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
$57.2B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1 +$83M
2 +$35.8M
3 +$35.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$29.5M
5
T icon
AT&T
T
+$27.9M

Top Sells

1 +$89.8M
2 +$86.4M
3 +$27.4M
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$26.8M
5
TW
TOWERS WATSON & CO COM STK CL A (DE)
TW
+$25.5M

Sector Composition

1 Financials 14.77%
2 Technology 13.38%
3 Healthcare 13.19%
4 Communication Services 10.35%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$6.54M 0.01%
263,118
+48,466
652
$6.4M 0.01%
787,857
+27,410
653
$6.37M 0.01%
105,249
-10,000
654
$6.26M 0.01%
112,555
+30,729
655
$6.23M 0.01%
262,608
+10,169
656
$6.08M 0.01%
262,712
+13,566
657
$5.84M 0.01%
453,687
-7,938
658
$5.46M 0.01%
117,928
+1,676
659
$5.08M 0.01%
270,807
660
$5.01M 0.01%
55,177
+2,336
661
$4.96M 0.01%
695,000
-382,000
662
$4.87M 0.01%
105,383
+5,010
663
$4.87M 0.01%
873,807
+4,159
664
$4.81M 0.01%
91,141
-4,395
665
$4.8M 0.01%
72,333
-7,000
666
$4.63M 0.01%
40,400
-1,700
667
$4.62M 0.01%
39,452
-6,000
668
$4.51M 0.01%
273,413
+3,528
669
$4.49M 0.01%
73,576
+333
670
$4.48M 0.01%
95,196
+12,101
671
$4.47M 0.01%
213,000
+90,000
672
$4.42M 0.01%
533,550
+412,410
673
$4.36M 0.01%
539,339
+80,085
674
$4.35M 0.01%
123,252
+4,067
675
$4.33M 0.01%
118,930
+726