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
$55.4B
AUM Growth
+$3.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1 +$199M
2 +$151M
3 +$80.4M
4
MSFT icon
Microsoft
MSFT
+$75.3M
5
JNJ icon
Johnson & Johnson
JNJ
+$66.4M

Top Sells

1 +$168M
2 +$150M
3 +$51.7M
4
CFN
CAREFUSION CORPORATION
CFN
+$30.4M
5
SWY
SAFEWAY INC
SWY
+$20.6M

Sector Composition

1 Financials 15.18%
2 Healthcare 13.9%
3 Technology 13.57%
4 Energy 9.54%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$224M 0.4%
4,087,774
+242,710
52
$219M 0.4%
1,167,136
+115,974
53
$214M 0.39%
5,000,471
+419,608
54
$208M 0.38%
4,491,637
+334,486
55
$206M 0.37%
4,722,524
+382,681
56
$206M 0.37%
1,051,049
+62,873
57
$205M 0.37%
2,757,704
+268,636
58
$205M 0.37%
2,422,855
+201,058
59
$201M 0.36%
2,570,627
+216,453
60
$200M 0.36%
2,014,730
+158,116
61
$200M 0.36%
2,357,484
+2,352,084
62
$198M 0.36%
2,718,751
+235,575
63
$195M 0.35%
4,637,265
+410,895
64
$193M 0.35%
1,716,368
+13,779
65
$192M 0.35%
3,823,362
+334,334
66
$187M 0.34%
2,151,316
+94,189
67
$185M 0.33%
5,127,581
+304,128
68
$182M 0.33%
1,876,030
+148,621
69
$180M 0.33%
1,860,875
+203,220
70
$180M 0.33%
12,726,071
+723,925
71
$177M 0.32%
2,602,436
+213,238
72
$171M 0.31%
1,131,640
+103,117
73
$169M 0.3%
2,313,377
+213,339
74
$168M 0.3%
10,424,566
+1,700,624
75
$168M 0.3%
2,417,583
+195,369