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
$148B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1 +$331M
2 +$131M
3 +$116M
4
V icon
Visa
V
+$116M
5
TEL icon
TE Connectivity
TEL
+$103M

Top Sells

1 +$263M
2 +$231M
3 +$203M
4
SYK icon
Stryker
SYK
+$135M
5
AZPN
Aspen Technology Inc
AZPN
+$131M

Sector Composition

1 Technology 32.68%
2 Financials 12.51%
3 Consumer Discretionary 11.09%
4 Healthcare 10.49%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$26.8M 0.02%
1,452,453
-131,132
602
$26.7M 0.02%
204,500
+8,806
603
$26.7M 0.02%
333,401
+215,840
604
$26.5M 0.02%
1,039,991
-996,703
605
$26.3M 0.02%
1,552,109
+1,153,657
606
$26.2M 0.02%
934,351
-12,471
607
$26.1M 0.02%
2,030,356
+434,356
608
$26M 0.02%
78,069
+1,743
609
$25.9M 0.02%
123,619
+4,963
610
$25.9M 0.02%
1,119,648
+93,409
611
$25.7M 0.02%
509,538
+7,891
612
$25.6M 0.02%
362,723
+22,525
613
$25.2M 0.02%
620,683
+62,201
614
$24.9M 0.02%
676,492
-2,938
615
$24.6M 0.02%
115,217
-15,784
616
$24.3M 0.02%
952,723
-56,818
617
$24.2M 0.02%
471,616
-62,441
618
$23.4M 0.02%
2,068,245
-49,932
619
$23.3M 0.02%
846,098
+27,216
620
$23.3M 0.02%
56,421
-3,226
621
$23.1M 0.02%
125,097
+13,102
622
$22.9M 0.02%
270,715
-51,046
623
$22.9M 0.02%
377,903
-3,434
624
$22.8M 0.02%
313,510
-1,157
625
$22.7M 0.02%
1,703,462
-63,285