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
$93B
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$436M
3 +$421M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$211M
5
JNJ icon
Johnson & Johnson
JNJ
+$209M

Top Sells

1 +$214M
2 +$176M
3 +$149M
4
COL
Rockwell Collins
COL
+$76.7M
5
ANDV
Andeavor
ANDV
+$73M

Sector Composition

1 Technology 17.38%
2 Financials 15.84%
3 Healthcare 13.61%
4 Consumer Discretionary 10.74%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$742M 0.8%
2,345,487
+346,997
27
$699M 0.75%
5,021,950
+1,269,170
28
$674M 0.73%
3,623,085
+560,619
29
$647M 0.7%
6,029,002
+1,082,970
30
$637M 0.68%
5,770,143
+858,402
31
$626M 0.67%
18,225,759
+2,589,094
32
$576M 0.62%
3,280,062
+447,531
33
$550M 0.59%
17,921,280
+2,813,283
34
$528M 0.57%
5,789,411
+963,633
35
$526M 0.57%
10,140,787
+1,574,300
36
$511M 0.55%
11,400,390
+1,579,199
37
$476M 0.51%
4,450,745
+704,150
38
$475M 0.51%
6,686,505
+1,039,045
39
$475M 0.51%
2,488,471
+364,214
40
$475M 0.51%
5,700,109
+818,925
41
$471M 0.51%
3,495,746
+669,905
42
$471M 0.51%
2,971,924
+445,071
43
$447M 0.48%
2,005,227
+310,107
44
$437M 0.47%
3,824,193
+565,762
45
$434M 0.47%
16,951,120
+2,161,200
46
$431M 0.46%
3,991,425
+614,943
47
$421M 0.45%
16,609,600
+3,341,590
48
$404M 0.43%
120,849,560
+29,430,200
49
$400M 0.43%
5,950,681
+920,231
50
$384M 0.41%
2,809,922
+335,898