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
$47.5B
AUM Growth
-$647M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$35.4M
3 +$31M
4
ORCL icon
Oracle
ORCL
+$28.2M
5
GM icon
General Motors
GM
+$24.6M

Top Sells

1 +$819M
2 +$41.9M
3 +$38.2M
4
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$32.8M
5
XOM icon
Exxon Mobil
XOM
+$29.7M

Sector Composition

1 Financials 16.37%
2 Healthcare 13.42%
3 Technology 13.33%
4 Energy 10.81%
5 Industrials 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$200M 0.42%
2,673,561
-64,769
52
$198M 0.42%
3,966,842
-77,140
53
$188M 0.4%
1,146,238
-4,891
54
$186M 0.39%
12,661,167
-476,359
55
$181M 0.38%
2,890,691
-78,491
56
$181M 0.38%
2,407,249
-12,929
57
$180M 0.38%
3,345,233
-93,126
58
$180M 0.38%
1,847,985
-28,339
59
$179M 0.38%
586,565
-17,559
60
$176M 0.37%
7,573,298
-143,458
61
$176M 0.37%
4,570,986
-84,175
62
$172M 0.36%
1,947,517
-67,875
63
$169M 0.36%
4,894,856
+74,043
64
$167M 0.35%
1,677,553
-46,923
65
$166M 0.35%
1,074,814
-24,031
66
$162M 0.34%
2,454,010
-176,353
67
$161M 0.34%
1,647,402
+118,589
68
$159M 0.33%
2,493,056
-50,067
69
$157M 0.33%
2,672,178
-39,113
70
$156M 0.33%
4,250,478
-194,988
71
$154M 0.32%
1,355,349
-28,076
72
$154M 0.32%
129,289
-6,141
73
$152M 0.32%
2,470,435
-87,959
74
$152M 0.32%
2,171,098
+22,470
75
$151M 0.32%
2,327,803
-88,203