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
$122B
AUM Growth
-$8.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,260
New
Increased
Reduced
Closed

Top Buys

1 +$89M
2 +$79.4M
3 +$78.8M
4
PATH icon
UiPath
PATH
+$65.2M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$55.1M

Top Sells

1 +$148M
2 +$131M
3 +$98.3M
4
TSLA icon
Tesla
TSLA
+$94.5M
5
COIN icon
Coinbase
COIN
+$90.5M

Sector Composition

1 Technology 24.68%
2 Healthcare 15.04%
3 Financials 12.75%
4 Consumer Discretionary 10.59%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$540K ﹤0.01%
2,582
-29
1102
$540K ﹤0.01%
67,250
+250
1103
$537K ﹤0.01%
13,100
1104
$536K ﹤0.01%
34,780
-2,648
1105
$530K ﹤0.01%
156,470
1106
$528K ﹤0.01%
34,025
-811
1107
$522K ﹤0.01%
52,381
-1,011
1108
$515K ﹤0.01%
6,400
-2,400
1109
$513K ﹤0.01%
93,435
-32,278
1110
$512K ﹤0.01%
40,000
+20,000
1111
$512K ﹤0.01%
25,250
+2,516
1112
$506K ﹤0.01%
38,098
+6,788
1113
$505K ﹤0.01%
45,373
1114
$502K ﹤0.01%
17,547
1115
$499K ﹤0.01%
18,877
-12
1116
$494K ﹤0.01%
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1117
$487K ﹤0.01%
9,900
-3,700
1118
$486K ﹤0.01%
+17,515
1119
$467K ﹤0.01%
8,100
-2,900
1120
$466K ﹤0.01%
50,601
-48,299
1121
$460K ﹤0.01%
+32,959
1122
$455K ﹤0.01%
13,422
-9,731
1123
$450K ﹤0.01%
22,100
-7,500
1124
$450K ﹤0.01%
20,400
1125
$449K ﹤0.01%
10,551
-2,455