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
$148B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,148
New
Increased
Reduced
Closed

Top Buys

1 +$193M
2 +$179M
3 +$154M
4
TWLO icon
Twilio
TWLO
+$152M
5
TSM icon
TSMC
TSM
+$121M

Top Sells

1 +$660M
2 +$439M
3 +$316M
4
TSLA icon
Tesla
TSLA
+$268M
5
INTC icon
Intel
INTC
+$175M

Sector Composition

1 Technology 25.08%
2 Healthcare 13.42%
3 Consumer Discretionary 12.73%
4 Financials 11.42%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
-24,725
1127
-5,915
1128
-13,258
1129
-99,291
1130
-79,000
1131
-217,500
1132
-4,125
1133
-4,810
1134
-4,251
1135
-49,718
1136
-226,400
1137
-18,398
1138
-5,281
1139
-24,540
1140
-339,470
1141
-115,638
1142
-13,000
1143
-328,782
1144
-884,458
1145
-19,500
1146
-19,000
1147
-12,703
1148
-64,942