Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.43%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160B
AUM Growth
+$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,076
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$184M
3 +$173M
4
MA icon
Mastercard
MA
+$123M
5
AAPL icon
Apple
AAPL
+$120M

Top Sells

1 +$293M
2 +$174M
3 +$136M
4
RBLX icon
Roblox
RBLX
+$119M
5
DFS
Discover Financial Services
DFS
+$96.4M

Sector Composition

1 Technology 33.07%
2 Financials 13.07%
3 Consumer Discretionary 10.37%
4 Communication Services 10.07%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$925M 0.58%
2,640,205
-156,777
27
$894M 0.56%
9,547,669
-3,124,621
28
$891M 0.56%
2,855,717
+240,664
29
$807M 0.5%
5,689,297
+524,545
30
$784M 0.49%
16,562,952
+894,027
31
$781M 0.49%
1,437,418
-22,087
32
$778M 0.48%
4,189,713
+86,113
33
$760M 0.47%
10,956,231
-357,147
34
$743M 0.46%
2,724,424
+173,447
35
$738M 0.46%
2,505,254
+24,734
36
$722M 0.45%
10,209,912
+63,581
37
$715M 0.45%
1,523,137
+39,642
38
$708M 0.44%
1,000,627
-46,571
39
$643M 0.4%
2,498,672
-135,871
40
$642M 0.4%
6,098,483
-1,130,732
41
$625M 0.39%
793,399
+35,169
42
$615M 0.38%
106,178
+2,593
43
$609M 0.38%
4,912,411
+202,013
44
$603M 0.38%
5,231,257
+218,829
45
$602M 0.37%
7,508,567
+172,250
46
$599M 0.37%
2,049,249
+23,003
47
$594M 0.37%
4,150,596
-24,403
48
$589M 0.37%
7,436,596
+150,919
49
$582M 0.36%
1,499,272
+82,808
50
$578M 0.36%
3,176,001
+63,448