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
$115B
AUM Growth
+$3.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1 +$193M
2 +$177M
3 +$157M
4
FIS icon
Fidelity National Information Services
FIS
+$143M
5
XYZ
Block Inc
XYZ
+$103M

Top Sells

1 +$158M
2 +$140M
3 +$135M
4
IAU icon
iShares Gold Trust
IAU
+$130M
5
AAPL icon
Apple
AAPL
+$83.2M

Sector Composition

1 Technology 18.79%
2 Financials 15.47%
3 Healthcare 12.69%
4 Consumer Discretionary 10.72%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$1.59M ﹤0.01%
+16,165
902
$1.58M ﹤0.01%
+76,900
903
$1.57M ﹤0.01%
+44,600
904
$1.56M ﹤0.01%
+5
905
$1.56M ﹤0.01%
114,850
+15,823
906
$1.51M ﹤0.01%
30,188
-12,576
907
$1.48M ﹤0.01%
+35,419
908
$1.48M ﹤0.01%
+18,166
909
$1.47M ﹤0.01%
+63,603
910
$1.47M ﹤0.01%
28,906
-860
911
$1.47M ﹤0.01%
45,751
+7,410
912
$1.46M ﹤0.01%
15,838
+4,713
913
$1.41M ﹤0.01%
+26,806
914
$1.4M ﹤0.01%
29,931
+4,464
915
$1.4M ﹤0.01%
+15,326
916
$1.37M ﹤0.01%
+36,100
917
$1.33M ﹤0.01%
+20,507
918
$1.32M ﹤0.01%
+12,706
919
$1.29M ﹤0.01%
+58,283
920
$1.26M ﹤0.01%
29,900
-2,000
921
$1.25M ﹤0.01%
108,448
-55,422
922
$1.24M ﹤0.01%
+110,978
923
$1.22M ﹤0.01%
143,864
+26,133
924
$1.21M ﹤0.01%
60,439
-9,627
925
$1.2M ﹤0.01%
+15,500