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

Top Buys

1 +$122M
2 +$107M
3 +$96.5M
4
CDNS icon
Cadence Design Systems
CDNS
+$85.8M
5
NU icon
Nu Holdings
NU
+$84.9M

Top Sells

1 +$196M
2 +$107M
3 +$104M
4
NVDA icon
NVIDIA
NVDA
+$74M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$72.4M

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
1076
-25,800
1077
-6,417
1078
-6,000
1079
-4,136,936
1080
-19,732
1081
-2,326
1082
-62,939
1083
-1,652
1084
-62,374
1085
-1,115,466
1086
-700
1087
-65,195
1088
-3,773
1089
-20,057
1090
-14,951
1091
-745,319
1092
-343,356
1093
-47,776
1094
-942,671
1095
-16,788
1096
-14,800
1097
-63,550
1098
-187,436
1099
-37,790
1100
-7,363