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
451
$28.8M 0.04%
988,629
+57,336
452
$28.8M 0.04%
143,674
+6,084
453
$28.7M 0.04%
571,207
-64,539
454
$28.6M 0.04%
265,238
+3,131
455
$28.6M 0.04%
479,413
+3,101
456
$28.2M 0.04%
565,088
+4,800
457
$28.2M 0.04%
553,871
+25,395
458
$28.1M 0.04%
337,295
+2,284
459
$28.1M 0.04%
951,188
-3,893
460
$28.1M 0.04%
364,675
+21,196
461
$28M 0.04%
336,733
+8,938
462
$28M 0.04%
659,146
-13,611
463
$27.9M 0.04%
497,341
+1,490
464
$27.9M 0.04%
939,146
+9,162
465
$27.9M 0.04%
268,944
+14,331
466
$27.8M 0.04%
322,122
+10,674
467
$27.6M 0.04%
383,876
-7,870
468
$27.5M 0.04%
1,466,256
+9,324
469
$27.4M 0.04%
426,899
-1,966
470
$27.2M 0.04%
161,422
-2,017
471
$27.2M 0.04%
1,311,788
-266
472
$27.1M 0.04%
975,310
-13,683
473
$27.1M 0.04%
572,660
+9,756
474
$27M 0.04%
794,842
+46,382
475
$26.8M 0.04%
333,661
-4,845