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
$93B
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$436M
3 +$421M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$211M
5
JNJ icon
Johnson & Johnson
JNJ
+$209M

Top Sells

1 +$214M
2 +$176M
3 +$149M
4
COL
Rockwell Collins
COL
+$76.7M
5
ANDV
Andeavor
ANDV
+$73M

Sector Composition

1 Technology 17.38%
2 Financials 15.84%
3 Healthcare 13.61%
4 Consumer Discretionary 10.74%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$19.8M 0.02%
+218,267
602
$19.8M 0.02%
194,752
+18,445
603
$19.5M 0.02%
818,400
-205,000
604
$19.4M 0.02%
515,270
+91,058
605
$19.3M 0.02%
473,696
+53,924
606
$19.3M 0.02%
298,226
+73,018
607
$19.1M 0.02%
300,000
608
$19.1M 0.02%
+139,355
609
$18.6M 0.02%
669,936
+84,371
610
$18.6M 0.02%
210,631
+23,402
611
$18.5M 0.02%
823,723
+158,949
612
$18.4M 0.02%
161,595
+31,900
613
$18.4M 0.02%
+67,205
614
$18.3M 0.02%
575,390
+53,025
615
$18.2M 0.02%
+1,422,400
616
$18M 0.02%
170,986
+36,544
617
$17.9M 0.02%
376,021
+22,479
618
$17.8M 0.02%
1,248,720
+146,128
619
$17.7M 0.02%
162,189
-12,992
620
$17.7M 0.02%
901,923
+171,190
621
$17.6M 0.02%
70,730
-12,399
622
$17.6M 0.02%
865,058
+95,534
623
$17.3M 0.02%
454,587
+42,163
624
$17.3M 0.02%
949,733
+70,054
625
$17.3M 0.02%
317,028
+41,425