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
$61B
AUM Growth
+$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1 +$58.3M
2 +$43.9M
3 +$41.5M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$39.8M
5
MON
Monsanto Co
MON
+$38.8M

Sector Composition

1 Financials 14.7%
2 Technology 13.62%
3 Healthcare 12.99%
4 Communication Services 10.17%
5 Consumer Discretionary 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$35.6M 0.06%
3,605,672
-53,925
377
$35.6M 0.06%
207,742
-36,217
378
$35.5M 0.06%
+1,064,164
379
$35.4M 0.06%
712,860
-10,677
380
$35.3M 0.06%
445,586
+1,718
381
$35.1M 0.06%
1,024,478
-145,033
382
$35.1M 0.06%
990,068
+2,981
383
$35.1M 0.06%
414,390
+11,258
384
$34.8M 0.06%
332,454
-4,397
385
$34.7M 0.06%
715,251
-5,834
386
$34.6M 0.06%
502,550
+4,916
387
$34.4M 0.06%
1,137,772
-21,279
388
$34.3M 0.06%
625,235
-88
389
$34.1M 0.06%
933,474
+157,419
390
$33.9M 0.06%
2,360,270
-15,114
391
$33.9M 0.06%
480,821
+60,984
392
$33.8M 0.06%
439,975
-2,759
393
$33.7M 0.06%
642,100
+86,302
394
$33.7M 0.06%
3,223,872
+3,476
395
$33.7M 0.06%
385,641
+4,440
396
$33.6M 0.06%
614,456
+4,349
397
$33.5M 0.06%
1,099,747
+18,827
398
$33.5M 0.06%
814,445
+4,972
399
$33.5M 0.05%
903,737
-6,720
400
$33.4M 0.05%
505,923
-2,589