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
$150B
AUM Growth
-$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,277
New
Increased
Reduced
Closed

Top Buys

1 +$918M
2 +$488M
3 +$459M
4
SPOT icon
Spotify
SPOT
+$364M
5
CB icon
Chubb
CB
+$319M

Top Sells

1 +$1.17B
2 +$1.12B
3 +$760M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$324M
5
AAPL icon
Apple
AAPL
+$314M

Sector Composition

1 Technology 26.93%
2 Healthcare 14.07%
3 Financials 12.34%
4 Consumer Discretionary 11.27%
5 Communication Services 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
-6,327
1177
-254,457
1178
-3,999
1179
-31,000
1180
-9,132
1181
-142,341
1182
-37,209
1183
-7,500
1184
-726,049
1185
-4,145
1186
-204,156
1187
-103,465
1188
-23,154
1189
-8,439
1190
-1,904
1191
-55,844
1192
-788,468
1193
-1,155,148
1194
-4,332,774
1195
-18,945
1196
-118,036
1197
-627,910
1198
-15,700
1199
-4,426,480
1200
-4,000