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
$122B
AUM Growth
-$8.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,260
New
Increased
Reduced
Closed

Top Buys

1 +$89M
2 +$79.4M
3 +$78.8M
4
PATH icon
UiPath
PATH
+$65.2M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$55.1M

Top Sells

1 +$148M
2 +$131M
3 +$98.3M
4
TSLA icon
Tesla
TSLA
+$94.5M
5
COIN icon
Coinbase
COIN
+$90.5M

Sector Composition

1 Technology 24.68%
2 Healthcare 15.04%
3 Financials 12.75%
4 Consumer Discretionary 10.59%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$1.27M ﹤0.01%
+29,684
1002
$1.26M ﹤0.01%
18,703
+930
1003
$1.25M ﹤0.01%
10,468
+716
1004
$1.25M ﹤0.01%
59,588
1005
$1.25M ﹤0.01%
32,000
1006
$1.24M ﹤0.01%
42,015
-15,872
1007
$1.24M ﹤0.01%
26,724
-732
1008
$1.23M ﹤0.01%
197,056
-1,699
1009
$1.19M ﹤0.01%
69,018
1010
$1.18M ﹤0.01%
93,149
-753
1011
$1.16M ﹤0.01%
13,328
-6,732
1012
$1.16M ﹤0.01%
59,045
-11,233
1013
$1.15M ﹤0.01%
+1,104,230
1014
$1.15M ﹤0.01%
1,092,186
1015
$1.15M ﹤0.01%
+40,147
1016
$1.12M ﹤0.01%
51,309
1017
$1.11M ﹤0.01%
388,792
-7,602
1018
$1.11M ﹤0.01%
80,149
-15,254
1019
$1.11M ﹤0.01%
17,992
-577
1020
$1.1M ﹤0.01%
6,150
+350
1021
$1.1M ﹤0.01%
114,434
1022
$1.08M ﹤0.01%
164,410
-4,988
1023
$1.07M ﹤0.01%
11,801
+729
1024
$1.06M ﹤0.01%
204,004
+11,966
1025
$1.05M ﹤0.01%
92,404
-3,056