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
$85.8B
AUM Growth
+$8.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1 +$316M
2 +$191M
3 +$190M
4
T icon
AT&T
T
+$158M
5
MSFT icon
Microsoft
MSFT
+$138M

Top Sells

1 +$220M
2 +$159M
3 +$155M
4
KDP icon
Keurig Dr Pepper
KDP
+$68.9M
5
TNL icon
Travel + Leisure Co
TNL
+$32.5M

Sector Composition

1 Technology 17.57%
2 Financials 16.57%
3 Healthcare 11.92%
4 Consumer Discretionary 11.02%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$600M 0.7%
3,052,174
+213,536
27
$575M 0.67%
13,119,142
+949,483
28
$568M 0.66%
8,486,170
+136,256
29
$561M 0.65%
14,341,580
+1,042,790
30
$546M 0.64%
92,131,360
+10,372,000
31
$531M 0.62%
9,162,110
+502,309
32
$522M 0.61%
4,979,316
+254,293
33
$510M 0.59%
15,558,090
+769,363
34
$500M 0.58%
4,589,020
+241,097
35
$490M 0.57%
3,683,893
+195,563
36
$444M 0.52%
10,080,403
+798,456
37
$444M 0.52%
2,834,391
+116,944
38
$443M 0.52%
3,314,966
+351,157
39
$440M 0.51%
4,746,448
-208,061
40
$426M 0.5%
14,917,059
+816,273
41
$414M 0.48%
2,517,336
+149,963
42
$410M 0.48%
4,925,983
+244,265
43
$407M 0.47%
1,669,677
+99,603
44
$399M 0.47%
4,945,945
+193,407
45
$389M 0.45%
2,105,385
+125,049
46
$373M 0.43%
2,732,753
+168,344
47
$365M 0.43%
5,595,151
+314,605
48
$347M 0.4%
2,448,692
+142,832
49
$347M 0.4%
5,993,339
+416,254
50
$343M 0.4%
3,111,753
+176,798