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
$127B
AUM Growth
+$12.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$176M
3 +$127M
4
TFC icon
Truist Financial
TFC
+$127M
5
MELI icon
Mercado Libre
MELI
+$54.4M

Top Sells

1 +$289M
2 +$116M
3 +$92.4M
4
AAPL icon
Apple
AAPL
+$90.7M
5
NVDA icon
NVIDIA
NVDA
+$52.7M

Sector Composition

1 Technology 19.73%
2 Financials 15.26%
3 Healthcare 13.27%
4 Consumer Discretionary 10.55%
5 Communication Services 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$349M 0.27%
5,888,418
+55,609
77
$344M 0.27%
167,432
-6,440
78
$342M 0.27%
1,308,694
-78,021
79
$340M 0.27%
5,232,301
+77,087
80
$339M 0.27%
2,440,501
+43,801
81
$334M 0.26%
1,453,494
+2,322
82
$321M 0.25%
2,739,460
+106,126
83
$318M 0.25%
655,925
+7,643
84
$308M 0.24%
1,507,949
+9,656
85
$308M 0.24%
1,534,987
+40,750
86
$308M 0.24%
4,735,897
-90,814
87
$306M 0.24%
5,554,443
+80,871
88
$301M 0.24%
1,765,492
+4,277
89
$297M 0.23%
3,328,306
+193,512
90
$291M 0.23%
2,272,626
+106,122
91
$290M 0.23%
3,176,204
+41,115
92
$289M 0.23%
5,137,483
+2,256,649
93
$289M 0.23%
7,259,930
+110,830
94
$286M 0.22%
1,077,702
+19,000
95
$285M 0.22%
4,477,026
+237,829
96
$281M 0.22%
1,424,994
+339
97
$280M 0.22%
1,333,479
+19,021
98
$275M 0.22%
2,972,565
+71,044
99
$272M 0.21%
1,717,941
-151,110
100
$272M 0.21%
1,242,096
+20,672