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
$58.1B
AUM Growth
+$881M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
906
New
Increased
Reduced
Closed

Top Buys

1 +$89.9M
2 +$83.8M
3 +$80.7M
4
BIDU icon
Baidu
BIDU
+$57.4M
5
GLD icon
SPDR Gold Trust
GLD
+$35.8M

Top Sells

1 +$163M
2 +$75.9M
3 +$75.3M
4
SNDK
SANDISK CORP
SNDK
+$42.5M
5
GILD icon
Gilead Sciences
GILD
+$40.7M

Sector Composition

1 Financials 14.41%
2 Healthcare 13.57%
3 Technology 12.88%
4 Communication Services 10.25%
5 Consumer Staples 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$1.65M ﹤0.01%
23,919
-57
727
$1.64M ﹤0.01%
51,964
+134
728
$1.64M ﹤0.01%
62,367
-414
729
$1.63M ﹤0.01%
75,128
+16
730
$1.54M ﹤0.01%
63,000
+21,700
731
$1.54M ﹤0.01%
134,518
-1,395
732
$1.54M ﹤0.01%
7,300
+1,100
733
$1.53M ﹤0.01%
30,299
-111
734
$1.51M ﹤0.01%
51,555
-177
735
$1.49M ﹤0.01%
14,771
-49
736
$1.48M ﹤0.01%
13,962
-61
737
$1.47M ﹤0.01%
120,200
-4,000
738
$1.47M ﹤0.01%
28,466
-175
739
$1.38M ﹤0.01%
81,919
-287
740
$1.34M ﹤0.01%
51,126
-277
741
$1.3M ﹤0.01%
143,553
-678
742
$1.29M ﹤0.01%
30,306
-172
743
$1.27M ﹤0.01%
124,197
+78
744
$1.27M ﹤0.01%
13,700
-900
745
$1.26M ﹤0.01%
42,000
-12,000
746
$1.17M ﹤0.01%
102,154
-478
747
$1.16M ﹤0.01%
50,151
-278
748
$1.15M ﹤0.01%
58,596
-355
749
$1.14M ﹤0.01%
47,928
-186
750
$1.13M ﹤0.01%
2,766
-20