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
$48.7B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1 +$823M
2 +$30.9M
3 +$24.6M
4
GNW icon
Genworth Financial
GNW
+$21.9M
5
NAVI icon
Navient
NAVI
+$18.9M

Top Sells

1 +$70.9M
2 +$58.2M
3 +$43M
4
GE icon
GE Aerospace
GE
+$39.6M
5
CVX icon
Chevron
CVX
+$38.7M

Sector Composition

1 Financials 15.6%
2 Technology 13.2%
3 Healthcare 13.14%
4 Energy 11.33%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$11.2M 0.02%
101,582
-3,180
602
$11.2M 0.02%
+187,520
603
$11.2M 0.02%
325,769
-13,606
604
$11.1M 0.02%
866,016
+20,376
605
$11.1M 0.02%
1,139,980
-59,298
606
$11.1M 0.02%
19,863
+200
607
$10.9M 0.02%
235,045
-9,964
608
$10.8M 0.02%
44,096
-9,271
609
$10.8M 0.02%
+297,104
610
$10.6M 0.02%
314,718
-125,422
611
$10.6M 0.02%
280,503
-25,010
612
$10.5M 0.02%
258,660
+16,285
613
$10.1M 0.02%
421,786
-13,426
614
$9.84M 0.02%
+117,469
615
$9.57M 0.02%
282,551
-12,498
616
$9.3M 0.02%
276,366
-12,022
617
$9.16M 0.02%
1,277,587
-1,133
618
$8.86M 0.02%
178,454
-11,750
619
$8.67M 0.02%
211,034
-5,561
620
$8.64M 0.02%
489,702
-7,639
621
$8.63M 0.02%
196,489
+6,610
622
$8.56M 0.02%
653,696
-51,124
623
$8.11M 0.02%
661,226
-25,786
624
$7.87M 0.02%
+119,878
625
$7.65M 0.02%
193,692
-8,528