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
$68.2B
AUM Growth
+$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
911
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$73.7M
3 +$50.9M
4
PYPL icon
PayPal
PYPL
+$39.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$36.8M

Top Sells

1 +$117M
2 +$46.4M
3 +$45.8M
4
HPE icon
Hewlett Packard
HPE
+$38.2M
5
CSC
Computer Sciences
CSC
+$29.7M

Sector Composition

1 Financials 17.01%
2 Technology 14.58%
3 Healthcare 12.95%
4 Consumer Discretionary 10.07%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$24.9M 0.04%
945,560
+300
527
$24.8M 0.04%
565,826
-58,939
528
$24.7M 0.04%
1,067,918
+18,110
529
$24.7M 0.04%
438,600
-19,584
530
$24.5M 0.04%
+418,291
531
$24.4M 0.04%
840,044
+23,926
532
$24.3M 0.04%
274,029
+5,085
533
$24.2M 0.04%
265,251
+2,607
534
$24.1M 0.04%
+213,008
535
$24.1M 0.04%
+672,156
536
$23.9M 0.04%
188,299
+350
537
$23.9M 0.04%
204,742
+1,662
538
$23.8M 0.03%
398,637
+9,440
539
$23.4M 0.03%
440,993
+1,862
540
$23.1M 0.03%
252,445
+3,210
541
$23M 0.03%
511,332
-1,105
542
$22.7M 0.03%
+111,699
543
$22.6M 0.03%
363,459
+10,318
544
$22.5M 0.03%
888,844
-1,092
545
$22.5M 0.03%
254,637
-969
546
$22.3M 0.03%
129,600
+120,100
547
$22M 0.03%
633,699
+18,494
548
$21.8M 0.03%
+355,671
549
$21.7M 0.03%
2,952,307
+640,422
550
$21.5M 0.03%
941,754
-46,875