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
$77.5B
AUM Growth
+$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$381M
2 +$103M
3 +$64.2M
4
AAPL icon
Apple
AAPL
+$58.6M
5
AMZN icon
Amazon
AMZN
+$52.9M

Top Sells

1 +$67M
2 +$45.3M
3 +$33M
4
AIG icon
American International
AIG
+$26.1M
5
CHTR icon
Charter Communications
CHTR
+$21.4M

Sector Composition

1 Financials 17.45%
2 Technology 15.55%
3 Healthcare 12.03%
4 Consumer Discretionary 10.26%
5 Communication Services 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$217M 0.28%
2,986,238
+105,569
77
$215M 0.28%
1,129,865
+37,053
78
$214M 0.28%
4,077,665
-42,762
79
$213M 0.27%
2,932,613
+40,969
80
$209M 0.27%
2,285,661
+64,567
81
$208M 0.27%
4,049,627
+239,775
82
$207M 0.27%
3,772,368
+1,549
83
$207M 0.27%
1,434,019
+3,656
84
$203M 0.26%
868,399
+156,276
85
$201M 0.26%
596,961
-63,657
86
$197M 0.25%
617,461
+7,005
87
$192M 0.25%
1,120,799
+1,944
88
$189M 0.24%
2,499,718
+32,902
89
$188M 0.24%
3,685,070
-22,386
90
$188M 0.24%
2,285,999
+16,710
91
$188M 0.24%
1,284,820
+174,251
92
$186M 0.24%
1,028,900
+12,680
93
$184M 0.24%
2,226,111
+84,069
94
$184M 0.24%
4,300,275
+49,787
95
$183M 0.24%
811,303
-40,918
96
$182M 0.24%
730,207
-28,530
97
$182M 0.23%
2,465,019
+27,465
98
$181M 0.23%
4,601,905
+33,979
99
$179M 0.23%
3,331,522
+16,982
100
$179M 0.23%
349,019
+11,501