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
$116B
AUM Growth
-$10.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$280M
3 +$263M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$254M
5
EQIX icon
Equinix
EQIX
+$248M

Top Sells

1 +$536M
2 +$133M
3 +$129M
4
TDOC icon
Teladoc Health
TDOC
+$110M
5
EB icon
Eventbrite
EB
+$78M

Sector Composition

1 Technology 21.94%
2 Healthcare 14.25%
3 Financials 13.05%
4 Consumer Discretionary 10.64%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$735M 0.63%
34,603,600
+581,152
27
$731M 0.63%
6,089,670
+356,616
28
$716M 0.62%
2,250,279
+158,842
29
$713M 0.61%
18,303,410
+415,866
30
$698M 0.6%
18,579,360
+170,730
31
$686M 0.59%
18,057,614
+884,585
32
$679M 0.58%
19,758,560
+1,355,333
33
$652M 0.56%
11,790,913
+1,263,572
34
$629M 0.54%
2,217,273
+519,525
35
$613M 0.53%
8,458,487
+571,277
36
$593M 0.51%
16,970,640
-1,451,490
37
$585M 0.5%
3,537,964
+266,651
38
$576M 0.5%
4,001,302
-224,479
39
$572M 0.49%
9,507,292
+1,417,428
40
$570M 0.49%
7,259,543
+379,014
41
$551M 0.47%
1,930,700
+201,013
42
$536M 0.46%
858,230
+396,675
43
$527M 0.45%
5,500,264
+474,606
44
$517M 0.44%
3,862,901
+986,782
45
$511M 0.44%
3,684,059
+165,686
46
$510M 0.44%
2,517,532
+132,164
47
$503M 0.43%
6,262,502
+2,934,196
48
$493M 0.42%
6,564,249
+666,883
49
$475M 0.41%
5,745,593
+351,826
50
$466M 0.4%
2,821,890
+1,396,896