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
$48.7B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1 +$823M
2 +$30.9M
3 +$24.6M
4
GNW icon
Genworth Financial
GNW
+$21.9M
5
NAVI icon
Navient
NAVI
+$18.9M

Top Sells

1 +$70.9M
2 +$58.2M
3 +$43M
4
GE icon
GE Aerospace
GE
+$39.6M
5
CVX icon
Chevron
CVX
+$38.7M

Sector Composition

1 Financials 15.6%
2 Technology 13.2%
3 Healthcare 13.14%
4 Energy 11.33%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$153M 0.31%
2,240,780
-87,023
77
$152M 0.31%
8,835,673
-763,240
78
$151M 0.31%
2,365,679
-104,756
79
$150M 0.31%
2,407,837
-85,219
80
$147M 0.3%
3,789,868
-460,610
81
$141M 0.29%
2,938,129
-116,352
82
$139M 0.29%
2,805,917
+50,797
83
$136M 0.28%
3,511,736
-223,712
84
$134M 0.28%
1,226,140
-25,916
85
$133M 0.27%
3,658,502
-387,504
86
$131M 0.27%
2,013,605
-65,827
87
$129M 0.27%
853,412
-37,142
88
$129M 0.26%
2,437,722
+153,276
89
$128M 0.26%
4,878,151
-318,481
90
$128M 0.26%
5,766,498
-293,487
91
$128M 0.26%
1,726,119
-63,414
92
$127M 0.26%
1,074,516
+12,241
93
$126M 0.26%
3,909,118
-261,336
94
$125M 0.26%
2,620,901
-111,883
95
$124M 0.26%
3,541,289
-259,585
96
$122M 0.25%
1,061,606
-18,104
97
$120M 0.25%
3,207,762
-152,857
98
$119M 0.24%
704,779
-34,561
99
$117M 0.24%
1,097,082
+33,567
100
$116M 0.24%
1,573,623
-51,916