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
$58.1B
AUM Growth
+$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1 +$89.9M
2 +$83.8M
3 +$80.7M
4
BIDU icon
Baidu
BIDU
+$57.4M
5
GLD icon
SPDR Gold Trust
GLD
+$35.8M

Top Sells

1 +$163M
2 +$75.9M
3 +$75.3M
4
SNDK
SANDISK CORP
SNDK
+$42.5M
5
GILD icon
Gilead Sciences
GILD
+$40.7M

Sector Composition

1 Financials 14.41%
2 Healthcare 13.57%
3 Technology 12.88%
4 Communication Services 10.25%
5 Consumer Staples 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$26.4M 0.05%
574,163
-46,507
452
$26.4M 0.05%
465,991
+14,880
453
$26.4M 0.05%
679,758
-28,051
454
$26.2M 0.05%
1,066,536
-2,100
455
$26M 0.04%
47,332
+70
456
$26M 0.04%
713,616
-90,911
457
$26M 0.04%
1,535,706
-38,150
458
$25.9M 0.04%
326,505
+23,093
459
$25.9M 0.04%
1,200,618
-29,088
460
$25.8M 0.04%
2,334,031
-315,632
461
$25.7M 0.04%
816,734
+18,276
462
$25.7M 0.04%
405,750
-867
463
$25.6M 0.04%
543,990
+32,596
464
$25.6M 0.04%
247,454
+192,277
465
$25.5M 0.04%
181,419
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466
$25.5M 0.04%
832,779
-28,543
467
$25.5M 0.04%
961,738
-3,610
468
$25.3M 0.04%
637,499
+13,273
469
$25.2M 0.04%
241,892
-722
470
$25.2M 0.04%
555,681
-14,208
471
$25.1M 0.04%
1,005,325
-187,327
472
$25.1M 0.04%
604,675
+27,844
473
$25M 0.04%
633,814
-33,584
474
$25M 0.04%
219,904
-3,878
475
$25M 0.04%
452,751
+51,094