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
$122B
AUM Growth
-$8.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,260
New
Increased
Reduced
Closed

Top Buys

1 +$89M
2 +$79.4M
3 +$78.8M
4
PATH icon
UiPath
PATH
+$65.2M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$55.1M

Top Sells

1 +$148M
2 +$131M
3 +$98.3M
4
TSLA icon
Tesla
TSLA
+$94.5M
5
COIN icon
Coinbase
COIN
+$90.5M

Sector Composition

1 Technology 24.68%
2 Healthcare 15.04%
3 Financials 12.75%
4 Consumer Discretionary 10.59%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$3.73M ﹤0.01%
36,435
-2,826
877
$3.68M ﹤0.01%
343,194
+252,303
878
$3.67M ﹤0.01%
44,850
879
$3.66M ﹤0.01%
51,486
-606
880
$3.61M ﹤0.01%
76,312
+64,362
881
$3.58M ﹤0.01%
325,000
882
$3.53M ﹤0.01%
275,235
+8,515
883
$3.49M ﹤0.01%
1,268,771
-817
884
$3.45M ﹤0.01%
157,364
-5,832
885
$3.41M ﹤0.01%
162,571
+47,799
886
$3.35M ﹤0.01%
279,347
887
$3.34M ﹤0.01%
299,150
-19,000
888
$3.33M ﹤0.01%
77,282
+47,281
889
$3.32M ﹤0.01%
192,919
-24,433
890
$3.31M ﹤0.01%
+167,883
891
$3.29M ﹤0.01%
169,342
+16,693
892
$3.27M ﹤0.01%
134,404
+1,865
893
$3.27M ﹤0.01%
25,953
-698
894
$3.24M ﹤0.01%
90,437
+615
895
$3.24M ﹤0.01%
181,847
+2,774
896
$3.24M ﹤0.01%
31,612
+7,462
897
$3.23M ﹤0.01%
41,800
+3,790
898
$3.22M ﹤0.01%
207,164
-92,475
899
$3.19M ﹤0.01%
122,487
-1,000
900
$3.16M ﹤0.01%
57,682
-1,901