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
$108B
AUM Growth
+$15.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1 +$282M
2 +$135M
3 +$89M
4
TWTR
Twitter, Inc.
TWTR
+$66.6M
5
GLD icon
SPDR Gold Trust
GLD
+$62.9M

Top Sells

1 +$192M
2 +$82.3M
3 +$55M
4
PCG icon
PG&E
PCG
+$46.6M
5
XYZ
Block Inc
XYZ
+$42.2M

Sector Composition

1 Technology 18.11%
2 Financials 15.3%
3 Healthcare 13.11%
4 Consumer Discretionary 10.93%
5 Communication Services 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$851M 0.79%
3,615,481
-7,604
27
$824M 0.76%
17,056,053
-262,324
28
$805M 0.74%
7,246,602
+1,217,600
29
$762M 0.7%
16,252,778
+305,574
30
$728M 0.67%
18,221,378
-4,381
31
$710M 0.66%
5,789,982
+19,839
32
$618M 0.57%
3,254,550
-25,512
33
$617M 0.57%
9,912,485
-228,302
34
$610M 0.56%
18,758,808
+837,528
35
$605M 0.56%
16,976,960
+25,840
36
$575M 0.53%
3,632,454
+136,708
37
$570M 0.53%
5,487,200
-212,909
38
$564M 0.52%
125,645,400
+4,795,840
39
$557M 0.52%
10,376,749
-1,023,641
40
$542M 0.5%
2,032,131
+26,904
41
$539M 0.5%
6,744,207
+57,702
42
$538M 0.5%
3,991,189
-236
43
$530M 0.49%
5,998,521
+47,840
44
$515M 0.48%
2,966,601
-5,323
45
$506M 0.47%
16,834,180
+224,580
46
$495M 0.46%
3,817,451
-6,742
47
$480M 0.44%
5,959,442
+170,031
48
$474M 0.44%
2,494,859
+6,388
49
$471M 0.44%
2,815,568
+5,646
50
$453M 0.42%
2,853,070
+9,987