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
$44.1B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$1.05B
3 +$760M
4
GE icon
GE Aerospace
GE
+$690M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.24%
2 Technology 12.71%
3 Healthcare 12.62%
4 Energy 11.02%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$28.6M 0.06%
+1,802,838
352
$28.4M 0.06%
+860,997
353
$28.3M 0.06%
+343,704
354
$28.3M 0.06%
+469,200
355
$28.3M 0.06%
+403,626
356
$28M 0.06%
+1,330,852
357
$27.9M 0.06%
+603,733
358
$27.8M 0.06%
+3,397,830
359
$27.7M 0.06%
+454,398
360
$27.5M 0.06%
+664,268
361
$27.5M 0.06%
+2,489,015
362
$27.5M 0.06%
+761,653
363
$27.5M 0.06%
+678,821
364
$27.3M 0.06%
+213,489
365
$27.3M 0.06%
+883,508
366
$27.3M 0.06%
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367
$27.1M 0.06%
+634,139
368
$27.1M 0.06%
+636,572
369
$27M 0.06%
+637,450
370
$26.9M 0.06%
+667,002
371
$26.9M 0.06%
+441,289
372
$26.8M 0.06%
+869,390
373
$26.7M 0.06%
+1,421,826
374
$26.7M 0.06%
+312,418
375
$26.6M 0.06%
+184,069