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
$148B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$176M
3 +$163M
4
TWLO icon
Twilio
TWLO
+$153M
5
TSM icon
TSMC
TSM
+$129M

Top Sells

1 +$701M
2 +$440M
3 +$325M
4
AMZN icon
Amazon
AMZN
+$316M
5
XYZ
Block Inc
XYZ
+$192M

Sector Composition

1 Technology 25.08%
2 Healthcare 13.42%
3 Consumer Discretionary 12.73%
4 Financials 11.42%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$926M 0.62%
11,695,873
-1,507,345
27
$892M 0.6%
19,121,181
-1,804,389
28
$884M 0.6%
17,071,975
-3,370,908
29
$847M 0.57%
17,161,584
-1,198,833
30
$845M 0.57%
18,258,260
-1,272,748
31
$819M 0.55%
20,792,997
-1,344,778
32
$818M 0.55%
23,487,851
-2,211,558
33
$808M 0.54%
1,830,576
-130,774
34
$788M 0.53%
5,686,339
-340,663
35
$783M 0.53%
36,342,534
-2,735,607
36
$771M 0.52%
3,514,007
-199,827
37
$765M 0.52%
6,093,399
-893,788
38
$750M 0.51%
2,951,856
+256,787
39
$733M 0.49%
8,373,376
+179,105
40
$729M 0.49%
6,695,013
-446,155
41
$721M 0.49%
6,129,088
-221,408
42
$699M 0.47%
29,027,622
-2,218,037
43
$637M 0.43%
3,866,813
+68,005
44
$601M 0.4%
790,619
-93,567
45
$599M 0.4%
1,687,946
-112,403
46
$588M 0.4%
16,139,710
-759,270
47
$587M 0.4%
8,456,716
+73,800
48
$585M 0.39%
9,705,126
-1,039,853
49
$572M 0.39%
2,998,816
-340,462
50
$568M 0.38%
5,643,814
-568,532