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
$164B
AUM Growth
+$3.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Top Buys

1 +$256M
2 +$236M
3 +$185M
4
TWLO icon
Twilio
TWLO
+$164M
5
MSFT icon
Microsoft
MSFT
+$152M

Top Sells

1 +$796M
2 +$472M
3 +$361M
4
AAPL icon
Apple
AAPL
+$338M
5
PYPL icon
PayPal
PYPL
+$322M

Sector Composition

1 Technology 28.35%
2 Healthcare 13.67%
3 Financials 11.98%
4 Consumer Discretionary 11.74%
5 Communication Services 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$792K ﹤0.01%
+1,675
1052
$785K ﹤0.01%
157,859
+23,127
1053
$771K ﹤0.01%
21,866
1054
$767K ﹤0.01%
8,978
+160
1055
$765K ﹤0.01%
2,940
-146
1056
$761K ﹤0.01%
26,786
+16,045
1057
$756K ﹤0.01%
32,900
1058
$752K ﹤0.01%
45,818
1059
$740K ﹤0.01%
53,700
-12,100
1060
$737K ﹤0.01%
17,200
-3,600
1061
$724K ﹤0.01%
180,950
-118,037
1062
$719K ﹤0.01%
28,445
-1,735
1063
$706K ﹤0.01%
37,420
1064
$696K ﹤0.01%
11,400
-3,200
1065
$672K ﹤0.01%
59,453
-6,950
1066
$670K ﹤0.01%
8,600
-1,700
1067
$659K ﹤0.01%
49,666
-2,397
1068
$656K ﹤0.01%
59,713
-5,288
1069
$652K ﹤0.01%
6,700
-15,169
1070
$640K ﹤0.01%
5,816
-138
1071
$639K ﹤0.01%
30,000
-54,000
1072
$629K ﹤0.01%
11,200
+1,300
1073
$624K ﹤0.01%
+39,117
1074
$614K ﹤0.01%
7,569
+1,611
1075
$613K ﹤0.01%
7,300
-1,800