Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $160B
 

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 Return
+2.47%
1 Year Return
+28.43%
3 Year Return
+114.94%
5 Year Return
+183.59%
10 Year Return
+454.39%
AUM
$44.1B
AUM Growth
Cap. Flow
+$44.1B
Cap. Flow %
100%
Top 10 Hldgs %
16.71%
Holding
747
New
747
Increased
Reduced
Closed

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 9.51%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HCBK
576
DELISTED
HUDSON CITY BANCORP INC
HCBK
$12.2M 0.03%
+1,330,356
New +$12.2M
GIL icon
577
Gildan
GIL
$7.81B
$12.2M 0.03%
+300,038
New +$12.2M
EV
578
DELISTED
Eaton Vance Corp.
EV
$11.9M 0.03%
+319,228
New +$11.9M
OI icon
579
O-I Glass
OI
$1.97B
$11.9M 0.03%
+427,635
New +$11.9M
ARW icon
580
Arrow Electronics
ARW
$6.36B
$11.7M 0.03%
+293,895
New +$11.7M
RAX
581
DELISTED
Rackspace Hosting Inc
RAX
$11.7M 0.03%
+308,176
New +$11.7M
FLIR
582
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$11.6M 0.03%
+430,385
New +$11.6M
DNB
583
DELISTED
Dun & Bradstreet
DNB
$11.4M 0.03%
+117,052
New +$11.4M
AVY icon
584
Avery Dennison
AVY
$13.2B
$11.4M 0.03%
+266,279
New +$11.4M
LM
585
DELISTED
Legg Mason, Inc.
LM
$11.2M 0.03%
+362,452
New +$11.2M
SPN
586
DELISTED
Superior Energy Services, Inc.
SPN
$11.2M 0.03%
+430,503
New +$11.2M
TSS
587
DELISTED
Total System Services, Inc.
TSS
$10.9M 0.02%
+446,508
New +$10.9M
FTR
588
DELISTED
Frontier Communications Corp.
FTR
$10.9M 0.02%
+2,688,400
New +$10.9M
CLR
589
DELISTED
CONTINENTAL RESOURCES INC.
CLR
$10.9M 0.02%
+126,102
New +$10.9M
AIZ icon
590
Assurant
AIZ
$10.8B
$10.8M 0.02%
+211,614
New +$10.8M
LSI
591
DELISTED
LSI CORPORATION
LSI
$10.8M 0.02%
+1,506,106
New +$10.8M
SEIC icon
592
SEI Investments
SEIC
$10.9B
$10.6M 0.02%
+372,825
New +$10.6M
NDAQ icon
593
Nasdaq
NDAQ
$53.7B
$10.3M 0.02%
+312,877
New +$10.3M
IRM icon
594
Iron Mountain
IRM
$26.4B
$10.2M 0.02%
+381,889
New +$10.2M
OTEX icon
595
Open Text
OTEX
$8.36B
$10.1M 0.02%
+147,772
New +$10.1M
TMUS icon
596
T-Mobile US
TMUS
$288B
$10.1M 0.02%
+406,735
New +$10.1M
CVC
597
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
$10M 0.02%
+595,434
New +$10M
EGN
598
DELISTED
Energen
EGN
$9.85M 0.02%
+188,428
New +$9.85M
SPXC icon
599
SPX Corp
SPXC
$9.1B
$9.84M 0.02%
+136,748
New +$9.84M
TAC icon
600
TransAlta
TAC
$3.59B
$9.72M 0.02%
+709,717
New +$9.72M