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
$146B
AUM Growth
+$10.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1 +$198M
2 +$188M
3 +$95M
4
U icon
Unity
U
+$74.2M
5
FLUT icon
Flutter Entertainment
FLUT
+$70.4M

Top Sells

1 +$553M
2 +$337M
3 +$200M
4
NVDA icon
NVIDIA
NVDA
+$119M
5
ZM icon
Zoom
ZM
+$112M

Sector Composition

1 Technology 30.11%
2 Financials 12.79%
3 Healthcare 12.33%
4 Consumer Discretionary 9.99%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$213K ﹤0.01%
40,914
1102
$209K ﹤0.01%
14,150
1103
$205K ﹤0.01%
12,221
1104
$189K ﹤0.01%
12,396
1105
$183K ﹤0.01%
+14,350
1106
$169K ﹤0.01%
+10,167
1107
$169K ﹤0.01%
11,306
1108
$144K ﹤0.01%
19,732
-3,100
1109
$124K ﹤0.01%
61,894
1110
$111K ﹤0.01%
54,495
1111
$83K ﹤0.01%
+19,532
1112
$81.1K ﹤0.01%
16,788
1113
$77.6K ﹤0.01%
+20,800
1114
$72.6K ﹤0.01%
+16,842
1115
$68.1K ﹤0.01%
11,900
1116
$66.8K ﹤0.01%
13,889
1117
$51.7K ﹤0.01%
3,773
1118
$51.1K ﹤0.01%
13,862
1119
-180,773
1120
-12,600
1121
-25,111
1122
-5,392
1123
-6,048
1124
-145,753
1125
-116,845