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
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1 +$331M
2 +$131M
3 +$116M
4
V icon
Visa
V
+$116M
5
TEL icon
TE Connectivity
TEL
+$103M

Top Sells

1 +$263M
2 +$231M
3 +$203M
4
SYK icon
Stryker
SYK
+$135M
5
AZPN
Aspen Technology Inc
AZPN
+$131M

Sector Composition

1 Technology 32.68%
2 Financials 12.51%
3 Consumer Discretionary 11.09%
4 Healthcare 10.49%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$73.8M 0.05%
126,000
352
$73.6M 0.05%
945,885
-3,680
353
$73.3M 0.05%
619,829
-1,679
354
$73.2M 0.05%
413,353
+6,990
355
$73.2M 0.05%
965,078
+1,182
356
$72.7M 0.05%
999,649
+28,606
357
$72.3M 0.05%
366,263
-6,994
358
$72.2M 0.05%
464,652
-8,488
359
$72.1M 0.05%
297,956
-156,197
360
$71.9M 0.05%
1,456,171
-25,878
361
$71.5M 0.05%
352,047
-7,576
362
$71.3M 0.05%
2,186,506
-19,503
363
$71.3M 0.05%
934,485
+124
364
$71.2M 0.05%
1,148,713
-49,606
365
$71.1M 0.05%
769,716
+2,904
366
$71.1M 0.05%
628,288
-35,775
367
$70.5M 0.05%
136,426
-544
368
$70.3M 0.05%
1,289,805
-178,285
369
$70.1M 0.05%
275,009
+1,976
370
$69.3M 0.05%
1,098,616
+36,793
371
$69.2M 0.05%
423,636
-89,235
372
$68.9M 0.05%
614,898
-5,493
373
$68.8M 0.05%
701,217
-10,199
374
$68.2M 0.05%
952,195
-21,889
375
$67.7M 0.05%
3,510,518
+1,319,464