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
$148B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$176M
3 +$163M
4
TWLO icon
Twilio
TWLO
+$153M
5
TSM icon
TSMC
TSM
+$129M

Top Sells

1 +$701M
2 +$440M
3 +$325M
4
AMZN icon
Amazon
AMZN
+$316M
5
XYZ
Block Inc
XYZ
+$192M

Sector Composition

1 Technology 25.08%
2 Healthcare 13.42%
3 Consumer Discretionary 12.73%
4 Financials 11.42%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$84.5M 0.06%
1,169,285
-226,909
352
$84.5M 0.06%
3,111,731
-79,427
353
$84.4M 0.06%
1,067,470
-47,001
354
$84M 0.06%
306,330
+40,535
355
$83.7M 0.06%
361,424
+132,953
356
$83.2M 0.06%
777,230
-46,127
357
$83.1M 0.06%
351,192
+39,287
358
$82.6M 0.06%
1,096,413
-112,114
359
$82.2M 0.06%
924,201
-28,877
360
$82.2M 0.06%
2,527,727
-253,876
361
$82.1M 0.06%
341,387
-7,283
362
$82M 0.06%
786,259
+88,211
363
$81.9M 0.06%
829,094
-134,849
364
$81.7M 0.06%
1,657,438
-77,630
365
$80.7M 0.05%
2,008,704
-100,008
366
$80.6M 0.05%
573,295
-46,453
367
$80.3M 0.05%
2,235,533
-142,810
368
$79.9M 0.05%
896,561
+77,104
369
$79.2M 0.05%
575,214
-17,958
370
$79.1M 0.05%
513,356
-63,702
371
$78.9M 0.05%
1,521,210
-92,690
372
$78.9M 0.05%
2,898,197
-515,557
373
$78.6M 0.05%
401,788
-29,266
374
$78.6M 0.05%
711,238
-294,532
375
$78.1M 0.05%
869,785
-42,390