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
826
$1.76M ﹤0.01%
129,987
-5,187
827
$1.75M ﹤0.01%
112,778
-36,527
828
$1.71M ﹤0.01%
193,182
-41,308
829
$1.71M ﹤0.01%
49,544
+2,199
830
$1.71M ﹤0.01%
81,320
+10,312
831
$1.7M ﹤0.01%
225,212
+9,000
832
$1.66M ﹤0.01%
55,238
+1,788
833
$1.65M ﹤0.01%
162,045
-4,833
834
$1.64M ﹤0.01%
28,644
+13,683
835
$1.62M ﹤0.01%
15,028
-410
836
$1.59M ﹤0.01%
218,427
+8,041
837
$1.59M ﹤0.01%
38,127
-7,584
838
$1.58M ﹤0.01%
51,171
-8,264
839
$1.57M ﹤0.01%
152,165
+5,287
840
$1.56M ﹤0.01%
61,680
-2,157
841
$1.55M ﹤0.01%
132,198
+16,000
842
$1.55M ﹤0.01%
80,766
843
$1.54M ﹤0.01%
48,349
+450
844
$1.53M ﹤0.01%
22,684
-667
845
$1.52M ﹤0.01%
359,386
-16,576
846
$1.5M ﹤0.01%
79,674
+4,387
847
$1.49M ﹤0.01%
6,270
-67
848
$1.48M ﹤0.01%
+10,868
849
$1.46M ﹤0.01%
25,800
-5,000
850
$1.45M ﹤0.01%
94,664
+2,913