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
$128B
AUM Growth
-$5.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,181
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$88.2M
3 +$85M
4
TWLO icon
Twilio
TWLO
+$59.4M
5
SNPS icon
Synopsys
SNPS
+$49M

Top Sells

1 +$1.17B
2 +$867M
3 +$580M
4
AMZN icon
Amazon
AMZN
+$414M
5
META icon
Meta Platforms (Facebook)
META
+$311M

Sector Composition

1 Technology 29.23%
2 Healthcare 13.37%
3 Financials 11.73%
4 Consumer Discretionary 10.33%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$11.7M 0.01%
166,245
-28,442
777
$11.5M 0.01%
649,655
-103,260
778
$11.5M 0.01%
789,392
+241,011
779
$11.5M 0.01%
+100,436
780
$11.5M 0.01%
226,594
-75,602
781
$11.5M 0.01%
852,023
+59,689
782
$10.9M 0.01%
91,204
-22,300
783
$10.8M 0.01%
482,064
+105,015
784
$10.5M 0.01%
868,389
-58,410
785
$10.5M 0.01%
121,481
-42,429
786
$10.4M 0.01%
776,109
-85,635
787
$10.1M 0.01%
235,560
-982,448
788
$10M 0.01%
128,198
-21,043
789
$9.94M 0.01%
363,464
+12,434
790
$9.88M 0.01%
143,103
+3,947
791
$9.73M 0.01%
161,205
-4,565
792
$9.65M 0.01%
232,435
-35,580
793
$9.61M 0.01%
375,964
-331,330
794
$9.48M 0.01%
494,281
-11,769
795
$9.42M 0.01%
125,534
-2,950
796
$9.29M 0.01%
155,619
-3,868
797
$9.16M 0.01%
202,183
-31,121
798
$9.04M 0.01%
68,793
799
$8.81M 0.01%
847,821
-2,003,277
800
$8.75M 0.01%
50,415
+427