TD icon
Toronto Dominion Bank
TD
+$250M

Sector Composition

1 Technology 32.91%
2 Healthcare 11.85%
3 Financials 11.44%
4 Consumer Discretionary 9.91%
5 Communication Services 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$76.2M 0.06%
2,176,900
-101,275
327
$76.1M 0.06%
604,867
-38,242
328
$75.7M 0.06%
11,457,940
+690,638
329
$75.4M 0.06%
654,139
+4,701
330
$75M 0.06%
573,353
-47,369
331
$75M 0.06%
931,494
-100,496
332
$74.9M 0.06%
9,987,030
-375,773
333
$74.8M 0.06%
1,926,617
-170,142
334
$74.8M 0.06%
551,318
-39,283
335
$74.6M 0.06%
867,484
-53,034
336
$74.1M 0.05%
537,447
-20,585
337
$73.9M 0.05%
3,490,376
-365,001
338
$73.9M 0.05%
1,441,174
-138,985
339
$73.4M 0.05%
2,173,008
+5,947
340
$73.2M 0.05%
3,761,309
+103,861
341
$73.1M 0.05%
134,904
-13,667
342
$73M 0.05%
671,083
-18,702
343
$72.9M 0.05%
325,808
-21,217
344
$72.9M 0.05%
3,257,689
-141,629
345
$72.5M 0.05%
291,486
-22,105
346
$72.1M 0.05%
455,982
-7,655
347
$71.4M 0.05%
1,041,418
-134,293
348
$71.4M 0.05%
388,209
-55,308
349
$70.5M 0.05%
950,259
-85,416
350
$70.4M 0.05%
736,049
+63,514