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
$130B
AUM Growth
-$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,288
New
Increased
Reduced
Closed

Top Buys

1 +$997M
2 +$437M
3 +$334M
4
COIN icon
Coinbase
COIN
+$326M
5
GE icon
GE Aerospace
GE
+$198M

Top Sells

1 +$150M
2 +$146M
3 +$133M
4
CERN
Cerner Corp
CERN
+$122M
5
T icon
AT&T
T
+$118M

Sector Composition

1 Technology 24.92%
2 Healthcare 15.07%
3 Financials 12.67%
4 Consumer Discretionary 9.78%
5 Communication Services 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$7.91M 0.01%
151,568
+25,500
827
$7.8M 0.01%
102,636
-4,104
828
$7.71M 0.01%
1,430,803
+69,593
829
$7.65M 0.01%
198,485
-2,293
830
$7.58M 0.01%
49,087
-3,524
831
$7.55M 0.01%
165,136
-73,965
832
$7.35M 0.01%
+329,631
833
$7.28M 0.01%
433,569
+22,127
834
$7.19M 0.01%
182,729
+1,616
835
$7.18M 0.01%
355,399
-29,298
836
$7.14M 0.01%
+2,820,982
837
$6.92M 0.01%
199,482
+20,797
838
$6.74M 0.01%
389,671
+105,611
839
$6.59M 0.01%
213,321
-14,491
840
$6.53M 0.01%
2,601,485
-269,196
841
$6.51M 0.01%
778,834
+27,923
842
$6.44M 0.01%
160,526
-8,700
843
$6.28M ﹤0.01%
+678,856
844
$6.25M ﹤0.01%
845,012
+429,114
845
$6.15M ﹤0.01%
299,639
-12,042
846
$6.14M ﹤0.01%
71,990
-35,150
847
$6.05M ﹤0.01%
865,497
-40,598
848
$5.99M ﹤0.01%
156,776
+15,344
849
$5.93M ﹤0.01%
439,315
-31,659
850
$5.92M ﹤0.01%
+163,680