Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Portfolio holdings

AUM $170B
1-Year Est. Return 29.44%
 

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
+29.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1 +$457M
2 +$215M
3 +$168M
4
WORK
Slack Technologies, Inc.
WORK
+$148M
5
ABBV icon
AbbVie
ABBV
+$144M

Top Sells

1 +$174M
2 +$171M
3 +$163M
4
AAPL icon
Apple
AAPL
+$135M
5
TSLA icon
Tesla
TSLA
+$119M

Sector Composition

1 Technology 24.22%
2 Healthcare 13.67%
3 Financials 12.08%
4 Consumer Discretionary 11.53%
5 Communication Services 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
-457,495
1127
-9,207
1128
-22,667
1129
-253,302
1130
-274,592
1131
-203,612
1132
-131,000
1133
-223,284
1134
-1,033,341
1135
-195,308
1136
-315,154
1137
-35,900
1138
-5,326
1139
-1,072,202
1140
-423,598
1141
-85,000
1142
-11,300
1143
-1,168,160
1144
-899,508
1145
-443,509
1146
-740,014
1147
-33,166
1148
-94,200
1149
-13,434
1150
-161,017