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
$122B
AUM Growth
-$8.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,260
New
Increased
Reduced
Closed

Top Buys

1 +$89M
2 +$79.4M
3 +$78.8M
4
PATH icon
UiPath
PATH
+$65.2M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$55.1M

Top Sells

1 +$148M
2 +$131M
3 +$98.3M
4
TSLA icon
Tesla
TSLA
+$94.5M
5
COIN icon
Coinbase
COIN
+$90.5M

Sector Composition

1 Technology 24.68%
2 Healthcare 15.04%
3 Financials 12.75%
4 Consumer Discretionary 10.59%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$27M 0.02%
179,047
+362
652
$27M 0.02%
125,139
+299
653
$26.9M 0.02%
649,558
+16,978
654
$26.8M 0.02%
1,008,709
-3,101
655
$26.7M 0.02%
132,346
-976
656
$26.6M 0.02%
775,697
+660,465
657
$26.6M 0.02%
2,487,540
658
$26.5M 0.02%
292,633
-40,017
659
$26.5M 0.02%
1,261,929
-160,312
660
$26.4M 0.02%
7,332,019
-2,955,332
661
$26.4M 0.02%
401,074
+596
662
$26.1M 0.02%
342,552
+1,120
663
$25.9M 0.02%
320,076
-8,259
664
$25.9M 0.02%
2,699,413
-100,229
665
$25.6M 0.02%
208,575
+111
666
$25.6M 0.02%
600,844
+1,272
667
$25.4M 0.02%
31,822
-185
668
$24.5M 0.02%
296,025
-64,956
669
$24.5M 0.02%
645,545
+1,257
670
$24.4M 0.02%
306,787
-3,012
671
$24.3M 0.02%
510,931
+218,969
672
$24.1M 0.02%
1,001,471
-11,808
673
$23.9M 0.02%
865,691
+1,902
674
$23.9M 0.02%
194,638
-972
675
$23.9M 0.02%
688,281
-3,869