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
$44.1B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$1.05B
3 +$760M
4
GE icon
GE Aerospace
GE
+$690M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.24%
2 Technology 12.71%
3 Healthcare 12.62%
4 Energy 11.02%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$12.2M 0.03%
+1,330,356
577
$12.2M 0.03%
+600,076
578
$11.9M 0.03%
+319,228
579
$11.9M 0.03%
+427,635
580
$11.7M 0.03%
+293,895
581
$11.7M 0.03%
+308,176
582
$11.6M 0.03%
+430,385
583
$11.4M 0.03%
+117,052
584
$11.4M 0.03%
+266,279
585
$11.2M 0.03%
+362,452
586
$11.2M 0.03%
+430,503
587
$10.9M 0.02%
+446,508
588
$10.9M 0.02%
+179,227
589
$10.9M 0.02%
+252,204
590
$10.8M 0.02%
+211,614
591
$10.8M 0.02%
+1,506,106
592
$10.6M 0.02%
+372,825
593
$10.3M 0.02%
+938,631
594
$10.2M 0.02%
+413,204
595
$10.1M 0.02%
+591,088
596
$10.1M 0.02%
+406,735
597
$10M 0.02%
+595,434
598
$9.85M 0.02%
+188,428
599
$9.84M 0.02%
+543,026
600
$9.71M 0.02%
+709,717