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
$130B
AUM Growth
-$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,287
New
Increased
Reduced
Closed

Top Buys

1 +$997M
2 +$437M
3 +$334M
4
COIN icon
Coinbase
COIN
+$326M
5
GE icon
GE Aerospace
GE
+$198M

Top Sells

1 +$150M
2 +$146M
3 +$133M
4
CERN
Cerner Corp
CERN
+$122M
5
T icon
AT&T
T
+$118M

Sector Composition

1 Technology 24.92%
2 Healthcare 15.07%
3 Financials 12.67%
4 Consumer Discretionary 9.78%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$26.7M 0.02%
332,650
+103,377
677
$26.5M 0.02%
236,203
-11,311
678
$26.4M 0.02%
193,696
+6,332
679
$26.3M 0.02%
334,272
+14,661
680
$26.1M 0.02%
926,644
-450,891
681
$25.4M 0.02%
863,789
-74,978
682
$25.3M 0.02%
341,432
+18,906
683
$24.5M 0.02%
359,408
+15,835
684
$24.3M 0.02%
1,236,280
+149,885
685
$24.2M 0.02%
692,150
+32,334
686
$24.1M 0.02%
705,091
-201,288
687
$24M 0.02%
861,583
-10,356
688
$23.9M 0.02%
912,247
-742,181
689
$23.5M 0.02%
195,610
+24,829
690
$23.4M 0.02%
990,549
+117,720
691
$23.2M 0.02%
184,230
+15,656
692
$23.2M 0.02%
1,722,630
+88,735
693
$23M 0.02%
644,870
-665,929
694
$23M 0.02%
1,396,944
+11,031
695
$22.9M 0.02%
490,593
-16,290
696
$22.6M 0.02%
1,436,194
+34,116
697
$22.6M 0.02%
1,616,519
+1,315,648
698
$22.5M 0.02%
389,672
+20,204
699
$22.5M 0.02%
644,288
+29,009
700
$22.5M 0.02%
223,121
-2,559