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
$122B
AUM Growth
-$8.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,260
New
Increased
Reduced
Closed

Top Buys

1 +$89M
2 +$79.4M
3 +$78.8M
4
PATH icon
UiPath
PATH
+$65.2M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$55.1M

Top Sells

1 +$148M
2 +$131M
3 +$98.3M
4
TSLA icon
Tesla
TSLA
+$94.5M
5
COIN icon
Coinbase
COIN
+$90.5M

Sector Composition

1 Technology 24.68%
2 Healthcare 15.04%
3 Financials 12.75%
4 Consumer Discretionary 10.59%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$17.6M 0.01%
281,772
+1,934
727
$17.6M 0.01%
653,500
-51,591
728
$17.4M 0.01%
613,922
-12,313
729
$17.4M 0.01%
253,494
+23,349
730
$17.4M 0.01%
390,033
+361
731
$16.9M 0.01%
386,787
-10,455
732
$16.8M 0.01%
808,606
-26,109
733
$16.7M 0.01%
340,345
-1,680
734
$16.7M 0.01%
446,658
+168
735
$16.5M 0.01%
1,090,473
-97,114
736
$16.4M 0.01%
322,820
+540
737
$16.2M 0.01%
108,124
+608
738
$16.1M 0.01%
119,380
+1,853
739
$15.9M 0.01%
472,912
+803
740
$15.9M 0.01%
1,141,405
-2,559
741
$15.4M 0.01%
363,419
+4,482
742
$15.3M 0.01%
455,630
+4,817
743
$15.2M 0.01%
80,090
-69,989
744
$15.1M 0.01%
267,878
-350,235
745
$15.1M 0.01%
700,638
-25,799
746
$15M 0.01%
908,913
-34,806
747
$14.9M 0.01%
354,834
+41,744
748
$14.9M 0.01%
1,201,105
-35,175
749
$14.8M 0.01%
483,928
+9,971
750
$14.7M 0.01%
568,130
+13,792