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
601
$9.19M 0.02%
+463,894
602
$8.71M 0.02%
+232,642
603
$8.57M 0.02%
+501,836
604
$8.12M 0.02%
+1,254,539
605
$7.98M 0.02%
+370,000
606
$7.62M 0.02%
+515,812
607
$7.39M 0.02%
+573,559
608
$7.36M 0.02%
+507,889
609
$7.03M 0.02%
+678,579
610
$6.33M 0.01%
+138,623
611
$6.3M 0.01%
+1,292,567
612
$6.25M 0.01%
+142,400
613
$5.77M 0.01%
+184,448
614
$5.69M 0.01%
+106,900
615
$5.04M 0.01%
+265,863
616
$4.31M 0.01%
+204,664
617
$4.28M 0.01%
+40,036
618
$4.2M 0.01%
+132,219
619
$4.04M 0.01%
+25,456
620
$3.82M 0.01%
+37,020
621
$3.25M 0.01%
+128,309
622
$3.21M 0.01%
+42,727
623
$3.08M 0.01%
+46,841
624
$2.96M 0.01%
+739,705
625
$2.91M 0.01%
+103,734