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
$169B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1 +$830M
2 +$410M
3 +$337M
4
TWLO icon
Twilio
TWLO
+$292M
5
TSLA icon
Tesla
TSLA
+$234M

Top Sells

1 +$1.18B
2 +$757M
3 +$477M
4
NTLA icon
Intellia Therapeutics
NTLA
+$272M
5
AMZN icon
Amazon
AMZN
+$263M

Sector Composition

1 Technology 25.5%
2 Healthcare 13.55%
3 Financials 12.47%
4 Consumer Discretionary 12.12%
5 Communication Services 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
-1,953
1202
-1,686,586
1203
-148,614
1204
-11,738
1205
-11,667
1206
-34,300
1207
-2,700
1208
-6,530
1209
-37,109
1210
-593,002
1211
-4,800
1212
-249,765
1213
-1,123,282
1214
-194,684
1215
-82,315
1216
-5,872
1217
-32,860
1218
-665
1219
-2,958
1220
-338,000
1221
-560,000
1222
-985,736
1223
-10,000
1224
-18,687