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
$64.7B
AUM Growth
+$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1 +$99.7M
2 +$80.6M
3 +$38.1M
4
LLL
L3 Technologies, Inc.
LLL
+$35M
5
AMD icon
Advanced Micro Devices
AMD
+$32.4M

Top Sells

1 +$80.2M
2 +$62.2M
3 +$40.8M
4
TWX
Time Warner Inc
TWX
+$24.7M
5
HAR
Harman International Industries
HAR
+$21.2M

Sector Composition

1 Financials 16.64%
2 Technology 14.34%
3 Healthcare 12.64%
4 Communication Services 10.06%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$33.2M 0.05%
1,501,728
-46,546
402
$33.1M 0.05%
577,744
-23,865
403
$33M 0.05%
1,044,536
+19,608
404
$32.9M 0.05%
408,450
+6,753
405
$32.9M 0.05%
674,441
+71,206
406
$32.8M 0.05%
631,440
-39,922
407
$32.8M 0.05%
1,622,355
+35,635
408
$32.7M 0.05%
540,810
+2,311
409
$32.6M 0.05%
959,426
-58,384
410
$32.6M 0.05%
557,686
+8,245
411
$32.5M 0.05%
294,145
+10,030
412
$32.5M 0.05%
303,777
+1,751
413
$32.4M 0.05%
+2,226,429
414
$32.2M 0.05%
337,468
-3,590
415
$32.1M 0.05%
542,123
-392
416
$32M 0.05%
267,827
+1,415
417
$31.9M 0.05%
1,333,983
-216,243
418
$31.8M 0.05%
426,950
-4,864
419
$31.8M 0.05%
51,662
+1,346
420
$31.6M 0.05%
829,240
-1,894
421
$31.5M 0.05%
463,008
-2,226
422
$31.3M 0.05%
313,642
-13,772
423
$31.3M 0.05%
1,502,127
+18,322
424
$31.2M 0.05%
755,146
-137,521
425
$31.1M 0.05%
402,629
-2,845