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
$148B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$176M
3 +$163M
4
TWLO icon
Twilio
TWLO
+$153M
5
TSM icon
TSMC
TSM
+$129M

Top Sells

1 +$701M
2 +$440M
3 +$325M
4
AMZN icon
Amazon
AMZN
+$316M
5
XYZ
Block Inc
XYZ
+$192M

Sector Composition

1 Technology 25.08%
2 Healthcare 13.42%
3 Consumer Discretionary 12.73%
4 Financials 11.42%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$14.1M 0.01%
178,625
+54,628
727
$13.5M 0.01%
701,675
+77,567
728
$13.5M 0.01%
198,253
-3,622
729
$13.5M 0.01%
977,047
-115,365
730
$13.3M 0.01%
94,022
-1,087
731
$13.3M 0.01%
412,299
-61,658
732
$13.2M 0.01%
1,460,807
-15,313
733
$13.2M 0.01%
1,143,554
+39,404
734
$13M 0.01%
781,146
-17,859
735
$13M 0.01%
526,914
-1,133
736
$12.9M 0.01%
302,476
-66,114
737
$12.9M 0.01%
303,015
-16,214
738
$12.9M 0.01%
471,046
-20,747
739
$12.8M 0.01%
102,268
-105,915
740
$12.7M 0.01%
+50,760
741
$12.5M 0.01%
350,850
-4,370
742
$12.4M 0.01%
571,174
-11,074
743
$12.3M 0.01%
+196,173
744
$12.2M 0.01%
660,088
-76,762
745
$12.1M 0.01%
358,914
-12,307
746
$12.1M 0.01%
604,000
-96,400
747
$12.1M 0.01%
41,278
+38,998
748
$11.2M 0.01%
77,964
-917
749
$11.2M 0.01%
1,148,923
+568,962
750
$11.2M 0.01%
184,747
-28,091