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
$44.1B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$1.05B
3 +$760M
4
GE icon
GE Aerospace
GE
+$690M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$672M

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.24%
2 Technology 12.71%
3 Healthcare 12.62%
4 Energy 11.02%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$129M 0.29%
+1,911,836
77
$127M 0.29%
+1,151,923
78
$127M 0.29%
+3,119,337
79
$127M 0.29%
+2,870,257
80
$126M 0.29%
+4,273,290
81
$123M 0.28%
+1,427,542
82
$120M 0.27%
+3,775,204
83
$115M 0.26%
+2,744,879
84
$114M 0.26%
+3,037,972
85
$114M 0.26%
+1,655,995
86
$114M 0.26%
+137,478
87
$114M 0.26%
+1,010,375
88
$112M 0.25%
+1,951,544
89
$111M 0.25%
+2,287,144
90
$106M 0.24%
+4,263,219
91
$105M 0.24%
+1,925,915
92
$104M 0.24%
+1,246,191
93
$104M 0.24%
+2,993,867
94
$103M 0.23%
+1,593,833
95
$103M 0.23%
+3,704,777
96
$103M 0.23%
+1,416,236
97
$103M 0.23%
+1,100,733
98
$102M 0.23%
+1,693,634
99
$102M 0.23%
+1,630,629
100
$102M 0.23%
+1,394,898