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
$57.2B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1 +$83M
2 +$35.8M
3 +$35.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$29.5M
5
T icon
AT&T
T
+$27.9M

Top Sells

1 +$89.8M
2 +$86.4M
3 +$27.4M
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$26.8M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$25.5M

Sector Composition

1 Financials 14.77%
2 Technology 13.38%
3 Healthcare 13.19%
4 Communication Services 10.35%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$423M 0.74%
4,316,108
+143,275
27
$422M 0.74%
8,364,037
-189,316
28
$411M 0.72%
2,838,137
+50,176
29
$408M 0.71%
4,440,398
+88,404
30
$394M 0.69%
29,164,813
+293,879
31
$388M 0.68%
9,476,552
-2,849
32
$381M 0.67%
9,114,718
+176,938
33
$370M 0.65%
2,868,001
+128,577
34
$353M 0.62%
5,634,632
+119,060
35
$351M 0.61%
2,788,992
+39,479
36
$338M 0.59%
3,255,865
+30,353
37
$329M 0.58%
2,194,281
+25,399
38
$325M 0.57%
5,091,649
+461,421
39
$318M 0.56%
13,942,365
+331,713
40
$307M 0.54%
2,204,862
+27,981
41
$274M 0.48%
3,709,556
+61,648
42
$268M 0.47%
4,258,517
+57,322
43
$267M 0.47%
4,669,748
+81,339
44
$264M 0.46%
2,793,877
+55,599
45
$253M 0.44%
4,235,499
+124,970
46
$247M 0.43%
2,468,759
+244,661
47
$243M 0.43%
4,220,638
+112,406
48
$241M 0.42%
3,924,577
+117,715
49
$241M 0.42%
1,896,803
+30,905
50
$232M 0.41%
5,361,153
+120,016