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
-$6.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$90M
2 +$76.6M
3 +$71M
4
KVUE icon
Kenvue
KVUE
+$65.7M
5
RYAN icon
Ryan Specialty Holdings
RYAN
+$58.1M

Top Sells

1 +$153M
2 +$96.2M
3 +$94.4M
4
TSLA icon
Tesla
TSLA
+$92.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$69M

Sector Composition

1 Technology 28.78%
2 Healthcare 13.02%
3 Financials 12.11%
4 Consumer Discretionary 10.22%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$16.6M 0.01%
918,050
+38,101
727
$16.3M 0.01%
150,471
+5,210
728
$16.3M 0.01%
179,896
-1
729
$16.2M 0.01%
593,363
-33,868
730
$15.6M 0.01%
667,863
-10,748
731
$15.6M 0.01%
1,219,895
+1,021,891
732
$15.5M 0.01%
798,065
-34,975
733
$15.5M 0.01%
+238,217
734
$15.3M 0.01%
1,189,252
-39,354
735
$15.2M 0.01%
502,884
-2,747
736
$15M 0.01%
372,714
-10,237
737
$14.9M 0.01%
8,197,155
-131,045
738
$14.7M 0.01%
398,129
-15,426
739
$14.7M 0.01%
4,140,820
-46,175
740
$14.5M 0.01%
456,529
-4,513
741
$14.3M 0.01%
630,599
+19,822
742
$14.3M 0.01%
+1,505,245
743
$14.2M 0.01%
8,532,917
+6,905,932
744
$14.2M 0.01%
800,824
-17,523
745
$14M 0.01%
872,402
-92,748
746
$13.9M 0.01%
363,606
+95,824
747
$13.5M 0.01%
82,305
-7,690
748
$13.4M 0.01%
967,498
-261,658
749
$13.3M 0.01%
179,102
-1,515
750
$13.3M 0.01%
292,473
-3,659