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
$51.7B
AUM Growth
-$4.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1 +$117M
2 +$106M
3 +$70.1M
4
AAPL icon
Apple
AAPL
+$55.2M
5
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$47.8M

Top Sells

1 +$833M
2 +$137M
3 +$115M
4
EBAY icon
eBay
EBAY
+$95M
5
HSP
HOSPIRA INC
HSP
+$40M

Sector Composition

1 Financials 16.22%
2 Healthcare 14.18%
3 Technology 13.72%
4 Consumer Discretionary 9.5%
5 Industrials 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$16.9M 0.03%
399,356
-57,519
552
$16.9M 0.03%
409,197
+22,727
553
$16.7M 0.03%
778,733
+114,166
554
$16.6M 0.03%
506,168
+1,069
555
$16.3M 0.03%
134,098
+6,779
556
$16.2M 0.03%
232,836
+23,038
557
$16.2M 0.03%
541,575
+27,041
558
$16.1M 0.03%
487,982
+17,480
559
$16.1M 0.03%
304,053
-1,523
560
$16.1M 0.03%
470,732
+7,467
561
$16.1M 0.03%
180,271
+16,032
562
$16.1M 0.03%
1,081,286
+100,281
563
$15.9M 0.03%
201,709
+242
564
$15.9M 0.03%
504,111
+10,124
565
$15.9M 0.03%
313,471
+26,155
566
$15.9M 0.03%
151,352
+11,532
567
$15.9M 0.03%
1,391,614
+283,568
568
$15.8M 0.03%
370,798
+36,632
569
$15.8M 0.03%
196,920
+2,804
570
$15.8M 0.03%
+863,653
571
$15.8M 0.03%
247,423
-110,800
572
$15.7M 0.03%
972,311
-14,860
573
$15.6M 0.03%
197,302
+15,019
574
$15.6M 0.03%
485,195
+55,747
575
$15.5M 0.03%
377,953
+42,698