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
$128B
AUM Growth
-$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$88.2M
3 +$85M
4
TWLO icon
Twilio
TWLO
+$59.4M
5
SNPS icon
Synopsys
SNPS
+$49M

Top Sells

1 +$1.17B
2 +$867M
3 +$580M
4
AMZN icon
Amazon
AMZN
+$414M
5
META icon
Meta Platforms (Facebook)
META
+$311M

Sector Composition

1 Technology 29.23%
2 Healthcare 13.37%
3 Financials 11.73%
4 Consumer Discretionary 10.33%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$65.1M 0.05%
996,020
+174,844
402
$64.8M 0.05%
1,149,410
-110,932
403
$64.5M 0.05%
1,924,507
-218,862
404
$64.2M 0.05%
4,478,654
-273,477
405
$63.3M 0.05%
511,628
-50,440
406
$63M 0.05%
1,260,884
-162,115
407
$62.7M 0.05%
604,689
-73,569
408
$62.6M 0.05%
635,960
-245,828
409
$62.3M 0.05%
371,157
-51,254
410
$61.7M 0.05%
4,920,319
-1,020,216
411
$61.4M 0.05%
417,075
-56,806
412
$60.5M 0.05%
1,353,328
-351,379
413
$60.4M 0.05%
329,369
-47,901
414
$60.4M 0.05%
572,031
-98,969
415
$60.3M 0.05%
111,629
-14,816
416
$59.8M 0.05%
1,029,650
-218,898
417
$59.7M 0.05%
373,837
-40,810
418
$59.3M 0.05%
3,529,507
-136,501
419
$59.2M 0.05%
488,827
-64,070
420
$58.7M 0.05%
563,306
-73,360
421
$58.2M 0.05%
383,323
-50,986
422
$58.1M 0.05%
935,897
+232,561
423
$57.6M 0.04%
704,726
-93,653
424
$57.4M 0.04%
254,193
-41,425
425
$57.4M 0.04%
907,403
-78,769