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
$141B
AUM Growth
-$6.68B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1 +$122M
2 +$118M
3 +$116M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$98.8M
5
AMZN icon
Amazon
AMZN
+$74.5M

Top Sells

1 +$202M
2 +$182M
3 +$145M
4
KO icon
Coca-Cola
KO
+$130M
5
TRU icon
TransUnion
TRU
+$65.2M

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%
11,715
1030
$39.4K ﹤0.01%
13,862
1031
$24.9K ﹤0.01%
54,495
1032
-237,852
1033
-39,083
1034
-17,712
1035
-11,840
1036
-16,482
1037
-4,008
1038
-14,289
1039
-36,952
1040
-2,270
1041
-359,386
1042
-304,071
1043
-34,500
1044
-17,455
1045
-4,900
1046
-9,500
1047
-1,185
1048
-5,363
1049
-225,212
1050
-9,362