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
$144B
AUM Growth
+$8.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,117
New
Increased
Reduced
Closed

Top Buys

1 +$124M
2 +$108M
3 +$101M
4
NU icon
Nu Holdings
NU
+$86.2M
5
CDNS icon
Cadence Design Systems
CDNS
+$84.1M

Top Sells

1 +$218M
2 +$119M
3 +$108M
4
PH icon
Parker-Hannifin
PH
+$76.5M
5
NVDA icon
NVIDIA
NVDA
+$76.1M

Sector Composition

1 Technology 31.55%
2 Healthcare 11.95%
3 Financials 11.88%
4 Consumer Discretionary 10.25%
5 Communication Services 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$253K ﹤0.01%
+10,000
1027
$248K ﹤0.01%
14,149
+1,167
1028
$247K ﹤0.01%
4,000
1029
$245K ﹤0.01%
61,240
1030
$241K ﹤0.01%
1,936
-177
1031
$238K ﹤0.01%
+1,700
1032
$236K ﹤0.01%
+5,000
1033
$230K ﹤0.01%
+10,415
1034
$226K ﹤0.01%
12,396
1035
$225K ﹤0.01%
36,062
+824
1036
$222K ﹤0.01%
37,939
1037
$215K ﹤0.01%
12,221
1038
$212K ﹤0.01%
1,700
+300
1039
$212K ﹤0.01%
+4,210
1040
$211K ﹤0.01%
+1,330
1041
$210K ﹤0.01%
+20,668
1042
$204K ﹤0.01%
29,767
1043
$183K ﹤0.01%
103,672
1044
$177K ﹤0.01%
54,303
-1,943
1045
$177K ﹤0.01%
57,342
1046
$168K ﹤0.01%
40,867
-19,100
1047
$135K ﹤0.01%
55,400
+21,300
1048
$119K ﹤0.01%
54,495
1049
$97.4K ﹤0.01%
14,150
1050
$86.6K ﹤0.01%
+14,200