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
$160B
AUM Growth
+$5.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$305M
3 +$284M
4
ZM icon
Zoom
ZM
+$259M
5
DKNG icon
DraftKings
DKNG
+$209M

Top Sells

1 +$291M
2 +$267M
3 +$210M
4
SPLK
Splunk Inc
SPLK
+$207M
5
MSFT icon
Microsoft
MSFT
+$207M

Sector Composition

1 Technology 24.57%
2 Healthcare 13.27%
3 Financials 12.46%
4 Consumer Discretionary 12.41%
5 Communication Services 11.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$58K ﹤0.01%
15,274
-7,560
1152
$30K ﹤0.01%
+6,000
1153
-1,126,447
1154
-75,629
1155
-19,809
1156
-14,300
1157
-9,639
1158
-9,932
1159
-24,553
1160
-357,808
1161
-161,000
1162
-14,228
1163
-7,584
1164
-11,197
1165
-27,000
1166
-95,679
1167
-36,000
1168
-672,977
1169
-462,788
1170
-14,850
1171
-3,845
1172
-1,920
1173
-58,029
1174
-14,682
1175
-13,100