Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.42%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141B
AUM Growth
-$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1 +$152M
2 +$114M
3 +$114M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$90.7M
5
AVGO icon
Broadcom
AVGO
+$88.3M

Top Sells

1 +$249M
2 +$231M
3 +$151M
4
KO icon
Coca-Cola
KO
+$121M
5
SOFI icon
SoFi Technologies
SOFI
+$73.6M

Sector Composition

1 Technology 30.03%
2 Financials 13.18%
3 Healthcare 11.38%
4 Consumer Discretionary 10.26%
5 Communication Services 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$132K ﹤0.01%
34,524
-1,569
1027
$126K ﹤0.01%
58,959
-2,281
1028
$115K ﹤0.01%
116,249
1029
$64.4K ﹤0.01%
12,066
1030
$39.4K ﹤0.01%
13,862
1031
$24.9K ﹤0.01%
54,495
1032
-6,268
1033
-3,800
1034
-3,190
1035
-4,900
1036
-37,843
1037
-6,900
1038
-33,500
1039
-237,852
1040
-39,083
1041
-306,506
1042
-23,390
1043
-17,712
1044
-11,840
1045
-16,482
1046
-4,008
1047
-14,289
1048
-36,952
1049
-2,270
1050
-359,386