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
$169B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1 +$830M
2 +$410M
3 +$337M
4
TWLO icon
Twilio
TWLO
+$292M
5
TSLA icon
Tesla
TSLA
+$234M

Top Sells

1 +$1.18B
2 +$757M
3 +$477M
4
NTLA icon
Intellia Therapeutics
NTLA
+$272M
5
AMZN icon
Amazon
AMZN
+$263M

Sector Composition

1 Technology 25.5%
2 Healthcare 13.55%
3 Financials 12.47%
4 Consumer Discretionary 12.12%
5 Communication Services 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$497M 0.29%
619,377
-58,439
77
$488M 0.29%
1,286,505
-2,553
78
$480M 0.28%
6,787,333
-468,583
79
$469M 0.28%
1,956,426
-24,697
80
$466M 0.28%
6,357,664
-326,355
81
$465M 0.28%
3,743,485
+1,067,298
82
$463M 0.27%
2,105,263
-132,348
83
$460M 0.27%
5,906,765
-465,124
84
$460M 0.27%
2,112,266
+28,823
85
$455M 0.27%
4,848,176
+122,704
86
$443M 0.26%
6,501,442
-2,196,729
87
$437M 0.26%
4,408,142
-360,666
88
$431M 0.25%
2,221,286
-200,131
89
$421M 0.25%
3,314,532
+1,147,627
90
$421M 0.25%
4,933,393
-316,433
91
$417M 0.25%
2,509,484
-130,784
92
$412M 0.24%
3,683,241
-219,566
93
$410M 0.24%
+6,028,646
94
$408M 0.24%
4,453,269
-271,788
95
$405M 0.24%
3,408,377
-1,501,596
96
$399M 0.24%
455,570
-29,301
97
$398M 0.24%
4,861,205
+2,048,753
98
$395M 0.23%
7,580,430
+3,675,608
99
$391M 0.23%
1,447,252
-13,334
100
$389M 0.23%
1,019,693
-9,472