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
$85.8B
AUM Growth
+$8.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
935
New
Increased
Reduced
Closed

Top Buys

1 +$316M
2 +$191M
3 +$190M
4
T icon
AT&T
T
+$158M
5
MSFT icon
Microsoft
MSFT
+$138M

Top Sells

1 +$220M
2 +$159M
3 +$155M
4
KDP icon
Keurig Dr Pepper
KDP
+$68.9M
5
TNL icon
Travel + Leisure Co
TNL
+$32.5M

Sector Composition

1 Technology 17.57%
2 Financials 16.57%
3 Healthcare 11.92%
4 Consumer Discretionary 11.02%
5 Communication Services 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$18.3M 0.02%
174,794
+7,896
627
$18.1M 0.02%
259,968
+9,980
628
$18.1M 0.02%
597,138
+30,521
629
$17.9M 0.02%
153,150
+1,995
630
$17.7M 0.02%
604,781
+26,696
631
$17.5M 0.02%
408,509
+36,765
632
$17.3M 0.02%
480,803
+151,491
633
$17.3M 0.02%
1,050,710
+69,801
634
$17.2M 0.02%
717,759
+45,907
635
$17.1M 0.02%
898,500
+110,000
636
$17.1M 0.02%
731,286
+42,993
637
$16.9M 0.02%
4,480,440
+229,162
638
$16.8M 0.02%
415,374
+19,818
639
$16.3M 0.02%
249,109
+12,753
640
$16M 0.02%
+223,734
641
$15.8M 0.02%
476,541
+29,503
642
$15.7M 0.02%
408,715
+26,857
643
$15.6M 0.02%
154,079
+6,936
644
$15.5M 0.02%
407,454
+16,937
645
$15.1M 0.02%
663,601
+29,098
646
$15.1M 0.02%
133,523
+8,160
647
$15M 0.02%
1,556,268
+91,525
648
$15M 0.02%
867,000
+79,000
649
$14.9M 0.02%
623,842
+42,115
650
$14.8M 0.02%
127,683
-33,088