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
$115B
AUM Growth
+$3.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,098
New
Increased
Reduced
Closed

Top Buys

1 +$193M
2 +$177M
3 +$157M
4
FIS icon
Fidelity National Information Services
FIS
+$143M
5
XYZ
Block Inc
XYZ
+$103M

Top Sells

1 +$158M
2 +$140M
3 +$135M
4
IAU icon
iShares Gold Trust
IAU
+$130M
5
AAPL icon
Apple
AAPL
+$83.2M

Sector Composition

1 Technology 18.79%
2 Financials 15.47%
3 Healthcare 12.69%
4 Consumer Discretionary 10.72%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$334K ﹤0.01%
3,293
-857
1027
$333K ﹤0.01%
4,220
-1,096
1028
$328K ﹤0.01%
4,912
-1,278
1029
$326K ﹤0.01%
56,012
-14,562
1030
$326K ﹤0.01%
253,017
+43,538
1031
$323K ﹤0.01%
12,100
-500
1032
$319K ﹤0.01%
+6,867
1033
$315K ﹤0.01%
5,055
-1,315
1034
$314K ﹤0.01%
3,006
+601
1035
$313K ﹤0.01%
181,074
+68,467
1036
$309K ﹤0.01%
4,280
-1,114
1037
$304K ﹤0.01%
25,811
+2,510
1038
$294K ﹤0.01%
4,978
-1,293
1039
$294K ﹤0.01%
6,710
-1,743
1040
$283K ﹤0.01%
+9,000
1041
$283K ﹤0.01%
11,091
+2,609
1042
$279K ﹤0.01%
+9,307
1043
$266K ﹤0.01%
+14,185
1044
$266K ﹤0.01%
84,270
+51,600
1045
$259K ﹤0.01%
38,775
+3,688
1046
$241K ﹤0.01%
5,098
-1,326
1047
$240K ﹤0.01%
5,301
+620
1048
$239K ﹤0.01%
6,000
+1,100
1049
$238K ﹤0.01%
+8,659
1050
$238K ﹤0.01%
19,997
+4,045