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
-$6.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,176
New
Increased
Reduced
Closed

Top Buys

1 +$90M
2 +$76.6M
3 +$71M
4
KVUE icon
Kenvue
KVUE
+$65.7M
5
RYAN icon
Ryan Specialty Holdings
RYAN
+$58.1M

Top Sells

1 +$153M
2 +$96.2M
3 +$94.4M
4
TSLA icon
Tesla
TSLA
+$92.7M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$69M

Sector Composition

1 Technology 28.78%
2 Healthcare 13.02%
3 Financials 12.11%
4 Consumer Discretionary 10.22%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$1.36M ﹤0.01%
27,602
+22,210
952
$1.35M ﹤0.01%
99,175
+4,364
953
$1.34M ﹤0.01%
+6,888
954
$1.33M ﹤0.01%
79,428
-2,208
955
$1.32M ﹤0.01%
8,856
+5,988
956
$1.31M ﹤0.01%
1,083,685
957
$1.31M ﹤0.01%
+13,720
958
$1.3M ﹤0.01%
41,290
959
$1.3M ﹤0.01%
70,629
-5,510
960
$1.25M ﹤0.01%
21,182
+535
961
$1.24M ﹤0.01%
+261,751
962
$1.23M ﹤0.01%
29,313
-3,199
963
$1.22M ﹤0.01%
27,378
964
$1.22M ﹤0.01%
63,406
965
$1.2M ﹤0.01%
42,034
-1,514
966
$1.18M ﹤0.01%
73,000
967
$1.17M ﹤0.01%
68,000
968
$1.16M ﹤0.01%
74,485
+9,332
969
$1.16M ﹤0.01%
12,036
970
$1.16M ﹤0.01%
+28,049
971
$1.15M ﹤0.01%
36,029
-6,592
972
$1.15M ﹤0.01%
58,966
-1,896
973
$1.14M ﹤0.01%
46,859
-3,324
974
$1.14M ﹤0.01%
385,347
-89,000
975
$1.12M ﹤0.01%
139,134
-6,480