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
$93B
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1 +$450M
2 +$436M
3 +$421M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$211M
5
JNJ icon
Johnson & Johnson
JNJ
+$209M

Top Sells

1 +$214M
2 +$176M
3 +$149M
4
COL
Rockwell Collins
COL
+$76.7M
5
ANDV
Andeavor
ANDV
+$73M

Sector Composition

1 Technology 17.38%
2 Financials 15.84%
3 Healthcare 13.61%
4 Consumer Discretionary 10.74%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$747K ﹤0.01%
+13,649
827
$742K ﹤0.01%
+27,866
828
$738K ﹤0.01%
+54,866
829
$735K ﹤0.01%
+11,366
830
$725K ﹤0.01%
+3,951
831
$719K ﹤0.01%
37,010
+16,868
832
$718K ﹤0.01%
+44,264
833
$713K ﹤0.01%
94,450
-60,052
834
$707K ﹤0.01%
+6,825
835
$707K ﹤0.01%
+5,702
836
$705K ﹤0.01%
+17,318
837
$704K ﹤0.01%
+11,666
838
$703K ﹤0.01%
+23,571
839
$701K ﹤0.01%
+22,739
840
$687K ﹤0.01%
+24,533
841
$682K ﹤0.01%
+7,446
842
$678K ﹤0.01%
+7,884
843
$678K ﹤0.01%
+9,741
844
$672K ﹤0.01%
+11,697
845
$670K ﹤0.01%
+14,165
846
$670K ﹤0.01%
+5,839
847
$666K ﹤0.01%
170,763
+136,013
848
$666K ﹤0.01%
+54,891
849
$665K ﹤0.01%
+10,451
850
$658K ﹤0.01%
+6,876