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
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1 +$331M
2 +$131M
3 +$116M
4
V icon
Visa
V
+$116M
5
TEL icon
TE Connectivity
TEL
+$103M

Top Sells

1 +$263M
2 +$231M
3 +$203M
4
SYK icon
Stryker
SYK
+$135M
5
AZPN
Aspen Technology Inc
AZPN
+$131M

Sector Composition

1 Technology 32.68%
2 Financials 12.51%
3 Consumer Discretionary 11.09%
4 Healthcare 10.49%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$7.46M 0.01%
238,552
-5,872
727
$7.39M 0.01%
140,383
-8,338
728
$7.3M ﹤0.01%
174,490
+9,263
729
$7.21M ﹤0.01%
178,307
-670
730
$7.2M ﹤0.01%
607,812
-179,839
731
$7.05M ﹤0.01%
206,704
+88,106
732
$6.69M ﹤0.01%
197,744
-1,585
733
$6.38M ﹤0.01%
107,959
+1,681
734
$6.04M ﹤0.01%
1,766,480
-123,643
735
$5.65M ﹤0.01%
173,766
-3,461
736
$5.58M ﹤0.01%
85,127
+616
737
$5.48M ﹤0.01%
202,692
+35,084
738
$5.48M ﹤0.01%
312,832
-4,486
739
$5.48M ﹤0.01%
156,657
-39,457
740
$5.39M ﹤0.01%
93,702
-33,504
741
$5.37M ﹤0.01%
25,623
-3,101
742
$5.32M ﹤0.01%
84,913
-4,683
743
$5.31M ﹤0.01%
266,542
+32,842
744
$5.25M ﹤0.01%
217,401
+102,496
745
$5.19M ﹤0.01%
76,367
+6,158
746
$5.17M ﹤0.01%
54,200
-72,599
747
$4.98M ﹤0.01%
132,944
-1,489
748
$4.85M ﹤0.01%
218,377
-190,921
749
$4.84M ﹤0.01%
243,814
-1,113
750
$4.82M ﹤0.01%
93,145
+26,884