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
$148B
AUM Growth
+$3.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,078
New
Increased
Reduced
Closed

Top Buys

1 +$331M
2 +$131M
3 +$116M
4
V icon
Visa
V
+$116M
5
TEL icon
TE Connectivity
TEL
+$103M

Top Sells

1 +$263M
2 +$231M
3 +$203M
4
SYK icon
Stryker
SYK
+$135M
5
AZPN
Aspen Technology Inc
AZPN
+$131M

Sector Composition

1 Technology 32.68%
2 Financials 12.51%
3 Consumer Discretionary 11.09%
4 Healthcare 10.49%
5 Communication Services 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$286K ﹤0.01%
8,566
+2,278
1002
$275K ﹤0.01%
15,710
+1,561
1003
$262K ﹤0.01%
+4,900
1004
$261K ﹤0.01%
6,900
-14,500
1005
$260K ﹤0.01%
24,834
-1,017,926
1006
$260K ﹤0.01%
7,619
1007
$259K ﹤0.01%
+5,260
1008
$248K ﹤0.01%
+2,800
1009
$248K ﹤0.01%
+2,270
1010
$248K ﹤0.01%
+3,190
1011
$245K ﹤0.01%
+11,840
1012
$243K ﹤0.01%
2,042
-9,244
1013
$243K ﹤0.01%
9,463
+958
1014
$243K ﹤0.01%
6,600
1015
$239K ﹤0.01%
+7,000
1016
$237K ﹤0.01%
123,997
1017
$235K ﹤0.01%
1,930
+230
1018
$233K ﹤0.01%
+4,571
1019
$231K ﹤0.01%
+2,330
1020
$227K ﹤0.01%
61,240
1021
$224K ﹤0.01%
+9,048
1022
$220K ﹤0.01%
36,093
+31
1023
$219K ﹤0.01%
59,927
-3,535
1024
$218K ﹤0.01%
35,919
-3,324
1025
$218K ﹤0.01%
1,435
+105