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
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1 +$200M
2 +$176M
3 +$163M
4
TWLO icon
Twilio
TWLO
+$153M
5
TSM icon
TSMC
TSM
+$129M

Top Sells

1 +$701M
2 +$440M
3 +$325M
4
AMZN icon
Amazon
AMZN
+$316M
5
XYZ
Block Inc
XYZ
+$192M

Sector Composition

1 Technology 25.08%
2 Healthcare 13.42%
3 Consumer Discretionary 12.73%
4 Financials 11.42%
5 Communication Services 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$567K ﹤0.01%
94,472
-1,103
1027
$557K ﹤0.01%
103,156
+2,405
1028
$554K ﹤0.01%
15,900
-600
1029
$546K ﹤0.01%
33,365
-298
1030
$545K ﹤0.01%
38,700
-14,300
1031
$537K ﹤0.01%
16,038
+5,326
1032
$517K ﹤0.01%
186,519
1033
$514K ﹤0.01%
35,096
+11,813
1034
$503K ﹤0.01%
19,683
-1,300
1035
$486K ﹤0.01%
+8,500
1036
$473K ﹤0.01%
62,447
+25,087
1037
$472K ﹤0.01%
134,211
-3,700
1038
$463K ﹤0.01%
169,595
-5,791
1039
$434K ﹤0.01%
+4,100
1040
$432K ﹤0.01%
24,890
-3,229
1041
$421K ﹤0.01%
179,000
1042
$418K ﹤0.01%
8,600
1043
$416K ﹤0.01%
75,142
-10,038
1044
$411K ﹤0.01%
22,999
+10,775
1045
$410K ﹤0.01%
91,000
1046
$408K ﹤0.01%
44,000
1047
$408K ﹤0.01%
66,023
-10,000
1048
$404K ﹤0.01%
106,355
-16,900
1049
$404K ﹤0.01%
7,325
1050
$403K ﹤0.01%
73,859
-5,746