Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.44%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$55.7B
AUM Growth
+$253M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$30.3M
3 +$28.6M
4
AYI icon
Acuity Brands
AYI
+$27.8M
5
LEA icon
Lear
LEA
+$25.9M

Top Sells

1 +$64.1M
2 +$44.5M
3 +$41.2M
4
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$31.4M
5
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$28.9M

Sector Composition

1 Financials 15.65%
2 Healthcare 14.41%
3 Technology 13.42%
4 Industrials 9.19%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$103K ﹤0.01%
13,716
902
$17K ﹤0.01%
10,170
903
-325,988
904
-4,900
905
-49,727
906
-455,959
907
-6,300
908
-204,717
909
-3,691
910
-122,041
911
-10,900
912
-1,223,655
913
-1,426,713
914
-67,800
915
-401,253
916
-358,271
917
-423,551
918
-10,800
919
-5,098
920
-17,000
921
-435,754
922
-1,094,304
923
-193,966
924
-11,900
925
-5,000