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
$64.7B
AUM Growth
+$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1 +$99.7M
2 +$80.6M
3 +$38.1M
4
LLL
L3 Technologies, Inc.
LLL
+$35M
5
AMD icon
Advanced Micro Devices
AMD
+$32.4M

Top Sells

1 +$80.2M
2 +$62.2M
3 +$40.8M
4
TWX
Time Warner Inc
TWX
+$24.7M
5
HAR
Harman International Industries
HAR
+$21.2M

Sector Composition

1 Financials 16.64%
2 Technology 14.34%
3 Healthcare 12.64%
4 Communication Services 10.06%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$12.1M 0.02%
904,291
-34,138
627
$11.9M 0.02%
110,101
-2,948
628
$11.7M 0.02%
152,000
629
$11.7M 0.02%
84,058
+8,342
630
$11.6M 0.02%
756,537
+30,153
631
$11.4M 0.02%
1,029,882
+16,206
632
$11.3M 0.02%
188,221
-5,650
633
$11.2M 0.02%
1,371,877
-30,466
634
$10.8M 0.02%
319,540
+30,067
635
$10.4M 0.02%
230,904
+3,418
636
$9.86M 0.02%
498,283
+2,298
637
$9.85M 0.02%
290,779
-16,375
638
$9.66M 0.01%
423,724
-34,570
639
$9.6M 0.01%
561,096
+10,993
640
$9.53M 0.01%
520,678
+21,126
641
$9.39M 0.01%
297,000
642
$8.78M 0.01%
3,182,733
+42,340
643
$8.71M 0.01%
285,558
+5,157
644
$8.6M 0.01%
123,000
645
$7.92M 0.01%
194,000
646
$7.83M 0.01%
205,310
+1,980
647
$7.67M 0.01%
66,900
+7,000
648
$7.64M 0.01%
180,709
+3,003
649
$7.1M 0.01%
221,174
+3,501
650
$6.74M 0.01%
1,139,931
-12,679