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
$164B
AUM Growth
+$3.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1 +$256M
2 +$236M
3 +$185M
4
TWLO icon
Twilio
TWLO
+$164M
5
MSFT icon
Microsoft
MSFT
+$152M

Top Sells

1 +$796M
2 +$472M
3 +$361M
4
AAPL icon
Apple
AAPL
+$338M
5
PYPL icon
PayPal
PYPL
+$322M

Sector Composition

1 Technology 28.35%
2 Healthcare 13.67%
3 Financials 11.98%
4 Consumer Discretionary 11.74%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$2.22M ﹤0.01%
53,500
927
$2.21M ﹤0.01%
33,327
-364,034
928
$2.2M ﹤0.01%
71,699
+183
929
$2.17M ﹤0.01%
23,857
930
$2.17M ﹤0.01%
31,965
-3,413
931
$2.14M ﹤0.01%
18,630
+488
932
$2.14M ﹤0.01%
119,838
-29,360
933
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139,509
-4,660
934
$2.13M ﹤0.01%
130,484
-2,451
935
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20,517
-218,481
936
$2.11M ﹤0.01%
100,594
-11,672
937
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18,891
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938
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228,837
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939
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33,762
940
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127,209
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941
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95,698
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942
$1.98M ﹤0.01%
56,807
-7,483
943
$1.98M ﹤0.01%
107,439
-4,861
944
$1.97M ﹤0.01%
109,403
-13,376
945
$1.96M ﹤0.01%
25,045
-13,330
946
$1.95M ﹤0.01%
33,540
-3,420
947
$1.92M ﹤0.01%
488,638
-2,902,343
948
$1.9M ﹤0.01%
16,296
+3,164
949
$1.89M ﹤0.01%
226,584
-10,359
950
$1.86M ﹤0.01%
51,309