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
$55.4B
AUM Growth
+$3.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1 +$199M
2 +$151M
3 +$80.4M
4
MSFT icon
Microsoft
MSFT
+$75.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$66.4M

Top Sells

1 +$168M
2 +$150M
3 +$51.7M
4
CFN
CAREFUSION CORPORATION
CFN
+$30.4M
5
SWY
SAFEWAY INC
SWY
+$20.6M

Sector Composition

1 Financials 15.18%
2 Healthcare 13.9%
3 Technology 13.57%
4 Energy 9.54%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$36M 0.07%
311,190
+4,986
352
$35.6M 0.06%
318,886
+29,901
353
$35.6M 0.06%
469,762
+29,241
354
$35.5M 0.06%
3,756,408
-31,618
355
$35M 0.06%
841,660
+88,942
356
$35M 0.06%
2,077,229
+324,000
357
$34.9M 0.06%
248,296
+26,940
358
$34.8M 0.06%
467,549
+25,074
359
$34.8M 0.06%
321,266
+84,614
360
$34.5M 0.06%
859,381
+89,491
361
$34.3M 0.06%
4,881,410
+355,240
362
$34.2M 0.06%
340,978
+9,358
363
$34.1M 0.06%
622,985
+27,065
364
$34M 0.06%
1,047,815
+51,945
365
$33.9M 0.06%
578,428
+31,419
366
$33.8M 0.06%
787,969
+45,266
367
$33.5M 0.06%
470,826
+55,372
368
$33.4M 0.06%
199,455
+9,443
369
$33.3M 0.06%
364,681
+39,176
370
$33.3M 0.06%
1,050,000
+336,000
371
$33.2M 0.06%
992,327
+68,082
372
$33.2M 0.06%
142,384
+19,704
373
$33M 0.06%
628,437
+70,011
374
$33M 0.06%
462,058
+56,727
375
$32.9M 0.06%
553,288
+70,291