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
$144B
AUM Growth
+$8.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1 +$124M
2 +$108M
3 +$101M
4
NU icon
Nu Holdings
NU
+$86.2M
5
CDNS icon
Cadence Design Systems
CDNS
+$84.1M

Top Sells

1 +$218M
2 +$119M
3 +$108M
4
PH icon
Parker-Hannifin
PH
+$76.5M
5
NVDA icon
NVIDIA
NVDA
+$76.1M

Sector Composition

1 Technology 31.55%
2 Healthcare 11.95%
3 Financials 11.88%
4 Consumer Discretionary 10.25%
5 Communication Services 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$55M 0.04%
2,362,467
-244,405
427
$55M 0.04%
808,373
+313
428
$54.6M 0.04%
1,649,776
+26,365
429
$54.1M 0.04%
1,220,130
-97,391
430
$54.1M 0.04%
1,047,170
-133,393
431
$54M 0.04%
224,236
+3,207
432
$53.8M 0.04%
385,026
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433
$53.6M 0.04%
220,866
+1,706
434
$53.3M 0.04%
1,069,094
-17,160
435
$53.3M 0.04%
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436
$52.8M 0.04%
2,275,715
+712,650
437
$52.4M 0.04%
6,677,699
-1,631,274
438
$52.2M 0.04%
292,005
+1,332
439
$52.1M 0.04%
722,962
+31,531
440
$52M 0.04%
399,027
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441
$52M 0.04%
481,966
-5,117
442
$51.9M 0.04%
381,196
-1,719
443
$51.6M 0.04%
1,653,927
-922,334
444
$51.4M 0.04%
+1,040,665
445
$51.2M 0.04%
406,438
-4,924
446
$51M 0.04%
722,688
+9,614
447
$51M 0.04%
465,428
+10,122
448
$50.8M 0.04%
386,322
-1,549
449
$50.7M 0.04%
490,104
+9,864
450
$50.4M 0.03%
146,335
+1,778